Get the stuff you need!
Doc Bundle
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 in place to protect you!
Choose the right bundle for your business
See what's included
Starter Bundle List
You’ll get everything listed below:
Administration
- Organizational Chart Template
- Sample Scope – Deep Clean
- Sample Scope – Move In/Out
- Sample Scope – Recurring
Clients & Leads
- Annual Client Survey
- Annual Thank You Letter
- Cancellation of Services Letter
- Client Welcome Letter
- Climate Control Letter
- Customer Guidelines – Basic
- New Client Service Agreement
Financial
- Credit Card Authorization Form
- Direct Deposit Authorization Form
- Price Increase Letter – Covid Related
- Price Increase Letter – General Increase
Hiring & Employee Retention
- 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
Marketing
- Sales Script – Irresistible Offer
- Social Media Post Planner Printable
- Training House Marketing Ad
Operations
- Breakage & Damage Form
- Incident Report
- Quality Check – Deep Clean
- Quality Check – Move In/Out Clean
- Quality Check – Recurring Clean
- Vehicle Maintenance Report
Policies
- Disciplinary Form
- Dress Code Policy
- Employee Handbook – Basic
- Equipment Policy
- Progressive Discipline Report
- Uniform Policy
Advanced Bundle List
Everything in Starter Bundle PLUS:
Administration
- Goals Workbook (multi-step workbook for goal setting and achieving)
Clients & Leads
- Client Guidelines – Detailed (6 pages with 19 Guidelines)
- Prospect Tracker (includes video tutorial)
Financial
- Commission Work & Answer Calculator (includes video tutorial)
- Expense Tracker (includes video tutorial)
- Pricing, Client Audit & Production Rate Calculator (includes video tutorial)
Hiring & Employee Retention
- Employee Appreciation Certificate (includes 4 color schemes)
- Employee Engagement Survey – Detailed
- Kudos Tracker (includes video tutorial)
- Non-Solicitation Agreement
Marketing
- Email Copy -Clients (12 Written copy -font and color – reusable email content)
- Email Copy – Prospects (12 Written copy -font and color – 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
- Inventory Tracker – Detailed (includes video tutorial)
Policies
- Employee Handbook – Detailed (19 pages with over 30 policies)
- Progressive Discipline Tracker (includes video tutorial)
You’re probably thinking
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!
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.)
Starter Bundle – $167
(Save $73)
Bundle and save and get instant access to our Starter Bundle. This bundle includes over 40 basic communication and system documents. See the full list of what’s included in this bundle above.
Advanced Bundle – $397
(Save $308)
Bundle and save BIG with our advanced bundle. This bundle allows instant access to all documents and system templates and includes everything in the starter bundle plus templates for systemizing and organizing your business. You can see the full list of Advanced Bundle docs and templates above.
FAQs
All the internal forms are created in Google Docs, Google Sheets, and Canva. Google files will need to be copied to your drive to be editable. Canva docs will open in your Canva as a template you can edit in your account.
Every spot on the forms that require your business information, including company name, etc. is noted for easy editing.
Get just the docs you need individually or choose a bundle and SAVE!