Free resources

Tools you can use this week.

Spreadsheets and checklists we use with clients. Each one goes with a blog article, and all of them are free.

Excel · free

The weekly 5-numbers dashboard

The spreadsheet from the article, ready to use: sales, cash, margin, overdue invoices and close rate, with targets you set and an automatic traffic light on every number.

13 weeks side by side
Automatic green, yellow and red traffic light
One example week filled in

Goes with the article

PDF · free

Checklist: 7 questions before you advertise

The diagnosis from the article on two printable pages: the 7 questions with room to answer, the week plan and the cost-per-customer math.

7 questions with room to answer
A one-week plan, day by day
The cost-per-customer math

Goes with the article