Free Resources for Business Owners | CoachPro
The Business Owner's Guide to Freedom

Free Resources to Implement the 5 Steps to Freedom

You've read the book. Now put it to work. Unlock the worksheets, templates, and guides that turn the 5 Steps to Freedom framework into real change in your business.

The Roadmap

The 5 Steps to Freedom

Every business moves through five predictable stages. Find where you are today, then use the tools below to take the next step.

Step 1 Creation

Develop your business model and prove it can work.

Step 2 Chaos

Stabilize amid financial strain, missing systems, and overload.

Step 3 Control

Install processes, financial discipline, and leadership structure.

Step 4 Prosperity

Expand profit and efficiency while refining systems to scale.

Step 5 Freedom

Predictable revenue and profit, without depending on you.

Download & Implement

Free Tools & Worksheets

The practical templates behind the framework, the same tools our certified coaches use with clients.

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Silver Bullet Cheat Sheet

A single page summary of the proven system behind the 5 Steps to Freedom. Your quick map of every strategy.

All 5 StepsDownload
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Vision Book Template

Build a compelling vision for your life and business that pulls you forward, even in challenging times.

Creation · ControlDownload
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Time Budget Template

Plan your week with discipline so you spend your hours on what matters most, and win back your time.

Control · FreedomDownload
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Marketing Budget Calculator

Create a steady supply of leads by setting a marketing budget that actually pays for itself.

Chaos · ProsperityDownload
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Profit Equation Worksheet

Run the numbers and see exactly where your profit comes from, and the fastest way to grow it.

Chaos · ControlDownload

More on the way

We're always adding new owner tools. Unlock the toolkit and you'll be first to get them.

Go Deeper

Recommended Reading

A curated shortlist from our full library, one essential read for each step of the journey.

The E-Myth Revisited
Creation

The E-Myth Revisited

Michael E. Gerber
View on Amazon →
The Goal
Chaos

The Goal

Eliyahu M. Goldratt
View on Amazon →
Work the System
Control

Work the System

Sam Carpenter
View on Amazon →
Scaling Up
Prosperity

Scaling Up

Verne Harnish
View on Amazon →
Buy Back Your Time
Prosperity · Freedom

Buy Back Your Time

Dan Martell
View on Amazon →
Built to Sell
Freedom

Built to Sell

John Warrillow
View on Amazon →

See the full reading list →

Prefer a guide for the journey?

Book Your Free Coaching Session

Sit down personally with a certified CoachPro business coach, at no cost. We'll help you pinpoint where you are in the 5 Steps to Freedom and choose the single move that will matter most this quarter.

Book a Free Coaching Session