Free resources
Six short guides we wrote for growing businesses. Preview them here, then download the PDF. No sign-up and no email needed.
Industry
Problem
Checklist · About 20 minutes
A 16-point check of your tools, daily work, reporting and basic protection. Score yourself and see where to start.
For: Owners and managers of growing businesses with 15 to 300 people
You get: Find out how well your tools and daily work fit together, and pick the two fixes worth doing first.
Worksheet · About 45 minutes with your team
A worksheet to find tasks worth automating and to decide how much a person should stay involved.
For: Managers who want to automate repetitive work without losing control
You get: List the repetitive tasks in your business, score them, and decide which to automate fully, which need approval and which stay manual.
Checklist · About 25 minutes
Four stages, 18 checks. Find where quotes, orders, change orders and closing paperwork lose money.
For: Owners, estimators and project managers at specialty contractors
You get: Spot the points in a job where margin usually leaks, from the quote to the final invoice.
Checklist · About 20 minutes
Capture, follow-up, pipeline, consent and reporting in one page. Includes a plain-language CASL check.
For: Owners and sales leads who want fewer leads to go quiet
You get: Check that every lead is captured, followed up on a schedule and handled in line with Canadian email rules.
Checklist · About 25 minutes, ideally walking the floor
Five areas, 19 checks, covering receiving, storage, picking, counting and records.
For: Warehouse and operations managers in distribution and logistics
You get: Find where stock records and shelves drift apart, from receiving to counting.
Checklist · About 30 minutes
Five areas covering your data, access, AI tools, suppliers and incident response. Plain language, not legal advice.
For: Owners and managers who hold customer information and use, or plan to use, AI tools
You get: Check that you know what customer information you hold, who can see it, and how AI tools are used with it.
