Free Resources

Get Different
  • Access the free resources for Get Different
Fix This Next
  • Access the free Fix This Next evaluation
Clockwork
  • Download all Clockwork resources
Profit First
  • Find A Profit First Professional (Accountant, Bookkeeper, etc.)
  • Apply To Be a Profit First Professional
  • Profit First FAQ – Frequently Asked Questions
  • Profit First Overview & Profit First One-Sheet
  • Find a Bank that Supports Profit First
  • Audio Book Readers: The Graphics & Charts from Profit First
  • Find A Profit Center
  • Instant Assessment
  • To Do (Task Management Form)
  • Profit Pod Starter Kit & Sample Agenda
  • Profit First Kids – Chore List
Surge
  • The Surge S Chart
  • Feedback Collector (Spreadsheet)
THE PUMPKIN PLAN
  • Find a Pumpkin Plan Strategist
  • Become a Pumpkin Plan Strategist
  • Sweet Spot Analysis
  • Client Assessment Spreadsheet
  • Discover Your Company’s Immutable Laws
THE TOILET PAPER ENTREPRENEUR
  • Prosperity Plan
  • Quarterly Plan
  • Daily Metrics