4 items
Spreadsheet
The Weekly Owner Scorecard
Leads, estimates, close rate, average ticket and open invoices on one page.
Some setup30 minutes
Open →
Spreadsheet
The Invoice & AR Tracker
Color-flags overdue invoices and tells you which reminder to send today.
Some setup30 minutes
Open →
Spreadsheet
The Referral Source Leaderboard
See exactly who sends you work, and thank them.
Some setup20 minutes
Open →
Spreadsheet
The Close-Rate Tracker
Your own close rate, month by month, against your own history.
Some setup20 minutes
Open →
Not sure where to begin?
01
Size the leak
Two minutes with the Missed-Lead Calculator shows what slow follow-up may be costing you.
Start →
02
Check your footing
Ten questions to see whether automation will help yet, or what to tidy first.
Start →
03
Use something today
Open the Estimate Rescue Pack and send your first follow-up before lunch.
Start →
Hands-on
