Toolkit
Know your numbers. Then fix the system.
Free scorecards that show where your leads drop off, and what to fix first. Both are almost ready.
The scorecards
Business scorecard
For service businesses. Reach, clicks, leads, calls and clients, and where your traffic has nowhere to go. Two minutes, results by email. Coming soon.
Presale scorecard
For presale and new-home projects. Visits, registrations, appointments, contracts, and the monthly cost of unsold homes. Ready to forward to your owner. Coming soon.
The stack I set up for clients
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 link
Zapier
Connects the tools you already use. A new lead in one place shows up everywhere it needs to, without retyping. Get Zapier
Otter
An AI notetaker for your calls. Notes and tasks land in your inbox, so follow-up actually happens. Get 1 month free
Canva
Your brand kit and templates. So everything you post looks like it came from the same business. Start a brand kit
Rather have it set up for you?
Start with a free Digital Audit. I'll show you which tools you actually need and what to connect first.