A Guide to the Visionary Vault

You may have noticed the “Shop” link at the top of our homepage. Perhaps you even clicked and found the message: “Welcome to the Visionary Vault! Easy, actionable digital resources, trainings, and templates for CEOs who don’t have time for fluff” along with a link to view our products. Upon seeing this blog title you decided to learn more about the shop and its products.

Or maybe you stumbled across this blog while visiting our website and wanted to know what exactly a “Visionary Vault” is.

Either way, we’re happy you’re here! Now, let’s talk shop:

Why the Visionary Vault?

Our CEO, Caitlyn, has called her clients visionaries since the beginning. Most entrepreneurs are creative, ingenuitive, intelligent people with a vision for the business they’ll build and the impact they’ll have in the world. They love a big-picture moment and know where they want to go and what they want to do. But business can get messy, especially as it starts to grow and build momentum. Sometimes we need a little help with the housekeeping to stay on track – BUILDwell to SCALEwell, as we like to say.

That’s where Upwell comes in. We help with systems, processes, automations, and operations strategy. In the process of helping visionary CEOs over the years, we noticed a few trends:

1. A lot of clients had struggles related to planning and organization, especially with finances
2. When we built out templates for specific clients to solve those struggles, eventually other clients would find those same templates, with some customizations, useful too
3. A lot of clients could benefit from some trainings related to project planning, organization, and task delegation
4. Most trainings available on the market were a part of huge $1000+ courses, when a client might only need one piece of the course to provide what they need.

And thus, the Visionary Vault was born: a digital shop for busy CEOs of growing businesses who don’t have the time for 10+ hour courses or the money to pay for them – especially when they don’t need over half of the materials. We offer affordable & actionable tools to help you plan, organize, and intentionally grow your business with ease.

What’s Inside the Vault?

Right now we offer eight products, but we plan to add more as time goes on. Here’s an overview of each of our current products:

The Client Capacity & Revenue Planner: This template lets you compare potential client loads and their expected revenue to keep track of your financial goals and plan ahead to stay on track.

The Custom Project Quote Calculator: Create custom quotes without the headache by using this tool to map out the whole project, team member roles, and your desired profit margin.

The Product Profitability Planner: The template gives you the power to see how profitable a potential product offer is and plan for special deals and promos.

The Product Sales Projections vs Actual Tracker: This product empowers you to create sales projections and compare them to your actual monthly sales throughout the year so you know when to adjust your plans and when to stay the course.

The Sales & Profit Tracker: The tool gives you an easy way to track your sales and monthly revenue, plan for future expenses, and calculate your income.

The Strategic Offer Planning Guide & Masterclass: Learn how to design and plan a new service offering that will be profitable, manageable, and provide a great client experience.

The Team Capacity Planning Guide & Masterclass: This masterclass helps you map out the capacity of every team member to finetune your delegation process and build an efficient and well-rounded team.

The Team Growth & Investment Planner: Knowing when to hire new team members or invest in new equipment can be tricky. This product lets you see how a potential hire or investment affects your growth and revenue.

The Future of the Vault

At its heart, the Visionary Vault is a shop for the people. We want to offer practical and useful tools that entrepreneurs actually need – and without all the fluff. The goal is to make your life easier without the need for a multi-hour course or huge price tag.

This is why we’ve also made a Visionary Vault wishlist – a way for you to tell us what you need help with, the things you find yourself thinking “If only I had a way to ____.” Then, as we develop more products for the Vault, we can make templates and trainings based on what our community needs.

Click here to add your Visionary Vault ideas to the wishlist!