Frequently Asked Questions


Below are answers to some of our more frequently asked questions.

Quick Answers

Do you support Excel?

We do not support Excel. There are two reasons for this. First, we are committed to avoiding hidden costs, so we've opted to utilize free platforms. A Gmail account is free and provides an extensive range of tools, storage, email, and more. The second reason we don't support Excel is that our full-service tool, CaterCalc, has functionality where the code in Google Sheets differs significantly from the code in Excel, based on how each application operates. We only wanted to maintain one code base, and so we selected Google Sheets, the free tool accessible to anyone.

Can I share these tools with others?

Your purchase that includes any software tool, is for you or your business only for internal use. No resale or sharing. However, we would be thrilled if you shared our site and your friends can get their own free copy of Seize Your Goals.

How fast is support?

Our email support, [email protected], is for account and access issues. Our business days are Monday - Thursday and we offer 24 hours response time on those days. Friday - Sunday, we aim for 48-hour response time.

For other issues, we strongly suggest you join the free communities that you are invited to based upon your purchase with us. Peer support happens in those groups, as does a stronger administrator presence for support. Our coaching programs provide additional support channels and service levels per their contracts.

What is your refund policy?

Digital products are non-refundable once access is delivered. Coaching and bootcamps do not offer refunds either but will provide additional support as needed to keep you on track as long as you are completing your assignments and participating in the program. More details are provided on the individual contracts.

Do you sell or share my data?

No. We don’t sell or share your personal data. We don’t market to anyone under 18.

Where do I start?

If you still aren't sure about us, try our free Seize Your Goals program. See what our tools are like and our teaching style. We are confident that once you see how easy it is to actually have set goals, you will want to continue to work with us to demystify the numbers side of your business.

Getting Started & Access

What do I need to use the tools?

You will need a free Google account. You'll copy each sheet/template to your Google Drive. We also suggest that you get a free Canva account as we also offer tips and tricks for Canva to help make your marketing materials creation easier.

How do I get access after purchase?

You will get an email that will have instructions for course access. Please make sure that [email protected] and [email protected] are not going to your SPAM folder if you do not see an email within 30 minutes of purchase.

Can I work on my phone or tablet?

Yes - Goolge Sheets works on mobile. Setup is easiest on a computer, but you can access from your phone if need be.

Can I share access with my team?

Digital products are non-refundable once access is delivered. Coaching and bootcamps do not offer refunds either but will provide additional support as needed to keep you on track as long as you are completing your assignments and participating in the program. More details are provided on the individual contracts.Yes, inside your company (or your household for personal use). No sharing with clients or other businesses.

Will you release an Excel version?

At this time, we have no plans to support Excel.

Purchasing, Billing & Licensing

What payment methods do you take?

PayPal, Major cards. You’ll see the exact details at checkout.

Do you offer payment plans?

We offer payment plans through a third party. You'll see the exact details at checkout.

Do you auto-renew subscriptions?

We avoid subscriptions. If we ever offer one, renewal terms will be clearly shown with easy online cancel.

License details in plain English?

One person (personal) or one business (internal). Don’t resell, redistribute, or give our source files to clients.