DIAGNOSTICS
Start by finding out where you stand
Two free diagnostics, about fifteen minutes each, with your results on screen straight away. Not sure which to take? Start with the review. It will tell you whether winning work is where to look first.
Diagnostic · whole business
The ten key areas review
A quick, honest look across all ten key areas of your business, from direction and leadership to continuous improvement, ending with the two or three areas that would make the biggest difference.
Want to talk through what your results mean? Book a Discovery Call. No pitch, no pressure.
GUIDES, ARTICLES AND PLANNING TOOLS
Go deeper on winning work
Once you know where you stand, these go further. Each one takes a single part of winning and keeping clients and gives it proper room: why expertise is hard to sell in the first place, how to spot a real opportunity early, how to make referrals easy, a realistic 90-day plan, and revenue goals that change what you do on Monday.
Some are short arguments, others are working tools to fill in. All of them are free, and none of them needs an email address.
Direction
Setting Revenue Goals That Actually Change Behaviour
'Grow the business' is a hope wearing a goal costume. The test: did it change what you did this Monday? A forty-minute guided working session that turns a vague ambition into numbers you'd stand behind, and a plan that starts this week.
Direction
Setting Revenue Goals That Actually Change Behaviour, full edition
The full edition: the forty-minute working session with every step as a fillable box, the checks, and what to do when the goal starts to slip.
Marketing
Why Expertise Is Hard to Sell
Buyers can't judge expertise before they buy it, and the people who have it usually hate selling it. Once you see those two facts clearly, everything that's ever frustrated you about marketing your business finally makes sense, and so does the fix.
Sales
The Qualification Scorecard
You know the proposal I mean. Weeks of work, for a prospect who was never going to buy. This one-page framework separates real opportunities from flattering conversations before they eat your diary, and gives you permission to walk away early.
Clients
The Referral Engine Guide
Your best clients would happily refer you more often. Almost nobody makes it easy for them. How to turn referrals from a pleasant surprise into a deliberate, comfortable system, without ever making a client feel used.
QUICK CARDS
Fifteen minutes. Something you can act on.
Each quick card takes one well-tested practice from the SMARTer practice library and fits it on two sides of A4. It's the same library I use with paying clients. The front gives you the practice and one tool to use on your own business. The back asks the questions a coach would ask, so you can test your own thinking and decide what to do next.
Most take about fifteen minutes, and you finish with something specific: a number you didn't have before, a goal on a single page, or a decision you've been putting off.
Direction
Goals that actually get done
Free, fifteen minutes. Write one goal on a single page, test how committed you really are, and plan the first step so it happens. The back takes you through the questions a coach would ask.
Direction
Three choices on one page
Free. Where you play, how you win, and the one thing you will stop doing, all on one page.
Direction
The monthly hour that runs the business
Free. Set the date, the numbers and the agenda for one monthly meeting that keeps the business on course.
Marketing
Still on their radar?
Free, fifteen minutes. Work out how many of your target clients come to market each year and how many would remember you today, then list thirty businesses you would like to work with.
Sales
Before you write the proposal
Free. The questions to answer before any proposal, and a simple go or no-go on the next one.
Clients
Making referrals easy
Free. Trace where your last ten clients came from, then choose three people to thank and three to ask.
Delivery
Who really does the work?
Free. Split the hours by senior, middle and junior roles, and see how much of each is paid for and where your own hours go.
Delivery
Find your bottleneck
Free. Trace where work waits and for whom, and name the one step holding everything else up.
Delivery
The hidden hours check (accountancy practices)
Free, for accountancy practice owners. Add up the work you do outside the engagement letter and what it is worth, then decide which of it to charge for.
People
What only you can do
Free. Sort your tasks into what only you can do, what someone could do with training and what someone could do now, then choose three to hand over.
Finance
Which clients actually pay you?
Free. Rank your clients by what they contribute once people costs are paid. Most owners find at least one surprise.
Finance
When did you last put your prices up?
Free. Set your price history against rising costs and see the gap in pounds.
Finance
Turning work into cash
Free, fifteen minutes. Work out how many days of fees are tied up in unbilled work and unpaid invoices, and how much cash taking ten days out would release.
Finance
The few numbers that matter
Free. Choose the six to eight numbers you most need on the first working day of each month, with a target and an owner for each.
Systems
Where AI fits
Free. List where AI is already being used in the business, by whom and with what client information, then agree three rules.
Resilience
The dependency check
Free. Three percentages: your largest client's share of fees, and your exposure to key people and key suppliers. Then choose which to reduce first.
Free to download, and free to pass on to another owner, as long as it goes unchanged.
