Resources
Everything here is free to use
The tools, worksheets and short guides I use with founders and small business owners. Start wherever your biggest question is.
Interactive tools
Business Health Scorecard
Fifteen statements across strategy, marketing, finance, operations and team. Shows your weakest constraint in minutes.
Business Idea Validator
Pressure-test a new idea on problem, customer, willingness to pay, differentiation and feasibility.
Strategy Canvas (SWOT)
Turns four lists into four concrete strategic moves instead of a chart nobody uses.
Revenue & Pricing Calculator
Margin, break-even and the volume you need for your target income — plus a price-increase scenario.
Templates Library
Downloadable worksheets: 90-day plan, weekly scorecard, 13-week cash flow and session prep.
Short guides
Start with the constraint, not the wish list
Most businesses have one binding constraint at a time — demand, pricing, delivery capacity or cash. Fixing anything else feels productive and changes nothing. The scorecard is built to surface it.
Validate before you build
An idea becomes a business when a specific customer with a specific problem is willing to pay. Write down the smallest test that would change your mind, then run it this month.
Positioning is a decision, not a description
Choose who you are for and what you are better at for them. Clear positioning makes pricing, marketing and product decisions much faster.
Plan in 90 days, review every week
One outcome per quarter, three to five numbers reviewed weekly. The plan worksheet and weekly scorecard in the templates library are the exact formats I use with clients.
Next step
Get a personalized first-session plan
The guided assessment asks the same questions as a real discovery call and builds your priorities, session agenda and prep work on screen.
Start the assessment