F-01Available now
Finance Self-Audit
A structured review of the financial capabilities a growing business depends on: margin visibility, cash forecasting, reserves and control.
Start toolTools directory
16 practical tools, grouped by the framework.
Each tool focuses on a single business question — an audit, a checklist, a calculator or a planner — and produces a written report you can work through over the weeks that follow. They stand alone, so there is no need to complete them in any particular order.
Free to use · No sign-up · Standard reports stay local · Print or save any report
All sixteen tools are available. Choose an independent assessment, calculator or planning worksheet. Each generates a branded report with findings, recommended actions, a timetable and an implementation checklist. Your answers stay in your browser, so download your report before leaving.
F
Finance
Profitability, cash flow, working capital and whether the next stage of growth is genuinely affordable.
Read the Finance pillarF-02Available now
Finance Clarity Checklist
Confirms you can see the handful of numbers that matter each month, and identifies the gaps in your current reporting.
Start toolF-03Available now
Growth Stress Test
Models what a specific growth step does to your costs, margin and breakeven point before you commit to it.
Start toolF-04Available now
Working Capital Planner
Establishes how much cash the next stage of growth will absorb, and when that cash needs to be available.
Start toolO
Operations
Management capacity, systems, processes and the resources needed to grow without operational strain.
Read the Operations pillarO-01Available now
Operations Self-Audit
Reviews whether the business can deliver more work at the same quality, without piling pressure onto the same few people.
Start toolO-02Available now
Owner Dependency Diagnostic
Measures how much of the business still runs through you, and identifies what should be handed over next.
Start toolO-03Available now
Systems Audit Checklist
Finds the manual work, duplicated effort and inconsistent processes that create drag as volume increases.
Start toolO-04Available now
Team Capacity Map
Maps the real workload of the team and its roles against the demands of the next stage of growth.
Start toolS
Sales
Sales process, pipeline visibility, conversion rates, customer management and predictable revenue.
Read the Sales pillarS-01Available now
Sales Self-Audit
Reviews whether your sales effort produces predictable revenue, or depends on the owner being involved in every deal.
Start toolS-02Available now
Sales Process Worksheet
Documents what actually happens from first enquiry to signed order, and where deals stall on the way.
Start toolS-03Available now
Pipeline Visual Template
Builds a clear picture of the pipeline: value by stage, drop-off rates and how long deals take to close.
Start toolS-04Available now
Conversion Optimiser
Works out where conversion is being lost, and which single stage would repay attention first.
Start toolM
Marketing
Ideal customers, market positioning, message clarity, lead generation and marketing effectiveness.
Read the Marketing pillarM-01Available now
Marketing Self-Audit
Reviews how clearly you know your market, how your message lands, and whether your activity produces enquiries that convert.
Start toolM-02Available now
Ideal Customer Canvas
Defines the customer worth most effort: the problem they have, what they do instead, and what makes them choose you.
Start toolM-03Available now
Message Clarity Checklist
Audits your website, proposals and sales conversations for one consistent, credible message.
Start toolM-04Available now
90-Day Campaign Planner
Turns your priorities into a single quarter of focused activity, with owners, budgets and measures attached.
Start tool
Your growth plan starts here
Start with the question that is costing you most.
Choose a pillar, work through one tool properly, and take away a report you can implement over the next ninety days. Everything is free. Standard reports stay in your browser; optional AI analysis requires your consent.