Resources and Templates

Resources

Resources & Templates

Everything here is designed to be practical and immediately useful. The free downloads give you tools to audit and improve your own systems. The paid guides walk you through building specific automations step by step. All paid items are instant digital downloads.

Useful tools. Free to download.

No catch. Just useful tools to help you find and fix the gaps in your business systems.

Free

Don't Start a Business Without This

Whether you're launching your first business or starting fresh, this checklist covers every step you need to get set up properly, from the legal basics to your digital presence. Takes the guesswork out of getting started.

Free

7 AI Prompts Every Small Business Owner Needs

Seven ready-to-use prompts that put AI to work in your business immediately, for writing, planning, customer communication, and more. No technical knowledge required.

Free

The Lead Leakage Audit

Have you ever felt like you're putting in the work but the sales still aren't where they should be? This 10-question audit shows you exactly where prospective customers are slipping away from your business, and most importantly, what to do about it. Takes less than 5 minutes.

Free

Marketing Systems Review Checklist

A five-section self-assessment covering your website, database, email marketing, social media, and follow-up process. Work through it yourself to see where your marketing systems are solid, and where the gaps are.

Build it yourself, with a clear guide.

Step-by-step guides that walk you through building real systems in your business. Instant digital download.

$37

Email Welcome Sequence Template Pack

Five ready-to-use email templates that turn new subscribers into warm prospects automatically. Load them into Mailchimp, fill in your details, and your follow-up runs itself. Suitable for any service-based business.

$47

DIY Lead Capture System Guide

Stop losing enquiries. This step-by-step guide shows you how to connect your website contact form to a database and an automated welcome email, using Gmail, Zapier, Airtable, and Mailchimp. Set it up once and every enquiry is captured automatically. Includes a bonus pre-built Airtable template.

Not sure where to start?

If you'd like an expert to review how your business captures enquiries, follows up, manages contacts, and turns interest into sales, the Business Systems Diagnostic is the place to start. The $450 fee is credited toward implementation if you proceed.

Learn More