Daily Planner Template
The simple daily-planner structure we use with founders to claw back focused time. PDF, print-friendly.
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Free Resources
Templates, checklists, tools to start now.
No paywall. No gated forms (for most). Just the practical tools we use with clients, made available for any operator who wants to start the work themselves.
Business Playbook Starter Checklist
A 30-item self-audit to see how Playbook-ready your business is — and where the biggest gaps live.
Download →SOP Template Pack
A simple, opinionated template for documenting Standard Operating Procedures. Word + Notion versions included.
Download →Client Grading Worksheet
The EDGE Client Grading System™ — Exceptional, Dependable, Gateway, Expendable. Apply it to your client list.
Download →Onboarding Plan Template
A 30/60/90 onboarding template for new hires in service businesses. Customizable, tested.
Download →All four ROI calculators
Our turnover, rework, valuation, and Playbook ROI calculators — already free on the site, no download needed.
Open calculators →Download links are placeholders — upload actual files (PDF/Notion duplicates/etc.) and replace the # hrefs with real URLs.
Need more than templates?
When DIY plateaus, we're here to take it further.