The Legacy Vault™
A curated library of plug and play systems, SOPs, and templates for founders who want operations that run smoothly without rebuilding every process from scratch.
Early access opens December 1. Official public launch is December 3.
The Legacy Vault™ gives you proven, battle tested operations assets so you can implement faster, standardize your backend, and support your team without building every workflow from a blank page.
The Vault is for you if…
- ✓ You want your backend to match the level of your client work and reputation.
- ✓ You are tired of rewriting the same emails, SOPs, and task lists for every project.
- ✓ You want tools that your team can use immediately without needing a full rebuild.
- ✓ You care about clean, calm systems that support your life instead of stealing from it.
Best fit seasons
You lead a growing service based business with recurring delivery and you are ready to tighten operations. You either have a VA or are planning to hire one, and you want plug and play tools that keep everyone aligned and moving in the same direction.
What’s inside The Legacy Vault™
A growing library of plug and play assets organized by the core pillars of a legacy ready business.
Client Experience
Emails, timelines, and SOPs for a smooth, elevated client journey.
Inside the Vault
- Inquiry and onboarding workflows
- Offboarding checklist and templates
- Client communication email bank
Operations & Delivery
Project and delivery systems that keep your work predictable and repeatable.
Inside the Vault
- ClickUp and Airtable sample boards
- Standard project workflow templates
- Quarterly planning and review SOPs
Team & Hiring
Templates to hire, onboard, and support your team with clarity.
Inside the Vault
- Role scorecards and job posting templates
- Onboarding checklists and first 90 day plans
- Simple meeting and communication rhythms
Marketing Ops
Back end structure that supports your front of house marketing.
Inside the Vault
- Content planning dashboards
- Campaign launch checklists
- Metrics snapshot templates
Money & Admin
Light touch systems that keep billing and admin from slipping through the cracks.
Inside the Vault
- Invoice and payment tracking sheets
- Renewal and upsell prompts
- Simple metrics and review rhythm
Dashboards & Templates
Plug and play boards you can copy into your favorite tools.
Inside the Vault
- Quarterly priorities dashboard
- Team task snapshot board
- CEO overview view for quick decisions
Lock in early VIP access to The Legacy Vault™
You can purchase now to secure VIP status and early access perks. Your Vault access details will be delivered on December 1 so you can dive in before the official December 3 launch.
VIP Early Access
Join as an early adopter and be first inside the Vault when doors open December 1. You’ll unlock exclusive early-bird perks that will not be available after launch.
Perfect if you want a head start implementing systems before the new year.
You’ll receive a confirmation email right away and your login details on December 1.
Measured outcomes you can expect
Time Returned
Shorten the distance between decision and implementation by starting from proven assets instead of a blank page.
Team Consistency
Give your team clear, repeatable ways to work so delivery feels consistent, even when you are not in every detail.
Cleaner Operations
Reduce bottlenecks, missed steps, and decision fatigue with simple, visible systems that everyone can see and follow.
How early access to The Legacy Vault™ works
Purchase early VIP access
Secure your spot now and receive a confirmation email with what to expect next.
Receive login December 1
On December 1, you’ll get your Vault login details, Quick Start Guide, and overview of your early-bird perks.
Preview and plan
Use the early access window to explore, bookmark favorites, and decide what to implement first.
Implement with the launch
By the official December 3 launch, you’ll already know where to start so you can move straight into implementation.
Invite your team
Share assets and walk your team through how you want them used so everyone is aligned from day one.
Stay updated
Log in as new assets are added so your operations keep pace with the season you are in.
What founders are saying
“The Vault gave my team language and structure. We stopped guessing and started following the same playbook.”
“Instead of spending hours in Google Docs, I can plug in a template and move straight into implementation.”
“My VA and I finally had a shared system. It changed how much we could get done in a week.”
Access and usage
Assets are designed for internal use and client delivery, not for resale as your own templates or courses. The Vault will continue to evolve as new assets are added over time.
Frequently asked questions
How is The Legacy Vault™ different from The Legacy Blueprint™?
The Blueprint teaches you how to design and build systems. The Vault gives you the ready to use assets that you can plug into those systems. Many founders use the Vault alongside the Blueprint or after completing the Framework.
How do I access the materials?
You will receive a login to a central hub with links, downloads, and instructions. Most assets are provided as Notion pages, ClickUp or Airtable samples, and simple dashboards you can copy.
Can my team use the Vault?
Yes, your internal team can access and use any assets or documents you’ve created through the Vault for your business. However, login credentials are for your personal use only. Your team may access shared copies or exported materials within your own systems — not by logging directly into the Vault.
How often are new assets added?
New templates and SOPs are added periodically as we refine systems with clients. Annual members receive ongoing access to new additions for the duration of their term.
Does the Vault include live support?
The Vault is primarily a self paced asset library. For more hands on strategy and implementation, pair it with Legacy Map™, the Framework, or the Collective for done with you or done for you support.
Do you offer refunds?
Because the Vault includes digital assets that are accessible immediately, refunds are generally not offered. If you have questions before joining, reach out so we can help you decide if it is the right fit.
Explore the Legacy Ecosystem
Each offer supports your operations at a different depth. Stack them as your business grows.
Legacy Framework™
Six month foundational system building partnership for scaling service providers.
Learn more →Legacy Map™
Two part strategic planning engagement that sets your next year of focus.
Learn more →Legacy Blueprint™
Self paced course that teaches the core systems and structure to scale sustainably.
Learn more →Legacy Studio™
Membership for structure, accountability, and community.
Coming soonLegacy Vault™
You are here. A curated library of plug and play systems, templates, and SOPs.
Current pageLegacy Support Collective™
Premium VA matching and management for calm, consistent support.
Learn more →