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Templates for service businesses and veteran founders
These are do-it-yourself templates from Coastal Digital Assets: a missed-call self-audit, an operating sheet for a small service business, and a launch kit for veteran founders. Each one is an instant download, sold through Gumroad, and uses your own numbers rather than industry averages.
Missed-Call Self-Audit Kit
A 60-minute do-it-yourself audit for trade and home-service businesses: score your Google profile, website, phones, follow-up and reviews, then fix what matters first. A printable PDF plus an Excel scorecard that uses your own numbers, not industry averages.
Operator OS
An 11-tab Google Sheets / Excel operating system plus a PDF Agent Pack with ten scheduled AI agent prompts and the AI Council Operating Manual. For a small service business that wants one sheet to run the week.
Veteran Founder Launch Kit
A 30-day plan from LLC to SAM.gov registration, VetCert and your first bid search, with checklists and official sources.
Educational only. Not legal, financial or medical advice. Not affiliated with or endorsed by the VA or any government agency.
More templates are on our Gumroad, Payhip and Etsy stores. Rather have the phone side handled for you? See Sam, the AI front desk.
