Free tools for service businesses
Four free tools for agencies, consultants and coaches: a client onboarding checklist template, an SOP template, a close rate calculator and an agency retainer pricing calculator. No sign-up, no email gate. Each one is built from how Ariyel's team sets up service businesses, and each runs in your browser or copies straight into your own docs.
Templates
Client onboarding checklist template
A 22-step onboarding checklist from signed deal to 30-day check-in, with an owner and a due day for every step, plus versions for a marketing agency, a consultant and a coach. Copy it as a checklist, or as CSV for a spreadsheet or project tool.
SOP template
A standard operating procedure template with owner, trigger, "done when" for each step, exceptions and a review date, plus a 7-step method for writing one your team will actually follow, and a worked example.
Calculators
Close rate calculator
Enter leads, booked calls, shows, closes and average deal value. Get your booking rate, show rate, close rate and revenue per lead, and see what a better show rate is worth in revenue.
Agency retainer pricing calculator
Enter monthly hours, your blended hourly cost, tool costs and target margin. Get the retainer price that hits your margin, and check whether a price you've already quoted does.
Which tool fits which problem
These tools line up with the Ariyel 5-System Framework, the five systems a service business needs before it can run without the owner in every conversation.
| System | The problem | Tool |
|---|---|---|
| Visibility | You don't know where deals are lost | Close rate calculator |
| CRM & lead management | Booked calls don't show or don't close | Close rate calculator |
| Productized fulfillment | Every client is onboarded differently | Client onboarding checklist template |
| Productized fulfillment | Retainers are priced by gut feel | Retainer pricing calculator |
| Hiring & onboarding | New hires keep asking how things are done | SOP template |
Read more about the framework in the five systems every service business needs.
From template to system
A template in a doc helps until the team forgets to open it. In Ariyel, the same onboarding checklist becomes a Fulfillment template that starts on every won deal with owners and due dates; SOPs become Courses lessons beside the work; and the close-rate numbers become a live Funnel block in Reports. Ariyel's team sets that up with you. See how Ariyel is implemented and pricing.
FAQ
Are the tools really free? Yes. No account and no email address. The calculators run entirely in your browser and don't send what you type anywhere.
Can I use the templates in my own business or with clients? Yes. Copy and adapt them. A link back to the page is appreciated, not required.
