Free Start-of-Year Business Review System (Dashboards + Workbooks)
Hey Jobber Community 👋
Ryaan Tuttle from Best Handyman Boston, here.
Every January I see the same thing happen:
Good operators stay busy… but repeat the same problems year after year because they never slow down long enough to review the business.
So I put together a Start-of-Year Business Review system that I normally walk owners through live and I’m making it 100% free for anyone here to use.
This isn’t theory. It’s a practical, plug-and-play review you can complete in January and then use all year long.
What’s Included (All Free)
📊 KPI Dashboards (Excel)
These are designed to give you clarity without overwhelm.
- Recurring Revenue KPI Dashboard
Tracks:
- Customer Acquisition Cost (CAC)
- Lifetime Value (LTV)
- LTV : CAC ratio
- CAC payback period
- Monthly Recurring Revenue (MRR)
- Churn rate
This helps you answer: Is my marketing actually making me money?
Start of Year Review -2026
- Weekly KPI Dashboard
Tracks:
- Quotes sent
- Quote-to-job conversion
- Jobs scheduled
- Weekly revenue
- Gross profit per job
- Gross margin
Takes ~5 minutes per week and shows problems before they become expensive.
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📘 Business Review Workbooks
These walk you step-by-step through a full January deep dive:
- Budget Audit Workbook
Cut waste, renegotiate vendors, and usually find $500–$2,000/month in savings. - Vendor Scorecard
Grade every vendor (subs, marketing, software, suppliers) and decide who stays, improves, or goes. - Tech Stack Worksheet
Identify redundant tools, manual work, and where your systems are costing you time and money. - Team Review Matrix
A simple framework to evaluate performance, attitude, growth, and future hiring needs. - One Goal Worksheet
Helps you identify the single constraint holding your business back and set one clear, measurable goal for the year.
🗓 Bonus
- January Action Calendar to turn the review into execution
- Weekly review rhythm so this doesn’t turn into a “one-and-done” exercise
How to Use It
- Fill out the workbooks in order
- Plug real numbers into the dashboards
- Pick ONE goal that makes everything else easier this year
If you do nothing else in January, do this.
🔗 Free Download
Everything is available here (no opt-in, no catch):
👉 https://drive.google.com/drive/folders/1OgSjf7xT6JUDjBeV7HrbQ3uS7bB9i92L?usp=share_link
January is when winning operators separate themselves.
Know your numbers. Cut the fat. Focus on what actually moves the needle.
Hope this helps a few of you make 2026 your best year yet 💪
— Ryaan