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LeadDuo TemplateHub

Free Templates & Scripts

Copy-paste proposals, checklists, price books, and follow-up scripts built for service businesses. Use them as-is or customize for your team.

OperationsPDF
  • Same-day no-show response checklist
  • Client SMS scripts for reassignment and delay updates
  • Weekly schedule review checklist
  • Internal incident log format
ProposalsPDF
  • Complete bid structure: cover page through signature block
  • Checklist-style scope of services by area
  • Pricing table with per-visit, monthly, and annual totals
  • Insurance and references section included
OperationsPDF
  • 3 copy-paste SOW variants by property type
  • Nightly/weekly/monthly task structure ready to customize
  • Explicit exclusions block to prevent scope creep
  • SOW vs bid vs proposal decision guide
Price BooksGoogle Sheets + PDF
  • 10 categories and 66 sample line items
  • Floor-price formula with loaded labor and parts markup
  • Good / Better / Best framework for field quoting
  • Technician field-usage guide for consistent presentation
EvaluationPDF
  • Workforce and revenue fit check before enterprise demos
  • Need now / need later / don't need feature matrix
  • 24 vendor due-diligence questions
  • Red flags mapped to high-friction sales patterns
BidsPDF
  • Standard bid structure with scope, pricing, and terms
  • Copy-paste acceptance and signature block
  • 2026 rate references by building type
  • Day porter add-on pricing table
QuotesPDF
  • Line-item residential quote with room-by-room pricing
  • SMS quick-quote version for fast text responses
  • 2026 pricing benchmarks by home size and frequency
  • Recurring cleaning agreement template included
QuotesPDF
  • Residential room-by-room quote layout
  • Commercial sq ft quote table
  • Short SMS version for fast approvals
  • Pricing benchmark page for add-ons and minimums
OperationsPDF
  • Monday-Friday operating checklist
  • Lead follow-up and invoicing blocks built in
  • Weekly KPI tracker for jobs, quotes, revenue, and reviews
  • Retention and renewal prompts for recurring clients
Price BooksGoogle Sheets + PDF
  • Labor cost calculator (hourly wage × hours × crew size)
  • Supplies cost per visit with restocking tracker
  • Overhead allocation per job (insurance, fuel, software)
  • Target margin column — see profit before you bid
MarketingPDF
  • 90-day action plan broken into 3 phases
  • Google Business Profile optimization checklist
  • Referral program script + incentive structure
  • Monthly revenue target calculator
AgreementsPDF
  • Annual + semi-annual visit schedule built in
  • Full scope per visit (filter, coil, electrical, refrigerant check)
  • Priority service + discount clauses for members
  • Auto-renew + cancellation terms
OnboardingPDF
  • Welcome letter with your brand voice built in
  • Access + key / entry code instruction sheet
  • What to expect on first clean (sets the right expectations)
  • Pet, alarm, and fragrance preference form
ProposalsPDF
  • Good / Better / Best pricing tiers built in
  • Copy-paste cover letter + scope of work
  • 2026 sq ft rate benchmarks by facility size
  • 7 optional add-on line items (day porter, carpet, glass)
RemindersPDF
  • 4 SMS templates: booking, 48-hr, morning-of, on-my-way
  • Exact send timing for each touchpoint
  • No-show recovery script included
  • Commercial / janitorial variant included
Follow-UpPDF
  • 5-touch cadence: Day 1, 2, 4, 7, 14
  • Ready-to-send SMS scripts for each touchpoint
  • Call + voicemail version included
  • Top 3 objection handlers (price, other quotes, spouse)
ChecklistsPDF
  • Room-by-room: kitchen, bath, bedroom, living, entry
  • Restocking master checklist (10 inventory items)
  • End-of-clean photo inspection guide
  • 5 property variants (pets, hot tub, luxury, extended-stay)

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