HLP monogram
Harvey L. PhelpsExecutive Advisory
The 2026 Complete Operating System · Volumes I + II

Access opens
doors. Strategy
builds institutions.

Prepared By
Rick Jefferson · RJ Business Solutions
Edition
MMXXVI · Complete Release
Total Artifacts
Sixty-Eight
Aesthetic
Old-Money Editorial
Volume I

Brand & Presence

The visible layer — logos, business card, letterhead, social, deck, book promo. Everything the world sees before signing anything.
Sixteen artifacts
§Foundation & Identity
01
System
Design System
& Brand Reference
↗
02
Stationery
Executive
Business Card
↗
03
Stationery
Letterhead
& Envelope
↗
04
Correspondence
HTML Email
Signature
↗
15
Iconography
Favicon
& App Icons
↗
§Social & Content
05
Executive Presence
LinkedIn Banner
& Profile Kit
↗
06
Editorial Templates
Social Media
Template Suite
↗
12
Interview Card
Podcast
Intro Card
↗
14
Meeting Kit
Zoom
Backgrounds
↗
§Press & Programs
07
Booking Kit
Speaker
One-Sheet
↗
08
Book Promotion
Unconscious Bias
Book Promo
↗
09
Service Sheets
Six Advisory
One-Pagers
↗
13
Speaking
Event
Flyer
↗
§Web & Presentation
10
Portfolio Deck
Executive
Portfolio Deck
↗
11
Hero Refresh
Website Hero
Refresh Mockup
↗
16
Presentation Template
Presentation
Deck Template
↗
Volume II

The Operating Kit

The working layer — forms, calendars, contracts, invoices, decks, emails, and every artifact needed to actually run the advisory practice.
Fifty-two artifacts
AClient Acquisition & Legal
17
Intake Form
Client Intake
Form
↗
23
Working Doc
Discovery Call
Prep Sheet
↗
22
Sales Doc
Advisory
Proposal
↗
18
Contract
Engagement
Letter
↗
19
Contract
Statement
of Work
↗
20
Legal
Mutual NDA
↗
21
Master Contract
Consulting
Agreement
↗
24
Checklist
Client
Onboarding
↗
BFinancial
25
Financial
Invoice
↗
26
Financial
Payment
Receipt
↗
CSpeaking & Media
27
Contract
Speaker Booking
Agreement
↗
28
Rider
AV Requirements
Rider
↗
29
Media
Press Release
Template
↗
DFeedback & Referral
30
Feedback
Post-Engagement
Debrief
↗
31
Growth
Referral
Request Form
↗
32
Marketing
Testimonial
Capture Form
↗
ECalendars & Scheduling
33
Year Calendar
2026 Speaking
Calendar
↗
34
Content Calendar
Monthly
Editorial Calendar
↗
35
Dashboard
Quarterly
Review Dashboard
↗
36
Planner
Weekly Executive
Planner
↗
37
Client-Facing
Availability
Sheet
↗
38
Runsheet
Event
Schedule
↗
39
Pipeline
Content Publishing
Pipeline
↗
40
CRM Log
Client Cadence
Tracker
↗
FEditorial & Thought Leadership
41
Long-Form
Whitepaper
↗
42
Case Study
Case Study
Template
↗
43
Newsletter
Newsletter
Print Template
↗
44
Blog
Blog Post
Template
↗
45
Bylined
Op-Ed
Template
↗
46
2-Page Brief
Executive
Summary
↗
47
Research
Research Brief
↗
48
Book Preview
Book Chapter
Excerpt PDF
↗
GPresentations & Meetings
49
Deck · 5 slides
Board Briefing
Deck
↗
50
Deck · 6 slides
Workshop /
Facilitation Deck
↗
51
Agenda
Meeting
Agenda
↗
52
Record
Meeting
Minutes
↗
53
Recognition
Certificate of
Participation
↗
54
Deck · 30 slides
Full Keynote
Deck
↗
55
Deck · 10 slides
Sponsor /
Partner Deck
↗
56
Multi-page
Program
Brochure
↗
HDigital & Web
57
Web Pages
About · Services
Book · Contact
↗
58
Lead Magnet
Landing Page
Whitepaper
↗
59
Confirmation
Thank You
Page
↗
60
Error State
404 Not
Found Page
↗
61
Placeholder
Coming Soon
Page
↗
62
Signup Landing
Newsletter
Signup Page
↗
63
Booking
Booking
Calendar
↗
64
Portal Login
Client Portal
Login
↗
IPrint Marketing
65
Brochure
Tri-Fold
Brochure
↗
66
Folder Cover
Media Kit
Folder
↗
67
9 Pieces
Small Print
Collection
↗
JEmail Templates
68
10 HTML Emails
Email Template
Suite
↗

Subject

Harvey L. Phelps
Executive Advisory
Author · Facilitator
Relationship Architect

System

Old-Money Editorial
Fraunces × Inter
Midnight · Gold · Ivory
68 Artifacts · 2 Volumes

Prepared By

Rick Jefferson
RJ Business Solutions
1342 NM 333
Tijeras, New Mexico 87059

Edition

MMXXVI · Volumes I + II
Complete Operating Release
Print-ready enclosures
All rights reserved