Toolkits.

Worksheets and spreadsheets that put a framework to work in your business. Print them, fill them in with your team, and see what the count says.

Printable PDF, plus a spreadsheet or Word file, in every kit

Pay once, download right away

Copy them for your own team

Cover of the Bottleneck Finder kit

Bottleneck Finder

For owners whose team is busy all day while customers still wait.

  • A step map for one kind of job
  • A two-week waiting tally, on paper and in a spreadsheet that charts it
  • Cards for checking why work is waiting
  • The five focusing steps as a one-page plan
  • A 45-minute team session to agree the fix
  • Worked example: a quote that waits

10-page printable PDF and an Excel workbook

Pairs with the explainer The bottleneck

Cover of the Callback Counter kit

Callback Counter

For owners who keep fixing the last complaint while the same problems come back.

  • A starter cause list for field-service work
  • A callback log, on paper and in a spreadsheet that sorts and charts it
  • A grid for weighing how often against how costly
  • A thirty-minute team review
  • Worked example: a month of callbacks

11-page printable PDF and an Excel workbook

Pairs with the explainer The 80/20 rule

Cover of the Who Decides What kit

Who Decides What

For owners who get asked about everything, and teams that wait to ask.

  • A one-page explainer: decision levels in plain words
  • An inventory of the everyday decisions that come to you
  • Four decision levels and a worksheet for setting limits
  • An “Ask me only when” card to post, in Word so you can edit it
  • Talking points for the team meeting and a 30-day review
  • A second lens: seven levels of delegation, for handing a decision over one step at a time
  • Worked example: the owner's phone

12-page printable PDF, an Excel workbook and a Word card

Works with the toolkit Bottleneck Finder

Cover of the Teach the Job kit

Teach the Job

For owners whose know-how still lives in their head, or in one good employee's.

  • A one-page explainer: Job Instruction in plain words
  • A job breakdown sheet with a “Where this lives at the work” line, printable and in Word
  • The four teaching steps and a teach-back check
  • A 50-minute team session and a dated commitment page
  • Worked example: prepping a room to paint

11-page printable PDF and a Word job breakdown sheet

Works with the toolkit Make the Job Repeatable

Cover of the Make the Job Repeatable kit

Make the Job Repeatable

For owners whose people do the same job three different ways.

  • A one-page explainer: standard work for service jobs
  • A sheet for watching the job done three times
  • A standard sheet with checkpoints and a “Where this lives at the work” line, printable and in Word
  • A two-week test log, a 55-minute team session and a dated commitment page
  • Worked example: closing out a window install

11-page printable PDF and a Word standard sheet with test log

Works with the toolkit Teach the Job

Cover of the Why Did This Happen Again? kit

Why Did This Happen Again?

For owners who fix the same problem every month. The next step after Callback Counter.

  • A one-page explainer: the Five Whys, and where it goes wrong
  • A problem sheet and a why chain that asks “how do we know?”
  • A before-and-after count, on paper and in a spreadsheet that charts it
  • A 45-minute team session and a dated commitment page
  • Worked example: parts not on the truck

10-page printable PDF and an Excel workbook

Works with the toolkit Callback Counter

Cover of the Finish Before Starting More kit

Finish Before Starting More

For owners with too many jobs open and too few getting done.

  • A one-page explainer: a job board with a limit
  • An open-jobs list and a board layout to copy
  • A ten-minute daily check and a weekly count, on paper and in a spreadsheet
  • A 50-minute team session and a dated commitment page
  • Worked example: the studio with fourteen projects

10-page printable PDF and an Excel workbook

Works with the toolkit Bottleneck Finder

Cover of the Get Paid Sooner kit

Get Paid Sooner

For owners who finished the work and are still waiting on the money.

  • A one-page explainer: the cash cycle, from work done to money in
  • A ten-job timeline, on paper and in a spreadsheet that counts the days
  • What the longest wait means, and a reminder schedule
  • One changed payment rule, with words for customers, and a dated commitment page
  • Worked example: the landscaper's Sunday invoices

10-page printable PDF and an Excel workbook

Works with the toolkit Finish Before Starting More

Cover of the Which Jobs Make Money kit

Which Jobs Make Money

For owners who are busy every day and still not sure the work pays.

  • A one-page explainer: job costing in plain words
  • A sheet for what an hour of labor really costs, not just the wage
  • Ten jobs costed against their price, on paper and in a spreadsheet that does the math
  • Margin by job type, what a low margin usually means, and one price or rule to change
  • A 45-minute session and a dated commitment page
  • Worked example: the small repairs that cost money

11-page printable PDF and an Excel workbook

Works with the toolkit Get Paid Sooner

Cover of the Right Customer, Right Scope kit

Right Customer, Right Scope

For owners whose customers drift past the deal, or never fit in the first place.

  • A one-page explainer: fit, scope and change rules
  • A fit check built from your own best and hardest customers
  • A one-page “what's included” for every customer, printable and in Word
  • A change rule, a change note and the exact words to say it
  • A 45-minute team session and a dated commitment page
  • Worked example: the studio that did extras for free

11-page printable PDF and a Word file with the fit check, scope page and change note

Works with the toolkit Which Jobs Make Money

More kits are added as the Learn library grows.

How it works

No account and no subscription. One payment, one download, handled by Gumroad.

  1. 1

    Choose a kit

    Pay on Gumroad's secure checkout page.

  2. 2

    Download it

    Your download opens right after you pay, and Gumroad emails you the link.

  3. 3

    Print and start

    Each kit opens with a start page that tells you what to do in the first ten minutes.

Questions

Who they're for

Owners of service businesses with a small team: trades, field service, cleaning, home services, small studios. No software or training needed.

Using them with your team

Print and copy the pages for anyone in your business. The spreadsheets open in Excel, Google Sheets and Numbers.

When a kit isn't enough

If the count shows something you can't untangle on your own, the first conversation is free.

Not sure which one fits?

Tell me what keeps happening. I'll point you to a kit, or to a conversation if it needs one.

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