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Knowledge Transfer & Integration for SMB OwnersSnapshot → ProfitFlow Design → ImplementationThe Five Hidden TaxesFinancial · Profit · Value · WorkforceDelegate to a Human · or an AIA Bootstrapper Capital CompanyKnowledge Transfer & Integration for SMB OwnersSnapshot → ProfitFlow Design → ImplementationThe Five Hidden TaxesFinancial · Profit · Value · WorkforceDelegate to a Human · or an AIA Bootstrapper Capital Company

LPCandidate Enrollment · Launch Package

Become a Local SMB Integrator.

Launch your own SMB integration firm without building every asset from scratch. Start with $500 Candidate Enrollment. Once approved, your $500 credits directly into the full $5,000 Launch Package. You bring the experience — we provide the launch assets and ecosystem access.

$500

Candidate Enrollment

$5,000

Launch Package (after approval)

$61,250+

Total estimated asset value

7-day

Asset delivery guarantee

00Start Here

Start with $500 Candidate Enrollment.

The SMB Integrator program is built for serious professionals, not tire-kickers. Before purchasing the full Launch Package, every candidate begins with Candidate Enrollment.

Complete the required steps, get approved, and your $500 rolls directly into the full $5,000 Launch Package. The goal: make sure every SMB Integrator entering the ecosystem is serious, qualified, and ready to represent the standard.

  • ILTEM certification pathway credit
  • Background check processing
  • Candidate onboarding materials
  • Qualification checklist
  • Launch readiness guide
  • Sample asset preview
  • Ecosystem fit review
  • $500 credit toward Launch Package
Apply — $500 Candidate Enrollment
FIG. LP-00 · Candidate → Approved → LaunchENROLLMENT PATH
W1W2W3W4M+1SNAPSHOTDISCOVER + DOCPROTECT + PROVEDELEGATE / DEPLOY30-DAY EXTRACTION SCHEDULE
OWNABLE OS · BLUEPRINTv1.0 · ENROLLMENT PATH

0XThe Launch Path

How the SMB Integrator Launch Path works.

  1. Step 1

    Candidate Enrollment

    Pay $500 to start. Covers ILTEM credit, background check, candidate materials, and readiness review.

  2. Step 2

    Complete Qualification

    Onboarding, standards review, ILTEM pathway, background check, compliance, and ecosystem terms.

  3. Step 3

    Unlock Launch Package

    Approved candidates apply the $500 credit toward the full $5,000 hard-asset Launch Package.

  4. Step 4

    Join the Ecosystem

    3 months of Bootstrapper.ai Preferred Advisor access included, with discounted rates as you ramp.

SMB Integrator does not train you to become qualified. You are responsible for obtaining and maintaining your own qualifications, certification, professional readiness, and compliance.

01The Problem

Small business owners are overwhelmed.

Stuck in daily operations. Trapped in undocumented processes. Dependent on founder knowledge. Behind on AI. Unprepared for capital, acquisition, or exit.

They don't need more theory. They need someone who can help them organize the business, document what matters, delegate the right work, improve accountability, and turn messy operations into a more ownable company.

That is the role of an SMB Integrator.

FIG. LP-01 · Owner Becomes The SystemDEPENDENCY MAP
HEADBUSINESS01DISCOVER02DOCUMENT03PROTECT04PROVE05DELEGATEPROFITFLOW
OWNABLE OS · BLUEPRINTv1.0 · DEPENDENCY MAP

02Definition

What is an SMB Integrator?

An independent professional who helps small business owners make their company easier to operate, easier to delegate, easier to improve, and eventually easier to finance, acquire, or exit.

Help small business owners build a more ownable business.

03Fit

Designed for qualified professionals with SMB experience.

  • Business consultant
  • Fractional COO
  • Operations specialist
  • AI implementation consultant
  • Agency owner
  • Business coach
  • Exit planner
  • Process improvement consultant
  • Project manager
  • Automation specialist
  • Former operator
  • Advisor productizing services

This is not for people looking for a shortcut. You are responsible for your own qualifications, certification, sales activity, delivery, professional standards, compliance, and results.

