Resources

Free Tools, Guides, and Recommendations to Help You Build a Better Business

Start Here: Get Your Free Big Picture Checklist

Before diving into the resources below, grab your FREE Big Picture Checklist – a 34-question diagnostic tool that helps you pinpoint exactly where your business is struggling and provides a roadmap for transformation.

This checklist will help you identify:

  • Where money and time are leaking from your business
  • Which areas need immediate attention
  • Your fastest path to increased revenue
  • What to focus on first, second, and third

Free Chapter: “The Problem“

Want to see if Better Business That Works is right for you?
Download Chapter 2 free and discover the real issues holding your business back (hint: it’s not what you think).

Free Business Tools & Guides

Revenue Formula Calculator

The Revenue Formula is a practical tool for identifying the fastest path to increased business income. It breaks down your revenue into its core components:

Revenue = (Number of Leads) × (Conversion Rate) × (Average Transaction Value) × (Repeat Purchase Rate)

By understanding which factor has the greatest potential for improvement in your business, you can focus your efforts where they’ll have the maximum impact. This targeted approach typically yields a 15-30% revenue increase within 90 days.

Virtual Assistant Setup Guide

Our comprehensive guide walks you through the entire process of hiring, onboarding, and managing a virtual assistant, including:

  • Where to find reliable VAs (Philippines, Eastern Europe, or local)
  • Interview questions and skills assessment techniques
  • Setting up communication systems (VOIP, email, project management)
  • Creating standard operating procedures and training materials
  • Payment methods and contractual considerations
  • Tools for time tracking and performance management

Website Conversion Optimisation Guide

This practical guide provides step-by-step instructions for optimising your website to convert more visitors into leads and customers. Topics include:

  • Conducting effective user testing to identify friction points
  • Creating compelling calls-to-action that drive action
  • Optimising your lead generation forms for maximum completion
  • Implementing trust indicators and social proof
  • Creating effective landing pages for different traffic sources
  • Setting up proper tracking to measure improvement

Recommended Books

Mindset & Purpose
Leverage & Delegation
Strategy & Focus
Sales & Communication
Business Building

Recommended Systems and Tools

The right tools can make the difference between chaos and clarity.
Here are the systems I recommend based on years of working with hundreds of businesses.

CRM Systems

GoHighLevel – All-in-one marketing and CRM platform perfect for agencies and service businesses

Pipedrive – Ideal for small businesses focused on sales pipeline management

HubSpot – Comprehensive CRM with free tier and excellent marketing automation
Zoho CRM – Cost-effective option with extensive customisation
Salesforce – Enterprise-level solution for complex businesses

Autoresponder and Email Marketing

GoHighLevel – Complete marketing automation solution for agencies and businesses
ActiveCampaign – Powerful automation with reasonable pricing
MailChimp – Great for beginners with a generous free tier
ConvertKit – Designed specifically for creators and digital product businesses
GetResponse – All-in-one marketing platform with landing pages and webinars

Project Management

Trello – Visual, card-based system for managing tasks and projects
Asana – Flexible project management for teams of all sizes
ClickUp – Feature-rich platform combining tasks, docs, and goals
Monday.com – Customisable workflows for various business processes

Other Essential Tools

Read.ai – AI-powered meeting assistant that analyses engagement and provides transcriptions
Loom – Video messaging tool for quick instructions and feedback
PandaDoc – Streamline proposal creation and contract signing
Xero/QuickBooks – Accounting software for financial management

Want More Than Just Resources?

These resources are a great start, but if you want
hands-on guidance to implement these ideas in your specific business:

Read the Book

Get the complete framework and step-by-step guidance

Attend Elevate

Join an intimate workshop to work through your specific challenges

Apply for Group Coaching

Get ongoing support, accountability, and expert guidance

Start by identifying exactly where your business needs the most attention.