Field guides for independent professionals

These short workbooks and self-assessments give you an honest reading of what you're working with as you build or grow an independent practice. Each takes between 10 and 20 minutes and leaves you with something practical to act on. When you download any of them, a short sequence of follow-up emails walks you through the results and helps you apply what you've found.

Business Clarity in Five Lines


A 15-minute workbook that compresses your business into five clear statements you can actually use.



Embodied Intelligence Self-Assessment

Where are your professional instincts strong, and where are you under-using them?
Three short exercises will show you.


Professional Reputation Audit

When someone looks you up before they decide to work with you, what do they find? Six checks across your relationships, reputation, positioning, and readiness to work independently.

The Expertise Diagnostic

A ten-minute diagnostic, three questions that reveal whether your hard-won experience is working for you, or quietly wearing down.

Cover of The Wisepreneur's Automaticity Audit, a free workbook for independent professionals

The Automaticity Audit

A 20-minute workbook that finds the business tasks draining your energy and shows you how to make them automatic.

The Cognitive Capital Optimiser

A free 22-page audit that scores your thinking capacity across four areas and gives you a 45-minute daily routine to protect.

Frequently asked questions

Yes. All six workbooks and self-assessments are free. When you download one, a short sequence of follow-up emails walks you through the results and helps you apply what you have found. You can unsubscribe from those at any time.

Most take between 10 and 20 minutes. Business Clarity in Five Lines is about 15 minutes, the Expertise Diagnostic about ten, and the Automaticity Audit twenty to thirty minutes with a pen. Each leaves you with something practical to act on.

If you want to sharpen how you describe what you do, start with Business Clarity in Five Lines. If your energy is going into administration rather than client work, start with the Automaticity Audit. If you want to know whether your experience is still stretching you, start with the Expertise Diagnostic.


If you'd rather talk it through, book a free 30-minute discovery call.