Phase 3 learning

Helpful tools for practical progress.

Self-checks, workshops, and practical checklists that turn learning into an action.

Explore the library

Resources

Start with a self-check to recognize the next learning opportunity, bring a real question to a workshop, or use a branded checklist to prepare for a decision.

Quizzes

Start with an honest self-check.

Use a short assessment to identify the marketing questions worth exploring next.

Quiz

Marketing Knowledge Self-Check

A quick self-check for the practical website, visibility, and marketing questions that may be affecting your next move.

Take the self-check →

Webinars & workshops

Make the learning useful for the whole team.

Bring a real question to a practical session on websites, visibility, AI, automation, and customer growth.

Workshop

Lunch & Learn

Training sessions on AI, websites, and practical business automation for teams.

Workshop

Events & Workshops

Upcoming learning labs and practical working sessions for business owners and teams.

Tools

Use a planning model to make the next question clearer.

Explore the customer path, a revenue goal, or an inbound channel mix with a fresh public workspace. Each tool collects a short access request before opening; public workspaces do not expose saved scenarios or reports.

Website & marketing scenario

Website Profit Potential Calculator

Test how changes in traffic, inquiry quality, conversion, close rate, and first-sale value could affect first-sale revenue and estimated gross profit.

A baseline from your website visitors, inquiries, qualification, closes, first sale, and margin
The planning levers connected to traffic, conversion, qualification, close rate, and average first sale

Explore this tool

Revenue-goal scenario

Reverse Revenue Planner

Start with traffic, recurring and new monthly buyers, current revenue, and a revenue goal to map the customer-path changes that could be worth testing.

Your current traffic, recurring buyers, new buyers, and total monthly revenue
A desired monthly revenue target and the modeled customer-path changes behind it

Explore this tool

Marketing-mix scenario

Inbound Channel Impact Calculator

Compare a mix of search, local visibility, email, social, paid, AI-assisted, review, and referral channels using your own lead and close-rate assumptions.

Ten inbound channels, including exit intent pop-ups & opt-ins, missed calls & DM's answered by AI, and AI chatbot engagements
Expected inbound leads, close rate, average first sale, and gross margin for each selected channel

Explore this tool

Explore all planning tools →

Checklists

Practical checks before a bigger commitment.

Each checklist is designed around a specific service or business outcome. Complete a short request form and the branded PDF arrives by email, ready to bring to the conversation.

Practical checklist

Website Recovery & Optimization Checklist

Find the highest-impact website fixes before you commit to a larger rebuild.

7 points to work through

Get the checklist

Practical checklist

High-Trust Website Launch Checklist

Plan a website that makes the business, proof, and next action clear.

7 points to work through

Get the checklist

Practical checklist

Lead Funnel Readiness Checklist

Turn attention into more useful inquiries without adding needless steps.

7 points to work through

Get the checklist

Practical checklist

Local Visibility Foundations Checklist

Make the local information customers and search systems need easier to verify.

7 points to work through

Get the checklist

Practical checklist

Google Review Momentum Checklist

Build a credible, repeatable review-request process around real client moments.

7 points to work through

Get the checklist

Practical checklist

Search Visibility Foundations Checklist

Strengthen the content, technical foundation, and proof behind discoverability.

7 points to work through

Get the checklist

Practical checklist

Google Ads Readiness Checklist

Prepare the offer, tracking, and landing experience before spending on clicks.

7 points to work through

Get the checklist

Practical checklist

Email Nurture Readiness Checklist

Build a useful email system that earns attention after the first interaction.

7 points to work through

Get the checklist

Practical checklist

Social Content System Checklist

Create a sustainable social rhythm that supports real customer questions.

7 points to work through

Get the checklist

Practical checklist

Visitor Insight Setup Checklist

Use activity patterns to ask better questions about website interest and follow-up.

7 points to work through

Get the checklist

Practical checklist

Marketing Direction Checklist

Create a practical direction before investing in scattered tactics.

7 points to work through

Get the checklist

Practical checklist

AI Automation Opportunity Checklist

Find one repeatable workflow that deserves a safer, more useful AI assist.

7 points to work through

Get the checklist

Practical checklist

AI Agent Readiness Checklist

Set useful boundaries before putting an AI assistant in front of customers or staff.

7 points to work through

Get the checklist

Practical checklist

Integration Readiness Checklist

Clarify systems, ownership, and data movement before custom work begins.

7 points to work through

Get the checklist

Practical checklist

Decision Dashboard Checklist

Build reporting around decisions people need to make—not a wall of metrics.

7 points to work through

Get the checklist

Practical checklist

Technology Continuity Checklist

Reduce preventable technology disruption with clear ownership and routines.

7 points to work through

Get the checklist

Practical checklist

More Calls Conversion Checklist

Check the customer path from local interest to a useful conversation.

7 points to work through

Get the checklist

Practical checklist

Product & Service Launch Readiness Checklist

Coordinate the story, launch touchpoints, and follow-up before the announcement.

7 points to work through

Get the checklist

Practical checklist

AI Growth Workflow Checklist

Choose an AI use case that improves a measurable business moment without losing judgment.

7 points to work through

Get the checklist

Practical checklist

Operations Automation Checklist

Connect repetitive work into a reliable sequence while keeping people in control.

7 points to work through

Get the checklist

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