Tool
Customer discovery questionnaire scorer for consulting founders
Run the ten-item pain list across your own conversations and score every pain twice.
In development
Join the waitlistRate card, revenue and KPI models and Notion templates for services firms
The companion artefacts from the playbooks: interactive models, worksheets and Notion templates, each one built to run a specific method on your own numbers. Every tool ships with its playbook, and each is available on its own.
Tool
Consulting rate card builder: model a graded day rate card
Build a graded rate card from a borrowed ladder, with the day defined and the blended rate modelled on the rung you will actually sell.
In development
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Recurring revenue counter: four readings from one services ledger
Four readings of your recurring share from one ledger and one period, with the spread between them.
In development
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Application tiering model for managed services pricing
Sort a client estate into tiers that justify what you charge to support it, split across Core, Remediation and Kaizen.
In development
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Revenue per billable person model and utilisation tracker
Compute RBP at company, division, team and deal level, set a target from your own cost base, and size the four leaks.
In development
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Monthly KPI scorecard Notion template for a consultancy or agency
A three-database Notion template for the one-page unit scorecard, with a markdown mirror.
In development
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Revenue ceiling and cash forecast model for a services business
Find your sustainable ceiling from twelve months of revenue and set it against your own cost lines.
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Stop-doing list Notion template for a consulting business
A Notion register classifying every service, customer category and internal programme as Keep, Behind or Stop.
In development
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Completion waterfall model for a business sale, headline to cash
Walk a waterfall from headline down to money that actually moves, at a date, on a worked example.
In development
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Help shape the tools and template.
Join the waitlist and you’ll hear first when it launches, and help decide what goes in it. One email, nothing else.