See where you are losing time and sales.
Each tool takes a few minutes and uses numbers you already know. Answer freely. Your result, and each template, opens after one short form.
Calculators and assessments
Lost Sales Calculator
Four numbers you already know. See how much revenue slips away between a serious inquiry and a signed deal.
Open CalculatorManual Work Cost Estimator
What re-typing, copying and chasing costs your team each year, and how much of it a system could take over.
Open AssessmentSales Follow-up Audit
Six questions on inquiries, quotes and invoices. A score and the three fixes that pay back first.
Open ScorecardOperations Health Scorecard
Five questions on how the business runs when the owner is away. One score and the first thing to fix.
Open AssessmentAI Readiness Assessment
Seven questions on whether your information is ready for AI to use. A score and a first step.
OpenTemplates and playbooks
The documents we use on our own engagements. Use them yourself, or have us put them in place.
One-Page Operations Map
One page that maps where work, money and customer records live in your business. The gaps on it are your to-do list.
Customer Records Template
The fields, stages and automatic steps behind the customer systems we set up. Use it to build or check your own.
Sales Process Playbook
The step-by-step sales process we put in place on engagements, written so your team can run it.
Rather talk it through?
Before you pay anything, we build a working concept of the first fix and walk you through it on the call.