Get your bearings.
The Start Here PDF explains the kit. The scorecard helps you compare seven common problems.
The Seven Problems Toolkit
One problem.
One priority.
A useful change.
Practical PDF playbooks and editable Excel workbooks for improving your business independently.
£19.99One-off purchase
One ZIP download
One ZIP download
Self-sufficient guidance. No consultation or further purchase required.
Real guidance, examples and working documents · Selected excerpts
108PDF pages
35Excel workbooks
7business problems
10 PDFs and 35 Excel workbooks. A complete, independent resource for working on your business.
A simple way to begin
You don’t need to
change everything at once.
Use the scorecard to find a priority. Read the matching playbook. Use the working documents to put a change into practice.
Work through the steps.
Use one playbook and its supporting Excel templates to make the work concrete.
Review what changes.
Assign actions and review progress with the planner. The 90-day pacing and AI prompts are optional.
Exactly what’s included
Guidance to read.
Documents to work with.
45 files: seven PDF playbooks, 33 supporting Excel templates, a Start Here PDF, plus a scorecard and planner in both PDF and Excel.
01The Information Bottleneck
5 Excel templates+
Document work and develop dependable cover.
- Key-person risk register
- Process inventory worksheet
- One-page SOP template
- Structured onboarding plan
- Access/passwords audit checklist
02The Invisible Numbers
5 Excel templates+
Decide what you need to know about performance.
- Financial visibility audit
- Monthly management accounts pack
- KPI selector and dashboard
- Profitability by segment
- Accountant scope review
03The Paper Trail
5 Excel templates+
Understand where information lives and where manual work costs time.
- Data map worksheet
- Single source of truth matrix
- Manual process cost calculator
- Digitisation priority matrix
- Software shortlisting worksheet
04The External Dependency
4 Excel templates+
Review the work you rely on others to provide.
- Outsourced services audit
- Keep-out versus bring-in decision tool
- Bring-it-in-house transition plan
- Internal capability training plan
05The Scaling Problem
4 Excel templates+
Clarify how work and decisions move beyond the owner.
- Owner time audit
- Delegation matrix
- Standardisation checklist
- Responsibility map
06Disconnected Systems
5 Excel templates+
Investigate repeated entry and plan better connections.
- Systems inventory/data flow map
- Double-entry audit
- Integration priority matrix
- Software requirements checklist
- Connection/migration mini-plan
07Compliance Drift
5 Excel templates+
Organise recurring responsibilities.
- UK SME compliance calendar 2026–27
- Compliance risk register
- Employment documentation checklist
- Payroll accuracy checklist
- Annual compliance routine SOP
Look inside
See the depth.
Find your starting point.
Explore selected details from the actual toolkit: scoring questions, worked examples, checklists, procedures and planning pages.
Selected excerpts are intentionally cropped and overlapped. Worked scenarios and figures are illustrative. The download contains the complete documents.
Before you buy
Made for independent use.
What software do I need?
A PDF reader and software that opens and edits Excel .xlsx workbooks. No Google Sheets versions are included. AI is optional.
Is consultancy or ongoing support included?
No. This is a self-serve product with no included consulting or ongoing support package. Separate freelance help is optional by email.
Do I have to follow the 90-day plan?
No. It is a suggested structure. Work at a pace your business can sustain.
Will the toolkit do the work for me?
You and your team apply the guidance and complete the working documents. It is not installed software and does not promise particular results.
How do I receive it?
After successful payment, download your toolkit immediately from the checkout page. We also email a private download link to the email address supplied by PayPal or your wallet. The single ZIP file contains 10 PDFs and 35 Excel workbooks. The emailed download link is valid for seven days. If you need help accessing your purchase, email go@innovates.me.
A practical place to begin
What would you like your
business to do better?
Tell us what your business does, which tools you use and what keeps getting in the way. You don’t need a polished brief.