Lone Sailboat

Knowledge Hub

Practical tools, guides, and insights for modern operators.

Everything you need to own your digital presence and build sustainable momentum.

Featured Guides

Essential reading for modern operators

FEATURED

How to Own Your Website, Not Rent It

The complete guide to breaking free from platform dependency. Learn why ownership matters and how to transition from rental platforms to true digital ownership.

  • Understanding the rental trap
  • Migration strategies and tools
  • Long-term cost analysis
Read Guide
SYSTEM

The 1–2–4–7 Publishing System

A sustainable content creation framework that builds authority without burnout. Learn the exact system we use to maintain consistent publishing schedules.

  • Weekly content strategy
  • Content batching techniques
  • Performance tracking methods
Read Guide

Building Customer Trust

Strategies for establishing credibility and building lasting customer relationships in the digital age.

Read more →

SEO for Service Businesses

Practical SEO strategies that actually work for service-based businesses without the technical complexity.

Read more →

Analytics That Matter

Focus on the metrics that actually drive business growth, not vanity numbers that look impressive.

Read more →

Template Library

Ready-to-use templates and checklists

Editable documents that save you time and ensure you don't miss critical steps.

PLANNING

Content Calendar Template

12-month content planning template with the 1-2-4-7 system built in. Includes content types, publishing schedules, and performance tracking.

Google Sheets + NotionDownload →
MARKETING

Campaign Brief Template

Complete marketing campaign planning template. From objectives and target audience to messaging and success metrics.

Word + PDFDownload →
TECHNICAL

Tech Audit Checklist

Comprehensive checklist for auditing your current tech stack. Identify gaps, redundancies, and optimization opportunities.

PDF + ChecklistDownload →
ANALYTICS

Performance Dashboard

Pre-built dashboard template to track the metrics that actually matter for your business growth and content performance.

Google AnalyticsDownload →
CLIENT

Client Onboarding Kit

Complete client onboarding process including intake forms, project timelines, and communication templates.

Forms + TemplatesDownload →
COMPLETE KIT

Starter Pack Bundle

Get all templates plus bonus resources: migration guides, vendor comparison sheets, and quarterly review templates.

Everything includedGet Bundle

All templates are editable and come with instructions for customization.

Need a custom template? Let us know →

Case Study Highlights

Real results from real businesses

3x
GROWTH

Architecture Firm: From Invisible to Industry Leader

How a 50-year-old architecture firm increased qualified leads by 300% and positioned themselves as thought leaders through strategic content and owned digital assets.

Timeline: 6 months
Industry: Architecture
Read Full Case Study
5x
EFFICIENCY

Consulting Practice: Streamlined Client Experience

Transformed a manual client intake process into an automated system, reducing admin time by 80% while improving client satisfaction and project delivery speed.

Timeline: 4 months
Industry: Consulting
Read Full Case Study
10x
FEATURED

Professional Services: Complete Digital Transformation

End-to-end transformation from paper-based processes to fully integrated digital systems. Achieved 10x improvement in client acquisition costs.

Timeline: 8 months
Industry: Professional Services
Read Full Case Study
50+
Projects Completed
Across diverse industries
95%
Client Satisfaction
Based on post-project surveys
6 Months
Average Timeline
From start to full handover

Video Tutorials

Learn by doing

Short, practical videos showing you exactly how to use tools, publish content, and review your analytics.

5 MINBEGINNER

Setting Up Google Analytics 4

Step-by-step setup of GA4 with the essential configurations for service businesses.

8 MININTERMEDIATE

Content Batching Workflow

How to create a month's worth of content in one focused session using our proven system.

12 MINADVANCED

Domain Migration Guide

Complete walkthrough of moving your website from a rental platform to your own domain.

Tools We Recommend

The tech stack that actually works

Domain Registrars

  • Namecheap (recommended)
  • Google Domains
  • Porkbun

Hosting Platforms

  • Vercel (recommended)
  • Netlify
  • Cloudflare Pages

Analytics Tools

  • Google Analytics 4
  • Plausible Analytics
  • PostHog

Video Editors

  • ScreenFlow (Mac)
  • Camtasia (PC)
  • Loom (Quick clips)

Complete Tech Stack Recommendations

For Website Ownership

  • Domain: Namecheap or Google Domains
  • Hosting: Vercel or Netlify
  • CMS: Sanity or Strapi
  • Forms: Formspree or Netlify Forms

For Content Creation

  • Writing: Notion or Obsidian
  • Design: Canva Pro or Figma
  • Video: Loom + ScreenFlow
  • Scheduling: Buffer or Later

Glossary of Key Terms

No jargon, just clarity

Simple explanations of technical terms you'll encounter when building your digital presence.

SEO

Search Engine Optimization. Making your website easy for Google to understand and recommend to people searching for what you offer.

Schema Markup

Code that helps search engines understand your content better. Think of it as adding labels to help Google categorize your business correctly.

First-Party Data

Information you collect directly from your customers (like email addresses), rather than buying it from someone else. Much more valuable and reliable.

Domain Authority

How much Google trusts your website. Built over time through quality content, legitimate backlinks, and consistent publishing.

Conversion Rate

The percentage of website visitors who take the action you want (like filling out a contact form or making a purchase).

CMS

Content Management System. The admin panel where you update your website content. Should be simple enough that you can use it confidently.

SSL Certificate

Security certificate that enables the "https" lock icon in browsers. Essential for credibility and required by Google for good rankings.

CDN

Content Delivery Network. Stores copies of your website around the world so it loads faster for visitors regardless of their location.

API

Application Programming Interface. How different software systems talk to each other. Allows your website to connect with booking systems, payment processors, etc.

Still confused by a term you've encountered?

We're here to translate tech-speak into plain English. No question is too basic.

Ask Us Directly

FAQ Section

Common questions about getting started

It depends on your timeline, budget, and technical comfort level. Many of our resources are designed for DIY implementation. However, if you want to move quickly and ensure everything is done right the first time, working with professionals can save you months of trial and error. We offer both full-service implementation and DIY support options.

Have a question that's not covered here?

Email us directly →

Get Everything

Download the complete starter pack

All our templates, checklists, and guides in one downloadable package. Plus monthly updates with new resources.

What's included in the starter pack:

  • All template library downloads
  • Complete migration guides
  • Vendor comparison spreadsheets
  • Quarterly review templates
  • Monthly newsletter with updates
  • Access to new resources as we create them

Free Download

No catches, no spam. Just useful resources delivered to your inbox.

Unsubscribe anytime. We respect your inbox and your time.

Prefer to browse individual resources? Scroll back up to explore

Community & Next Steps

Ready to go deeper?

Connect with us and other business operators who are building something that lasts.

Connect with us

LinkedIn

Follow our updates, case studies, and insights from the field.

@charted-consultants →

Instagram

Behind-the-scenes content and quick tips for business operators.

@chartedconsultants →

Direct Email

Questions about resources? Want to suggest a new guide? We read every email.

[email protected]

Ready for hands-on help?

While our resources are comprehensive, sometimes you need personalized guidance. Book a consultation to discuss your specific situation and get a custom roadmap.

45-minute discovery call
Custom recommendations
Clear next steps
Book a Consultation

Free consultation. No sales pressure. Just helpful guidance.

Join business operators who've made the shift

From invisible to unmistakable. From renting to owning. From scattered to systematic. These businesses are building something that lasts.

150+
Resources Downloaded
50+
Successful Migrations
95%
Would Recommend
Charted is a boutique consultancy and operational partner for owner-led businesses.
Email: [email protected]
Based in London, UK.
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