Sageful · Free tools
Free tools. Print them, use them, keep them.
Complete worksheets with the words to say, the steps in order and a worked example. Fill them in on screen or print them. No sign-up, no strings.
Field crews
A new tech's first day, in 7 checks.
For the owner or lead who has a new field tech starting this week. Print it the day before and run it on day one. Open →
Field crewsBefore a new tech runs a job alone, they show you these 5 things.
For the lead or owner deciding whether a new tech is ready to work solo. Use it during their last week of ride-alongs. Open →
Field crewsA new tech's first 30 days, one week at a time.
For the owner or lead bringing on a new field tech. Fill it in before day one and check it every Friday. Open →
Field crews5-minute toolbox talk: anyone can stop the job.
For a lead or foreman to read at the truck before the first job of the day. Works for any crew size. Open →
Hiring
Front door
Paste this into your missed-call auto-text, and keep the caller.
For any service business where calls go unanswered while the crew is on a job. Set it up once, then run the callback log daily. Open →
Front doorCheck your own site, in 5 minutes.
For owners of local service businesses who aren't sure their website is working for them. Do it on your phone, tonight. Open →
Paperwork
Turn a tech's voice notes into a job report, with one prompt.
For owners and office leads whose techs hate writing reports. Use it at the end of any job, from the truck. Open →
PaperworkChase missing documents, in three short touches.
For CPAs, insurance agencies, lenders and any office that needs paperwork from clients. Use it the moment something is missing. Open →
Practices and offices
A new front-desk hire's first week, in 5 days.
For practice managers onboarding a new front desk, patient coordinator or receptionist. Use it the week they start. Open →
Practices and officesFollow up on unscheduled visits, without the pressure.
For front desk and scheduling staff at dental, medical and therapy practices. Use it weekly for patients who were told to come back and haven't booked. Open →
For you
The 10-minute weekly reset.
For anyone in the middle of a change, or leading through one. Sunday night or Monday morning, once a week. Open →
For youDecide, don't rehearse: a one-page decision sheet.
For the decision you keep replaying instead of making: take the job, make the move, have the talk, start the thing. Open →
For youWhat you've been tolerating.
For when you feel worn down and cannot say why. Do it once now, then redo it on the first of each month. Open →
For you3 questions that show you your blind spots.
For anyone starting something new, or wondering how they come across. Ask two or three people you trust, one at a time. Open →
For youYour first 30 days leading people.
For anyone newly leading a team, whether promoted from within or hired from outside. Start in your first week. Open →
For youYour story in three sentences.
For anyone between chapters who keeps getting asked 'so what do you do?' Use it for interviews, networking, coffee and family dinners. Open →
+ Want the next one?
More tools like this, by email.
The Practice is my Tuesday note on leading, changing and building, and new free tools go out there first. Totally optional. This tool is yours either way.