Free tools for the work between enquiry and booking.
Inspect your website, estimate the cost of slow replies, or give your team a better script. Start with a diagnostic, then use a worksheet to put the finding to work.
- Inspect
- 7 tools to scan a website or model a business problem.
- Apply
- 21 working resources with a preview, version and named owner.
Choose a question. Run the matching tool.
Use a website scan to inspect what buyers can see. Use an estimator to work through your own numbers. Each tool explains its assumptions before you act on the result.
Start with the size of the problem.
The Revenue Leak Diagnostic brings response, booking and follow-up into one estimate. Choose your industry there if you need a more specific model.
Run the diagnostic Browse industry calculatorsAccounting firm? Use the CPA intake calculator alongside the published accounting study.
AI Business OS Diagnostic
Bring: Your business type, monthly enquiries, average customer value and main operating constraint.
Compare the gaps across your current systems and choose what to investigate first.
Open toolAI Visibility Score
Bring: Your website, business type and city.
Inspect business identity, answer coverage, proof and contact paths on the pages the scan can read. This does not measure rankings or AI citations.
Open toolFront Door Benchmark
Bring: Enquiry volume, customer value and how you handle the first response.
Model revenue exposure from missed enquiries and incomplete follow-up using stated assumptions.
Open toolTrust Stack Audit
Bring: Your website, business type and city.
See which credentials, people and evidence a prospective customer can find on your website.
Open toolReview Velocity Benchmark
Bring: Completed jobs and your recent review activity.
Compare your review capture rate with a planning reference. The reference is not a live survey of nearby competitors.
Open toolCompetitor Intake Scanner
Bring: Your website and a competitor's, plus your business type and city.
Compare the visible contact paths, next steps and proof on two websites. The scan does not call either business or time a reply.
Open toolResponse-Time Loss Estimator
Bring: Response time, enquiry volume and average customer value.
Explore how different response assumptions change estimated booking and revenue exposure.
Open tool
Use the result to choose the next check.
These tools do not connect to your phone records, inbox or accounts. Estimates change with your inputs. Website scans grade visible evidence, and planning benchmarks are not measured industry averages. Do not add different tools' revenue estimates together: they may describe the same missed enquiry.
For a next step, use the fit guide or review investment and scope. The worksheets below help your team try a change before commissioning a system.
A resource should change what you do next.
Pick one live problem. Use the matching artifact for a week. If the same leak keeps returning, the business probably needs an installed workflow, not another document.
Inspect
Use real calls, forms, bookings, reviews, or customer records.
Apply
Assign one owner and run the working artifact on a live workflow.
Decide
Keep the fix, tighten the process, or scope the system that should own it.
Smart website
Make the website easier to trust, understand, and act on.
Case Study Capture Playbook
Turn a successful engagement into a specific, permission-aware case study that helps the next buyer understand the problem, work, and result.
- An interview guide for baseline, intervention, measurable change, operating context, and customer language.
- A publication checklist for evidence strength, attribution, permissions, caveats, and useful anonymity.
Website Conversion Audit
Help an established business inspect whether its website builds trust, explains the offer, captures context, and creates a clear next step.
- A page-by-page audit for positioning, proof, mobile clarity, inquiry paths, booking, and follow-up handoff.
- A prioritization sheet that separates visual polish from conversion, intake, and operating-system gaps.
Modern Website Checklist
Give a small business a practical standard for a credible, mobile-ready website that guides visitors toward the right inquiry or booking path.
- Checks for offer clarity, trust, accessibility, mobile usability, forms, calendars, analytics, and handoff readiness.
- A launch review with owners, acceptance criteria, unresolved risks, and a post-launch inspection rhythm.
AI intake
Answer, qualify, route, and book with better context.
Front Door Score
Turn scattered observations about calls, forms, booking, and follow-up into one scored operating baseline with a clear first priority.
- An eight-point daily scorecard with owners, targets, status fields, and weekly review prompts.
- A practical scoring rule that separates an isolated miss from a repeatable front-door weakness.
Speed-to-Lead Checklist
Help a service team identify and close the first-response gaps that let urgent buyers call the next available provider.
- Channel-by-channel response checks for calls, forms, texts, chat, and after-hours inquiries.
- A first-week rollout sequence with owners, thresholds, escalation rules, and a live-call review cadence.
After-Hours Intake Script
Give after-hours callers a calm, credible response that captures useful context and moves the right opportunity to the next step.
- A plain-language opening, urgency check, qualification path, and expectation-setting close.
- Escalation notes for emergencies, uncertain fit, sensitive situations, and calls that require a human handoff.
Missed-Call Text-Back Pack
Recover a missed caller quickly with useful next-step language instead of a generic apology that creates more waiting.
- Ready-to-adapt text messages for urgent, routine, price-sensitive, and after-hours missed calls.
- Timing rules and reply-handling notes for booking, routing, escalation, and human follow-up.
Lead Handoff SOP
Keep qualified inquiries moving from first response to the right person without lost context, duplicate work, or silent ownership gaps.
