Free resources / templates

Start with a working document.

Editable worksheets for catalogs, inquiries, website handovers and assistant testing. Each includes instructions, a filled example and a printable copy.

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Industrial suppliersPDF + Excel

Supplier product catalog template

Prepare industrial product data for a searchable website. Download a CSV with example parts, units and source references.

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Industrial suppliersPDF + editable text

Industrial supplier quote-request template

An editable RFQ intake checklist for supplier websites: parts, quantities, units, required dates and a sales handoff.

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Commercial cleaningPDF + editable text

Commercial cleaning walkthrough template

An editable checklist for collecting premises, frequency, floor types and exclusions before a commercial cleaning proposal.

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Equipment rentalPDF + editable text

Equipment rental inquiry template

Collect equipment quantities, rental dates, setup windows and delivery details before confirming an event or AV rental.

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Website planningPDF + editable text

Website redesign launch checklist

Download a practical website redesign checklist covering existing URLs, redirects, forms, ownership and launch verification.

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AI assistantsPDF + Excel

AI assistant pilot test worksheet

A downloadable test sheet for checking supported answers, unknowns, human handoffs and sensitive requests before an assistant launches.

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Website planningPDF + editable text

Print job intake template

A free print-job brief covering quantity, finished size, stock, artwork, finishing and delivery. Includes a filled example and editable download.

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Website planningPDF + editable text

Cabinetry project brief

Plan a cabinetry inquiry with room details, measurements, materials, priorities and timing. Free printable worksheet and editable project brief.

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Website planningPDF + editable text

Website handover checklist

A free website handover worksheet for domains, hosting, editing, forms, backups and renewals. Record ownership and verify access before signing off.

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AI assistantsPDF + editable text

Customer support knowledge template

Prepare approved answers for a support assistant: source, scope, exceptions, review owner and human handoff. Free printable and editable template.

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