Free Templates & DIY Tools
DIY Templates for Service Business Owners
Not ready for full setup yet? Start with free templates, scripts, SOPs, and automation prompts built for service teams. Launch now, then upgrade to DIY kits or full done-for-you setup when you are ready.
- •Price lists, intake flows, and follow-up scripts you can launch fast
- •Built for service businesses, not generic online templates
- •Upgrade path from DIY assets to full done-for-you setup
Want something tailored? See our industry-specific systems.
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Popular templates for AI agencies
Start with the templates that close the biggest gaps for AI agencies and automation consultants — intake, proposals, agent builds, and retainer renewals.
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Systemly Business OS
Run your agency on the same stack these templates assume
These templates are designed to plug into Systemly — CRM, proposals, client portal, AI agents, and retainer tracking in one workspace. Plans start at $20/mo, AI native on every tier.
CRM + Pipeline
Leads, proposals, active clients, and retainers in one place — with AI that reads your real data.
AI Org Chart
Build and run your AI agent team visually — each agent with live status, credit usage, and an audit trail.
Client Portal
Give clients a read-only view of deliverables, project status, and invoices — without a third-party tool.
Questions operators ask
Still have something specific? Share it in the contact form and we will cover it during the system review call.
How do we get started?
Book a system review call. We review your current tools, align on goals, and recommend the right package before any agreements.
Do you work with our existing tools?
Yes. If you already use a lead tracking system or website, we start with what is in place, then add fixes without disrupting customers.
What about pricing?
Every engagement is scoped after discovery. We outline the work first, then confirm pricing before kickoff.
Can you train our team?
Training is built into every package. Sessions are recorded, and your staff gets simple guides they can reference later.
How do you protect our data?
We enforce least-privilege access, MFA, and documented change logs. Credentials are stored securely, and we coordinate with your vendors on permissions.
System setup
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Let's talk about your setup
We'll review your tools, find the quick fixes, and map the next steps.
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United States (serving nationwide)
Consultation Call
Schedule via contact formAdmin credentials stay in your vault. We use least-privilege access, MFA, and share a change log after launch.
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