Free Resources

Tools the way we use them with our clients, every week.

These are the same frameworks we deploy inside paid engagements. Free, because the doing is what matters.

Template

13-Week Cash Forecast Template

A working spreadsheet to map inflows, outflows, and runway across the next quarter.

Checklist

Practice Health Self-Audit

A 30-question checklist that surfaces the weak joints in your operations.

Worksheet

Risk-Benefit Decision Framework

The one-page worksheet Zeina uses with clients to weigh major decisions.

Guide

Founder's Reading List

Six books that have shaped the operating philosophy behind State of Mind.

Template

Profitability Worksheet

Calculate the true profitability of each service line and surface what to reprice.

Checklist

Exit-Readiness Scorecard

Rate your practice across the eight pillars of transferable value.

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