On this page you will find some basic business templates to help you systemise your marketing actions and personal productivity.


After Hours Service

After hours services can seem like a lot of additional work, but trust us when we say that this additional work is definitely worth the rewards. Want to know what kind of rewards you can reap? Look no further.

Click Here to Read On


Business Card Template & Checklist

Business cards have been around for a year and a day, but do you know why you really use them? are yours even effective?
To help with this process, let’s take a look at 4 key tips to drive more action through the use of a business card as well as our ‘Business Card Checklist’ to help make your card the most effective it can be.

Click Here to Read On


Business Plan

A Business Plan is a blueprint for the future. It sets the direction for the business and keeps you on track from one month to the next, but when should you develop this and how do you go about it?

Click Here to Read On


Cold Call Versus Warm Calls- Lead Generation

Cold Calling and Warm Calling can both be great lead generators, but whats the difference and which works best?

Click Here to Read On


Cool iPhone/iPad Apps for Tradies

Got some spare time on your hands to play around with some new gadgets? Read on to discover our top smartphone Apps for Tradies

Click Here to Read On


Cross Sell Or Add On Sell

Cross-selling can be one of the most profitable activities a business can do but why is this? and what can you do to ensure you’re taking advantage of this and maximising your returns?

Click Here to Read On


Customer Feedback/Survey Cards

It is important to collect customer feedback daily in order to determine the tradesman’s performance at each job so that correction, motivation or praise can be given accordingly so that the business grows.

Click Here to Read On


Customer Service Improvement

Our short audio clip discusses how you can improve customer service in your business, ensuring that every customer is a happy customer!

Click Here to Read On


Customer Service Quick Tips

These 8 customer service quick tips may seem simple, but most of these can be easily forgotten…

Click Here to Read On


Customer Relationship Management

What is the RIGHT CRM for your trade business? When there are over 200 on the market, you really want the right one for you. To help you choose the RIGHT CRM, we’ve provided you with our ’16 Key Checks to Help Choose the Right CRM for Your Trade Business’ Infographic.

Click Here to Read On


Decision Making Made Easy

Making decisions is one of the most important parts about being a business owner. We make this easier for you with our Pro/Con Planner.

Click Here to Read On


Employee Advertisement Checklist

Want to create an amazing Job Advertisement but not sure where to start? We provide you with our ‘Employee Advertisement’ Checklist to help you out.

Click Here to Read On


Exercise: 13 Point Staff Motivation Challenge

Want to understand what staff motivation that you are doing RIGHT NOW is working and what isn’t? Go through our 13 Point Staff Motivation Challenge with your staff to find out.

Click Here to Read On


Facebook ‘Pages Manager’ App

This tool allows you to stay on top of your Facebook pages notifications where ever you are, and engage in real time. Intrigued? Read on to find out more about this great smartphone app.

Click Here to Read On


3 Facebook Tools You Should Be Using

Using Facebook for your business or want to but not sure how? Click below to view the 3 Top Facebook Tools you should be using in your business.

Click Here to Read On


Guide to Instagram Marketing

Instagram sees over 400 million monthly active users, for your business, this could mean a whole lot more traffic for your marketing content and potential customers, so are you using it? Read on for our top tips to creating engagement with your businesses Instagram profile.

Click Here to Read On


Hiring New Staff- 10 Tips for Recruitment Success

Looking to hire new staff? Wondering what the key things you should be doing as part of this process are? Look no further.

Click Here to Read On


Interview Scorecard

Interview scorecards are a helpful tool to help you individually rate each job applicant for certain criteria then collate with other interview panelists afterwards. Click to read more and view our Scorecard Template.

Click Here to Read On


Marketing Audit

If you have a change in your branding, it is important to ensure all your marketing communication channels are updated. To guarantee you have done this, follow our ‘Marketing Audit Checklist’ so you don’t leave a single piece of marketing material unchanged!

Click Here to Read On


Marketing Planning

Our short audio clip discusses what marketing planning is and how important it is in generating leads and profit for your business!

Click Here to Read On


Marketing- Authority Marketing

Becoming an Authority in your industry is important if you want to create credibility and gain customers, so how do you do this? Through Authority Marketing of course…

Click Here to Read On


Marketing- Infographics

Infographics are an important part of marketing as they display information in a way that is attention-grabbing and memorable, keeping you in the mind of customers and creating credibility.

Click Here to Read On


Marketing- Information Packs

Information packs can be given to customers or through membership programs to help them understand the work that is being done in their home or what they can do incase of an emergency

Click Here to Read On


Minor Injury Report

Injuries are no joke, even minor ones, find out who is responsible for filing a report and see a template for a Minor Injury Report here.

Click Here to Read On


My To Do List

Have you ever asked yourself – “How can I fit more into my day?”, “How can I be more productive?” We give you some tips and provide you with our ‘To Do List’ Template to help you get more done.

Click Here to Read On


Neighbourhood Flyer

Neighbourhood flyers are a good advertising means to gain work in specific areas or your local area. By dropping this is neighbouring homes to those your tradesmen work in, you can gain additional work in neighbouring homes and decrease travel time.

Click Here to Read On


22 Networking Tips That Really Work

The idea of networking makes many people feel uncomfortable. Here’s 22 networking tips to help you become a friendly, bubbly networker in no time.

