Templates

Men's Protocol

BY THE VISION CO.

Available FROM $129+

The Men's Protocol is for the man who knows he's capable of more and is ready to stop coasting and lock in. Six months to build the money, body, and mindset habits that separate the ones who talk about it from the ones who do it. You'll take action across three categories: money, mind, and fitness. You'll pick up financial habits like weekly spending reviews, a real budget, saving and investing every month, and no impulse buys. With fitness, you'll track lifting, mobility, protein, water, sleep, steps, and a morning/evening routine. And you'll train your mind with reading, journaling, and practicing new skills. When your goals are written down and tracked every day, discipline starts running on autopilot instead of motivation, which is what changes everything. Customize this template to add your own goals, edit/remove goals, change the color or title, and add your logo.

The Us Project

BY THE VISION CO.

Available FROM $129+

The Us Project is for couples who've slipped into roommates, lost their spark, or hit a rough patch and are ready to fall for each other all over again. Instead of just hoping things will improve, over four months you and your partner will implement small daily habits that build toward your goal of reconnection. You'll track some commitments together and some on your own, like a daily specific appreciation, phones down when you're together, a weekly check-in, protected date nights, and new experiences. Every goal is designed from the work of widely recognized behavioral scientists on what drives closeness in couples: daily habits that create appreciation, check-ins that build your communication muscle, and fresh experiences that reignite attraction. These are tools you and your partner can put to use immediately, because closeness is rebuilt in the small daily reps that add up over time. Customize this template to add your own couple goals, remove goals, change the color, and more.

Back to Yourself

BY THE VISION CO.

Available FROM $129+

This plan is for anyone rebuilding their confidence after a relationship, friendship, family situation, or hard season of life. 90 days to reset and recover. You'll follow steps that help the brain form new memories and heal faster, and build small daily habits that rebuild your self worth: self-confidence reminders, tracking consistency in keeping distance from what hurt you, physical movement, nutrition, consistent rest, and time with people who support you. You'll also check off a list of actions to complete solo, rebuilding your self-confidence that you are strong and capable. Every action on this board will immediately help you move towards the healed version of yourself. Designed from best in class techniques for recovery and improving self worth, you can rebuild to be the strongest version of you yet by staying consistent with these steps. Customize this board to add, edit, or remove goals, change the color, quote, or title, or add a logo.

Door to Door Millionaire

BY NICO VAN SLYKE

Available AT $149

I built one of the fastest growing door to door sales organizations in the country - nearly 700 people strong and generating over $87 million in a single year. And I started from depressed, broke, and living on my sister's couch. Everyone in door to door asks me what advice I can give for getting started, and this is it. This Momentum Map is my exact blueprint of how I went from in debt to breaking my first million on the doors. This template outlines the steps you need to take to build your mindset, skillset, and body to hit record breaking personal income numbers. You'll follow my tried and true practice for reflection, journaling, visualization, tracking metrics, and my morning routine. I even share my reading list and tips for recruiting. If I had any piece of advice I could pass on to someone just starting out: success comes from grit, a crystal clear plan of action, and holding yourself accountable. No one can do the work for you, but here's the map to do it yourself.

Roofing Rainmaker Blueprint

BY JOSE SANTOS

Available FROM $129+

Roofing Rainmaker Blueprint is a field‑tested operating system for storm‑damage and roofing advisors who refuse to settle. This Momentum Map combines daily field discipline, pipeline mastery, claims execution, technical study, and admin rigor with AI‑guided pacing so reps consistently generate leads, close jobs, and hit income targets — without sacrificing family, health, or service. Use it as your company standard or a personal playbook: numeric targets are customizable while behavioral standards remain locked. What you get Daily rules that create predictable pipeline velocity. Admin systems that prevent missed change orders, photos, and claim delays. Technical and role‑play practice to shorten sales cycles and reduce rework. AI pacing that converts income goals into monthly revenue and unit targets. A values layer that protects time for family, health, and service while maximizing professional growth. Who this is for Advisors in roofing sales who want Win!

Available AT $149

Set and track any type of goal. Chat with Vision Assistant to create an entirely custom plan around the goals you have in any area of your life.