Free practical resources
A useful next step.
Before your next project.
Guides and checklists for freelancers, marketers and business owners. Use them in Your Daily OS or in the tools you already work with.
Start here
Choose the problem
you want to make clearer.
CLIENT WORK · CHECKLIST
Start the client relationship well.
Agree scope, gather the right inputs and set review rules before delivery begins. Includes a reusable kickoff checklist.
MARKETING · GUIDE
Build a workable content plan.
Turn audience questions into themes, briefs and a calendar your business can sustain. Includes a planning template.
PROJECTS · CHECKLIST
Turn a request into clear work.
Define the result, deliverables, owners, deadlines and approvals before you fill the task board. Includes a brief template.
Use the checklist.
Make it your own.
Each resource includes a plain-text template you can copy. Adapt it to the project, then record the decisions in your workspace.
01
Pick the relevant guide.
Start with the question blocking your next step, rather than trying to add every process at once.
02
Replace the example details.
Write the actual goal, owner and due date. Leave unknowns as decisions to resolve.
03
Turn decisions into tasks.
Assign only the next actions that are ready to begin. Review the plan when the scope changes.