I want to talk about the bits of the blueprint that people tell me they use first.
The template library.
I know modules and lessons are where the learning happens. But honestly? The templates are what saves you weeks.
Inside the blueprint you’ll find working papers ready to adapt, client email templates for every stage of the MTD conversation, a survey template to find out where your clients are starting from, checklists so nothing gets missed, scripts for those tricky fee conversations and the complete HMRC exemption request pack.
You don’t have to write any of it from scratch. You open it, adapt it to your practice and you’re ready.
There’s also a client segmentation tracker that lets you work through your entire portfolio in under two hours and know exactly who is in scope at the £50k threshold now, and who comes in at £30k in April 2027.
That alone is worth the investment of an afternoon.
All of this is included in the £390 price. No upsells, no extras.
Doors close Friday 13 June.
[BUY NOW]
Rachel
