Resources
Practical tools for serious growth.
Checklists, templates, and guides. Free to download.
Downloadable tools
Growth Strategy Checklist
A one-page diagnostic covering the five areas that most often hold businesses back, website, messaging, local presence, marketing consistency, and conversion. Work through it in 20 minutes and you'll know exactly where to focus first.
PDF Checklist90-Day Growth Plan Template
A simple one-page planning framework for business owners who want to move from reactive to intentional. One primary goal, two or three high-leverage initiatives, and the weekly actions that keep momentum going.
PDF TemplateEcommerce Growth Playbook
Based on experience scaling ecommerce from zero to eight figures. Covers the levers that matter most at each stage, from your first 100 orders through optimizing for repeat purchase and lifetime value.
PDF GuideStoryBrand Messaging Framework
The one-page BrandScript template Eric uses with every client before touching a website. Clarifies your customer's problem, your solution, and the transformation you deliver, in a format that translates directly into homepage copy.
PDF TemplateWebsite Messaging Audit
A structured review of your current website against the three questions every visitor is asking: What do you do? Is it for me? How do I get it? Most sites fail at least one. This audit identifies the gaps and gives you a prioritized fix list.
PDF WorksheetHomepage Copy Template
A fill-in-the-blank template for writing a homepage that converts. Built on the StoryBrand structure, hero statement, problem, solution, plan, CTA, and social proof, with examples from real client sites.
PDF TemplateLocal Presence Checklist
For service businesses and local retailers, being findable online is table stakes. Covers Google Business Profile setup, local citations, review strategy, and the website signals that help you show up when nearby customers are searching.
PDF ChecklistMarketing Calendar Template
A 12-week rolling content and campaign calendar for small business owners. Includes prompts for blog posts, social content, email, and seasonal promotions, structured so you can plan a quarter in under an hour.
PDF TemplateCustomer Acquisition Cost Tracker
A simple spreadsheet model for tracking what you're actually spending to acquire a customer across channels. Helps you identify which marketing efforts are working and where you're wasting budget.
SpreadsheetGuides and articles
Scaling Without Hiring: How Service Businesses Grow Revenue Without Adding Headcount
Adding staff is the default growth move for most service businesses. But before you hire, it's worth asking whether you've fully captured the revenue available from your existing capacity. Most businesses haven't.
Growth StrategyManaging Seasonal Demand: How HVAC and Plumbing Businesses Smooth Out the Feast-or-Famine Cycle
The seasonal swings that define HVAC and plumbing businesses aren't inevitable. Here's how the best operators use marketing, maintenance agreements, and off-season strategy to build more predictable revenue.
Lead ResponseSpeed to Lead: Why the First Five Minutes Determine Whether You Win the Job
Most service businesses lose jobs not because of price or quality, but because someone else answered faster. Here's what the data says about lead response time, and what to do about it.
Not sure which resource you need?
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