Business Startup
Draft listing Business Startup Checklist Every step required to open a business legally and practically, in the order it has to happen, so nothing is discovered late.
Registration, insurance and compliance steps in sequence Banking, bookkeeping and record keeping setup What to have in place in the first thirty days Printable PDF checklist, with boxes to tick and lines to complete
Pricing confirmed at launch
Business Startup
Draft listing Business Plan Workbook A guided workbook for building a plan you will use to run the business, not one that sits in a drawer.
Guided sections for market, offer, operations and finances Startup cost and revenue worksheets A one page plan summary for lenders or partners Printable PDF workbook of worksheets and tables to complete
Pricing confirmed at launch
Business Startup
Draft listing Startup Budget Calculator Work out what opening actually costs and how much revenue the business needs to carry each month.
One time setup costs and monthly operating costs Break even revenue target Cash required before opening day Spreadsheet for Excel and Google Sheets
Pricing confirmed at launch
Hiring & Human Resources
Draft listing Employee Interview Question Package Structured interview questions that reveal how someone actually works, rather than how well they interview.
Question sets for common service and operations roles What to listen for in each answer Reference check questions PDF package, ready to print
Pricing confirmed at launch
Hiring & Human Resources
Draft listing New Employee Onboarding Checklist A first day, first week and first month plan so a new hire becomes useful quickly and correctly.
Day one, week one and month one tasks Paperwork, equipment and access setup Training sign off points PDF checklist plus editable version
Pricing confirmed at launch
Hiring & Human Resources
Draft listing Employee Training Manual Template A ready structure for documenting how roles are done, so training stops depending on whoever is free that day.
Role expectations and service standards Step by step task training sections Sign off and review records Editable document template
Pricing confirmed at launch
Hiring & Human Resources
Draft listing Employee Performance Review Templates Review documents that make expectations clear and keep performance conversations factual.
Review forms for different role types Goal setting and follow up pages Planning notes for a difficult conversation Editable document templates
Pricing confirmed at launch
Business Operations
Draft listing SOP Template Bundle The layouts needed to put how your business operates into writing, from daily routines to client communication.
Ready to edit procedure layouts Client communication and scheduling procedures Quality control checklists Editable template bundle
Pricing confirmed at launch
Business Operations
Draft listing Business Operations Audit Checklist Walk through every part of the operation and identify where the pressure is actually coming from.
Audit sections covering each business function Scoring and priority setting Follow up action list PDF checklist plus scoring sheet
Pricing confirmed at launch
Financial Management
Draft listing Business Pricing Calculator Price your work with labour, materials and overhead built in, so margin survives a busy month.
Cost build up for each service Margin targets by service type Price increase worksheet Spreadsheet for Excel and Google Sheets
Pricing confirmed at launch
Financial Management
Draft listing Profitability Worksheet See which services and customers actually make money, and which ones are busy without earning.
Profit by service line Cost per job tracking Monthly expense review Spreadsheet for Excel and Google Sheets
Pricing confirmed at launch
Customer Service
Draft listing Customer Complaint Response Templates Calm, professional wording for the complaints that come up repeatedly, plus the steps that resolve them.
Written responses for common complaints Service recovery steps Escalation and follow up wording Editable document templates
Pricing confirmed at launch