Tools and Templates
Tools turn advice into a repeatable operating system. This page collects the free tools already live and the paid templates planned for the Owner-Operator Lab.
Free tools
Planned paid templates
- Owner-Operator Business Kit launch list.
- Weekly owner-operator finance review.
- Broker scorecard and lane tracker.
- Maintenance reserve planner.
- New authority compliance calendar.
- Invoice and factoring review checklist.
Business Kit preview assets
Business Kit fulfillment manifest
Defines the paid tier deliverables, manual invoice handoff, post-payment delivery checklist, buyer reply template, and boundaries.
Open assetBusiness Kit sales page
A buyer-facing sales asset with concrete outcomes, launch tiers, who should buy, who should wait, invoice steps, and delivery boundaries.
Open assetManual checkout instructions
Explains the buy-by-invoice steps, launch prices, delivery timing, support boundary, and refund-review rule while checkout links are offline.
Open assetManual invoice templates
Copy-ready invoice language for the $49 workbook, $149 template kit, $399 Lab, and $750 sponsor Starter Test.
Open assetBusiness Kit preview workbook
A structured preview of the weekly operating review, load decision rule, broker scoring, and implementation plan.
Open assetCost-per-mile planner
Fixed cost, variable cost, owner pay, profit target, and reject-rate threshold starter sheet.
Open assetBroker scorecard
Track lane quality, payment behavior, detention handling, paperwork quality, and run-again decisions.
Open assetInvoice tracker
Track load numbers, due dates, proof status, factoring status, payment status, and follow-up dates.
Open assetMaintenance reserve planner
Fund repair reserve weekly, document estimates, track spend categories, and flag downtime risk.
Open assetCompliance calendar
Starter calendar for UCR, IFTA, MCS-150, annual inspection, insurance renewal, and clearinghouse reminders.
Open assetCourse preview assets
Owner-Operator Lab sales page
A buyer-facing course offer with modules, launch price, fit rules, early-access invoice path, and boundaries.
Open assetOwner-Operator Lab syllabus
Six-module course map covering cost control, load decisions, cash runway, maintenance reserve, compliance rhythm, and weekly operating review.
Open assetFirst lesson preview
A practical preview lesson that turns cost per mile into a weekly reject-rate and cash-protection rule.
Open assetImplementation checklist
A week-by-week course implementation tracker for setup, templates, proof, review rhythm, and launch readiness.
Open assetGet notified when templates launch
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