Templates and checklists I use with clients.
These are fillable PDFs you can edit for your own clients, and spreadsheets that do the maths for you. They are all free to download.
Fillable PDFs
You can type into them, tick the boxes, save your copy and send it to your client.
Which CRM Is Right for You?
Spreadsheets, HubSpot, Keap and GoHighLevel side by side: who each one suits, what it does well, and where to start.
Client Onboarding Checklist
Every step from the signed agreement to the first 30 days. Add your client's name, tick the boxes and send it to them.
The 5 Automations Every Service Business Needs
Enquiry replies, booking reminders, no-show follow-ups, review requests and check-ins, with email and text wording you can edit.
What to Delegate First
List your weekly tasks, rate them, and sort them into delegate, keep or automate. Fill it in on screen or print it.
New Client Welcome Email Templates
Five welcome emails for a new client. Edit the wording in the PDF, then copy it into your email or send the PDF.
AI Lead-Handling Zap: Step-by-Step Guide
Build a Zapier automation that reads, scores and follows up every enquiry, with every setting, the AI prompt and the code. Watch the video on the Automations page.
SOP Template
A one-page process document you type straight into, so anyone on your team can follow it the same way every time.
Board or Committee Meeting Pack
An agenda with the usual order filled in, a page for the minutes and motions, and an action log to check at the next meeting.
Event Planning Checklist
Every step from booking the venue to the thank-you emails, with RSVP numbers, a budget table and your key contacts.
Spreadsheet templates
Each one opens on a "Start here" tab that shows you how to use it.
Client Tracker
A simple mini CRM. Overdue follow-ups turn orange, and a summary tab counts clients at each status.
Lead Follow-Up Tracker
Track every enquiry from first contact to won or lost, with monthly win rate and leads by source.
Weekly Time Audit
Log one week of work and see how many hours go to admin, and what those hours cost you.
Income and Expense Tracker
Income, expenses and GST/HST by month for a small Canadian business, with the tax owing worked out for you.
Grant & Funder Tracker
Track funders, grant applications, reporting deadlines and grant budgets in one file, with overdue dates flagged in orange.
30-Day Social Media Calendar
Plan a month of posts by platform and status, with 20 post ideas for service businesses.
Subscription Audit Tracker
List every paid tool, see what it costs each month and year, and mark what to keep or cancel. Renewals due soon turn orange.
Common questions
Free resources FAQ
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