Template pack
SOP Starter Pack
For owners of service businesses with staff, such as salons, clinics, cleaning and home service companies, whose procedures live in their head
PDFDOCXXLSX
$49
7 products
Small Business Operations
Built for owners of small businesses with staff: service businesses with one or more locations, and anyone who pays contractors or sells maintenance plans. The procedures a new person reads, the numbers reviewed every Monday, the sequence that gets an hourly hire from offer letter to a ninety-day decision, the year-end close and 1099s, and the pricing and paperwork for a yearly maintenance plan. Where a pack touches the law, the rules sit in a register you fill in with your own adviser rather than printed on the page.
- Owners of service businesses with staff
- Operations and office managers
- Owners who pay contractors and hand the year to a CPA
- Home service companies selling maintenance plans
What changes
- Every location running the same way, and an audit that proves whether it is
- The same numbers from every location, every week, meaning the same thing
- Hire paperwork and 1099s done on dates a workbook works out, not on memory
- Rules that depend on your state in a register you keep current, not scattered through the pages
Start hereSOP Starter Pack$49
Products in this collection
Procedures, weekly numbers, hiring, year-end and service plans for a small business.
Template
Employee Onboarding Pack
For businesses that hire hourly staff without an HR department, such as salons, restaurants, shops, cleaning and home service companies
PDFDOCXXLSX
$45
Spreadsheet
Weekly Operations Scorecard
For owners and managers of service businesses who want the same weekly numbers from every location
XLSXSheetsPDFDOCX
$35
Operating System
Small Business Operations Bundle
For owners of service businesses with two or more locations and 10 to 30 hourly staff
PDFDOCXXLSX
$99$129
Spreadsheet
Year-End Close & 1099 Pack
For any US business with 1 to 20 people that pays contractors, freelancers or a landlord and hands its books to a CPA
PDFDOCXXLSX
$35
Template
Service Plan & Maintenance Agreement Kit
For HVAC, plumbing, lawn care, pest control, pool and pressure-washing companies with 1 to 20 people that sell yearly maintenance plans
PDFDOCXXLSX
$39
Single Tracker
Employee PTO & Attendance Tracker
For small businesses with hourly or salaried staff and no HR software, tracking PTO, sick time and attendance by hand
XLSXPDF
$12
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