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Practical tools for growing your organisation

Eleven practical resources for organisations that want to improve local visibility, build useful relationships, find funding and turn activity into measurable results. Choose the resource that matches your immediate challenge, complete it in one sitting, select no more than three priority actions, and review the result after 30 or 90 days.

Every tool works in your browser, free and without registration. Your entries stay on your own device, and each page can be printed or saved as a PDF.

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Four tools that give you an answer straight away

Each one gives you a useful result on screen without registering or sharing your contact details. You can email or print the result afterwards if it helps.

Take our membership quiz

Answer ten short questions to see whether membership could suit your organisation and which benefits are most relevant.

About 3 minutes

Build your 30-day local visibility plan

Get one recommended marketing route, one supporting route and a week-by-week plan based on your audience, time and budget.

About 5 minutes

Calculate the potential return from an event

Estimate your total event cost, break-even revenue and the number of sales needed, alongside your wider objectives.

About 5 minutes

Ask Surrey Hills Enterprises

Tell us what you are trying to achieve and our team will point you to the most relevant information or support.

About 2 minutes

Eleven resources

Choose the tool that matches your immediate challenge

Each tool answers a question organisations ask us regularly. Complete it in one sitting, then review the result after 30 or 90 days.

Local customer checklist

Work through the foundations that produce local enquiries, then commit to the three actions most likely to bring customers in the next 90 days.

Most useful for:
Any local organisation that wants more enquiries from nearby customers.
Time required:
About 30 minutes

30-day visibility plan

Follow one month of focused, low-cost daily actions across search, trust, useful content and local relationships, and record what actually produced a response.

Most useful for:
Small organisations and sole traders with limited time and no advertising budget.
Time required:
About 30 minutes a day for a month

Low-cost marketing route selector

Score the marketing routes open to you against audience fit, buying intent, time and cost, then commit to the two strongest for the next 90 days.

Most useful for:
Organisations deciding where to spend limited marketing time and money.
Time required:
About 20 minutes

Collaboration request builder

Turn a vague wish to work with others into a specific, low-risk proposal, with a fit checklist and a message you can adapt and send today.

Most useful for:
Organisations looking for referral partners, joint offers or shared events.
Time required:
About 25 minutes

Networking event trial scorecard

Trial a network for three months against evidence, including the value of your own time, before committing to a longer membership or programme.

Most useful for:
Anyone weighing up a networking group, membership or regular event.
Time required:
10 minutes to set up, then a few minutes after each event

Networking follow-up templates

Follow up promptly and personally with five adaptable messages, a 48-hour checklist and a written action plan for your priority contact.

Most useful for:
Anyone who collects contacts at events but rarely converts them.
Time required:
About 15 minutes after each event

Event return calculator

Work out the full cost of a fair or event, including your own time, then compare break-even revenue, net contribution and return on investment across several events.

Most useful for:
Producers, retailers and service organisations booking stalls, fairs or shows.
Time required:
About 15 minutes per event

Local search and Google Business Profile checklist

Audit the profile customers actually see in local search and on Maps, then keep it accurate with a short monthly review.

Most useful for:
Any organisation serving customers within a defined local area.
Time required:
About 40 minutes, then 10 minutes monthly

Customer review request templates

Ask for honest feedback at the right moment with six adaptable messages, and set up a simple, lawful review process you can repeat.

Most useful for:
Organisations that rely on reputation, recommendation or local search.
Time required:
About 20 minutes

Customer question bank builder

Collect the questions customers really ask, sort them by buying stage and priority, and turn the strongest one into a page that earns enquiries.

Most useful for:
Organisations planning website content, blogs or FAQs with limited time.
Time required:
About 45 minutes

Funding readiness checklist

Check the governance, financial, project and evidence foundations that funders expect, then identify the gaps to close before you apply.

Most useful for:
Small organisations, charities, CICs and businesses in Surrey considering a grant application.
Time required:
About 20 minutes

More tools for members

Surrey Hills Enterprises members have access to additional templates, guides, training resources and practical tools through the Member Hub.

Member only

SEO Website Action Checklist

A practical checklist to help you identify and prioritise straightforward improvements to your website.

Checklist · SEO & Websites

Member only

Confident Communication Planner

Plan a clearer message and communicate what your organisation does with greater confidence.

Template · Business Support

Member only

Gemini Notebook Starter Planner

Plan your sources, outputs and approach before creating your next Gemini Notebook.

Template · AI & Digital Tools

What would you like help with?

Tell us what you are trying to achieve and we will point you to the most relevant information, event or support. You do not need to be a member to ask.

Looking for an answer rather than a tool?

The advice library holds our full set of questions and answers on membership, customers, funding, sustainability, hospitality, producers and partnerships.