Free downloads

Checklists, playbooks & templates you can actually use

Practical, field-tested resources for service businesses that want to capture more leads, follow up consistently and see what turns into revenue. No email wall, no sign-up. View online, or print and save as a PDF.

Checklists

Checklists

Step-by-step lists to standardize how leads get handled — print one and put it by the phone.

Checklist~3 pages

Lead Management Checklist

A complete operational checklist covering how a service business should capture, own, respond to, qualify, follow up on and attribute every lead.

v1.0 · Aug 2026Open
Checklist~2 pages

Missed Call Recovery Checklist

A step-by-step workflow for recovering missed calls — acknowledgement, fallback channels, callback ownership and outcome tracking.

v1.0 · Aug 2026Open
Checklist~3 pages

CRM Buyer Checklist

An unbiased evaluation framework for choosing a CRM as a service business, plus the exact questions to ask any vendor before you buy.

v1.0 · Aug 2026Open
Checklist~2 pages

Lead Follow-Up Checklist

A situation-by-situation follow-up checklist covering new leads, missed calls, unsold estimates, dormant leads and past customers.

v1.0 · Aug 2026Open
Playbooks

Playbooks

Deeper, process-level guides for building repeatable systems around your leads.

Playbook~4 pages

Speed-to-Lead Playbook

A practical playbook for responding to new leads quickly and consistently — with workflows for business hours, after hours and missed calls.

v1.0 · Aug 2026Open
Playbook~3 pages

Estimate Follow-Up Playbook

A structured follow-up system for estimates and quotes — ownership, cadence, objection capture, reason-lost tracking and long-term reactivation.

v1.0 · Aug 2026Open
Worksheets

Worksheets

Fill-in worksheets to map your own numbers, process and pipeline.

Worksheet~2 pages

Lead Source Tracking Worksheet

A printable worksheet for logging every lead with its source, owner and outcome — so you can see which channels turn into revenue.

v1.0 · Aug 2026Open
Worksheet~2 pages

Revenue Attribution Worksheet

A worksheet for mapping the full path from marketing source to revenue and cost, so you can calculate real ROI by channel.

v1.0 · Aug 2026Open
Template

Templates

Ready-to-adapt templates you can make your own in minutes.

Template~3 pages

Sales Pipeline Template

A ready-to-use sales pipeline with stage definitions, entry and exit criteria, and the fields worth tracking at each step.

v1.0 · Aug 2026Open
Scorecard

Scorecards

Score your current setup honestly and see where the gaps are.

Scorecard~2 pages

Lead Response Scorecard

A printable operational scorecard for rating your lead response across eight categories — designed to be run monthly.

v1.0 · Aug 2026Open
Workbook

Workbooks

Longer, multi-part exercises to work through with your team.

Workbook~4 pages

Lead Management Audit

A detailed audit workbook that walks through every part of your lead-to-revenue process and helps you identify the three gaps worth fixing first.

v1.0 · Aug 2026Open
Guide

Guides

Reference guides that explain the how and the why.

Guide~3 pages

Automation Guide

A grounded guide to the automations that genuinely help service businesses, with a clear line on where human involvement still matters.

v1.0 · Aug 2026Open

Prefer the tool to do this for you?

These downloads document the standard. LeadRilo runs it automatically — capturing every lead, following up on its own and tracking what turns into revenue.

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