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FREE, NO STRINGS

Free resources

Useful whether or not we ever work together.

Two free diagnostics to show you where the business stands, practical guides you can use straight away, and the SMARTer brochure. Most need no email address.

diagnostics

Start by finding out where you stand

Two free diagnostics, about fifteen minutes each. The ten key areas review is a quick look across the whole business, and it ends by pointing to the two or three areas that would make the biggest difference. The Revenue System Self-Assessment goes deeper into one part of it: winning and keeping clients.

Not sure which to take? Start with the review. It will tell you whether winning work is where to look first.

The ten key areas review

All ten key areas

About fifteen minutes. A quick, honest look at 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.

Start the review

The Revenue System Self-Assessment

Marketing, Sales and Clients

Fifteen minutes. Scores your business on the eight capabilities of winning and keeping clients, from Targeting to Referrals. Also available as a printable PDF.

Take the assessment

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.

Setting Revenue Goals That Actually Change Behaviour

Direction and leadership

'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.

One or two sentences that explain it.

Why Expertise Is Hard to Sell

Marketing

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 firm finally makes sense, and so does the fix

One or two sentences that explain it.

The Qualification Scorecard

Sales

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.

One or two sentences that explain it.

The Referral Engine Guide

Clients

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.

One or two sentences that explain it.

The 90-Day Revenue Foundations Plan

Marketing, Sales and Clients

A realistic plan for the four stages that matter first, built for owners with three to five hours a week, not thirty. Honest about what ninety days can achieve, and refreshingly clear about what it can't.

One or two sentences that explain it.

Free to download, and free to pass on to another owner, as long as it goes unchanged.

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.

Goals that actually get done

Direction and leadership

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.

One or two sentences that explain it.

Still on their radar?

Marketing

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.

One or two sentences that explain it.

Before you write the proposal

Sales

Free. The questions to answer before any proposal, and a simple go or no-go on the next one.

One or two sentences that explain it.

Making referrals easy

Clients

Free. Trace where your last ten clients came from, then choose three people to thank and three to ask.

One or two sentences that explain it.

The hidden hours check (accountancy practices)

Service delivery

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.

One or two sentences that explain it.

What only you can do

People

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.

One or two sentences that explain it.

Which clients actually pay you?

Finance and commercial management

Free. Rank your clients by what they contribute once people costs are paid. Most owners find at least one surprise.

One or two sentences that explain it.

When did you last put your prices up?

Finance and commercial management

Free. Set your price history against rising costs and see the gap in pounds.

One or two sentences that explain it.

Turning work into cash

Finance and commercial management

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.

One or two sentences that explain it.

The few numbers that matter

Finance and commercial management

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.

One or two sentences that explain it.

Where AI fits

Systems and technology

Free. List where AI is already being used in the business, by whom and with what client information, then agree three rules.

One or two sentences that explain it.

The dependency check

Risk and resilience

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.

One or two sentences that explain it.

One improvement a month

Continuous improvement

Free. Log a month of irritations, pick one to fix, and give it an owner and a date.

One or two sentences that explain it.

Free to download, and free to pass on to another owner, as long as it goes unchanged.

The SMARTer brochure

The SMARTer System in six pages

Who it is for, the ten key areas, how I work, what you can count on, and the ways to work together, with prices.

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Rather talk it through?

No pitch, no pressure, and you'll leave with something useful either way.

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