Member Resources
A growing collection of scripts, prompts, templates, and guides — curated by EPIC! members for EPIC! members. Steal what works. Skip what doesn't.
Battle-tested openers, objection responses, and closing language for calls, DMs, and in-person conversations.
Copy-paste prompts for ChatGPT, Claude, and Gemini — written for small business owners, not engineers.
Ten things a CPA sees every filing season that were already decided on December 31 — plus a printable 2-page year-end checklist from Frank Gramlich, CPA.
Roth IRA, Backdoor Roth, Mega Backdoor Roth — plus the HSA and the three questions to ask your advisor. Printable one-pager from Bryan Daly, CFP®.
Your bank balance only tells you where you are today. These five financial vital signs tell you where your business is headed — with a printable one-pager.
A 2-minute scored checkup to see how tangled your business and personal money have become — plus three fixes in order, from Lisa Brizendine of Briz Bookkeepers.
Seven simple actions every business owner can take this month to gain clarity, calm, and confident decisions — from Lisa Brizendine of Briz Bookkeepers.
Five printable tools to build (and actually stick with) a self-care practice — from a daily joy check-in to a full weekly planner. From Caite Corripio's self-care workbook.
Fill-in-the-blank assets for email, social, and print — designed to look credible without a designer.
Practical playbooks pulled from our Networking Like a Pro series — what to say, how to follow up, what to track.
Specific, low-friction language to ask for the right introduction — without sounding desperate or vague.
Editable slide decks for sales pitches, partner intros, and live talks — branded and ready to customize.
The library is free for EPIC! members. Visit us Thursday morning and we'll set you up.
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