04The Package

A complete hard-asset launch package.

Not a course. Not a franchise. Not a promise of clients. A complete launch package for independent professionals who want to launch faster, look credible, and avoid building every website, deck, script, workflow, and template from scratch.

FIG. LP-02 · Launch Package · Asset Map13 COMPONENTS
FINANCIALE·01PROFITE·02VALUEE·03WORKFORCEE·04OSOWNABLE OS · CHASSIS LAYOUT
OWNABLE OS · BLUEPRINTv1.0 · 13 COMPONENTS

05Inventory

Complete asset breakdown.

SEC · 01

White-Label Website & Positioning

Stand up a credible local SMB Integrator presence without hiring a copywriter, strategist, or agency.

Section value $7,500

  • Homepage Copy

    $1,500

    Full homepage framework — who you help, what you do, why it matters, how to apply.

  • Services Page Copy

    $1,000

    Operational readiness, documentation, delegation, AI readiness, operating cadence.

  • Local Landing Page Copy

    $1,000

    Localized structure for your city, region, or niche.

  • About Page Positioning

    $750

    Independent advisor presented inside a broader ecosystem.

  • Offer Page Copy

    $1,250

    Snapshot, Readiness Review, AI Review, Exit Sprint copy.

  • Call-to-Action Copy

    $500

    Buttons, applications, booking prompts, capture forms.

  • Brand Positioning Guide

    $1,000

    How to speak about ownership, ProfitFlows, readiness, AI.

  • Approved Ecosystem Language

    $500

    Bootstrapper.ai, Ownable, ILTEM references — approved phrasing.

SEC · 02

Sales & Presentation Assets

Walk into conversations with a system instead of improvising every call.

Section value $8,500

  • SMB Integrator Sales Deck

    $2,500

    Problem, opportunity, role, assessment, path to a more ownable business.

  • Discovery Call Script

    $1,000

    Uncover owner dependency, process gaps, bottlenecks, AI gaps.

  • Consultation Talk Track

    $1,000

    Diagnose, build urgency, guide to decision.

  • Objection-Handling Guide

    $1,000

    Time, cost, readiness, AI, exit objections — answered.

  • Proposal Template

    $1,250

    Scope, deliverables, pricing, timeline, responsibilities.

  • Pricing Menu

    $750

    Assessments, sprints, implementation, ongoing advisory.

  • Follow-Up Scripts

    $500

    After discovery, proposals, workshops, stalled conversations.

  • Client Close Checklist

    $500

    Verbal interest → signed → paid → onboarded.

SEC · 03

Workshop & Bootcamp Assets

Run local or virtual events without building every slide and email from scratch.

Section value $7,000

  • Workshop Deck

    $2,500

    Owner dependency, risk, delegation, AI readiness, ownable business.

  • Bootcamp Outline

    $1,000

    Structured agenda for a live or virtual owner bootcamp.

  • Event Description Copy

    $500

    Eventbrite, LinkedIn, chambers, partner pages.

  • Registration Page Copy

    $500

    Conversion-focused registration page framework.

  • Reminder Emails

    $500

    Pre-event sequence to lift show-up rate.

  • Host Talk Track

    $750

    Open, transition, present offer, invite next step.

  • Post-Event Follow-Up

    $750

    Attendees, no-shows, prospects, referral partners.

  • Attendee Conversion Scripts

    $500

    Workshop attendee → assessment or paid engagement.

SEC · 04

Client Onboarding Assets

Start engagements with structure, confidence, and clarity.

Section value $6,500

  • Client Intake Form

    $750

    Business info, goals, challenges, team, workflows, priorities.

  • Onboarding Checklist

    $750

    Access, documents, cadence, deliverables, next steps.

