Guides and templates
Resources
Free guides and checklists on websites, lead follow-up and reporting, drawn from real client projects. Use them with your team however you like.
Where leads go missing
A twelve-point check of your website, phone line and inbox that shows exactly where new inquiries slip through, and what to fix first.
Library
Browse everything
The five-second homepage test
What your homepage must say at a glance, and a simple test to check it with a timer.
GuideThe five-minute rule for new leads
Why response time decides who wins the job, and how to answer faster without hiring.
TemplateFollow-up message templates
Texts and emails for missed calls, sent quotes, no-shows and review requests.
ChecklistWebsite launch checklist
28 checks to run before a site goes live, from page speed to form alerts.
GuideDo you know where your jobs come from?
A plain guide to lead source tracking, and the three numbers worth checking every week.
ChecklistCRM cleanup in an afternoon
Merge duplicates, fix tags and archive dead leads in one sitting.
Want help putting it to work?
We can build any of these into your website and CRM for you.