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 startedSet up your business workspace.
One-hour trialTest the Mentor and Companies House search.
Public demoSee the public demonstration.
FeaturesSee what the system can do.
PricingView plans and subscriptions.
E-books Business-in-a-BoxBuild and sell books and publishing products.
Affiliate Business-in-a-BoxEarn commission by selling digital solutions.
Services Business-in-a-BoxSell practical services to small businesses.
Template and Planner Business-in-a-BoxCreate digital and printable products.
Run the business
Dashboard
Open the business control centre.
CRM and leadsRecord and follow up prospects.
AI assistantsOpen the available business assistants.
Secretary and rolesConfigure business support roles.
Books and financeOpen income, expenses and reports.
IncomeRecord money coming in.
ExpensesRecord business costs.
Financial reportsReview the financial summary.
Referrals and affiliatesManage referral activity.
PayrollPrepare a simple payroll summary for staff and contractors.
SettingsManage workspace settings.
Build customers and sales
First 50 customers
Use the lead workspace to find and track early customers.
Prospect researchOrganise potential customers and next actions.
Customer follow-upKeep follow-up activity in one place.
Business listingsReturn to the product centre for listing tools.
Affiliate businessOpen referrals and distribution tools.
Create and publish
E-book drafts
Create and save an e-book brief with length, style and audience.
E-book publisherPrepare publishing information in the workspace.
Marketing planReturn to the product centre for the marketing workflow.
Content creatorReturn to the product centre for content tools.
Product catalogueReturn to the product centre for catalogue tools.
Logo and brand packPlan logos, colours, typography and business stationery.
Infographic creatorPlan clear visual explanations for customers and learners.
Social media graphicsCreate coordinated posts, banners and promotional graphics.
Flyers and promotional materialsPrepare digital and printable marketing materials.