
The free Toolkit shows you what's holding your business back. This kit gives you the tools to fix it.
It's the same systems thinking I used as an aerospace engineer and portfolio operations director, made simple enough to use at your kitchen table on a Monday morning. Plain language, with the pro terms included so you can talk confidently with your banker, accountant, or a future buyer.
What's inside:
π΅ 13-Week Cash Flow Tracker: know weeks ahead, not days ahead, if cash is getting tight. Color-coded green, yellow, red.
π Profit per Offer Calculator: see which products or services actually make you money, not just which ones sell.
π·οΈ Price Raise Calculator: find out how many customers you could lose and still earn more after a price increase.
π 5 fill-in SOP templates: client onboarding, invoicing and collections, weekly cash check, hiring, and customer complaints.
π₯ Team Scorecard: one number per person that defines a good week, plus a 10-minute weekly meeting agenda.
ποΈ 90-Day Growth Plan: turn what you learn into 3 priorities with owners and dates.
π An 11-page guide explaining the why behind every tool, how to read your results, a price-raise script, and the 7 mistakes I see most often.
Works in Excel, Google Sheets, and Numbers. Instant download.
π‘ Your $67 is credited toward a Scale Strategy Session booked within 30 days.