Free Resources

    Tools to grow your business

    Practical tools and frameworks used by ActionCOACH clients. Download what's useful — some are instant, others ask for a quick opt-in.

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    Assessment

    Owner Dependency Scorecard

    How dependent is your business on you? Score yourself across 10 key areas — from sales and operations to team and systems — and get a clear picture of where your business would break down if you stepped away. The first step to building a business that runs without you.

    PDF Scorecard

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    Tools

    Profit Reverse Engineer

    Start with your dream profit number and work backwards. This tool breaks down exactly what revenue, margins, pricing, and volume you need to hit your target — so you can build a plan around a real number, not a guess. Stop hoping for profit and start engineering it.

    Interactive Tool

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    Tools

    Business Dashboard

    Track the KPIs that actually move your business forward. This Excel dashboard gives you a clear, real-time view of your key metrics so you can make faster, smarter decisions each week.

    Excel Spreadsheet

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    Assessment

    Business Assessment

    Score your business across the 6 Steps to Massive Results framework — out of 200 points. Pinpoint your highest-leverage growth opportunities and discover how to increase profits by 61%.

    PDF Assessment

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    Marketing

    Lead Nurture Value Ladder

    Guide your leads through a structured sequence of increasingly valuable offers. Keep prospects consistently engaged, build perceived value at every stage, and convert more leads into loyal customers.

    PDF Guide

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    Marketing

    Referral Programs for New Leads

    Leverage your existing customers to bring in new business. A concise, actionable strategy using direct marketing via referral programs — one of the highest-ROI lead generation tactics available.

    PDF Guide

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    Free Download

    Sales

    Sales Funnels

    Guide prospects through a structured journey to conversion. Learn how to build a sales funnel that improves conversion rates, creates enriched customer experiences, and drives predictable revenue growth.

    PDF Guide

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    Free Download

    Productivity

    Super Quick Time Study

    Find out exactly where your time is going. Growing your business requires carving out 10–20 focused hours per week — this study helps you identify where to reclaim them so you can start working ON the business.

    PDF Worksheet

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