Your Questions, Answered

We offer a growing collection of free business audit tools, templates, and checklists designed specifically for small business owners. Our resources include the System Leak Audit (identifies profit drains), Crisis Control Checklist (emergency response plan), CEO Time Audit (time tracking tool), and more tools being added regularly. All tools are downloadable as PDFs or Excel templates—no software required. For step-by-step training on how to use these tools effectively, check out our Digital Library launching in Q1 2026.

No. All tools on this page are completely free. We only ask for your name and email so we can send you the download link and (optionally) share helpful business tips. There's no credit card required, no trial period, and no automatic charges. If you want more advanced training and implementation guidance, our Digital Library (launching Q1 2026) offers members-only access to video courses and comprehensive frameworks.

Most tools are available as PDF downloads (checklists, audits) or Excel templates (time tracking, calculators). They work on any device—Mac, PC, tablet, or phone—and don't require special software. For video walkthroughs showing exactly how to use each tool, our Digital Library (launching Q1 2026) will include step-by-step training modules.

Yes! These tools are designed for small business owners with 1-100 employees and $250K-$5M in annual revenue. Whether you're in service, retail, manufacturing, or professional services, these templates help you identify operational problems and build better systems.

Start with the System Leak Audit—it helps you identify where your business is losing time, money, and customers. Once you know your biggest problem areas, you can download other tools based on your specific needs. We're continuously adding new resources to help you tackle different operational challenges.

The free tools help you diagnose problems—they show you what's broken and where to start. The Digital Library (launching Q1 2026) teaches you how to fix those problems with step-by-step video courses, advanced templates, and implementation frameworks. Think of free tools as your x-ray, and the Digital Library as your treatment plan. Each module includes additional tools and resources to support your learning.