Free tools for founders building operations that hold.
The checklists, templates and kits I use inside client work. Enter your email and the guide comes straight to your inbox. No newsletter unless you ask for one.
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Start with the Operational Audit Checklist.
More than 40 questions that show where the work waits on you and what to build first. Run it on one ordinary week.
- Costs you
- Nothing. Every starting point here is free.
Four guides, sent to your inbox.
Each one comes from real client work. They arrive within a few minutes.
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PDF checklist
The Operational Audit Checklist
The framework I use in the first two weeks of every engagement. More than 40 questions that show where the business breaks, where you are the bottleneck and what to build first. Run it yourself before you hire anyone.
Sent to your inbox within a few minutes. No spam.
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PDF template
SOP Starter Template
A fill-in-the-blank procedure your team will actually follow: purpose, trigger, the steps, the owner and what to do when something goes wrong. Two finished examples included. Prefer it without the email? Use it on the page.
Sent to your inbox within a few minutes. No spam.
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Self-assessment
The Founder Bottleneck Diagnostic
15 questions that show how much the business depends on you and which area to fix first. Scored on five things: decisions, written process, team accountability, visibility and handoff readiness.
Sent to your inbox within a few minutes. No spam.
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PDF guide
When to Hire a Fractional COO (and When Not To)
A straight answer to a question most founders take too long to settle: who the model suits, what the first 90 days should look like and what to ask before you sign with anyone.
Sent to your inbox within a few minutes. No spam.
The Operator Toolkit: the systems I run, ready to copy.
One download each and no subscription. Checkout opens on this page and the download arrives right after. Two of them are free.
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Procedures
AI-Ready Procedure Pack
Twelve service business SOP templates, already written: new inquiry, quote and follow-up, booking, first job, daily sweep, complaint, pause or cancel, invoicing, schedule change, new hire, spending and the weekly review. One AI prompt fills the brackets for your business.
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AI writing
AI Voice Guide Builder
A brand voice guide template for AI. Twelve questions, a prompt that reads five things you wrote, the blank guide and a check to run before anything goes out. Works with Claude, ChatGPT or Gemini.
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Claude Code
Claude Skills for Operators
Eight Claude Code skills for a small business: morning pack, inbox sweep, meeting notes to tasks, proposal drafter, weekly review, voice check, brain dump and network path. Each one drafts and stops for you to send.
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Claude Code workspace
AI Chief of Staff Starter Kit
The workspace I run my own practice on, as a template you fill in with your business. Each morning it hands you one ordered list: what is ready to send, who is waiting on you and what is about to slip.
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Free, Claude Code
Morning Pack skill
Say "good morning" and Claude writes one file: the one thing that matters today, your deep work, the messages ready to send and who is waiting on whom. One of the eight, free.
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Free, worksheet
Find Your Leaks
A one-afternoon operations check for a service business. Pull 8 numbers from your last 60 days and finish with a one-page map: your 3 biggest leaks, what each costs a month and the one to fix first.
Free guides: read it here, print what you need.
No email needed. Open them in the browser.
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Free checklist
Cleaning checklist template
Room by room, with standard, deep and move-out side by side. Ends with a printable crew sheet and a walkthrough sign-off for quality checks.
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Guide, AI receptionist
Test an AI receptionist before callers hear it
The 20 hard calls to make before an AI receptionist answers a real customer, how to grade each one and the fixes that clear most misses.
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Free template
Free SOP template
The SOP Starter Template on one page, no email needed: ten fields from the title to the review date, a filled-in example and a prompt that turns your notes into a first draft.
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Guide, AI systems
Human in the loop AI
How I build AI systems where the AI drafts and a person decides and sends: where the person goes, what can run alone and how to set one up.
Rather have it built than copy it?
Book the Operations Leak AuditComplimentary while this season's openings last. I run every audit myself, so I keep the number small.