Click Here to Read On


Newspaper Advertising

Advertising in your local newspaper can be a great way to attract new leads, good local customers, and position you as the “local plumber”. On this page the 3 things you should do before you advertise in newspapers are discussed.

Click Here to Read On


6 New Years Resolutions

6 proactive and manageable resolutions for your business you can adopt on New Years or year round,

Click Here to Read On


Operating Hours

Do your operating/calling hours match those of your target audience? What are the benefits to having extended hours?

Click Here to Read On


Plumbing and Safety Inspection Report

Our Plumbing and Safety Inspection Report is conducted at every home in order to professionally assess potential hazards and make recommendations for preventative maintenance around the house. Click below to read more and see our own Inspection Report. Not a plumber? This report is easily adaptable to any industry with a few tweaks.

Click Here to Read On


Post Interview 6 Steps

You’ve interviewed a job applicant, but now what? Find out our 6 Post Interview Steps here.

Click Here to Read On


Response Letter- Unsuccessful Applicants

When looking for a new employee there is bound to be applicants who just didn’t make the cut for whatever reason. Graciously letting these people down can be a tough job, we make this easier for you by providing you with a template letter to send to these unsuccessful applicants.

Click Here to Read On


Retention- Ask Them to Come Back

We go back to basics and discuss the most forgotten yet simplest form of retaining customers.

Click Here to Read On


Sample Job Advertisements

Looking to hire but don’t know how to advertise? We’ve got you covered.

Click Here to Read On


Situation Analysis

Strengths, Weaknesses, Opportunities and Threats Analysis (or a SWOT Analysis) is an important part of the Business Planning Process. Use our SWOT Template to complete yours today.

Click Here to Read On


Six Reasons Why Customer Complaints Are A Golden Opportunity

Do you think that customer complaints are a bad thing? You’re wrong. Start viewing them as golden opportunities to improve your business with this small list of reasons why.

Click Here to Read On


Social Media- Content Planner

Planning your Social Media posts can help keep you consistent and on track- creating traction with potential customers. We provide you with a planner and ideas for posts here.

Click Here to Read On


Social Media Posts- Top Tip Tuesdays

Consistent marketing through Social Media sites such as Facebook is a must for businesses in todays day and age of technology. Here we provide you with examples for weekly Social Media posts suitable for your trade business in the form of Top Tip Tuesdays.

Click Here to Read On– PREVIEW LINK


Squash My Mosquito Planner

Random thoughts can be pesky and distracting- just like mosquitos. Organise your thoughts with our ‘Squash My Mosquito’ Planner.

Click Here to Read On


14 Steps in the Recruitment Process

Following our step-by-step system will help you save both time and money whilst also gaining an exceptional employee.

Click Here to Read On


Style Guide- What is It?

A Style Guide is a basic set of rules such as colour and layout when designing documents for your business so as to ensure consistency. Click below to view an example of our Style Guide and to gain access to a template so you can create your own!

Click Here to Read On


Ten Steps for Effective Delegation

Is there too much on your plate but you have trouble delegating and letting go of tasks? Read our ten steps for effective delegation here.

Click Here to Read On


The 6 Things You Need to Do Immediately Now That You Have Won or Been Honoured As A Finalist For An Award

Congratulations if you have made it this far! The next step is to share it with the world. Read on to find out how to do this in 6 steps.

Click Here to Read On


Toolbox Meeting- How Do I Conduct One?

Preparation is required before a Toolbox meeting in order for it to run effectively. These meetings are not only important for your business but also are an opportunity for team bonding.

Click Here to Read On


Toolbox Meeting- What Is It?

A Toolbox Meeting is a weekly meeting with the entire team with the aim of catching up on paperwork, restocking trucks, and discuss any issues that need to be addressed. Click below for more information on how and when these should be conducted and how it can benefit you and your tradesmen.

Click Here to Read On


Top 10 Email Design Best Practices

Want to know what elements play an important role in creating amazing professional emails? Look no further.

Click Here to Read On


Up-selling: The Basic 3

Click below to watch a short video on The Basic 3 things to consider when up-selling!

Click Here to Read On


10 Ways to Increase Profit Margin Percentage

Click below to view our 10 ways you can increase your profit margins as well as an easy to follow infographic, making life easy for you!

Click Here to Read On


Website Checklist

Your website is the face of your business, so why would you want it to be dull and possibly deter potential customers away from your services? Cross-check your website with our ‘Website Checklist’ to ensure your website is designed in a way that captures customers, not put them off!

Click Here to Read On


Weekly Planner & Journal

Ensure you don’t waste a second of your day by tracking exactly what you are spending all your time on with our Weekly Planner and Weekly Journal.

Click Here to Read On


What Business Awards Should You Enter?

Read our reasons for entering Business Awards and agreed? The next step is deciding which ones…

Click Here to Read On


Why You Should Enter Business Awards

We give you multiple reasons as to why entering Business Awards is one of the best things you could do for your business.

Click Here to Read On


Values

Values are the make-up of the business. They are your business ethics. But what values do you and your business need to uphold?

Click Here to Read On


Vehicle Signage

Vehicle signage is a great way to capture leads and create brand awareness. On this page we discuss the elements involved in vehicle signage and why it is so important to have and maintain.

Click Here to Read On


Yellow Pages Advertising

Yellow Pages advertising is one of the most competitive advertising arenas around. In order to ensure you stand your ground in the arena, we’ve provided our Top 17 Checks when creating your Yellow Pages advertisement!

Click Here to Read On