Playbooks for the jobs that fill your week.
16 Word guides and 3 Excel templates, grouped by job. Each one is free: enter your email and download it straight away.
The Small Business Sales Playbook & Template Library
Complete, paste-ready templates and plain-English guidance for finding leads, starting conversations and following up until you get a clear answer.
Get the playbook About 19,000 words · Word document- The 10-minute version
- Part 1: Cold Email Outreach
- Part 2: LinkedIn Outreach
- Part 3: Follow-Up
- Part 4: Discovery and Objections
- Part 5: Proposals and Quotes
Sales
Find leads, start conversations, follow up and put a price on the table.
The Cold Email Outreach Playbook
Eight ready-to-send cold email templates, a four-email cadence, reply scripts and a tracking sheet, so you can start conversations with people who have never heard of you.
Get it freeThe LinkedIn Outreach Playbook
Twelve short connection notes, eight first messages, voice-note scripts and a 30-minute daily routine for starting real conversations on LinkedIn without being a nuisance.
Get it freeThe Follow-Up Playbook
Complete follow-up templates for calls, quotes, silence and old leads, with 15 ways to add value in every touch and a simple system so no deal goes quiet by accident.
Get it freePricing Conversation Scripts
Word-for-word scripts, emails and a worksheet for stating your price, answering pushback, trading discounts, and raising rates without losing the client.
Get it freeThe Proposal Template Pack
Five complete proposal templates, a wording library for scope and exclusions, pricing table layouts, cover emails and a review checklist.
Get it freeGetting paid
Invoice cleanly, chase politely and keep the cash coming in.
The Get Paid Faster Kit
Invoice checklists, payment term options, a six-step reminder ladder with email templates, a phone script and an ageing report to shorten the time between work done and money received.
Get it freeThe Retainer Setup Guide
How to choose a retainer model, price it step by step, write the proposal, report on it monthly and renew or end it well.
Get it freeThe Small Business Month-End Checklist
A day-by-day close routine, ten checklists, worksheets and a review meeting agenda so your books and your business are in order within ten days of every month end.
Get it freeClients
Onboard well, hold the line on scope and turn happy clients into referrals.
The Client Onboarding Kit
A 14-day onboarding plan with welcome emails, intake questionnaires, a kickoff script, an expectations sheet and checklists you can copy and use this week.
Get it freeThe Scope Creep Defence Kit
Scripts, a change request form, a decision tree and a change log that help you hold the line on scope without damaging the client relationship.
Get it freeThe Client Referral System
A step-by-step system for asking happy clients and partners for introductions, with scripts, templates, a tracking sheet and a partner agreement checklist.
Get it freeRunning the business
Weekly reviews, first hires, written procedures and a leaner software stack.
The Weekly Business Review Template
A 30-minute weekly meeting format with a ten-metric scorecard, review scripts, decision and action logs, and monthly, quarterly and remote variations.
Get it freeHiring Your First Employee
A step-by-step kit for deciding whether to hire, writing the role, interviewing fairly, and getting a new person productive in their first 90 days.
Get it freeThe SOP Starter Kit
Two blank templates, ten complete worked procedures and a simple routine for writing, owning and reviewing the standard operating procedures a small service business needs.
Get it freeThe Software Stack Audit Worksheet
A 60-minute process, with ready-to-fill tables and decision rules, for finding every tool your business pays for and deciding which to keep, merge or drop.
Get it freeExcel templates
Ready-to-fill spreadsheets. Yellow cells are for your numbers; everything else calculates.
Pipeline and Forecast Tracker
Track every deal on one sheet. The dashboard and weighted forecast update automatically from your Deals sheet.
Get it freePricing and Margin Calculator
Work out the lowest rate you can charge, price a project, and see what a discount really costs.
Get it free13-Week Cash Flow Forecast
Forecast cash coming in and going out, week by week, and see where the lowest point is.
Get it freePractical playbooks, in your inbox.
16 Word guides and 3 Excel templates for small service businesses: sales, getting paid, clients and running the business. Free. We email you when a new one is ready.
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