Templates that save you hours every week
Practical templates we use with our own clients. Pick what fits, adapt it to your business, and skip the blank-page problem. Sent on request during a free consultation.
Automation Audit Checklist
Map every manual, repetitive task in your business and score each one by time spent and automation potential. The exact starting point we use before any automation project.
Free consultationClient Onboarding Template
A step-by-step onboarding flow with welcome message, document checklist, kickoff agenda and task owners — so every new client gets the same smooth start.
Free consultationEmail Sequence Skeleton
A 5-email welcome and nurture sequence structure with subject-line prompts, timing and a clear call to action in each step. Drop in your offer and send.
Free consultationSOP Template
A clean standard operating procedure layout with steps, screenshots, owners and review dates. Document a process once and stop answering the same questions.
Free consultationKPI Dashboard
A pre-built dashboard for weekly and monthly metrics — revenue, leads, response time and conversion — with formulas and charts already wired up.
Free consultationWebsite Brief
Everything a developer needs to quote and build your site: goals, pages, target audience, content owners and examples you like. Fewer revisions, faster launch.
Free consultationThere are no download files yet — we send each template by email on request, usually after a short free consultation so we can point you to the one that fits your situation.
Want a template? Just ask.
Book a free consultation and we'll send the templates that match your goals — plus a quick read on what's worth automating first.