EPIC! Business Connections

Member Resources

Business Resource Library

A growing collection of scripts, prompts, templates, and guides — curated by EPIC! members for EPIC! members. Steal what works. Skip what doesn't.

Sales Scripts

Battle-tested openers, objection responses, and closing language for calls, DMs, and in-person conversations.

  • Cold call opener (30-second version)
  • Voicemail script that gets callbacks
  • "Just checking in" follow-up rewrites
  • Price objection responses
  • Discovery call question bank
Open library →

AI Prompts

Copy-paste prompts for ChatGPT, Claude, and Gemini — written for small business owners, not engineers.

  • Rewrite my LinkedIn headline
  • Draft a 5-email nurture sequence
  • Turn a testimonial into 3 social posts
  • Generate a one-page sales sheet
  • Summarize a discovery call into next steps
Open library →

10 Tax Mistakes Your CPA Can't Fix in April

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.

  • Why tax season is too late to plan
  • Social Security, RMDs and the Medicare lag
  • The 15.3% self-employment tax trap
  • Four advanced year-end moves
  • Five questions to ask before Dec 31
Open library →
Three numbered doors, with the middle one open and gold coins spilling out as Bryan Daly peeks out smilingPrintable one-pager

3 Doors to Tax-Free Money: which one is yours?

by Bryan Daly, CFP® · New Life Financial Planning

Roth IRA, Backdoor Roth or Mega Backdoor Roth, plus the HSA's triple tax advantage. See which door opens for you, and the three questions to ask your advisor.

Open the doors →

Five Numbers Every Business Owner Should Know

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.

  • Revenue: is it growing?
  • Gross profit: are jobs priced right?
  • Net profit: what did you actually earn?
  • Cash flow: can you pay the bills?
  • A/R aging: who owes you money?
Open library →
Cartoon of a business piggy bank and a personal wallet cuddling on a bench while a shocked Lisa Brizendine watches2-minute checkup

Are your business and personal finances getting a little too personal?

by Lisa Brizendine · Briz Bookkeepers

When business and personal money share the same accounts, every report becomes a guess. Take a 10-point scored checkup, then follow three practical fixes to separate them cleanly.

Take the checkup →

Cash Flow Quick-Win Checklist

Seven simple actions every business owner can take this month to gain clarity, calm, and confident decisions — from Lisa Brizendine of Briz Bookkeepers.

  • Review outstanding invoices
  • Know your break-even number
  • Cut unused subscriptions
  • Separate business & personal spending
  • Monitor cash weekly
Open library →

Self-Care Habit Trackers

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.

  • Joy Tracker (daily mood bubbles)
  • Habit Tracker — Flower (color a petal a day)
  • Habit Tracker — Wheel (31-day shading tracker)
  • Ideal Weekly Plan (time-blocked template)
  • Weekly Priorities (top 3 + delegate list)
Open library →
Free E-Book22 pages · PDFFunding Secrets e-book cover by Michael Fieger

Business Funding Secrets

by Michael Fieger · Devil Dog Marketplace

The insider guide to getting approved — what lenders really look for, which loan fits, and how to negotiate like a pro.

Get the free e-book →
Illustration of Julie Riga in a navy suit on a spotlit stage holding her phone, surrounded by gold sparkles and floating profile cards✨ Free workbook

Let AI help you SHINE: clearer, sharper, more like you

by Julie Riga · AI With Purpose

Five letters turn ChatGPT or Claude into your personal prep partner. Copy-ready prompts for your LinkedIn profile, your 30-second intro and the follow-up that gets you remembered.

Start shining →

Marketing Templates

Fill-in-the-blank assets for email, social, and print — designed to look credible without a designer.

  • Monthly newsletter template
  • Launch announcement email
  • Social media content calendar
  • Landing page wireframe
  • Case study one-pager
Open library →

Networking Guides

Practical playbooks pulled from our Networking Like a Pro series — what to say, how to follow up, what to track.

  • Your 60-second intro worksheet
  • 1:1 meeting agenda (GAINS exchange)
  • Event prep & follow-up checklist
  • Contact sphere mapping tool
  • Memory hook builder
Open library →

Referral Request Templates

Specific, low-friction language to ask for the right introduction — without sounding desperate or vague.

  • The specific ask email
  • Asking a happy client for a referral
  • Reciprocal referral exchange message
  • "Who do you know who…" prompt cards
  • Warm intro template (for your champion to forward)
Download PDF →

Presentation Templates

Editable slide decks for sales pitches, partner intros, and live talks — branded and ready to customize.

  • 10-slide sales pitch deck
  • Investor / partner overview
  • Webinar / workshop template
  • Quarterly business review (QBR)
  • EPIC! 10-minute member spotlight
Coming soon — request early access

Want full access to the library?

The library is free for EPIC! members. Visit us Thursday morning and we'll set you up.

Save my seat