Free Library

The tools we use with our clients. Free, and ungated.

Frameworks, templates, and worksheets from our own engagements. Read them on the page, save them, use them. If you want help running them in your business, take the free audit.

Six tools in production.

Each tool publishes as a full page on this site. Read on screen, save, share. We notify you when each drops if you take the free audit.

Coming soon

The RevOps Diagnostic Worksheet

A 12 question audit to find the biggest leak in your revenue system. You score yourself and walk away with a prioritized list of what to fix first.

  • 12 question diagnostic across acquisition, conversion, delivery, and retention
  • Scoring guidance with thresholds
  • A 90 day action list based on your score
Full page + Notion template
In production
Coming soon

The B2B Pipeline Architecture Template

A complete ActiveCampaign pipeline structure with stages, automations, fields, and lead scoring built in, ready to import.

ActiveCampaign template + setup guide
In production
Coming soon

The Founder to System Handoff Checklist

A 40 item checklist for moving deals out of the founder's head and into a system the team can run on its own.

Full page checklist
In production
Coming soon

The RevOps Stack Decision Matrix

A comparison framework for choosing your CRM, marketing automation, and project management tools at $1M to $15M ARR.

Full page + Airtable template
In production
Coming soon

Sample Diagnosis Report (Redacted)

An actual Diagnosis deliverable from a real engagement, fully redacted. See the methodology, the depth, and the output before you ever book a call.

  • Full current state revenue system map
  • Target RevOS architecture
  • 90 day build roadmap with priorities
Full page
In production
Coming soon

The Quarterly RevOS Health Check

A 20 point checklist to run on your own revenue system every 90 days. Catch drift before it becomes a fire.

Full page checklist
In production