Business Consultancy

Free tools for small service businesses

Pick the question that sounds like you. Try the tool here, no account needed.

  • “Where does my money actually go?”

    The income and expense tracker shows money in, money out and the difference each month, with totals by category.

    • Takes a minute to add an entry
    • Handles refunds properly
    • Export for your bookkeeper
    Try the tracker
  • “What should I be doing for marketing this week?”

    The marketing activity planner puts your ideas, drafts and next steps on the week they're due.

    • Week view plus a list of ideas
    • Know why each post exists
    • See what actually got done
    Try the planner

How the free tools work

  1. 1

    Try it here

    Use the full tool on its page. Nothing is saved.

  2. 2

    Sign up free

    Save your work, come back to it and export it.

  3. 3

    Use it with your roadmap

    Your dashboard, next three actions and weekly check-in sit alongside.