Free Tools
The same tools I use with clients.
Every worksheet on this page is one I use in real working sessions, with brand teams and with business owners. They’re free. Use them on your own, run them with your team, or bring them to a session with me. If one of them saves you a meeting, it did its job.
For Brand and Marketing Teams
Website Planning Toolkit
Most website projects start with page layouts. This one starts with the ten questions your buyer needs answered before they’ll talk to you, then lists the content that answers each one and the page it lives on. It’s the same sheet I use in client workshops.
- The Buyer Card, who you’re selling to, defined by situation, not job title
- The 10 Questions, in your buyer’s words
- Content Inventory, what you have, what’s missing and who owns it
- Site Map, every page tied to the questions it answers
Want someone to run it?
The toolkit works on its own. If you’d rather have someone run the session with your team and leave you with a site plan everyone actually agreed to, that’s the work I do.
For Business Owners: The Business You Meant To Build
These are the worksheets from my six-session course and my book, The Business You Meant To Build. Not sure where to start? Take the 8-Minute Checkup. Want the full course without the room? Work through the sessions in order and use the homework tracker to keep yourself honest.
Before You Start
Session 1: Why the Hell Are You Doing This?
Session 2: What Does Your Business Actually Cost?
Session 3: Numbers You Can Actually Use
Session 4: Your Customer and the Experience That Wins Them
Session 5: Your Marketing Reality
Session 6: Close the Loop
Go Deeper
The book walks through the thinking behind every one of these tools.