TOOLS & RESOURCES

To create your own editable version of Google Docs and Spreadsheets,
go to File > Make a Copy.

Capacity Planning Spreadsheet

Effortless Value Creation Checklist

Master Checklist

Client Website Examples

What do I say on my website?

Client Packages Examples

Build Perfect Testimonials

Book Questions

OTHERS’ SWIPE FILES

These are free but remember they serve as lead magnets, so if you enjoy these resources, consider getting on their email lists :)

Karbon’s The Definitive Guide to Client Onboarding

Ryan Lazanis’ 79 Tactics to Save Time in Your Firm

Rob Nixon’s Benchmark Report May 2023

Karen Nelson’s 20 Proven Lead Magnet Ideas