Worksheets & Tools
Practical, actionable tools built for home service business owners. Calculators, assessments, checklists, and planners — all free, no email required. Print, fill out, and take action.
Customer Lifetime Value Worksheet
Calculate your true LTV from your actual customer data. Not industry averages — your numbers, your economics.
Revenue Leak Inventory
12 categories of revenue loss specific to service businesses. Score each one and calculate what it's costing you.
Missed-Call Cost Worksheet
Calculate exactly what unanswered calls cost your business — plus the ROI of an AI receptionist.
CRM Cleanup Checklist
4-phase checklist to turn your dusty CRM into a revenue-driving asset. Clean, categorize, segment, automate.
Customer Retention Audit
Score your retention systems, calculate churn cost, and build a plan to recover dormant revenue.
Lead Follow-Up Audit
Audit speed, persistence, and channel mix. Compare against the 7-touch ideal sequence. Score your process.
Marketing Measurement Scorecard
10-dimension measurement maturity audit. Calculate your cost-per-lead and CAC by channel.
Strategy Session Preparation
Prepare for your CJM Strategy Session. Gather numbers, articulate challenges, define success.
Founder Dependency Assessment
Measure how dependent your business is on you. Score 15 questions across 5 dimensions. Build a liberation plan.
AI Opportunity Inventory
Map every process in your business, score AI readiness, and identify the highest-ROI automation targets.
90-Day Growth Prioritization
Brain dump initiatives, score on impact/effort, and assign your top 5 across a 12-week execution plan.
Referral System Planner
Inventory 8 referral sources, design your ask, build tracking, and create a 90-day referral sprint plan.
Want These Applied to YOUR Business?
Worksheets give you the framework. The Strategy Session gives you the diagnosis — your specific numbers, your specific constraint, your specific roadmap. Free. 15 minutes. No pitch.
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