Resources
Practical templates and frameworks from the podcast. Each resource connects to a service line and helps you take the first step toward transformation.
ERP Readiness Audit Template
Assess whether your business is ready for a system transformation.
A comprehensive self-assessment framework that helps mid-market businesses evaluate their readiness for ERP transformation. Covers process maturity, data quality, team capacity, budget alignment, and change management preparedness across 40 diagnostic questions.
Download free →CRM Pipeline Architecture Blueprint
Design a pipeline that converts leads into clients systematically.
A step-by-step guide to building a CRM pipeline that actually converts. Based on the LeverageFlo methodology of speed-to-lead, automated nurture sequences, and stage-based triggers that ensure no lead falls through the cracks.
Download free →B2B Video Content Starter Kit
Everything you need to plan your first 30 days of video content.
A practical toolkit for B2B founders and directors who know they should be creating video content but do not know where to start. Covers equipment basics, content planning, scripting frameworks, and a 30-day publishing calendar designed for busy operators.
Download free →AI Tools Stack for UK Operators
The exact AI tools running across four businesses, what they cost, and what they replace.
A no-fluff inventory of the AI tooling used across FinanceFlo, LeverageFlo, The Wave, and 100 Days. For every tool: what it does, what it replaced, the monthly cost in GBP, and the first-use workflow that proved the spend. Excludes anything that was paid for and abandoned. UK-operator context — VAT treatment, integration notes with Sage X3 and GoHighLevel.
Download free →