Templates
Every template is a complete scorecard — the questions, the scoring, and the result copy — written for a specific kind of business. They're all included with the kit. Nothing extra to buy.
Pick the one closest to what you do, open it, swap in your brand, and it's yours.
For web designers
Website Health Check
Your visitor — a small business owner whose website is a few years old — answers 10 questions and gets an honest score. Every business owner secretly wonders if their website is embarrassing. This scorecard tells them honestly — and hands you the redesign conversation.
Read this template →For business coaches
Growth Readiness Score
Your visitor — a business owner who suspects they’re the bottleneck — answers 10 questions and gets an honest score. Turns “I should get a coach someday” into a scored, specific reason to book a call today.
Read this template →For social media managers
Social Presence Scorecard
Your visitor — an owner posting inconsistently and seeing nothing back — answers 10 questions and gets an honest score. Shows overwhelmed owners why posting harder isn’t working — and positions you as the plan.
Read this template →For copywriters & brand strategists
Message Clarity Score
Your visitor — a founder whose website sounds nice but converts nobody — answers 10 questions and gets an honest score. Makes fuzzy messaging measurable. A low score is the exact moment to offer a message review.
Read this template →For bookkeepers & accountants
Financial Fitness Check
Your visitor — an owner whose books are months behind and who dreads tax season — answers 10 questions and gets an honest score. A judgment-free check-up that surfaces the stress points — behind books, tax surprises, cash-flow blind spots — you get hired to fix.
Read this template →Don't see your niche? New templates are added over time — email me and yours goes on the list.