Every business runs smoother with clear processes in place. Whether you’re a solo entrepreneur or managing a small team, I can help you set up easy-to-follow workflows, checklists, and templates that save time and cut down on stress.

Every business is unique, so if you’re not sure what kind of template you need, let’s chat! I’ll guide you toward the right option and build something that actually works for you. Since every project is different, pricing depends on the type and complexity of the template or protocol you need. Here’s a guide to give you an idea:

Client Onboarding Templates

• Welcome email scripts

• Intake form (Google Form/Excel/Word)

• Onboarding checklist (step-by-step process for new clients)
  
  

Task & Workflow Templates

• Project tracker in Excel, Trello, or Asana

• Weekly to-do list systems (with priority levels)

• Workflow flowcharts (e.g., what happens after a new order)
  
  

Finance & Admin Protocols

• Invoice tracker

• Payment follow-up schedule

• Monthly bookkeeping checklist
  
  

Operations Templates

• Standard Operating Procedure (SOP) docs (step-by-step instructions for repetitive tasks)

• Staff handover checklist

• Daily/weekly shop opening & closing checklist
  
  

Customer Service Templates

• Response scripts for FAQs

• Complaint-handling workflow

• CRM update procedure (how and when to log interactions)
  
  

Event or Project Management Templates

• Renovation step-by-step plan

• Wedding or small event planning checklist

• Budget + timeline tracking sheet

👉 These can be delivered in different formats depending on what you are comfortable with — Word/PDF docs, Excel spreadsheets, or task manager boards (Trello, Asana, Notion).