TOOLS FOR READERS
Put the book’s ideas to work.
Most chapters end with a tool: a checklist, framework, worksheet, or question set built to turn a useful idea into something you can use.
Using these tools
These tools are free for you and your team to use. You may:
Download, print, and use them in your own work
Share them inside your company
Adapt copies for your team’s internal use
Share this page with anyone who might find it useful
Please don’t:
Sell them, or include them in a paid product, course, or consulting deliverable
Post the files publicly on another site (share the link to this page instead)
Remove the copyright notice or branding
Want to use them in training, a workshop, or a client engagement?
Just ask: [my email placeholder]
START HERE
Your BOAT development tools.
The Four-Discipline Self-Assessment
See which discipline will make your Presales organization more capable next. Rate your current capability across Builder, Operator, Architect, and Trusted Advisor.
← INWARD FACING
About how you run your own practice
OUTWARD FACING →
About how you engage the customer
BUILDER
Assets that scale expertise
Reusable frameworks, playbooks, and practical tools that help the team work without waiting for the hero.
ARCHITECT
Design tools for the whole system
Decision guides and planning tools that make the solution work for everyone who has to live with it.
OPERATOR
Rhythm, visibility, and accountability
Diagnostic tools and operating templates that make quality visible before a deal becomes a surprise.
TRUSTED ADVISOR
Tools that build decision confidence
Discovery questions, confidence frameworks, and close plans for the hardest recommendation a Solution Consultant makes.
EVERY DISCIPLINE
Cross-discipline resources
Want the next tool when it’s ready?
Join the Elite Solution Consultant community for practical ideas, new tools, and the conversations behind the book.