Free tools

Tools to use on your own business this week. Free to download. We ask for an email so we can send the file. How we handle your data is in the privacy notice.

1. Free tool

   Automation audit checklist

   Find the first process worth automating, check your data and legal basics, design the human in the loop, and measure whether it worked. For small businesses and teams.

   Printable checklist

2. Free tool

   Bid readiness checklist

   Get ready to win public contracts under the Procurement Act 2023: registrations, policies, evidence, social value, a go or no-go scorecard, a bid timeline and a quality check. Grant notes included.

   Printable checklist

3. Free tool

   Lean canvas template

   A one-page business plan in nine boxes, with plain-English prompts for each box and a test plan for your riskiest assumption. Adapted from Ash Maurya's Lean Canvas.

   Printable checklist

4. Free tool

   Retail-ready checklist

   Everything a UK food, drink or consumer goods brand needs before a supermarket buyer meeting: legal, labels, barcodes, certification, margin, supply, the buyer pack and your rights.

   Printable checklist

5. Free tool

   Seed data room checklist

   Everything a UK seed investor expects to find in your data room, in nine folders, with an index template and a questions log. Built for SEIS and EIS rounds.

   Printable checklist

6. Free tool

   SEIS and EIS advance assurance checklist

   The 2026 SEIS and EIS company rules side by side, every document HMRC asks for, prompts for the risk to capital case, and what to do after the shares are issued.

   Printable checklist

Four scorecards, ten questions each. A graded result on screen, and the full report by email.

1. Scorecard

   Automation-ready scorecard

   Ten questions, about two minutes. Find out whether your business is ready for automation and AI, and where to start. You will get a score out of 30.

2. Scorecard

   Bid-ready scorecard

   Ten questions, about two minutes. Find out whether you are ready to win public contracts, and what to fix before the next tender. You will get a score out of 30.

3. Scorecard

   Investor-ready scorecard

   Ten questions, about two minutes. Find out how ready you are to raise and what to fix first. You will get a score out of 30.

4. Scorecard

   Retail-ready scorecard

   Ten questions, about two minutes. Find out whether your product is ready for a supermarket or multiple retailer, and what to fix before the buyer meeting. You will get a score out of 30.