Project estimate
Break delivery into labor, materials, and other direct costs.
How to use it
Enter quantities and unit costs; calculate each line total in your spreadsheet. Total the direct costs, then use the pricing calculator.
Useful from
the first blank row.
Simple CSV worksheets you can open in your spreadsheet application. No email signup required.
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Prospect tracker
Keep fit, evidence, and the next action in one place.
How to use it
Add only relevant business details. Update the stage and next action after each conversation. The sample row is fictional.
Weekly owner review
Review commitments, money, capacity, and the pipeline.
How to use it
Complete the four review areas, then keep the three most important actions with an owner and due date.
Project closeout
Verify the handoff and carry one lesson forward.
How to use it
Use one copy per project. Record acceptance and open responsibilities before closing the project.
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