FREE RESOURCES FOR ENGINEERING BUSINESS OWNERS
Practical templates, guides, and tools to help you regain control of your engineering business. All resources are free—just enter your email to download.
Operations
Systems and processes to streamline your day-to-day operations
5 Biggest Operational Issues in Engineering Businesses
A comprehensive guide identifying the five most common operational problems that plague engineering businesses and practical solutions to fix them.
Daily Production Meeting Template
A structured agenda template for running effective 15-minute daily production meetings that keep your team aligned and accountable.
Engineering Business Control Audit
A 10-minute self-assessment to score your current operational control across Sales, Operations, and Finance. Identify exactly where you're losing money.
Engineering Business Growth Scorecard
Rate your business across 10 critical areas including systems, financial visibility, team capability, and more. Identify your strengths, weaknesses, and priority actions for growth.
Process Implementation Checklist
A comprehensive step-by-step checklist to help you launch processes that your team will actually follow. Covers planning, preparation, launch, and embedding phases with common pitfalls to avoid.
Finance
Tools for job costing, pricing, and financial visibility
Cash Flow Forecast Template
A 12-month cash flow forecasting template designed specifically for engineering businesses with project-based revenue.
Engineering Job Pricing Calculator
Calculate your true hourly rate including overheads, and ensure every quote is profitable. Never underquote again.
Job Costing Spreadsheet Template
A ready-to-use Excel template for tracking actual costs against quoted costs on every job. Includes labour, materials, and overhead calculations.
Sales
Templates and guides to improve your quoting and sales process
Engineering Quote Checklist
Never miss a cost element again. A comprehensive checklist covering materials, labour, subcontractors, overheads, and risk factors for accurate quoting.
Engineering Quote Structure Template
A comprehensive framework for building detailed, profitable quotes. Includes cost centre breakdowns, scope of works templates, pricing tables, and a pre-send checklist to ensure you never miss a cost element.
Engineering Sales Process Guide
A step-by-step guide to building a repeatable sales process that converts enquiries into profitable jobs.
Leadership
Guides for building and managing high-performing teams
Team Performance Scorecard
Track and measure your team's performance with clear KPIs. Identify training needs and reward top performers.
The Delegation Framework for Engineering Owners
A practical framework for identifying which tasks to delegate, who to delegate to, and how to ensure quality without micromanaging.
Workshop Team Accountability Framework
A practical guide for engineering business owners who want to build a culture of accountability without becoming a dictator. Covers the four pillars of accountability, handling resistance, and measuring success.