The Field Kit

Take what you need. Use it this week.

Scripts, spreadsheets, checklists and small tools for service business owners, from things you can copy and paste today to automations you can hand to whoever builds yours. No signup, no email wall.

Non-technical

Read it, copy it, use it. No software changes.

Some setup

A spreadsheet or one setting. About half an hour.

Technical

Needs an automation tool, or someone comfortable in one.

How hardAllNon-technicalSome setupTechnical
What kindAllScript packsWorksheetsSpreadsheetsToolsBlueprintsAI assistants

2 items

Tool

The Missed-Lead Calculator

Put a dollar figure on the leads that slip through slow or missed follow-up.

Non-technical2 minutes

Open →

Tool

The Ready-to-Automate Checklist

Ten questions that tell you whether automation will help yet, or what to fix first.

Non-technical3 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

When you'd rather have a person look at it

The Site Survey

A 30-minute walk through your leads, estimates and invoices, and a one-page map of where they slip.

Book your Site Survey →

The Waypoint Build

One small automation, built for you each month. For New Hampshire-area businesses.

Apply for this month's build →