Worksheets and checklists
What worksheets and checklists do FloorIt partners get?
Last updated · FloorIt
FloorIt partners get more than 25 printable worksheets, templates, cards and checklists, each built for one job in the business. Some you fill in once, like your price sheet. Others you use every time, like the job-day checklist. Here they are, grouped by what they help you do.
Running the business
| Resource | What it does |
|---|---|
| The Seven Things | Score yourself 1 to 5 on the seven things that drive revenue, then work on the lowest |
| Goal Sheet and Daily Check | Your goal in jobs, estimates and leads, and a 5-minute check every morning |
| Help Request Template | How to ask your success manager, so you get a fast answer |
Your offer and prices
| Resource | What it does |
|---|---|
| Ad Words Sheet | Your offer in one line, opening lines and headlines to copy |
| Job Cost Worksheet | Every cost of one job, so you know your minimum price |
| Price Sheet | Your rate, minimum job, stairs and furniture moving. Look again after 10 jobs |
Marketing
| Resource | What it does |
|---|---|
| Marketing Budget and Weekly Scorecard | Your ad budget, and one row of numbers each week |
| Meta Setup Checklist | Your business portfolio, page, ad account and security, set up right |
| Campaign Launch Checklist | The shape of your campaign, and the ad set math |
| Winning Hooks Bank | Openings from real home service ads we ran, rewritten for floors |
| Ad Check Sheet | The 15-minute check every Monday, Wednesday and Friday |
Sales
| Resource | What it does |
|---|---|
| Estimate and Contract Checklist | What every estimate needs, and what to check with a local attorney before your first job |
| Role-Play Scorecard | Pass or Again on each step of the call and the visit |
On the job
| Resource | What it does |
|---|---|
| Safety and PPE Card | What to wear for each task, kept in your vehicle |
| Walk-Away Floor Card | Quick checks at the visit, and the floors to turn down |
| Job-Day Checklist | Every step from loading up to the handoff, one per job |
| Homeowner Care Card | The cure dates for your customer: socks at 24 hours, furniture in about 3 days, rugs in about 7 |
Reviews and referrals
| Resource | What it does |
|---|---|
| Referral Card | A business card to hand over at the end of a job, with a version for states that limit rewards |
| Testimonial Shoot Card | The written OK, the setup and three questions for a 60-second video |
Hiring
| Resource | What it does |
|---|---|
| Job Post Template | One post for your page, local groups, an ad and job sites |
| Screening Call Scorecard | Score each person on the call and the paid working interview |
| Tech Training Checklist | A couple of days from safety sign-off to working alone, then the checklist on every job |
| Salesperson Sign-Off | Study, ride-alongs and role-play before a first solo visit |
Money
| Resource | What it does |
|---|---|
| Payment Split Worksheet | Your percents for costs, taxes, profit, reserve and your own pay |
| Questions for Your Accountant | What to ask at your first meeting, with blanks for the answers |
| Monthly Close Checklist | The first Monday of every month, about 30 to 45 minutes |
| Price Check Worksheet | Once a month, to check your price still covers your costs |
Keep reading
- Partner resources: the guide: Every resource FloorIt partners get: calculators, scripts, worksheets, checklists, a business tracker, the lead system, the ad library and people to ask.
- Calculators: The calculators FloorIt partners use: area demand, your goal, job pricing, ad budget, ad sets, payment splits, tax set-aside, monthly close and price checks.
- Sales scripts: The scripts FloorIt partners use: a phone script that books estimates, follow-up snippets, an in-home estimate script, an objection cheat sheet and role-play.
- Your lead system: The lead system FloorIt sets up in your name: a CRM with clear stages, a free estimate calendar, automatic texts and emails, and a business tracker sheet.