Free resources
Fillable PDFs you can edit for your own clients, and spreadsheets that do the maths for you. Free to download.
Type into them, tick the boxes, save your copy, and send it to your client.
Spreadsheets, HubSpot, Keap and GoHighLevel side by side: who each one suits, what it does well, and where to start.
Every step from the signed agreement to the first 30 days. Add your client's name, tick the boxes and send it to them.
Enquiry replies, booking reminders, no-show follow-ups, review requests and check-ins, with email and text wording you can edit.
List your weekly tasks, rate them, and sort them into delegate, keep or automate. Fill it in on screen or print it.
Five welcome emails for a new client. Edit the wording in the PDF, then copy it into your email or send the PDF.
A one-page process document you type straight into, with a filled-in example of sending a monthly invoice.
Each one opens on a "Start here" tab that shows you how to use it.
A simple mini CRM. Overdue follow-ups turn orange, and a summary tab counts clients at each status.
Track every enquiry from first contact to won or lost, with monthly win rate and leads by source.
Log one week of work and see how many hours go to admin, and what those hours cost you.
Income, expenses and GST/HST by month for a small Canadian business, with the tax owing worked out for you.
Plan a month of posts by platform and status, with 20 post ideas for service businesses.
Common questions