Free resources / Tools & Templates
Tools & Templates
Copy-and-adapt language for the moments that matter — emails, scripts, meeting agendas — plus an interactive self-assessment tool.
The collection
Just before you dive in…
Drop your name and email to access the library. I’ll let you know when new tools are added. No spam, ever.
Onboarding Health Score
Interactive self-assessment: score your client onboarding across 8 structural elements and get a green, yellow, or red tag.
Client Onboarding Email Templates
Four copy-and-adapt emails: welcome, documents request, first-review invite, and 30-day check-in.
Prospect Follow-Up Email Scripts
Five copy-and-adapt scripts covering the full arc from first contact to break-up to nurture.
Client Review Meeting Agenda Template
A 45-minute agenda structure plus pre- and post-meeting checklists that make reviews consistent.
Free to use in your practice — not for resale or redistribution.
A small sample
These tools are a small sample of what I build for practices.
If your operations could use this kind of thinking applied systematically, I'd love to talk.