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Are things falling through the cracks? Get your forms systemized

You need certain things in place to make sure your business runs like a well-oiled machine. Things like customer guidelines, employee handbooks, etc. will ensure you have a policy for any situation that arises, so that you don’t find yourself in an “oh crap” situation. Check out the forms we have available below. They are templated so that you can simply insert your company name where necessary and boom! You are now officially organized.

organize

Get all the internal forms you need in an organized way.

customize

Edit our templates with the info that pertains to your business.

be at peace

Enjoy the peace of knowing you have policies to protect you!

Choose the right bundle for your business

Pay per document

Individual Purchase

If you only need a few docs to finish out your library or are working on organizing on a budget, then choose the docs you want individually. Once you’ve chosen your docs from the order form and checked out, we’ll get busy getting your customized package of docs to you.

(Delivery will be via email within 2 business days.)

 Save $73

Starter Bundle

This bundle includes over 40 basic communication and system documents for your business. See the full list of included docs and templates below.

Save $308

Advanced Bundle

Save BIG with our advanced bundle. This bundle allows instant access to all documents and system templates. You can see the full list of Advanced Bundle docs and templates above.

Starter vs Advanced: see what’s included

Administrative documents & templates

Starter Bundle Advanced Bundle
Organizational Chart Template
Sample Scope – Deep Clean
Sample Scope – Move In/Out
Dusting (Pictures, knick-knacks & Furniture)
Sample Scope – Recurring
Goals Workbook
(multi-step workbook for goal setting and achieving)

Leads & Clients

Starter Bundle Advanced Bundle
Client Welcome Letter
Climate Control Letter
Customer Guidelines – Basic
New Client Service Agreement
Client Guidelines – Detailed
(6 pages with 19 Guidelines)
Prospect Tracker
(includes video tutorial)

Financial Documentation & Templates

Starter Bundle Advanced Bundle
Credit Card Authorization Form
Direct Deposit Authorization Form
Price Increase Letter – Covid Related
Price Increase Letter – General Increase
Commission Work & Answer Calculator
(includes video tutorial)
Expense Tracker
(includes video tutorial)
Pricing, Client Audit & Production Rate Calculator
(includes video tutorial)

Hiring & Employee Retention

Starter Bundle Advanced Bundle
About Me Questionnaire
Background Consent Form
Cleaner Confidentiality Agreement
Drug Test Authorization & Consent
Employment Application
Exit Interview Questionnaire
New Hire Checklist
Pay & Comp Offer Letter
Request Off Form
Voluntary Quit Form – Detailed
Employee Appreciation Certificate
(includes 4 color schemes)
Employee Engagement Survey – Detailed
Kudos Tracker
(includes video tutorial)
Non-Solicitation Agreement

Marketing Documentations & Templates

Starter Bundle Advanced Bundle
Sales Script – Irresistible Offer
Social Media Post Planner Printable
Training House Marketing Ad
Email Copy -Clients
(12 Written copy – reusable email content)
Email Copy – Prospects
(12 Written copy – reusable email content)
Social Media Annual Planner
(Monthly planner with organization for content)
Social Media Graphics – Facebook Size
(24 beautiful graphics templatized)
Social Media Graphics – Instagram Size
(24 beautiful graphics templatized)

Operations Documentations & Templates

Starter Bundle Advanced Bundle
Breakage & Damage Form
Incident Report
Quality Check – Deep Clean
Quality Check – Move In/Out Clean
Quality Check – Recurring Clean
Inventory Tracker – Detailed
(includes video tutorial)

Policies

Starter Bundle Advanced Bundle
Disciplinary Form
Dress Code Policy
Employee Handbook – Basic
Equipment Policy
Progressive Discipline Report
Uniform Policy
Employee Handbook – Detailed
(19 pages with over 30 policies)
Progressive Discipline Tracker
((includes video tutorial)

How many forms do you really need?

More than you realize! If you are new to the industry, there are tons of things that will come up that you haven’t even thought of! That’s why we put together the Starter Bundle to get you off on the right foot!

Been around for a while and need some next-level doc support and systems? Then the Advanced Bundle is for YOU!

When you have clear and defined policies and procedures, you won’t have to make decisions on the fly or allow anyone to take advantage of you. It is critical to get these things in place so that you don’t find yourself in an awkward or even expensive situation!