  • First-Session Agenda

    $500

    Set context, clarify outcomes, start cleanly.

  • Workflow Discovery Worksheet

    $1,000

    Identify key workflows, dependencies, bottlenecks.

  • Owner Dependency Assessment

    $1,000

    Find where the business leans too hard on the owner.

  • Readiness Assessment Templates

    $1,000

    Operational, AI, capital, exit readiness.

  • Client Expectations Document

    $750

    Roles, responsibilities, how the engagement works.

  • Kickoff Email Templates

    $750

    New clients, stakeholders, referral partners.

SEC · 05

Delivery Templates & Workflow Assets

Repeatable templates so you stop reinventing your process for every client.

Section value $10,000

  • ProfitFlow Documentation Template

    $2,000

    Document a repeatable process tied to a business outcome.

  • Workflow Mapping Template

    $1,500

    Map how work gets done — and where it breaks.

  • Delegation Planning Worksheet

    $1,000

    What to remove, improve, delegate, or automate.

  • AI Readiness Checklist

    $1,000

    Is this workflow ready for automation or AI?

  • Operating Cadence Template

    $1,250

    Weekly, monthly, quarterly, annual rhythms.

  • Weekly Review Template

    $750

    Progress, blockers, dependency, next actions.

  • Monthly Review Template

    $750

    Ops progress, metrics, workflow & readiness updates.

  • 90-Day Implementation Plan

    $1,500

    Assessment → implementation, structured.

  • Client Reporting Template

    $1,250

    Progress, recommendations, risks, next steps.

SEC · 06

Outreach & Campaign Assets

Prebuilt messaging for prospects, referrals, local partners, and strategic relationships.

Section value $7,500

  • Cold Email Scripts

    $1,250

    Operational risk, AI, dependency, readiness.

  • LinkedIn Outreach Scripts

    $1,000

    Connections, follow-ups, event invites, consultations.

  • Referral Partner Scripts

    $1,000

    Bookkeepers, accountants, bankers, brokers, attorneys.

  • Local Partner Outreach Copy

    $1,000

    Chambers, associations, banks, coworking, community.

  • Follow-Up Sequences

    $1,000

    Cold, warm, event, proposal — multi-step.

  • Re-Engagement Campaigns

    $750

    Restart old prospects and dormant contacts.

  • Social Post Templates

    $750

    Educate the market, build authority.

  • Case Study Template

    $750

    Document wins, before-and-after, results.

SEC · 07

AI Prompt & Automation Assets

Move faster with AI without losing structure.

Section value $5,000

  • Client Discovery Prompts

    $750

    Analyze intake, identify risks, prep for calls.

  • Workflow Documentation Prompts

    $1,000

    Turn notes & transcripts into SOPs.

  • Sales Email Prompts

    $500

    Personalized outreach and sequences.

  • Proposal Generation Prompts

    $750

    Draft proposals from discovery notes.

  • Content Repurposing Prompts

    $500

    Workshops & calls → educational content.

  • Client Report Prompts

    $750

    Readiness reports, progress, recommendations.

  • Process Improvement Prompts

    $750

    Inefficiencies, automation, delegation paths.

06Ecosystem

Certification, software, and discounts.

  • ILTEM Certification Credit

    $500

    Credit toward independent ILTEM certification at ILTEM.org. Certification is administered independently.

  • Bootstrapper.ai Preferred Advisor

    $1,500

    3 months included. Approved IP, advisor dashboard, client templates, Snapshot workflows, playbook updates.

  • Year-One License Discount

    $2,250

    Months 4–12 at $250/month — 50% off the standard $500/month rate.

  • Year-Two License Discount

    $1,500

    Year two at $375/month — 25% off standard.

  • Preferred Advisor Profile

    $1,000

    Setup eligibility for an ecosystem profile. Supports visibility; does not guarantee leads.

  • Ongoing Asset Updates

    $2,500+/yr

    While actively licensed: new scripts, decks, prompts, templates, partner resources.

