Stop Wasting $140K+ Per Year on Project Management Mistakes with
Discover the 5 Most Expensive Mistakes Small Businesses Make
(Plus the 6th Mistake That Causes All the Others)
The Complete DIY Toolkit for
3 in the Box Leadership
Regular Price: $197
Today Only: $27
You Save: $170 (86% off)
5 Professional Templates (Charter, Status Sync, Intake Filter, Resource Tracker, Action List)
Implementation Checklists (Week-by-week action steps)
Quick-Start Guide (Detailed implementation manual)
Video Walkthroughs (Showing you exactly how)
90-Day Roadmap (Complete timeline from start to finish)
Template 1: Charter Template
30-minute meeting format that gets all three leads aligned before any project.
Your team jumps into projects without defining success. Everyone has different assumptions about what "done" means. Six months later, you realize you've been building three different projects.
This charter template fixes that.
Includes all the questions each lead must answer
Pre-filled example you can copy
Ensures everyone agrees on success criteria before work starts
Prevents the nightmare of misaligned expectations
Use this before every project. Takes 30 minutes. Saves months of confusion.
Template 2: Weekly Status Sync Template
15-minute Friday meeting that catches problems before they become crises.
Your Project Lead thinks everything is green. Your Product Lead knows the client is unhappy. Your Engineering Lead knows a critical dependency is blocked. You have no idea what's actually happening until something goes wrong.
This status sync template fixes that.
Simple 3-question format (Green/Yellow/Red)
Takes exactly 15 minutes every Friday
Surfaces issues 2-4 weeks earlier than they would otherwise
Prevents disasters through early detection
Use this every week. Problems surface when they're small, not catastrophic.
Template 3: Project Intake Filter
3-question framework that stops bad projects before they waste resources.
Every request becomes a project. Someone says "hey, can we..." and suddenly your team is working on it. Nobody asks if it's a good idea. Nobody checks capacity. You're scattered across 15 projects with no clear priorities.
This intake filter fixes that.
All three leads must agree before work starts
Saves $$K+ per year in wasted labor
Stops saying yes to everything
Focuses team on right priorities
Use this for every project request. Takes 15 minutes. Prevents months of wasted work.
Template 4: Resource Allocation Tracker
One shared view showing who's working
on what from all three perspectives.
Your Project Lead allocates Sara at 25% on 4 projects. Your Product Lead has her leading 2 customer engagements 40%.
Your Engineering Lead has Sara mentoring junior devs 20%.
Actual allocation: 160%.
Sara's working 70-hour weeks. She's burning out. She quits. Replacing her costs $60K.
This tracker fixes that.
Prevents overallocation before burnout happens
Spots 160% allocations immediately
Saves $$K+ in replacement costs
Keeps best people from quitting
Review this weekly with all three leads. Catches overallocation before you lose your best people.
Template 5: Rolling Action Item List (RAIL)
Single source of truth for everything
that needs to get done.
Action items live in emails, chats, meeting notes, and people's heads. Important work gets forgotten. The same blockers keep coming up because nobody tracks patterns.
Things fall through the cracks.
This action item list fixes that.
Nothing falls through the cracks
Tracks items across all projects in one place
Lessons learned write themselves at project end
Automatic pattern recognition (legal always takes 2 weeks, not 1)
Update this weekly during Status Sync. Takes 5 minutes. Ensures nothing gets dropped.
You also get these bonuses to make implementation easier:
Bonus 1: Week-by-Week Checklists
Know exactly what to do each week. No guesswork. Clear action steps from Day 1 to Day 90.
Bonus 2: Quick-Start Guide
Step-by-step instructions for implementing each template. How to get leaders bought in. How to handle objections.
Bonus 3: Video Walkthroughs
Watch over-the-shoulder videos showing you exactly how to use each template. See real examples from actual businesses.
Bonus 4: Pre-Filled Examples
Every template includes a completed example so you can see what good looks like. Copy the format. Adapt for your projects.
Bonus 5: 90-Day Roadmap
Complete timeline showing what to implement when. Week 1: Charter and Intake. Week 2: Status Sync. Week 3: Resource Tracker. Week 4: Action Item List. Months 2-3: Optimization.
Total Value: $197
Your Price Today: $27
You Save: $170
Right now, your projects are taking 3x longer than planned.
Bad projects get approved because nobody asks the right questions.
Scope creeps because your three leads have different assumptions about what you're building.
Problems hide until deadline time because nobody's checking in weekly.
Action items fall through cracks because everyone tracks work differently.
Your best people are allocated 200% and headed for burnout.
This costs you $140K to $285K per year.
The root cause? Your Project Lead, Product Lead, and Engineering Lead aren't aligned. They're working in silos instead of being 3 in the Box.
When these three critical leaders work separately:
Bad projects get approved
Scope is unclear
Problems hide until too late
Important work gets dropped
People burn out and quit
When they work together, 3 in the Box:
Only right projects get approved
Everyone agrees on scope
Problems surface early
Nothing gets dropped
Resources allocated intelligently
Businesses using 3 in the Box Leadership go from 40-50% on-time delivery to 85-90% in 90 days.
That's the power of alignment.
This toolkit gives you everything you need to make that happen.
Step 1: Download Instantly
Purchase the toolkit and get immediate access.
Download all 5 templates, guides, and videos right away.
No waiting for emails. No shipping delays. Instant access.
Everything is editable. Customize for your business immediately.
Step 2: Customize for Your Business
Spend 30 minutes customizing the templates. Add your project names. Your team members. Your business specifics.
The templates are Google Docs, Sheets, and PDF. Easy to edit.
No special software needed. The Quick-Start Guide walks you through customization step-by-step.
Step 3: Get Your Three Leads Bought In
Share the charter template with your Project Lead, Product Lead, and Engineering Lead. Show them how it works. Walk through the first example together. Schedule your first 3 in the Box Charter Meeting this week. The templates make it easy to get buy-in because they show exactly what to do and why it matters.
Share the charter template with your Project Lead, Product Lead, and Engineering Lead. Show them how it works. Walk through the first example together. Schedule your first 3 in the Box Charter Meeting this week. The templates make it easy to get buy-in because they show exactly what to do and why it matters.
Step 4: Implement Week by Week
Follow the 90-day roadmap.Week 1: Run first charter meeting and first intake decision
Week 2: Start weekly status syncs
Week 3: Implement resource tracker
Week 4: Launch rolling action item list
Months 2-3: Optimize and refineUse the checklists. Watch the videos when you get stuck. See results in Week 1.
Total Implementation Time: 90 days
See Improvements: Week 1
Hit 85-90% On-Time Delivery: Month 3
This Toolkit IS For You If:
You run a business with 10-100+ employees
You have multiple active projects
Projects consistently miss deadlines
Scope creeps out of control
Your three key leaders aren't aligned
You want to DIY the implementation
You're organized and self-directed
You have 2-3 hours per week to implement
This Toolkit is NOT For You If:
You want someone to do it for you (book consulting instead)
You don't have time to implement (hire us to implement)
You want video courses and live coaching (get the $497 AI Course)
Your leaders aren't willing to change processes
You're looking for magic buttons that fix everything automatically
You won't actually use the templates
You need hand-holding through every step
Be Honest With Yourself
The templates work. The framework works. I've seen it work across dozens of businesses. But you have to actually use them.
If you're the type who buys templates and never opens them, save your $27. If you're serious about fixing what's broken with your project delivery, this toolkit will get you there.
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