Free Resources
Practical tools and templates to help your business grow. Download my free guides and start making progress today.
AI Readiness Assessment Checklist
Evaluate whether your organization is ready to adopt AI tools. This comprehensive checklist walks you through the key factors—from data infrastructure to team readiness—so you can make informed decisions about AI investments.
- Assess your current data and technology infrastructure
- Identify high-impact areas where AI can save time and money
- Get a clear action plan for your AI adoption journey
Website Audit Checklist
A step-by-step guide to evaluate your website's performance, user experience, and conversion potential. Use this checklist to identify quick wins and long-term improvements that will make your site work harder for your organization.
- Review site speed, mobile responsiveness, and SEO fundamentals
- Evaluate user experience and conversion pathways
- Prioritize improvements based on impact and effort
Strategic Planning Template
A structured template to guide your organization through the strategic planning process. Whether you are a small business or a nonprofit, this resource helps you define your vision, set priorities, and create an actionable roadmap for growth.
- Define your mission, vision, and strategic goals
- Conduct a SWOT analysis and competitive assessment
- Build a 12-month action plan with measurable milestones
Free Interactive Tools
Nothing to download — these run right in your browser. Work through a tool, enter your email, and your full results are delivered on the spot. Here are a few of my favorites.