Templates & checklists, built once

Do the work once.
Sell it forever.

You already know how to do the job right. ProToolkit turns what's in your head into a template pack you can sell again and again — to people who want your result without your hours.

Get your toolkit See what's inside

— takes about ten minutes to find the right one

48-hour delivery

Editable files, yours to keep

30-day refund

Cancel anytime

What you get

Pick a toolkit, or get them all

The Starter Kit

$49 one-time

One complete toolkit for the part of the job you redo the most.

1 template set, in Docs and Sheets
The checklist that keeps you from missing a step
A short guide on when and how to use it
Edit it, rename it, make it yours

Get the Starter Kit

The Full Toolkit

$129 one-time

Every template for the whole client journey, start to finish.

6 template sets covering the full client lifecycle
The complete checklist library
Email scripts for the conversations you always wing
Free updates to this set for a year

Get the Full Toolkit

All-Access

$19 /month

Every toolkit we've built, and every one we build next.

All current toolkits, no exceptions
New toolkits the day they're done
Priority email replies
Cancel anytime, keep what you've downloaded

Start All-Access

How it works

Three steps, no learning curve

01
Pick your toolkit

Tell us the part of the job you redo every time, or browse the toolkits and pick the one that fits.
02
Get the files

We send everything straight to your inbox, ready to open in Docs and Sheets. Usually the same day.
03
Make it yours

Swap in your name, your prices, your voice. Use it on your very next client.

I spent eleven years running client work for a small consulting shop — onboarding packets, project checklists, the works. Every new client, I rebuilt the same documents from scratch, just with new names swapped in. One weekend I finally cleaned the good ones up, organized them, and turned them into something I could hand anyone in five minutes. That's ProToolkit. The same files I used for years, sold again and again, to people doing the job I used to do the slow way.
— Dana Whitfield, founder

Questions

Before you get started

What exactly is in a toolkit?: Real documents you can use the same day: templates, a step-by-step checklist, and a short guide explaining when to use each one. Everything is built from work that's actually been done, not theory.
Can I edit the files for my own clients?: Yes. Every template opens in Google Docs and Sheets, so you can swap in your name, your prices, your wording, and make it look like yours.
What if it doesn't fit how I work?: Try it for 30 days. If it doesn't save you the hours we said it would, email us and we'll refund it — no questions, no form.
How fast will I have the files?: Within 48 hours of your email, usually much sooner. We send everything straight to your inbox.
Do you add new toolkits over time?: Yes, a few times a year, built the same way the first ones were: by doing the work, then writing it down. All-Access members get each one the day it's ready.

Stop rebuilding the same document.

Pick a toolkit, get the files within 48 hours, and never start from a blank page again.

Email us, let's get you set up

Do the work once.Sell it forever.