- A handoff record with required context, assigned owner, due time, next action, and escalation status.
- A simple operating rhythm for reviewing unowned leads, overdue actions, and incomplete customer context.
Home-Service Front Door Kit
Give a home-service operator one practical sequence for scoring response gaps, estimating exposure, and tightening after-hours intake.
- A front-door scorecard, missed-call cost model, speed-to-lead checklist, and after-hours intake script.
- A 30-day rollout sequence that turns four separate assets into one operating review.
Missed-Call Recovery Kit
Help a team recover missed callers, preserve context, assign the next action, and protect the booking from no-show risk.
- A diagnostic scorecard, text-back swipe file, lead-handoff SOP, and no-show reminder pack.
- A recovery workflow that connects the first automated response to accountable human ownership.
Follow-up
Keep estimates, appointments, and open opportunities moving.
No-Show Reminder Pack
Reduce preventable no-shows with a respectful confirmation, reminder, rescue, and rebooking sequence that protects the calendar.
- Confirmation and reminder messages for standard, high-value, and time-sensitive appointments.
- Cancellation rescue and no-show recovery language with clear rebooking ownership.
Estimate Follow-Up Playbook
Help service teams follow up on open estimates consistently without sounding desperate, repetitive, or disconnected from buyer intent.
- A staged email and text cadence for sent, viewed, stalled, uncertain, and time-sensitive estimates.
- Stop rules, ownership fields, objection prompts, and a weekly open-estimate review routine.
Estimate Follow-Up Kit
Help a business improve the path from website inquiry to open estimate, structured follow-up, rescue, and booked next step.
- An estimate cadence, cancellation rescue scripts, booking-readiness checks, and a website conversion audit.
- A 30-day implementation map for tightening the middle of the pipeline without buying more traffic.
Reviews and trust
Build public trust through repeatable proof and review habits.
Review Request Pack
Help a team invite honest reviews from every eligible customer using neutral scripts, objective timing and an independent support path.
- Neutral SMS and email invitations, one reminder and a private support response.
- Objective eligibility, contact permissions, stop conditions and positive/negative test records that receive the same public path.
Review Response Prompts
Help a business respond to public feedback quickly while protecting tone, privacy, judgment, and a credible human voice.
- Prompt patterns for positive, mixed, negative, sensitive, and factually disputed reviews.
- A human approval checklist for privacy, promises, escalation, tone, and next-step language.
Review Trust Governance
Give an established business one operating standard for requesting, responding to, escalating, and learning from customer reviews.
- A governance map for request timing, response ownership, privacy, escalation, and issue recovery.
- A monthly trust review that connects public feedback with operational improvements and proof capture.
Proof Capture Operating System
Help a business capture useful customer evidence consistently and turn it into credible website, sales, and reputation proof.
- A proof-request workflow covering permissions, context, outcome detail, evidence type, and publication readiness.
- A proof ledger for reviews, testimonials, screenshots, case studies, and before-and-after records.
Local Trust Growth Kit
Help a local service business build a steadier rhythm for review requests, responses, referrals, profile activity, and fresh visual proof.
- Review requests, response prompts, referral language, profile content planning, and a practical photo shot list.
- A coordinated trust-building rhythm with owners, safeguards, and monthly inspection questions.
Database reactivation
Create a useful reason for past customers to return.
Systems review
Map what should stay, connect, change, or become automated.
AI Business OS Playbook
Help an owner map the few customer-facing workflows that should work together before selecting software, automation, or an AI agent.
- A front-door architecture map covering calls, web intake, booking, CRM ownership, follow-up, reviews, and reactivation.
- A phased decision worksheet for what to keep, connect, configure, replace, or leave manual.
Bookkeeping Onboarding Checklist
Help bookkeeping and accounting firms move a signed client into a clear first-month setup without missing access, records, ownership, deadlines, or expectations.
- A before-kickoff checklist for agreements, billing, contacts, software, records, timelines, and the first review meeting.
- An internal handoff and 30-day rollout that gives every missing item, client promise, and next action a visible owner.
Questions about the library.
Are these resources genuinely free?
Yes. You can preview and use the working documents without buying a system. The library is designed to help you make a better decision before a sales conversation.
Should I use a diagnostic or a worksheet?
Use a diagnostic when you need to inspect your website or estimate the size of a problem. Use a worksheet, script or checklist when your team is ready to try a specific change. You can use either without buying a system.
What happens when my business needs something more specific?
Use the closest resource to inspect the current process, then book a call. Custom strategy, copy, routing, campaigns, integrations, and continuing improvement are scoped around the actual workflow.
A template can clarify a workflow, but it cannot replace business-specific strategy, configuration, or human judgment. Use real customer records and approved evidence before turning an example into a claim or campaign.
Bring the live workflow. Leave with a recommended scope.
We will look at how inquiries, booking, follow-up, reviews, and customer records work today, then identify the first system worth installing.