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Free Operational Resources

DIY System Kits: set it up yourself, step by step.

Each resource solves one specific operational problem, built from the same systems we built and tested in real businesses. Download, fill in your details, and start using it.

4 resources available
1 completely free

What you get

Spreadsheets pre-built with formulas

Playbooks ready for your team

Scripts and templates you fill in once

All built on free tools (Sheets, Docs)

AI prompts included on select resources

Companion to Founder Freedom Ops Save Time
$27

The Manual Task Audit & Automation Priority Kit

Find out exactly which 3 tasks to automate first, before you touch a single tool.

The audit that stops you from automating the wrong thing first.

What is inside

The 60-minute Manual Task Audit worksheet: every repetitive task you do, scored by frequency and time cost
The Automation Priority Matrix: a simple scoring method that ranks your tasks so you know exactly what to build first, second, and third
The exact HubSpot pipeline stage template with a description for each stage, ready to paste in
The full 3-email lead follow-up sequence, completely written (introduction, proof, direct ask), not just outlined
A ClickUp delivery template starter checklist structured around a typical service engagement
5 AI prompts to customize the follow-up emails and pipeline stages to your specific service business and tone
⏱ 60 minutes for the audit, 1 hour to paste in the templates to deploy Easy
Details
Free Resources
Free

Review Request + Referral Ask Email Kit

The exact review request, win-back, and referral ask emails, written and ready to paste into your own automation.

Three emails you were going to write eventually, already written.

What is inside

The review request email, worded to send the same day a project ends
The 90-day win-back email, worded to re-engage without sounding desperate
The referral ask email, worded to send only after a client re-engages
Setup notes for pasting each template into Brevo, Zoho Bigin, or HubSpot
📁 Email template pack ⏱ 15 minutes to customize to deploy Easy
Details
Companion to Client Onboarding System Save Time
$37

The Client Portal & Welcome Sequence Kit

Give every new client a five-part welcome experience and a professional portal, without writing a single email from scratch.

The onboarding experience clients notice, without you writing it from scratch.

What is inside

The Notion Client Portal structure: exact sections (Welcome, Deliverables, Timeline, Shared Files, FAQs) with what goes in each
The complete 5-email welcome sequence, fully written: welcome and expectations, portal access instructions, timeline overview, communication preferences, and a first-week check-in
A day-7 personal check-in message template so the human touch happens on schedule
Onboarding invoice payment-terms language you can drop into Wave, FreshBooks, or any invoicing tool
⏱ 30 minutes to set up your Notion portal, 20 minutes to load the email sequence to deploy Easy
Details
Companion to Get Paid Systems Grow Revenue
$47

The Get Paid Invoicing Kit

The exact reminder emails, payment terms, and escalation rules that get invoices paid, without an awkward phone call.

The words that get an overdue invoice paid without damaging the relationship.

What is inside

3-tier reminder email templates: polite (before and on due date), firm (meaningfully overdue), final notice (with clear next steps stated)
A payment terms clause template covering due dates, accepted payment methods, and what happens if payment is late
A late-fee policy template, worded so it reads as a standard policy, not a threat
An escalation SOP: the exact point at which to move from an automated reminder to a personal email, to a phone call, to pausing further work
⏱ 20 minutes to load the reminder templates, 15 minutes to set your payment terms to deploy Easy
Details

Implementation Support

Need help getting it running?

Every playbook is built to be used without a consultant. If you want a hand putting the system behind it in place, we offer focused support for selected Aheri systems.

Get implementation support → Find your system