PIPETIDY REPORTS, GUIDES & TEMPLATES · FREE

Useful before
you buy anything.

Customized website reports, practical guides, and working Excel templates for small-business owners who want stronger visibility, planning, cash flow, and follow-through.

THE LIBRARY

Choose the problem
you want to fix.

01CREATED BY PIPETIDYWebsite Discoverability Report19 checks

About 60 seconds · WEBSITE TEST

Local Business Website Discoverability Report

Run your real website through 19 transparent checks and get a prioritized report for your business.

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02CREATED BY PIPETIDYVisitor Perception Report19 checks

About 60 seconds · WEBSITE TEST

The 30-Second Visitor Perception Report

Test what your homepage communicates before a first-time visitor decides whether to call.

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03CREATED BY PIPETIDYEnquiry-to-Paid Job Playbook7 stages

About 3 minutes · WORKFLOW BUILDER

No Lead Left Behind: Enquiry-to-Paid Job Playbook

Build a personalized enquiry-to-paid operating system from your team, lead flow, sales cycle, bottleneck, and most common objection.

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04CREATED BY PIPETIDY12-Month Cash Flow Model5 worksheets

15–25 minutes · EXCEL

Small Business Cash Flow Model

See how revenue, costs, tax reserves, and planned spending change your cash balance across the next 12 months.

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05CREATED BY PIPETIDYTax Set-Aside Calculator5 worksheets

10–20 minutes · EXCEL

Tax Estimate & Set-Aside Calculator

Turn your own adviser-approved rates into a practical estimate of tax still to reserve this year.

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06CREATED BY PIPETIDYRoofing Project Planner7 worksheets

20–30 minutes · EXCEL

Roofing Project Planner & Job Costing

Plan scope, task ownership, timing, job cost, and expected margin for a roofing project in one workbook.

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07CREATED BY PIPETIDYConstruction Project Planner7 worksheets

20–35 minutes · EXCEL

Construction Project Planner & Budget

Connect a small project’s contract value, schedule, owners, dependencies, budget, and cost variance.

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08CREATED BY PIPETIDYVehicle Leasing Calculator5 worksheets

15–25 minutes · EXCEL

Vehicle Leasing Profitability Calculator

Compare monthly contribution, utilization, deposit payback, and annual contribution across a small fleet.

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09CREATED BY PIPETIDYMachine Leasing Calculator5 worksheets

15–25 minutes · EXCEL

Machine Leasing Profitability Calculator

Test whether heavy equipment earns enough at realistic rental rates, available days, utilization, and operating cost.

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10CREATED BY PIPETIDYJob Quote & Margin Calculator4 worksheets

10–20 minutes · EXCEL

Job Quote & Margin Calculator

Build a quote from real labor, material, equipment, subcontract, and overhead costs—then see the margin before you send it.

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11CREATED BY PIPETIDYInvoice Collection Tracker5 worksheets

10–20 minutes · EXCEL

Accounts Receivable & Collection Tracker

See every open invoice, overdue balance, owner, and next follow-up action in one practical workbook.

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12CREATED BY PIPETIDYReal Estate Transaction Tracker6 worksheets

15–25 minutes · EXCEL

Real Estate Client Pipeline & Transaction Tracker

Keep buyer and seller leads, next follow-ups, property context, contract milestones, closing dates, and projected commission in one workbook.

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13CREATED BY PIPETIDYFree Excel CRM7 worksheets

15–30 minutes · EXCEL

Free Small Business CRM in Excel

Use a genuinely practical CRM for free: contacts, opportunities, follow-ups, activity history, owners, and a daily dashboard.

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14CREATED BY PIPETIDYBreak-Even Planner5 worksheets

10–20 minutes · EXCEL

Break-Even & Pricing Planner

Know the price, contribution, monthly job volume, and capacity required to break even or reach a target profit.

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15CREATED BY PIPETIDYInventory Reorder Planner5 worksheets

15–25 minutes · EXCEL

Inventory & Reorder Planner

Know what is truly available, what needs reordering, how much to buy, and the USD cash required.

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16CREATED BY PIPETIDYFounder Equity Calculator6 stages

30–60 minutes · WEB CALCULATOR

Cofounder Equity Split & Vesting Calculator

Turn founder contributions, future commitment, role coverage, vesting, and dilution into a transparent equity discussion—not a guess.

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17CREATED BY PIPETIDYTrade Document Pack10 templates

45–90 minutes to adapt · WORD

Trade & Service Business Document Template Pack

Start ten common trade-business documents from a structured, editable draft instead of a blank page.

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18CREATED BY PIPETIDYFounder Operations Pack10 templates

60–120 minutes to adapt · WORD

Founder & New Business Operations Document Pack

Give a new founding team a clear starting structure for roles, decisions, IP, vesting discussions, advisers, contractors, vendors, security, and company records.

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INTERACTIVE · ABOUT 1 MINUTE

Local Lead Leak Audit

Scan a public homepage across 19 discoverability, clarity, trust, and conversion signals, then get an immediate prioritized report.

Run the free audit →