Skill Library

All skills

Skills organized by outcomes: getting paid, winning work, and keeping customers. Browse all of it free; you only need an account to download.

Start here
Write your business profile
Set it up once (about 20 minutes) and every skill skips the basics about your business.
Start here →
30 ready · 18 coming soon
Get Your Evenings BackClear your weekly back officeTime-off requests, timesheets, renewals and bills all wait for my one admin day, and something with a deadline always slips.View →Handle Difficult CustomersReview and let go of bad-fit clientsOne client eats half my week, and I don't know whether to fix it or let them go.View →Keep Good PeopleHold stay interviewsMy best people never tell me what's wrong until the day they hand in their notice.View →Win the JobPrice each jobI price every job by gut feel and only find out I undercharged when it runs long.View →Get PaidWin chargeback disputesA customer disputed a charge with their bank, and I have days to prove I did the work.View →Stop Doing Everything YourselfTurn team huddles into task listsWe agree on things in our huddle, and by Friday nobody remembers who was doing what.View →Win the JobDraft proposals and agreementsI say yes to a job on a quick quote and a text, and then we argue about what was included.View →Win the JobScope jobs before you quoteI price a job off one quick conversation, then the customer expects things I never counted.View →Get Your Evenings BackPlan your dayI start every morning with a full calendar, a full inbox and no idea what actually has to get done today.View →Know Your NumbersFind your deductible expensesMy business and personal spending are all mixed together, and I only figure out what's deductible in a panic at tax time.View →Hire Your First PersonScreen new applicantsApplications pile up faster than I can read them, and I can't tell who's actually worth a call.View →Get PaidRecover failed paymentsA customer's autopay failed and I didn't notice until they'd gone a month without paying.View →Charge What You're WorthCheck your prices against costsMy costs keep going up but my prices haven't moved in years, and I can't tell which ones I'm losing money on.View →Keep Customers Coming BackBring back regularsMy regulars quietly stop coming, and I don't notice until the month comes in light.View →Get Your Evenings BackSort your inboxI spend my evenings digging through email, and a new customer still gets buried under bills and junk.View →Keep Good PeopleOnboard new hiresI hire someone good, tell them to shadow whoever's on, and they're gone in two weeks.View →Hire Your First PersonWrite job postsEvery time I post a job I get a pile of people who can't do it, or nobody at all.View →Handle Difficult CustomersHandle refund requestsWhen someone wants their money back, I either cave to make it go away or dig in and make it worse.View →Win the JobFollow up on quotesI send quotes and then hear nothing, and I never know whether to chase or let them go.View →Stop No-ShowsReduce no-showsClients book a slot, don't show up, and I'm left with an empty hour I can't fill.View →Get FoundReply to bad reviewsI got a bad review and I don't know what to say back.View →Get FoundAsk for reviewsMy customers are happy with the work, but I barely get any reviews.View →Know Your NumbersMonthly cash flow reportI can't see where money comes in and goes out each month.View →Charge What You're WorthRaise prices without losing clientsI'm busy because I'm cheap, and I'm scared to raise my prices.View →Stop Doing Everything YourselfAnswer repeat customer questionsCustomer questions are eating my day as the business grows.View →Stop Doing Everything YourselfPick what to hand off firstI'm doing everything myself and don't know what to hand off first.View →Stop Doing Everything YourselfWrite emails in your voiceEvery AI draft sounds like a robot, so I end up rewriting it or writing it myself.View →Get PaidChase late invoicesMy invoices slip past due, and chasing them is so awkward I put it off.View →Stop Doing Everything YourselfTurn voice memos into SOPsThe way we do things lives in my head, so every new hire (or day off) means it gets done wrong.View →Keep Customers Coming BackFollow up after client callsI finish a client call or wrap up an email or Slack thread, the next job starts, and the follow-up I promised slips.View →Get Your Evenings BackPaperwork templatesI rewrite the same forms and letters every week.Coming soonView →Stop Doing Everything YourselfTraining plan for a new hireI want someone doing the job without me watching over them.Coming soonView →Keep Good PeopleShift scheduling policyScheduling fights are wearing my whole team down.Coming soonView →Hire Your First PersonContractor vs. employeeI'm not sure whether to hire someone as a contractor or an employee.Coming soonView →Hire Your First PersonInterview scorecardI hire on gut feel and want a fairer way to compare people.Coming soonView →Hire Your First PersonDecide what the role should coverI'm drowning but not sure what to hand off.Coming soonView →Stop No-ShowsFill a cancelled slot from the waitlistA slot just opened up and I want it filled today.Coming soonView →Stop No-ShowsAppointment reminder sequencePeople forget their appointments and just don't show.Coming soonView →Handle Difficult CustomersSay no to free extrasA customer keeps asking me for "just one more thing."Coming soonView →Keep Customers Coming BackSimple loyalty offerI want my regulars to feel noticed without running a complicated program.Coming soonView →Keep Customers Coming BackRebooking remindersMy customers mean to rebook, then forget.Coming soonView →Get FoundTurn reviews into marketingI have great reviews that nobody sees.Coming soonView →Win the JobWrite a proposal that prevents scope creepI keep doing extra work I never agreed to.Coming soonView →Know Your Numbers90-day cash-flow forecastI want to know a slow month is coming before it hits.Coming soonView →Charge What You're WorthAnswer "that's too expensive"A prospect balked at my quote and I want to hold my price.Coming soonView →Get PaidSend a final demandPolite reminders didn't work and I need a firm last notice.Coming soonView →Get PaidSet payment terms that prevent late paymentI keep getting paid late and want to fix it before the next job.Coming soonView →Get PaidBill for extra workI did more than the quote covered and never charged for it.Coming soonView →