Free tools
Agency operating tools
Calculators, audits, and decision checks. Every tool shows its result on screen, explains how to read it, and keeps your inputs in your browser — no email gate, no phone number.
Five tools, one per question
Each one answers a single operating question and names the system it belongs to.
Agency Bottleneck Checker
All six systems
Six statements, one per operating system. Surface the likely constraint candidate in about two minutes.Producer Time Audit
Producer Leverage
Estimate how much licensed, high-value time leaks into rescues and routine admin — and what it compounds to over a year.Lead Funnel Leakage Calculator
Lead Engine
Enter one source's stage counts and find the weakest transition between lead and retained client.Persistency Calculator
Service & Persistency
Compute persistency with an explicit written denominator, so the number means the same thing every period.Delegation Readiness Check
Leadership Bench
Seven checks that tell you whether a specific task is ready to move off the owner's desk — and which gap to close if not.These tools are educational. They compute exactly what you enter — no benchmarks, no hidden scoring, no claims about how your agency compares to others. Where a result needs interpretation, the tool explains the common misreads.

