Tools & Insights
Practical tools and ideas worth sharing.
A growing collection of free tools we have built and articles from our work. No sign-up, no sales pitch, just things we think are genuinely useful.
Tools
Business Health Check
A two-minute scorecard across the six areas that decide performance.
Rate your business on finance, sales, operations, marketing, systems and AI, and see where the biggest gains are hiding. It shows you where to look. The Performance Diagnostic is where we dig in.
Start the checkCapacity & Profit Calculator
How much revenue is already sitting in the building?
Four numbers show what your team could deliver, what it delivers today, what is left on the table each year and what every point of utilisation is worth.
Find the revenueWill AI Actually Help?
Six doors between you and an honest answer.
A choose-your-own-adventure for owners tired of being told everything needs AI. Pick your sector, try to pass six doors, and get a straight answer, including the one thing to do first if the answer is not yet.
Play the gamePipeline Gap Calculator
How many leads does your revenue target actually need?
Turn a revenue target into the clients, qualified leads and win rate it requires, and see how far your current lead flow falls short.
Size the gapWorkplace Financial Wellbeing Check
How well does your workplace support people with money?
Eight one-tap questions for HR and people leaders about the financial education and support your organisation offers today, with a tier and the gaps to close first.
Check your workplaceAutomation Opportunity Finder
Which hours could your team stop doing by hand?
Six one-tap questions about where the week goes show how many hours could be automated, what that is worth a year, and the three places to start.
Find the hoursUnit Economics Calculator
Is your growth actually profitable? Find out in a minute.
Enter a few numbers to see your customer lifetime value, acquisition cost, the ratio between them, and how long it takes to pay back. Instant clarity on whether the model works.
Run the numbersAI Readiness Assessment
See how ready your business really is to adopt AI.
Five quick questions across use cases, data, process, governance and capability return a readiness tier and the gaps to close first. A clear starting point before you invest.
Assess readinessTeam Capability Check
Is your training evidenced, or just scheduled?
Eight one-tap questions on onboarding, CPD, technical and compliance training, regulatory change, conduct and knowledge capture, then the gaps to fix first. Built for advice and professional-services teams.
Check capabilityKPI Starter Kit
The six numbers your business should actually watch.
Five one-tap questions about your business, your goal and how you win work return six KPIs, each with a plain definition, a target and how often to look.
Get your KPIsMarketing Rhythm Planner
A marketing plan sized to the hours you really have.
Five one-tap questions on your time, strengths, audience and goal return a weekly, monthly and quarterly rhythm you can keep, plus the one thing to fix first.
Plan your rhythmPositioning Statement Builder
Turn what you do into one clear, repeatable sentence.
Answer six short prompts and get a positioning statement, a one-line pitch and an elevator version you can use straight away. Clear positioning is the foundation. Sharpening it is where we help.
Build your statementPrompt Optimizer
Research-backed prompts, tailored to each AI model.
Enter a prompt, choose the AI models you are working with, and get optimized versions tuned to each text, image, video or audio model. Runs entirely in your browser. Nothing you type is sent anywhere.
Open the tool
Insights
- The six KPIs a business should watch first
You can measure a hundred things about a business, and watching a hundred things is the same as watching none. Six numbers that earn their place in most businesses, and how to choose the right six for yours.
- What a ten-day business diagnostic actually looks at
A diagnostic is a short, fixed-scope look at how a business actually runs, done before you commit to a big project. Here is what ten days covers, and what you walk away with.
- The compliance questions every business should ask before adopting AI
Adopting AI is not only a technology decision, it is a compliance one, and not just for regulated industries. Six questions worth answering before your team starts using AI in earnest.
- Benchmarking: how to tell if your numbers are actually good
A number on its own tells you very little. Benchmarking gives it a reference point, so you can tell the difference between a good month and a lucky one.
- Diversification: the one idea most worth understanding
Of all the concepts in investing, diversification is the one that rewards a little study the most. Here is the plain-language version, as general education.
- Reading market commentary without losing your head
Financial media is built to capture attention, not to inform decisions. A few habits help you take what is useful from market commentary and leave the rest.
- Knowledge tools that scale with your team
The moment a second person joins, what lives only in your head becomes a bottleneck. A light knowledge system fixes it before it becomes a problem.
- Privacy, data and the rising bar for marketers
Expectations around personal data keep tightening, in law and in public sentiment. For marketers, especially in regulated sectors, that is a shift to plan around, not against.