Hey Workshop: The Complete Back Office for People Who Work for Themselves

You went out on your own to do the work you love, not to become an accountant, a salesperson, and a lawyer. But running solo means wearing all forty hats at once.

The system that runs underneath the work, now in one place.

The honest part nobody warned you about

That's not a you problem.
It's a systems problem.

So you wing it, and every gap quietly costs you real money. The people who look like they have it all together simply built, or bought, the back office that runs underneath the work.

The idea that stayed a "someday" because the first step was a fog.
The empty pipeline, because outreach only happens when panic hits.
The project that ballooned for free because the scope was never written down.
The great work nobody ever sees because marketing keeps sliding to next week.
The year you stayed at capacity, fully booked, working hard, and not growing.

The feeling

A woman sits at a desk with her head in her hands, the desk on a tiny grass island barely bigger than it, calm ocean to the horizon at golden hour — Doing everything alone is the job description nobody showed you. the whole ocean, one desk

Same you. Different system.

Running solo, two ways.

"Someday"

the idea lives in a notes app, because the first step is a fog.

Feast, famine

outreach only happens when the calendar goes quiet. Then panic.

11 pm

proposals, onboarding, and status updates rebuilt from scratch, again.

Crickets

you post when you remember, then quietly give up for a month.

The ceiling

fully booked and stuck: more income now means more hours.

$29/mo × 6

a subscription for every job, renting your own back office forever.

stop running on duct tape & hope.

The Hey Workshop method

Playbooks that teach it. An operating system that does it.

Every module is two halves of the same brain. A Playbook: a plain-English guide built on 130+ named sources and the real stories of Dropbox, Airbnb, Stripe, Buffer, and Zappos, covering launch, clients, delivery, legal, marketing, and scale. And a Toolkit: the matching operating system of templates, trackers, and dashboards. You read the why, then fill in the tab. No fluff in between.

And it runs on software you already own. Excel or Google Sheets, your choice, plus a fully connected Notion edition included free. If you're tired of renting your back office from a stack of monthly subscriptions, this is the antidote: one payment, yours forever, your data on your machine.

Works in ExcelWorks in Google SheetsNotion edition included$0/month

the eight playbooks + the connected operating system · this is the whole thing

Built around real working days

There isn’t one kind of solo business.

A client call, a half-formed plan, an order that needs to go out. Hey Workshop gives every kind of independent worker a calmer way to hold the moving parts.

the client callthe work in progressthe thing being shipped

Three independent business owners at work in a sunlit studio: one on a client video call, one making notes, and one packing an order

The Founders Edition, in one look

The machine, the schedule, the words, and the staff.

Knowing what to do was never the hard part. Doing it is. So the Founders Edition is the complete back office plus the three systems that get you to actually run it. Here is the whole box, one panel each.

Part one · The machine

The Solo Business OS

"I became the marketer, the bookkeeper, and the contracts department overnight."

Profit dashboard $8,240

Invoice · paid ✓

$3,500

Seven research-backed playbooks and a 46-tab connected workbook run everything underneath the work: clients, delivery, contracts, marketing, growth, money.

Part two · The schedule

The First 90 Days

"It's Monday morning and I don't know what to work on first."

Week 6 of 13 · Fill the pipeline

Read Clients OS ch 3 to 5 ~30 min
Fill Pipeline + Outreach Log
Ship by Sunday ten reach-outs ✓

A 13-week operating calendar sequences the whole system: one outcome a week, three on-ramps, and a no-shame restart page. The calendar decides. You just ship.

Part three · The words

The Say-It Kit

"I have rewritten this email eleven times."

Script 24 · "Can't ChatGPT do it cheaper?"

"It can draft. It cannot be responsible. When the work goes out with your name on it, someone has to own whether it is right. That is me."

copy · edit · send

108 copy-paste scripts for every conversation you dread: raising rates, scope creep, late invoices, ghosts, saying no. Each with a filled-in example and why it works. Nerve, on tap.

Part four · The staff

The AI Staff System

"I need help, and I cannot afford help."

Start my day. Three things: chase the overdue invoice, confirm Thursday's call, send the proposal draft. Chief of Staff · reads your real tabs

Seven AI staff on ChatGPT, Claude, or Gemini (free tiers work), trained on your playbooks and wired to your toolkit: a Chief of Staff, a Sales Director, a Money Manager, and four more.

Get the Founders Edition · ~~$599~~ $199

One payment, yours forever, every future update free. Compare the tiers ↓

Seven operating systems. One business.

The Modules

live screens from the actual toolkits · what you see is what you download

Module 01

Launch & Validate OS

From a fuzzy idea to your first paying customer, ideation, demand-testing, offer design, pricing, and a 30-day launch plan.

What you'll walk away with

An honest score on whether the idea is worth building, before you spend a dollar
The eight ways real companies proved demand before building anything
Your price floor, your one-page plan, and 30 days you can actually follow

25-page playbook · 7-tab toolkit

Module 02

Clients OS

Fill your pipeline and end feast-or-famine, positioning, warm & cold outreach, discovery calls, proposals, follow-up and referrals.

What you'll walk away with

A one-liner that makes the right client say "that's me"
Where clients really come from, and the reply rate to expect before you send
A pipeline you can see, and proposals with three options instead of one price

22-page playbook · 8-tab CRM

Module 03

Delivery & Operations OS

Wow clients and protect your time, onboarding, project management, SOPs, scope control, and a referral-winning handoff.

