Service businesses stall when everything runs through the founder. These templates document your sales conversation, your onboarding, and your delivery so quality stops depending on how tired you are that week — and so you can hand pieces off.
Try any paid plan. If it isn't right for you, email us within 14 days of your first paid charge and we'll refund it in full — you keep anything you already downloaded. Refunds & Cancellation Policy
Every document below is written against Ontario and federal Canadian requirements, and is included with membership in Word, PDF, Google Docs, Sheets and Notion formats.
Discovery call framework, objection handling, proposal template and follow-up cadence for premium offers — with Ontario consumer-protection requirements.
Preview the documentLead qualification score, pipeline stages, deal tracker and revenue forecast for one-call-close or booked sales.
Preview the documentDay one to day ninety onboarding built around Ontario's mandatory hiring paperwork, training and probation realities.
Preview the documentOffer positioning, channel mix, 90-day campaign calendar and a landing-page-to-checkout funnel map.
Preview the documentCosting, margin targets, break-even and wholesale pricing in one workbook, with Ontario HST and price-advertising rules built in.
Preview the documentA 12-month rolling cash flow forecast with scenarios, runway and variance tracking, structured for Ontario HST filing and CRA remittance cycles.
Preview the documentSplit monthly profit across owner pay, tax, cash buffer, ads and equipment with target percentages tuned for Ontario tax obligations.
Preview the document90-day calendar, hook bank, repurposing workflow and reporting, with Canadian advertising disclosure and privacy requirements built in.
Preview the documentMost Ontario consulting and coaching services are taxable. Once you exceed the small-supplier threshold you generally must register for and charge HST.
Clear deliverables, revision limits and refund terms in writing reduce disputes and are expected under Ontario consumer protection rules for consumer clients.
Client information needs consent and safeguards, and marketing email requires express or implied consent with a working unsubscribe.
We publish business templates and educational material — not legal, tax, accounting or clinical advice. Confirm current requirements with the sources above or a licensed Ontario professional.
Recommended plan
Sales scripts, onboarding and pricing tools cover most solo consultants. Move up when you add contractors or employees.
Usually yes once you pass the CRA's small-supplier threshold. Check the CRA page linked above or ask your accountant about your situation.
They are business templates covering scope, deliverables and terms. For high-value engagements, have an Ontario lawyer review your agreement.