FREE RESOURCES
Tools to run your business clearly.
Free scorecards, templates, and checklists. No upsell on the actual content — though we won't pretend Pulse doesn't make most of these obsolete.
SCORECARD · 10 MIN
SMB Financial Health Scorecard
Score your business 1-10 across 8 metrics
- 8 key financial metrics scored 1-10
- Interpretation guide for each score
- Action checklist by sub-score
- Save as PDF or print for your accountant
TEMPLATE · 15 MIN
13-Week Cash Flow Forecast Template
Filled-in Excel/Sheets template with formulas
- Pre-built 13-week structure
- Inflow + outflow categories with formulas
- Conditional formatting for tight weeks
- Works in Excel + Google Sheets
CHECKLIST · 20 MIN
Hidden Subscriptions Audit Checklist
50 common business subscriptions to check
- 50 subscriptions across 8 categories
- Average monthly cost per item
- Step-by-step cancellation guide
- Annualized savings worksheet