Templates
Work templates
8 simple tables for the tasks that come up in every service business. Copy the headers, paste them into the first cell of a Google Sheets or Excel file, and start filling in.
Client brief
| Client | Need | Deliverables | Deadline | Price | Status | Next action |
|---|---|---|---|---|---|---|
Prospect tracker
| Prospect | Contact route | Signal | Date contacted | Reply | Next step | Outcome |
|---|---|---|---|---|---|---|
Validation log
| Assumption | Test | Expected signal | Result | Decision | Date | Evidence |
|---|---|---|---|---|---|---|
Content calendar
| Date | Channel | Format | Topic | Hook | Call to action | Performance |
|---|---|---|---|---|---|---|
Pricing worksheet
| Service | Hours per client | Tool cost | Fees | Floor price | Value to client | Price chosen |
|---|---|---|---|---|---|---|
Automation plan
| Step | Trigger | Tool | Action | Data | Check | Result |
|---|---|---|---|---|---|---|
Competitor analysis
| Competitor | Offer | Price | Channel | Strength | Weakness | Opportunity |
|---|---|---|---|---|---|---|
Launch checklist
| Task | Owner | Priority | Start | Due | Status | Blocker |
|---|---|---|---|---|---|---|
Want complete, ready-made systems with worksheets and guidance? See the store.