What you'll walk away with

A first week that makes one person look like a team of ten
How to handle "one small extra thing" without eating the cost
A weekly update you copy, paste, and send, and a handoff that earns the next referral

18-page playbook · 7-tab toolkit

Module 04

Legal & Admin OS

Get paid and stay protected, a full contract pack: MSA, SOW, contractor agreement, mutual NDA, IP assignment, late-payment letters.

What you'll walk away with

What every clause actually means, in plain English
How to get paid on time: deposits, terms, and what to send when they're late
Agreements you fill in and send today, and who owns the work until you're paid

14-page playbook · contract pack

Module 05

Brand & Marketing OS

Get known and grow an audience you own, search, content & storytelling, full TikTok/Instagram/Reels playbooks, email and funnels.

What you'll walk away with

Who you help, and the words that make them nod instead of scroll
Which platform deserves your time, and what actually works on it
A content engine that feeds itself, and an email list nobody can take from you

50-page playbook · 50 prompts

Module 06

Growth & Scale OS

Earn more without working more, pricing science, productizing, recurring revenue, unit economics and Profit First.

What you'll walk away with

What a rate raise really does to your income, and how to say it out loud
Your true income ceiling as a number, and the honest gap to the goal
How to sell a package instead of your hours, and make the revenue repeat

34-page playbook · 7-tab toolkit

Module 07 · the flagship

Finance OS

Know your real profit, beat tax season, and price for profit. Fully upgraded for 2026: a 10-tab money engine, plus the new 16-tab Command Center that wires the whole money system into one workbook.

What you'll walk away with

What you actually keep, not what you invoiced, in plain language
How much to set aside, with the QBI deduction and a penalty-proof safe harbor built in
Log it once and watch it reach your profit, your rate, and a printable year-end report

NEW 16-tab Command Center · upgraded for 2026

★ New bonus · included free

The Notion Edition

The entire system as one connected Notion workspace: 12 linked databases (clients, projects, invoices, finance and more), live rollups and formulas, dashboards, and the full playbook library. A $79 value, included free with the bundle.

What you'll walk away with

The same system, running in your browser instead of a spreadsheet
One dashboard showing the whole business, updating itself as you work
Nothing to build: duplicate the workspace and start the same day

12 databases · live dashboards · $79 value, free

every part of the system has a home · the twelve connected databases of the Notion Edition

See it in action

One file runs the whole business.

This is the actual Master Toolkit: 46 connected tabs, from idea validation and your client pipeline to onboarding, contracts, content, and growth. Enter a client once and it flows everywhere. Log a project and every dashboard updates. Excel or Google Sheets, no logins, no monthly fee. It even ships with its own 27-page illustrated manual.

The Solo Business OS · Master Toolkit.xlsx

Enter it once, it flows everywhere ✦

Same desk, two days

A man buried to the chest in an avalanche of white paper in a small home office, calmly holding one page up in warm lamp light — the admin avalanche

Overhead view of two hands assembling a plan from paper cards, a pencil, washi tape, and a calculator on cream paper — the plan, assembled

What's inside, by the numbers

Substance you can feel on day one.

0

pages of playbooks

0

research-backed guides

0

templates, trackers & scripts

0

named sources & case studies

$0

subscriptions, ever

Which would you rather?

Buy the pieces one by one, or save hundreds.

Six modules at $39, the Finance OS flagship, the Notion Edition, the Say-It Kit, the AI Staff System, and The First 90 Days, bought separately

$599

Piece by piece

The Founders Edition: every module, the Notion Edition, the words, the schedule, and the AI staff, one payment, yours forever

$199

The Founders Edition

This is not recycled blog fluff. Every playbook is built on named sources and real case studies, with the receipts cited at the back of every guide.

The goal of this system

Four shifts, starting week one.

Not a someday promise. This is what's different once you're actually running the system instead of winging it.

01

One connected system replaces a hundred scattered browser tabs and half-finished spreadsheets.

02

A real win this week. Every module turns straight into action, not just theory for someday.

03

The expensive leaks get plugged: the stalled launch, the empty pipeline, the invisible marketing.

04

Decisions get made with confidence, backed by 130+ named sources instead of a guess.

You finally feel in control. Calm, repeatable systems replace the 11 pm scramble.

Get known

How your first sale will feel

Small, real, and completely yours.

A halftone newsprint style photo of friends celebrating with their arms up in a living room, seen from behind, a laptop open on the desk

You didn't start your own thing to become an accountant, a salesperson, and a lawyer… but that's part of it when you're running solo. This is the system that helps, a lot.

The Hey Workshop promisewhy we built it

Priya · freelance designeranyone have a solid client contract? just got burned on an unpaid invoice 😩

Hey Workshop's Legal & Admin OS: the MSA, SOW + late-payment letters. Got me paid within a week.

Marcus · consultantthe pipeline CRM ended my feast-or-famine months. I actually know what's next now.

same 🙌 and the content calendar + idea bank finally got me posting every week. two clients found ME this month.

Dana · solo founderreplaced like six tools + a folder of half-finished spreadsheets. one recovered invoice paid for the whole thing.

One payment, less stack

It quietly replaces the subscription stack.

A tool for every job, $19 here, $29 there, forever. Or: one system in the apps you already own, one payment, done.

The CRM subscription you barely openClients OS pipeline →

The $200 course you never finished8 playbooks with next steps →

The content-planner app & the guru's calendarBrand & Marketing OS →

Contract templates from a sketchy websiteThe contract pack →

The project-management tool with 3 used featuresDelivery & Ops OS →

The bookkeeper you keep meaning to hireThe money tools →

Choose your level

Start where it hurts most.

One-time payment. No subscriptions. Everything works in Excel, Google Sheets, Word & Docs, and your data stays yours.

The starting point