FIG. LP-03 · Preferred Advisor NetworkECOSYSTEM
NINTEGRATORTERRITORY · 50–200 SMB ACCOUNTS
OWNABLE OS · BLUEPRINTv1.0 · ECOSYSTEM

07Value

Total estimated value $61,250+

White-label website & positioning$7,500
Sales & presentation assets$8,500
Workshop & bootcamp assets$7,000
Client onboarding assets$6,500
Delivery templates & workflow assets$10,000
Outreach & campaign assets$7,500
AI prompt & automation assets$5,000
ILTEM certification credit$500
3 mo Bootstrapper.ai Preferred Advisor$1,500
Year-one advisor license discount$2,250
Year-two advisor license discount$1,500
Preferred advisor profile$1,000
Ongoing asset updates while active$2,500+
Total estimated value$61,250+

Your investment · two steps

Candidate Enrollment, then Launch Package.

Step 1

$500

Candidate Enrollment — ILTEM credit, background check, candidate materials, readiness review. Credited toward the Launch Package on approval.

Step 2 · after approval

$5,000

Full Launch Package — assets, certification credit, software access, advisor discounts, profile eligibility, and delivery guarantee. Less your $500 credit.

You are not buying a course. You are buying qualified entry and the launch infrastructure for an independent SMB integration firm.

FIG. LP-04 · Payback Curve1 CLIENT
LEVERAGETIME →SNAPSHOT$500DESIGN$2.5K/moIMPLEMENT.$500/hr
OWNABLE OS · BLUEPRINTv1.0 · 1 CLIENT

08Why this is rational

Build it yourself, or launch in weeks.

To build this yourself you'd hire a copywriter, designer, strategist, sales consultant, workflow consultant, deck designer, AI prompt specialist, and CRM builder.

Months of work. $10K–$25K+ before you had a credible package to sell. The Launch Package consolidates the core assets in one place for $5,000.

FIG. LP-05 · Build vs Launch · 90-Day ViewWEEKS
W1W2W3W4M+1SNAPSHOTDISCOVER + DOCPROTECT + PROVEDELEGATE / DEPLOY30-DAY EXTRACTION SCHEDULE
OWNABLE OS · BLUEPRINTv1.0 · WEEKS

09Guarantee

We guarantee the assets, not your results.

  • Asset checklist

    Delivered with your package.

  • 7-day review

    Confirm every promised asset is present.

  • We complete it

    If a core asset is missing, we ship it.

  • Or we refund

    If we cannot complete it, we refund.

FIG. LP-06 · 90-Day Launch · Add-OnOPTIONAL
OWNER-DEP.TRANSFERABLETDVTRANSFERABLE · DURABLE · VALUABLE
OWNABLE OS · BLUEPRINTv1.0 · OPTIONAL

10Optional add-on

90-Day Launch Support.

Qualified advisors may apply for the optional 90-Day Launch Support add-on. Sold separately.

  • Launch planning
  • Offer selection
  • Campaign setup support
  • Weekly launch check-ins
  • Pipeline review
  • Workshop setup support

11Your market

$500K–$10M owner-operators across every local trade.

FIG. LP-07 · Owner-Operator SpectrumLOCAL MARKET
HOME SVC.$2,100KAGENCY$2,850KCLINIC$1,650KFAB SHOP$3,300KDTC$2,400K$500K – $10M OWNER-OPERATORS
OWNABLE OS · BLUEPRINTv1.0 · LOCAL MARKET

Important disclaimer

SMB Integrator provides launch assets, software access, approved IP, and ecosystem infrastructure. SMB Integrators are independent professionals.

You are responsible for your own certification, qualifications, licensing, sales activity, client delivery, outcomes, legal compliance, tax compliance, and business expenses. No income, client, meeting, certification, referral, territory, or business outcome is guaranteed. This is not a franchise, employment, or business opportunity guarantee.