The Trade Pack gives you everything a properly-run trade business needs — professional proposals, quote follow-up sequences that actually work, a pricing calculator, and a 90-day implementation guide. Built specifically for your trade. Not a generic template.
Not because they charged too much. Not because their work is substandard. Because the quote they sent looked like it was typed on a phone, they never followed up, and they charged a day rate that left money on the table.
You send a figure and hear nothing. No professional proposal means no reason for the customer to choose you over the next tradesperson who shows up and quotes less on a scrap of paper.
Most tradespeople send one quote and wait. The ones winning the work are following up at day two, day five, and day ten — addressing the exact concern the customer has at each stage.
Gut-feel pricing means some jobs make good money and others barely break even. Without a proper day rate calculation accounting for your real costs and target income, you cannot price consistently.
You do good work but you have six Google reviews. A competitor with four reviews has a better Google ranking because they ask for reviews systematically after every job. You don't.
Customers ask for terms, job sign-off sheets, cancellation policies. You do not have them, which signals to a customer that you run a casual operation — even if your work is anything but.
When every admin task takes twice as long as it should because you have no template, no system, and no process, you end up doing evenings and weekends on paperwork instead of switching off.
Every item in The Trade Pack exists because it solves a specific problem a tradesperson faces in winning or running work. There is no filler. Each document is trade-specific — not adapted from a generic business template.
A professional proposal document built separately for plumbers, electricians, and builders. Plumber version: Gas Safe registration, materials quality statement, availability urgency. Electrician version: NICEIC/NAPIT credentials, Part P compliance, EIC and MEIWC certificate references. Builder version: phased scope of works, provisional sum clauses, Building Regulations section, 5-stage payment structure and optional retention clause.
3 trade-specific documentsThree emails and three SMS messages for each trade, timed at day 2, day 5, and day 10. Each message addresses the real reason customers go quiet at that stage — not a manufactured reason. Every message includes a "Why This Works" coaching note explaining the sales psychology so you understand what you're sending, not just how to send it.
3 trade-specific sequencesA three-sheet Excel workbook. Sheet 1 calculates your true day rate from your target income, working days, fixed costs, tools, insurance, and vehicle costs. Sheet 2 is a job pricer that pulls your day rate automatically. Sheet 3 tracks revenue and margin across six months. 51 formulas. No errors. Set it up once and use it on every quote.
1 Excel workbook, 3 sheetsReady-to-send messages for every stage of a job: booking confirmation, pre-start reminder, on-the-day arrival message, job completion summary, and invoice follow-up. Both SMS and email versions. Includes specific scenarios — running late, access issues, no-shows. The messages that get you paid faster and eliminate the "have you finished?" texts.
1 document, 5 job stagesA systematic approach to collecting Google reviews after every job. Standard post-job request, a follow-up if they haven't left one within a week, and response templates for good reviews, average reviews, and negative ones. The tradespeople with 50+ Google reviews are not doing anything smarter than you — they are just asking consistently.
1 document, complete systemA five-step process for handling complaints professionally — from the initial call through resolution and close. Covers workmanship disputes, pricing misunderstandings, payment disputes, and the situations that turn into online reviews if handled badly. Includes response templates for each scenario so you don't have to think on your feet when something goes wrong.
1 document, 5-step process15 ready-to-use social media posts across five categories: before and after jobs, community engagement, tips and advice, reviews and trust-building, and seasonal content. Each post has trade-specific variants. Written in the voice of a tradesperson, not a marketing agency. You fill in your photos and hit post — no copywriting required.
15 posts across 5 categoriesA week-by-week implementation guide across three phases: foundations (proposals, pricing, Google Business Profile), marketing presence (social media, reviews, local visibility), and systematisation (customer comms, tracking, process). At the end of 90 days you have a properly-run trade business, not a collection of documents you haven't touched.
