Questions

A zip file. Inside it: a spreadsheet workbook with live formulas and dropdowns, a written cadence SOP, a script library in both formatted and plain-text form, a troubleshooting guide, and a licence. The customised and multi-unit tiers add a rollout plan and generate everything around your answers.

No. One payment, files you keep. There is nothing to cancel and no renewal.

No. You need a spreadsheet application. Excel, Google Sheets, LibreOffice and Numbers all open the workbook, though it is built and tested in Excel and imports cleanly to Google Sheets.

The starter tiers download immediately after payment. The customised and multi-unit tiers take you to an intake form; your build is generated when you submit it, usually within a couple of seconds, and the link appears on screen and is emailed to you.

No. Files are generated fresh each time you download, so a link you saved a year ago still works and gives you the current build of what you bought.

Nothing, as far as we are concerned — it never leaves your computer. The workbook contains no tracking, no sync and no connection back to us. Whatever you paste into it is yours alone.

No, and be suspicious of anyone who does without having seen your list. The calculators compute from numbers you enter yourself, so you can set them as pessimistically as you like and see whether it is still worth doing.

The multi-unit tier licenses internal use across every location or branch your organisation operates. Using it to deliver consulting to other people's businesses needs a consultant licence — email us.

14 days, no interrogation. Email us with your order reference. We ask for one sentence about what did not work, but the refund happens whether or not you answer.

No. It is a spreadsheet workbook, a written SOP and a script library, delivered as a zip file. There is nothing to install, no login, no subscription, and no integration with your practice management system. You paste your own report into it.

No, and deliberately not. Integration is what makes the alternatives expensive and slow to adopt. You export the report you already have and paste it in. That takes about two minutes and it works with every practice management system.

Yes. The workbook is .xlsx and imports into Google Sheets with formulas and dropdowns intact. It is built and tested in Excel; if you use Sheets, upload it and open with Google Sheets.

The workbook is PHI once you put patient data in it, exactly like the report you exported it from. It ships with a one-page handling checklist: keep it on practice-controlled storage, restrict access to the people working the list, and remove access when someone leaves. We never receive your patient data — the workbook is generated and downloaded by you, and nothing you type into it comes back to us.

Same system, configured instead of adapted. Your practice name and doctor's name in the scripts, your practice management system's report steps only, your named owners on the SOP steps, priority thresholds set from your average case value, and the cadence tuned to how many sessions a week you can actually staff. It removes the setup work, which is the reason most template purchases never get used.

The Starter System downloads immediately after checkout. The customised and multi-location tiers send you to a short intake form; your build is generated as soon as you submit it, usually in a few seconds, and the download link is on the screen and in your email.

That is the real risk, and it is why the SOP insists on one named owner and calendar-blocked sessions rather than good intentions. If those two things do not happen, no system works — this one included. The Monday four-number report-out exists to make the drop-off visible in week one instead of month three.

No. Anyone who guarantees you a dollar figure without having seen your list is guessing. The calculator computes projections from numbers you enter yourself, and you can set them as conservatively as you like.

14 days. Because these are downloadable files, we ask you to tell us what did not work — not to justify yourself, but because that is the only way the product improves. Full policy on the refunds page.

No. It is a spreadsheet workbook, a written SOP and a script library delivered as a zip. Nothing to install, no subscription, no integration with ServiceTitan or Housecall Pro.

If you already run a disciplined renewal cadence with logged attempts, no. Most contractors have the membership list and no cadence against it — this supplies the cadence, the scripts and the accountability, which is the part software does not give you.

Yes. The workbook is .xlsx and imports with formulas and dropdowns intact.

The Starter System downloads immediately. Customised and multi-branch tiers go through a short intake and generate straight after you submit.

Then the first setup is a two-hour data entry job. It is also, in our experience, where contractors find the agreements nobody has served in eighteen months.

No. The calculator projects from numbers you enter. Anyone quoting you a rate without seeing your base is guessing.

14 days. Tell us what did not work — full policy on the refunds page.