YOUR SMALL BUSINESS OPERATIONS SYSTEM
Ultimate Small Business Operations Bundle
A comprehensive collection of editable trackers, procedures, onboarding systems and operational resources for creating a more organised and repeatable business.
$99 AUD
Instant access • Fully editable • No ongoing subscription
Growth Becomes Difficult Without Consistent Systems.
Staff rely on verbal instructions
Client setup differs every time
Important processes are undocumented
Finance administration is scattered
The owner remains involved in every decision
Your Back-Office Operations—Already Structured.
This bundle goes beyond the Tradie Admin Toolkit — it's built for a wider range of service-based businesses, not only trades.
SOP and Process System
Blank SOP Template
SOP Implementation Guide
SOP Register
Essential SOP Templates
Business Operations Manual
Employee Systems
Employee Onboarding Tracker
Employee Welcome Pack
30, 60 and 90-Day Reviews
Employee Offboarding Checklist
Client Systems
Client Onboarding Tracker
Discovery Questionnaire
Welcome Pack
Client Offboarding Checklist
Email and SMS Templates
Finance and Reporting
Finance and Admin Tracker
Cash Flow Overview
Basic KPI Tracker
Business Administration
Admin System Setup Guide
Digital Filing Structure
Password and Access Tracker
How It Works
Five simple steps to get your business systems up and running.
1
Download the complete bundle
2
Select the systems your business needs first
3
Add your branding, team and processes
4
Introduce the systems gradually
5
Review and improve them as the business grows
Important Information
Please take a moment to read the following before you purchase.
This is an instant digital download. No physical items are shipped. After purchase you will receive your files by email and/or via a download link. Files are provided as editable Google Sheets and Google Docs, along with PDF templates, and are compatible with Google Workspace and Microsoft Office. It is the customer's responsibility to ensure they have compatible software to open and edit the files.
These templates and trackers are general business tools only. They do not constitute legal, financial, tax, accounting or professional advice of any kind. You should consult a qualified professional — such as an accountant, lawyer, or HR/WHS advisor — regarding your specific circumstances before relying on any information or template provided.
Templates relating to employees, onboarding, offboarding and performance reviews are general guides only. They must be reviewed against the Fair Work Act, any relevant Modern Awards, and applicable state or territory WHS legislation before use. TradeFlow is not liable for how these documents are adapted, interpreted or implemented within your business.
Finance, cash flow and KPI trackers are provided for organisational purposes only. They are not a substitute for professional bookkeeping or accounting advice. TradeFlow makes no guarantee of any financial or business outcomes arising from the use of these templates.
Any client, employee or business data you enter into these templates remains your responsibility. It is up to you to store and handle that information securely and in line with the Australian Privacy Principles. TradeFlow does not collect, access or store the data you enter into your downloaded files.
Due to the instant digital nature of the product, all sales are final and no refunds are offered once the files have been accessed or downloaded, except as required by the Australian Consumer Law.