1 guide, 13 weeksEvery document in The Trade Pack is written differently depending on your trade. Because the concerns a customer has about a plumber are not the same as the concerns they have about an electrician or a builder.
The plumber proposal template leads with your Gas Safe registration number, because that is the first thing a customer checks. It includes a materials quality statement — because customers who have been let down before want to know you are not fitting the cheapest parts available.
The follow-up sequence addresses the specific concerns that stall a plumbing quote. Day 5 covers materials quality and lead times — which is often the real reason a customer is hesitating, not price. Day 10 creates natural urgency through your availability window without fabricating a fake deadline.
Registration number on the proposal. Customers check this before they call.
Specifies what you are fitting and why — your answer to the "cheapest quote" problem.
In writing. Reduces the perceived risk of saying yes.
Addresses why quotes go quiet — not with pressure, but with relevant information.
The electrician proposal leads with your NICEIC or NAPIT registration and references BS 7671 18th Edition. For most customers, understanding what that means is less important than knowing you are registered — because Part P compliance affects their buildings insurance and any future property sale.
The follow-up sequence is built around compliance, not price. Day 5 addresses the insurance and property sale implications of using an unregistered electrician. Day 10 positions your registration as a service to the customer — not just a credential you happen to hold.
Your scheme membership on the proposal. The Part P compliance question answered before it's asked.
Shows professional currency. Customers notice without knowing what it means.
Explains what certificates you issue and what they cover. Reduces post-job surprises.
Insurance and property sale implications of non-compliant electrical work — without being alarmist.
Builder quotes are the most complex to write and the hardest to defend. The builder proposal template uses a phased scope of works with provisional sum and variation clauses — because experienced customers know that a quote without these protects neither party. The Building Regulations section covers BCO liaison so the customer knows this is being managed, not assumed.
The follow-up sequence is built around trust, not price — because the biggest concern behind a stalled builder quote is almost never cost. Day 10 gives the customer a framework for comparing quotes by scope, exclusions, waste removal, and BCO liaison. They work out for themselves where a cheaper quote has cut corners.
Each phase itemised. No ambiguity about what is included in which stage.
Protects you and the customer. Experienced clients look for this — it tells them you have managed projects before.
BCO liaison, inspection stages, and compliance — written into the proposal, not assumed.
A framework that lets the customer identify where cheaper quotes have cut corners. You don't say it. They reach the conclusion.
The self-serve pack is designed to be used immediately. You do not need a designer, a developer, or a marketing consultant. You need an hour to set up the documents and the will to use them on your next quote.
Every document is delivered immediately after payment. Word documents, Excel workbook, PDF guides. No login required.
Open each document and replace the placeholder text with your business name, registration numbers, and contact details. Branded and ready.
Use the pricing calculator to set your day rate. Use the proposal template for your next job. Send the follow-up sequence when they go quiet.
The 90-day quickstart guide walks you through implementing every other element — reviews, social media, customer comms — week by week.
★★★★★I sent my first proper proposal using the plumber template and won a bathroom refit I probably wouldn't have even been considered for before. The Gas Safe section and the guarantee line made a difference — the customer mentioned it when she called back.
★★★★★The pricing calculator changed how I price jobs completely. I realised I had been undercharging by about £80 a day. Three months in and my margins are noticeably different. Best £297 I have spent on the business.
★★★★★The day 10 follow-up email for builders is remarkable. I sent it to a customer who had gone silent, and they came back two days later and specifically said the scope comparison made them realise the cheaper quote hadn't included BCO costs. We agreed a start date on that call.
The self-serve pack covers everything a tradesperson with time and initiative needs. The done-with-you service is for tradespeople who want everything live, customised, and working without doing it themselves.
One-off payment. No ongoing fees.
Choose your trade
Plumber Edition Electrician Edition Builder EditionOne-off payment. Live in 5–7 working days.
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That is the difference between a tradesperson who loses work on price and one who wins it on presentation.
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