Resources
Free frameworks, tools, and guides for professional services firms and mission-driven organizations exploring AI and automation.
The Six Levers of Revenue: A Self-Assessment
A guided framework for identifying which of the six revenue variables has the most untapped potential in your organization.
Download Free → WorksheetThe Revenue Ceiling Calculator
Calculate the dollar gap between what you're earning and what your practice could generate with restructured operations.
Download Free → AssessmentThe AI Readiness Scorecard
A 20-question assessment for small firms and mission-driven organizations to determine where AI fits in their operations.
Download Free → WorksheetThe Capacity Audit Worksheet
A one-week tracking exercise for practitioners who are out of hours but not out of demand.
Download Free → WorkbookThe Revenue Model Starter Kit
Build a mathematical picture of how your business generates revenue in 60 minutes.
Download Free → WorkbookThe Digital Product Opportunity Finder
A worksheet and decision framework for turning your institutional expertise into revenue.
Download Free → TemplateThe Meeting-to-Revenue Tracker
A two-week tracking template and analysis guide for understanding where your time actually goes.
Download Free → TemplateThe Workflow Mapping Template
Document your operations using the same approach we use in Session 1 of the Operations Diagnostic.
Download Free → GuideThe Quick Wins Playbook
12 automations you can implement this week to recapture time and revenue in your professional services firm.
Download Free → GuideFrom Billable Hours to Revenue Streams
A guide to breaking the time-for-money ceiling by identifying and building scalable revenue streams from your existing expertise.
Download Free → ChecklistThe AI Consultant Evaluation Checklist
15 questions to ask before hiring an AI or operations consultant.
Download Free → GuideThe AI Implementation Graveyard
5 failure patterns that kill small business AI projects, and the counter-patterns that work.
Download Free →