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Resources · Free PDFs

Working tools, on the house.

Free assessment templates and team-feedback worksheets we use with our own clients. Download, run them with your team, and bring the answers back when you're ready to move.

PDF · No. 01

Business Discovery Assessment

A comprehensive questionnaire to identify technology opportunities, automation potential, and areas where AI can transform your business operations.

What's included
  • Technology readiness evaluation
  • Time audit & opportunity analysis
  • Budget & timeline planning
  • AI readiness assessment
PDF · No. 02

Employee Work Health Check

An anonymous feedback form designed to gather insights from your staff about tools, processes, workload, and areas for improvement.

What's included
  • Job satisfaction ratings
  • Tool & technology feedback
  • Workload assessment
  • Process improvement suggestions

Or take the interactive version.

Same questions, in browser, with personalized recommendations at the end. About 10 minutes.

Start the assessment