Free COBIZ Resources
Practical material to move your transformation this week.
Calculators, checklists, playbooks we use internally at COBIZ — now free for you. No course, no webinar, no fluff. Straight to the point.
Who is this for
Find material relevant to your role.
CEO / Founder
Strategic resources to make tech investment decisions.
6 resources →
COO / Operations
Practical material to audit processes and operational efficiency.
4 resources →
CMO / Marketing
Frameworks for growth, attribution, and conversion.
3 resources →
CFO / Finance
ROI calculators, business cases, and financial metrics.
3 resources →
How it works
3 steps. No course, no commitment.
Pick your resource
Filter by role or category (checklist, calculator, playbook, glossary). Each resource tells you exactly what is inside.
Download instantly
Fill the form with your email (optionally: company, role, size). Get the resource in your inbox + immediate download.
Apply this week
Each resource includes usage instructions and a recommended next step. If you need something personalized, the Analyst is there.
All resources
Browse by category.
Glossaries
· 1 resourceQuick reference for key terms.
Self-diagnostics
· 1 resourceQuick lists and checklists to assess your situation.
Calculators
· 2 resourcesInteractive Excel files to quantify leaks and ROI.
Margin Leak Calculator
Interactive Excel that estimates how much money your company loses each month due to non-optimized processes.
ROI Calculator · Digital Transformation
Excel with the complete business case to present to your board.
Playbooks
· 2 resourcesStrategic guides with decision trees and cases.
ERP, CRM or BI first?
Clear decision tree to know which enterprise system to implement first. Includes examples per industry and typical investment ranges.
Marketing → Revenue Attribution Framework
Complete guide to know which marketing channel generates REAL sales (not just clicks).
💭 Why we share for free
Basic knowledge should not be paywalled.
Most companies that lose margin from bad digital transformation do not need a consultant — they need to know where to start.
These resources are the material we would bring to a first meeting with you. If they help you, eventually you will want a personalized diagnostic of YOUR company (that we charge: $24.99 USD for the Analyst, or more for full implementation).
Simple bet: we share the basics for free, and you hire us when you need something serious.
Are they really free?
Why do you share them for free?
Can I share them with my team?
How often are they updated?
What is the next step after downloading?
Want something built for YOUR company?
From "generic checklist" to dossier built for your business.
The resources give you the framework. COBIZ Analyst gives you the real diagnostic of your company with an executive dossier in 24 hours. From $24.99 USD.