Templates & Worksheets
Free downloadable templates and worksheets built specifically for Canadian trades businesses. Estimate templates, email scripts, content calendars, marketing plans — all ready to use.
Job Estimate Template
Professional estimate template designed for trades businesses. Includes line items for materials, labour, permits, and optional add-ons.
DownloadQuote Follow-Up Email Templates
A sequence of five email templates for following up on outstanding quotes without sounding pushy. Proven to recover lost estimates.
DownloadReview Request Scripts
Phone and text scripts for requesting reviews from satisfied customers. Includes timing recommendations and platform-specific guidance.
DownloadMarketing Budget Worksheet
Spreadsheet template for planning and tracking your monthly marketing spend across channels. Includes suggested benchmarks based on revenue.
DownloadContent Calendar Template
Monthly content planning template with columns for topic, channel, publish date, status, and performance metrics.
DownloadService Area Landing Page Template
Structure and copy template for building effective service-area landing pages that rank in local search and convert visitors.
DownloadBuilt for Trades Businesses
Every template and worksheet is designed specifically for the way trades businesses operate. No generic business templates that need hours of adaptation — download, customise with your details, and use them immediately.
Need a Template We Have Not Built Yet?
Tell us what you need and we will add it to our development queue. These resources are built for you.