Business-in-a-Box

Menu

Choose where you would like to go.

Start and plan your business

Business-in-a-Box home
Return to the main product centre.
Get started
Set up your business workspace.
One-hour trial
Test the Mentor and Companies House search.
Public demo
See the public demonstration.
Features
See what the system can do.
Pricing
View plans and subscriptions.

Run the business

Dashboard
Open the business control centre.
CRM and leads
Record and follow up prospects.
AI assistants
Open the available business assistants.
Secretary and roles
Configure business support roles.
Books and finance
Open income, expenses and reports.
Income
Record money coming in.
Expenses
Record business costs.
Financial reports
Review the financial summary.
Referrals and affiliates
Manage referral activity.
Settings
Manage workspace settings.

Build customers and sales

First 50 customers
Use the lead workspace to find and track early customers.
Prospect research
Organise potential customers and next actions.
Customer follow-up
Keep follow-up activity in one place.
Business listings
Return to the product centre for listing tools.
Affiliate business
Open referrals and distribution tools.

Create and publish

E-book drafts
Create and save an e-book brief with length, style and audience.
E-book publisher
Prepare publishing information in the workspace.
Marketing plan
Return to the product centre for the marketing workflow.
Content creator
Return to the product centre for content tools.
Product catalogue
Return to the product centre for catalogue tools.

Learn and train

AI Mentor
Open the Mentor directly and develop the business idea.
Lessons and training
Return to the product centre for training tools.
Quiz creator
Return to the product centre for learning tools.
Video scripts
Return to the product centre for content tools.