The Toolkit

Start with the free tools.

Six free tools ready today, with the paid toolkit being built. Practical spreadsheets, templates, and setup guides for trades businesses.

Free Tools

Available today.

Six tools available without a purchase. Useful whether or not we ever work together. Request whichever helps and we'll email it over.

Operational Snapshot Workbook

The offline version of the free assessment. Score your own operations in Excel and re-run any time.

Request this tool

New Business Setup Checklist (Canada)

Every registration, account, and decision for starting a Canadian trades or service business, in order.

Request this tool

Website & Online Presence Checklist

What a trades business actually needs online, with notes on where to focus first.

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TechStack Recommender

Answer a few questions and get a software stack recommendation for your trade and size.

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Customer Communication Templates

Quotes, follow-ups, review requests, bad-news emails. Pre-written and ready to adapt.

Request this tool

Operational Health Score Companion PDF

A one-page branded PDF delivered after the Snapshot, with your score and three observations to act on.

Take the Snapshot

Coming Soon

The paid toolkit is being built.

Four categories, built one at a time. Each tool solves a real problem inside a trades business, not to look good in a demo. Prices will land between $19 and $79, with a full toolkit bundle available at launch.

Money & Margins

Labour rate calculator, HST tracker, cash flow planner, quote win/loss analysis. The numbers behind the numbers.

Sales & Growth

Maintenance plan builder, mini CRM, marketing channel ROI tracker. Turn one-off jobs into recurring revenue.

Operations

Owner time audit, truck stock reorder calculator, process documentation templates, toolbox talk library, job site hazard assessment.

Setup & Compliance

Accounting setup guide, CRM selection guide, Google Workspace and Ads walkthrough, AI tools setup guide.

Need one of these sooner?

If a specific paid tool would solve a problem you have right now, let me know. Build order gets prioritized based on what you actually need first.