Toolkit
Know your numbers. Then fix the system.
Free scorecards that show where your leads drop off, and what to fix first. Both take about two minutes, and your results appear as you type.
The scorecards
Two scorecards. Pick the one that fits.
Same idea, different numbers. One is built for service businesses, the other for presale and new-home projects.
Business scorecard
For service businesses
Owner-operators, founders, realtors, professional practices, coaches and consultants. Anyone whose clients find them online before they book.
- You enter
- Reach, clicks, leads, calls and clients for a typical month, plus a few yes or no questions about your setup.
- You see
- Your score, your biggest drop-off, and what it's costing you in clients.
- Time
- About two minutes.
Presale scorecard
For presale and new-home projects
Developers, marketing directors, sales managers and builders with homes still to sell, before or after completion.
- You enter
- Site visits, registrations, appointments, contracts, homes still unsold and your monthly carrying cost.
- You see
- Where buyers go quiet, and what unsold inventory is costing you each month. Ready to forward to your owner.
- Time
- About two minutes.
What you get
Your results, as you type.
No email needed to see your score. Want the full report with every fix? Send it to yourself in one click.
Pick your scorecard
Business or presale.
Enter your numbers
A typical month is fine. Estimates work.
See your score and biggest drop-off
It updates as you type, so you can test what changes the result.
Get your full report
Every fix, in order. Fix it yourself, or bring it to a Digital Audit.
Example results
A typical month
Biggest drop-off: clicks to leads. Visitors arrive, but there's no clear next step, so most leave without reaching out.
The stack I set up for clients
Tools I actually use.
Some of these links carry my promo codes.
HoneyBook
CRM, calendar, proposals, contracts and payments. What I run my own business on, and what I set up for most clients.
Save $30 with my linkZapier
Connects the tools you already use. A new lead in one place shows up everywhere it needs to, without retyping.
Get ZapierOtter
An AI notetaker for your calls. Notes and tasks land in your inbox, so follow-up actually happens.
Get 1 month free
Rather have it set up for you?
Start with a Digital Audit.
I'll show you which tools you actually need and what to connect first.