Every guide, checklist and template, sorted.
How I work with clients, written down so you can do it yourself. Score your business out of 100, then fix the gaps with step-by-step chapters, printable templates and Excel tools.
- 186 pages, print-ready PDF
- 12 printable templates and 4 checklists
- 6 Excel tools with the formulas done
- Written for Australian businesses, as at October 2026
Not ready for 186 pages? Get the short version for $7.99.
Most businesses don't need more software. They need a plan.
The same problems come up in almost every business I walk into. A CRM nobody trusts. The same customer typed into three systems. Marketing that can't say what it earned. An AI trial that never left the trial.
None of it is hard to fix once you know where to start. This book gives you the order: score the business, pick the two weakest areas, work through those chapters, then score again in 90 days.
Every chapter ends with "Do this week", so you finish each one with something done, not just read.
Eight parts, from first score to finished system
The six free guides from this site are in here, laid out for print. Everything else is new.
Start here
- How to use this book
- The Business Readiness Scorecard
Foundations
- How to win with systems
- Strategy on a page
- Your sales process
Customer data and CRM
- Choosing a CRM
- CRM implementation
- CRM migration, step by step
- CRM data clean-up
Marketing that proves itself
- Tracking and reporting
- Website readiness
- Email marketing and automation
Operations
- Connecting your systems: CRM, ERP, quoting and project tools
AI
- Using AI to get time back
- AI agents explained
- Your AI use policy
Templates and checklists
- 12 printable templates
- AI Readiness Checklist
- Systems Audit Workbook
- CRM Data Hygiene Checklist
- CRM Migration Checklist
Reference
- Australian compliance quick reference
- Glossary of 80+ terms
Six tools with the maths done
Shaded cells are for your numbers. Everything else calculates. Each workbook has a Read me tab.
KPI dashboard
Leads, cost per lead, proposals, wins, revenue and close rate by month, against target, with a chart.
Systems cost calculator
Put a dollar figure on double handling and manual tasks, plus your yearly software spend.
Lead scoring model
Fit and engagement points, a test sheet for sample leads and the thresholds for marketing and sales ready.
90-day plan tracker
Tasks by week with owners, due dates, status and percent complete.
Marketing budget planner
Channels by month, planned against actual, with totals and variance.
Software selection scorecard
Weighted criteria for up to four vendors, plus three-year total cost.
Sample pages
Not ready for 186 pages? Get the short version.
It seems silly to offer you something for less when you didn't ask. But I want you to actually use this. I don't want it sitting in your inbox until you notice it's 186 pages and write it off as a one-time mistake.
So if you're not ready for the full thing and just want an overview and a taste, here's the TLDR (too long, didn't read) version for less.
Cut to the Chase
$7.99
- One page per topic, 17 topics
- The 10-minute quick check
- Three things to do this week on every page
- 21 pages, PDF. Read it in under an hour
The Business Readiness Toolkit
$14.99
- 186 pages, every chapter in full
- The full 100-point scorecard
- 12 printable templates and 4 checklists
- 6 Excel tools with the formulas done
Built for owners and managers who'd rather fix it themselves
- Small and mid-sized Australian businesses, from trades to professional services
- Owners who know their systems are a mess but don't know where to start
- Managers who've been handed the CRM, the website or "the AI thing"
- Teams about to choose, move or clean up a CRM
Skip it if you want it done for you
This is a do-it-yourself book. If you'd rather hand the work over, every service I offer has a published price, starting with a 90-minute Problem-Solving Session.
It's also not a software manual. It tells you what to set up and why, in plain English, whichever tools you use.
Before you buy
Is this the same as the free guides?
No. The six free guides on this site are in the book, laid out for print. Sorted adds 10 new chapters: the scorecard, strategy on a page, your sales process, choosing a CRM, tracking and reporting, website readiness, email and automation, connecting your systems, an AI use policy and an Australian compliance quick reference. It also adds 12 printable templates, the 6 Excel tools and a glossary.
What's the difference between this and Cut to the Chase?
Cut to the Chase is the short version for $7.99: one page per topic with what matters, three things to do this week and the trap to avoid, plus a 10-minute quick check. It's a single PDF, 21 pages. It doesn't include the full chapters, the templates, the checklists or the Excel tools.
How do I get it?
Straight after payment you get the download: one zip file with the book as a PDF, the four checklists as separate PDFs and the six Excel tools.
Can I share it with my team?
Yes, inside your own business. Print the templates, copy the Excel tools and hand out the checklists. Please don't post the files publicly or pass them to another business.
Do the Excel tools work in Google Sheets?
They're built for Microsoft Excel. They also open in Google Sheets and Apple Numbers, though charts and formatting may look different.
Is GST added?
No GST is added. You pay $14.99.
What if something's wrong with it?
Digital products are covered by the Australian Consumer Law. If the files are faulty or not as described, you're entitled to a refund. Email [email protected] and I'll sort it out.
Is it legal or financial advice?
No. It's general information as at October 2026. The compliance chapter points you to the official sources so you can check anything before you rely on it.
Sorted: The Business Readiness Toolkit
Every guide and checklist on this site, plus 10 new chapters, 12 printable templates and 6 Excel tools. 186 pages, print-ready, $14.99.