WANT MORE?!

Ready to FAST TRACK your business?

Then, you are ready for our
Contractor Starter Bundle!

It includes our:
• New Client Intake Guide
• Client Communication Trackers
• Project Assessment Templates
• Project Reporting Templates

With our Contractor Starter Bundle, you will be on your way to:

• setting up your business professionally
• providing more accurate pricing
• limiting confusion over project details

• detailed • professionally designed • specific to industry

NEW CLIENT INTAKE FORM
Sift through those who seek your services and
attract the clients that fit you and your business!

CLIENT COMMUNICATION TRACKERS
Limit communication hiccups!  Keep track of who said what and when.

Includes: 5 different tracker templates

PROJECT ASSESSMENT TEMPLATES
Evaluate each project to determine if it’s a good fit for you
and your business’s schedule.

These templates will help you to collect the necessary information needed to properly assess the prospective client and the intended project.

Present your findings to your client and/or their financial institution in a professional manner.

Includes: 13 different assessment templates

PROJECT REPORTING TEMPLATES
Convert your haphazard team into a well-oiled machine that’s ready to track each project, manage costs, and report regularly.

Includes: 11 different estimation templates

Make a good first impression that is sure to gain you referrals!

OVER $300 VALUE

* $57 Special Introductory Offer*
LIMITED TIME

WHY?
Because we want to help
as many independent contractors and
small business owners as possible
WIN this season!