Templates & Bundles

Business Templates That Actually Work

Plug-and-play documents, spreadsheets, and legal templates built from real operator experience. Bundles launching soon — get on the list to be the first to know.

Pricing coming soon · Get notified at launch
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Bundles

Bundles Launching Soon

Each bundle is a complete foundation for a specific stage of your business. We're finalizing pricing — get on the list to be notified at launch.

Pricing coming soon
Coming Soon

Foundations Pack

Contracts, handbooks, SOPs, and compliance checklists tailored to your industry.

Includes:

  • Employee Handbook template
  • Onboarding Document Pack
  • Safety Manual template
  • Compliance checklists
  • SOP templates
Get NotifiedMost Popular
Coming Soon

Money Pack

Job costing, estimation, commissions, and a financial dashboard with a monthly check-in.

Includes:

  • Job / project costing templates
  • Estimation models
  • Commission and incentive tracking sheets
  • Marketing ROI and performance sheets
  • Financial dashboard setup
  • Monthly financial check-in
Get Notified
Coming Soon

Complete Business Kit

Foundations + Legal templates + Job Costing. Everything to start and run a service business.

Includes:

  • Everything in Foundations Pack
  • Subcontractor + Service Agreement templates
  • Job Costing spreadsheet
  • Bilingual (EN + ES) editions
Get Notified
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Which Bundle Is Right for You?

Quick look at what’s in each bundle so you can pick the one that fits where you are.

Foundations Pack

Coming Soon
  • Employee Handbook template
  • Onboarding Document Pack
  • Safety Manual template
  • Compliance & SOP checklists
  • Subcontractor + Service Agreements
  • Job Costing spreadsheet
  • Estimation models
  • Commission & incentive sheets
  • Marketing ROI dashboards
  • Financial dashboard setup
  • Monthly financial check-in
  • Bilingual EN + ES editions
See bundle

Money Pack

Coming Soon
  • Employee Handbook template
  • Onboarding Document Pack
  • Safety Manual template
  • Compliance & SOP checklists
  • Subcontractor + Service Agreements
  • Job Costing spreadsheet
  • Estimation models
  • Commission & incentive sheets
  • Marketing ROI dashboards
  • Financial dashboard setup
  • Monthly financial check-in
  • Bilingual EN + ES editions
See bundle

Complete Business Kit

Coming Soon
  • Employee Handbook template
  • Onboarding Document Pack
  • Safety Manual template
  • Compliance & SOP checklists
  • Subcontractor + Service Agreements
  • Job Costing spreadsheet
  • Estimation models
  • Commission & incentive sheets
  • Marketing ROI dashboards
  • Financial dashboard setup
  • Monthly financial check-in
  • Bilingual EN + ES editions
See bundle
Individual Templates

Buy One at a Time

Only need one piece? Each template stands on its own. Click any card for the full breakdown.

Lead Magnet
Coming Soon

AI Readiness Guide

How to prepare your business for AI. Honest, no-fluff advice. Includes a readiness checklist.

Get NotifiedBestseller
Coming Soon

Employee Handbook

Handbook template tailored for small service businesses. Fill in, print, hand out.

View details
Coming Soon

Onboarding Document Pack

W-4, I-9, direct deposit, policy acknowledgements, and a clean new-hire checklist.

View details
Coming Soon

Safety Manual

OSHA-aligned safety manual template for trades, construction, and auto shops.

View details
Coming Soon

Subcontractor Agreement

Clean subcontractor agreement template with scope, payment, and liability clauses.

View details
Coming Soon

Service Agreement

General-purpose service agreement for client engagements. Editable, industry-agnostic.

View detailsBestseller
Coming Soon

Job Costing Spreadsheet

Track labor, materials, overhead, and margin per job. Google Sheets and Excel versions.

View details
Coming Soon

LLC Formation Kit

Step-by-step guide, operating agreement, articles of organization, and a business plan template.

View details
Why Templates

Why Buy Templates Instead of Starting from Scratch

These are the same documents we use with our paid clients. We just packaged them so you can skip the blank page.

Save thousands in legal and consulting fees

A custom employee handbook from a lawyer runs $1,500–$3,500. A subcontractor agreement: $500–$1,200. Our templates land at a fraction of that — pricing announced at launch.

Save weeks of staring at a blank page

Every document is editable, fill-in-the-blank, and ready to use the same day you buy it. No rewriting from scratch.

Built by operators, not theorists

Every template was used in a real PNW service business before it landed in your cart. Bilingual EN + ES editions on the bundles.

Need More Help?

Templates Aren’t the Only Thing We Do

If a template alone isn’t enough, here’s where to go next.

Free 30-Day Audit

Not sure where to start? We’ll look at your business and tell you what to fix first. Free.

Get a Free Audit

LLC Formation Service

Want us to do the LLC paperwork for you instead of buying the template? We’ll handle filing, EIN, and operating agreement.

See LLC Formation

See Full Pricing

Audits, builds, monthly retainers, and full systems work — all the ways we work with businesses beyond templates.

View Pricing

Not sure which template fits your business?

Talk to us for free. Thirty minutes, no obligation. We’ll match you to what you actually need.

Book a Free Call(425) 530-0155

These are templates — not legal or tax advice. Review with a licensed professional before use.