Level 10 Toolkit

For Future Clients

A few minutes with these tools
tells you more than a whole meeting.

Hover over the toolbox to explore what's inside — organized by People, Strategy, Execution, and Cash. Pick one, plug in your own numbers, and see where you stand.

People

Talent Assessment Chart Plot your team by productivity and Core Values fit. Cost of the Wrong Hire See what one bad hire really costs your business. Team Health Assessment Score your leadership team and find what's really holding it back. Ideal Team Player Find out which of the seven team player types you really are.

Strategy

BHAG Planning Sheet See where your BHAG could take you — pick your business type. LX Planning Template — Financial Advisors Work a production goal backward to the first appointments you need each week. Wheel of Life Score your business across 8 dimensions and see your shape. Leadership Cascade 16 quick scenarios that reveal whether you're leading the business or just running it.

Execution

Individual 13-Week Race Turn your quarter into 13 weekly commitments you can actually track. Meeting Cost Calculator See what your leadership meeting really costs — and where it's wasted.

Cash

The Power of One See what seven small changes are worth to your cash flow. Cash Conversion Cycle Calculator See how many days — and dollars — are trapped in your cash cycle.

Hover over or tap the toolbox

Tools for the work between sessions

Coaching happens in the room. The work happens everywhere else. These are the calculators and worksheets for the growth arguments that come up in between - what a meeting costs, where the constraint sits, what a new hire has to produce. Free to use, no sign-up, and the numbers stay yours.

Built for the arguments teams actually have

Every tool here answers one question a leadership team ends up arguing about. What a weekly leadership meeting actually costs. How long a new hire takes to pay for itself. Which constraint is the one worth fixing this quarter. Owners tend to guess at these, and guessing is fine right up until the decision gets expensive. Each tool takes inputs you already have, shows the arithmetic, and leaves you with something you can put in front of your team.

How to use them with your team

Do not send a tool around as homework. Fill it in live, together, with your own numbers on the screen, and argue about the inputs - the argument is where the value is. Most take a few minutes. Bring the output to your next quarterly session, or to a first conversation with Erik, and you will spend that time on the decision rather than on assembling the facts.

Common questions

Do I need to be a coaching client to use these tools?

No. Everything here is open and free to use, whether or not you ever talk to Erik. The tools stand on their own, and each one answers a single question leadership teams argue about. If the output makes you want to change how the firm runs, that is a reasonable moment to start a conversation. If it only settles a debate in a meeting, that is a fine outcome too.

What do the tools assume about my firm?

That you have a small leadership team, some recurring revenue, and more good ideas than capacity - the usual shape of a growing independent firm. Nothing assumes a specific industry, though the defaults will feel familiar to independent financial advisors and RIAs. Where a tool needs an input you do not track, that gap is worth noting on its own. It usually points at the next thing to start measuring.

A few minutes with these tools tells you more than a whole meeting.