Free Operational Resources

Ready-to-deploy operational assets. No theory. Just results.

Each resource solves one specific operational problem, built on the same AI, systems, and automation frameworks we use with clients. Download, fill in your details, deploy in under an hour.

8 resources available
6 completely free
<1hr average deploy time
5+ hours saved per week

What you get

Spreadsheets pre-built with formulas

SOPs ready for your team

Scripts and templates you fill in once

All built on free tools (Sheets, Docs)

AI prompts included on select resources

8 resources
Free Save Money
Free

Cash Flow Visibility Kit

See exactly where your money is going — and where it will be in 90 days — with one Google Sheet

The free cash flow tracker that gives small business owners the financial clarity their accountant never did.

What is inside

Monthly Income Tracker — log income by client or revenue stream with automatic monthly and annual totals
Expense Tracker — categorised expense log with monthly summaries and year-to-date totals
90-Day Cash Flow Forecast — projects your cash position based on your current income and expense patterns
Cash Gap Alert — automatic red flag when projected cash drops below your set minimum threshold
Monthly P and L Summary — one-page profit and loss summary you can screenshot and share with an accountant
Seasonal Pattern Chart — visualises income patterns across 12 months so you can plan for quiet periods
📁 Google Sheets (copy to your Google Drive in one click) ⏱ Under 1 hour to set up to deploy Easy
Details
Most Popular Free Resources
Free

Zapier Automation Recipe Pack

5 ready-to-copy Zapier workflows that save service businesses 6 hours every week

These are not generic Zapier templates. These are the specific automations that service businesses and solo entrepreneurs use most — built, tested, and documented so you can copy them in under 30 minutes each. Import the Zap, customise the fields, and you are done.

What is inside

Recipe 1: New lead from any form goes straight to your CRM and sends a welcome email
Recipe 2: New invoice created automatically when a project is marked complete
Recipe 3: Weekly report compiled and sent to your inbox every Friday at 5pm
Recipe 4: New social media post scheduled when you publish a blog article
📁 Zapier Import Files + Guide ⏱ 30 minutes per recipe to deploy Easy
Most Downloaded Free Resources
Free

Business Automation Starter Checklist

20 tasks every business should automate this week — with the exact tool for each

Stop guessing where to start with automation. This checklist maps your 20 most common business tasks to the exact free or low-cost tool that handles each one automatically. Download it, work through it once, and you will never waste time on those tasks again.

What is inside

20 specific tasks mapped to their automation solution
Tool recommendation for each task (free options highlighted)
Estimated time saved per task per week
Difficulty rating for each automation (Beginner / Intermediate)
📁 PDF ⏱ 30 minutes to deploy Easy
High Impact Free Resources
Free

Client Onboarding SOP Template

The exact standard operating procedure that onboards clients professionally without the admin chaos

Every time you onboard a new client without a system, you reinvent the wheel. This SOP template gives you the complete step-by-step process — from contract signed to project started — that you can customise once and use forever. Built in Notion. Exportable to any format.

What is inside

Complete 12-step client onboarding checklist
Welcome email templates (3 variations)
Client information intake form structure
Project kickoff meeting agenda template
📁 Notion Template ⏱ 1 hour to customise to deploy Easy
Quick Win Free Resources
Free

Weekly Time Audit Template

Find exactly where your time goes — and the automation that gets it back

You cannot automate what you have not measured. This template helps you track every hour for one week, identify your biggest time drains, and match each one to an automation solution. Most business owners who complete this audit find 8 to 12 hours per week they should not be spending on manual tasks.

What is inside

7-day time tracking sheet with task categories
Automatic calculation of hours spent per category
Automatable vs non-automatable task classifier
ROI calculator — shows money value of your time drain
📁 Google Sheets ⏱ 1 week to track, 30 min to analyse to deploy Easy
Best Seller Save Time
$47

Founder Operations Kit

Reclaim 8+ hours every week without hiring anyone or rebuilding your whole business

The system that gives founders their weeks back — without an operations manager.

What is inside

Notion Founder Dashboard — your complete business home base with linked databases for tasks, clients, projects, and revenue
Client Onboarding SOP — step-by-step process from signed contract to project kickoff, with email templates included
Weekly Operating Rhythm — a 20-minute weekly review template that keeps your priorities clear and your week intentional
Task and Project Tracker — pre-built Notion database with status views, priority flags, and deadline tracking
📁 Digital Kit (Notion + Google Sheets + Zapier) ⏱ 2 hours to set up to deploy Easy
Details
Most Popular Grow Revenue
$37

Lead Follow-Up Kit

Stop losing warm leads to silence — the automated follow-up system that closes more clients without the awkward chasing

The follow-up system that closes warm leads you are currently losing to silence.

What is inside

CRM Pipeline Setup Guide — step-by-step instructions to configure HubSpot or Zoho CRM for a service business lead pipeline
7-Touch Follow-Up Sequence — the exact sequence of messages, timing, and angles that convert warm leads into booked calls
15 Email Templates — done-for-you follow-up emails for every stage: initial reply, first follow-up, value add, final attempt, and win-back
Lead Capture Automation — Zapier recipes that automatically add new leads to your CRM from your form, email, or social media
📁 Digital Kit (CRM Setup Guide + Email Sequences + Zapier) ⏱ 3 hours to set up to deploy Easy
Details
Free Resources
Free

Free Time Audit Template: The 15-Hour Leak Finder

Find out exactly where 15 hours a week are disappearing before you try to fix anything.

This template works only if you fill it in honestly for one full week. If you estimate instead of track in real time, the numbers will lie and you will optimise the wrong tasks.

What is inside

{"item":"Google Sheets template file","detail":"Click the download link and select 'Make a copy' in Google Sheets to add it to your own Google Drive instantly."}
{"item":"Pre-built formulas","detail":"All calculations are already in the template. You enter your time data and the totals, cost calculations, and comparisons update automatically."}
{"item":"One-page setup guide","detail":"A tab inside the template explains exactly how to fill in each column, what each category means, and how to read your results."}
Easy

Templates give you the framework.

Done-For-You gives you the result.

If you want these systems built and running in your business, configured, automated, and fully operational, we do that too. Starts with a free Audit Call.