Tools you can use today
The same checklists and workbooks I use in paid audits. Download them, run them with your team, and see where the time and money is leaking.
AI Readiness Checklist
40 checks across data, systems, people and governance. Score yourself before you spend a cent on AI.
Get the AI Readiness Checklist
Free PDF. Pop your details in and it downloads straight away.
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If it didn't, grab it here.
Want every guide, template and Excel tool in one book? See Sorted, the Business Readiness Toolkit.
CRM Migration Checklist
Every step of a move to HubSpot, from export to go-live. Plan your migration or check one that's under way.
Get the CRM Migration Checklist
Free PDF. Pop your details in and it downloads straight away.
Your download has started
If it didn't, grab it here.
Want every guide, template and Excel tool in one book? See Sorted, the Business Readiness Toolkit.
Systems Audit Workbook
Map your tools, find the double handling and price the waste. The same framework I use in paid audits.
Get the Systems Audit Workbook
Free PDF. Pop your details in and it downloads straight away.
Your download has started
If it didn't, grab it here.
Want every guide, template and Excel tool in one book? See Sorted, the Business Readiness Toolkit.
CRM Data Hygiene Checklist
A one-hour monthly routine that keeps your CRM clean enough to trust and automate.
Get the CRM Data Hygiene Checklist
Free PDF. Pop your details in and it downloads straight away.
Your download has started
If it didn't, grab it here.
Want every guide, template and Excel tool in one book? See Sorted, the Business Readiness Toolkit.
Sorted: The Business Readiness Toolkit
Every guide and checklist on this site, plus 10 new chapters, 12 printable templates and 6 Excel tools. 150+ pages, print-ready, $24.99.
Stop paying for tools that don't talk to each other.
Book a 90-minute Problem-Solving Session. You'll leave with a clear plan, whether or not you hire me after.
