Start with these free tools. They're designed to give you immediate value—and a taste of how I think about operating clarity.
PDF (1-2 pages)
Are you flying blind? This quick checklist reveals the 10 warning signs that your leadership team lacks a shared reality. Use it to diagnose where clarity is breaking down in your business.
PDF (1 page)
Great leaders don't need more meetings. They need better questions. This one-page guide gives you the 5 questions that cut through the noise and reveal the truth about your business—every single week.
These are the same tools I use with my clients. They're practical, actionable, and designed to be implemented immediately. No fluff—just results.
Notion Template + Google Sheets Version
Stop drowning in reports that don't tell you the truth. This dashboard template gives you a single view of the 5-7 KPIs that actually matter, plus a simple P&L snapshot that makes your financials understandable at a glance.
Best For: CEOs and founders who want a simple, clear view of their business without the complexity.
Notion Template + PDF Guide
A business without rhythm is a business in chaos. This template gives you the exact weekly meeting structure and cadence I install with my clients—so your team stays aligned, accountable, and focused.
Best For: Leaders who want to install a consistent operating rhythm without reinventing the wheel.
PDF + Editable Worksheet
Ready to move from informal to institutional? This checklist walks you through the key areas every family business needs to address when professionalizing—without losing what makes you special.
Best For: Family business leaders preparing to scale, transition, or bring in the next generation.
Google Sheets + PDF Guide
Most leaders look at their P&L and see a wall of numbers. This workbook teaches you how to read your P&L like an operator—identifying the drivers you can actually control and the levers you can pull to improve performance.
Best For: CEOs and operators who want to understand their financials deeply, not just superficially.
These comprehensive guides go deeper. They're designed for leaders who are serious about installing operating clarity and want a complete roadmap—not just a template.
Digital Guide (PDF, 50+ pages) + Templates + Video Modules
This is my complete system for installing operating clarity in a business. It's the same framework I use with my consulting clients, packaged into a self-guided playbook you can implement on your own.
Digital Guide (PDF, 40+ pages) + Worksheets
Succession is one of the most complex challenges a family business will face. This roadmap provides a structured, step-by-step process for preparing the business—and the family—for a successful leadership transition.
All Templates + Guides (Bundle)
Get everything. This bundle includes all of my templates, tools, and guides at a significant discount. It's the complete toolkit for any leader serious about installing operating clarity.
Templates and guides can take you far—but sometimes you need a partner. If you're facing a complex challenge and want hands-on support, I offer a range of advisory and consulting engagements designed to install operating clarity in your business.
A focused assessment and roadmap (2-4 weeks)
Hands-on implementation with your team (3-6 months)
A retained thinking partner for continued clarity