TTThe Tradie Toolkit
Turn a blank page into a client-ready, tiered maintenance contract offer with defensible pricing, compliant service terms, and a repeatable renewal engine. Every step outputs a named artefact you can use immediately, from asset register through proposal, onboarding, and renewal.
Copy this into ChatGPT, Claude or Gemini, fill in the [BRACKETS] and see what you get. No sign-up. The other 13 steps, examples and checklist unlock after purchase.
Setup & Discovery: Build the Job Profile Brief
Provide: [CLIENT NAME], [SITE ADDRESS(ES)], [PRIMARY CONTACT + ROLE + PHONE/EMAIL], [INDUSTRY/USE OF SITE], [CURRENT ISSUES/PAIN POINTS], [DESIRED OUTCOMES], [BUDGET SIGNALS/RANGE], [DECISION PROCESS & STAKEHOLDERS], [TIMEFRAMES/DEADLINES], [OTHER SUPPLIERS/CONTRACTS], [ACCESS LIMITS], [WORK HOURS/BLACKOUT PERIODS], [HSE REQUIREMENTS STATED BY CLIENT], [SPECIAL CONDITIONS]. Act as a senior maintenance contracts consultant and translate this context into a clear, commercial brief ready for asset discovery and scoping. Work through it like this: 1) Clarify scope boundaries: what’s in vs out, primary trade(s), service footprint, urgency drivers. 2) Segment the site into logical zones/systems to guide the asset walkdown. 3) Define operational constraints: access, hours, inductions, site rules, peak seasons. 4) Capture business drivers and success metrics (what “good” looks like to the client). 5) List assumptions, dependencies, and known unknowns that affect pricing and service design. Give me the output as: - Job Profile Brief with sections: A) Client Snapshot; B) Site & Operations Overview; C) Objectives & Success Measures; D) Draft Scope Boundaries (In/Out); E) Site Zoning/Systems Map (bullet list); F) Constraints & Access; G) Assumptions & Dependencies; H) Open Questions for Discovery. Quality bar: A concise, decision-ready brief that another tradie could pick up and run the next step without ringing you. If any input is missing or unclear, mark it MISSING in the brief and add it to section H: Open Questions.
A system prompt, then 14 steps you run in order, plus instructions, worked examples, fix-it prompts and a quality checklist. Full prompts unlock straight after payment.
Self-employed and small-team tradies in New Zealand who want to turn one-off jobs into recurring, contract-based maintenance work.
Complete Steps 1–4 to get a usable tier matrix and scope quickly, then run Step 6 to price it and Step 8 to export a client-ready proposal.
14 steps, each building on the last: Setup & Discovery: Build the Job Profile Brief → Setup & Discovery: Compile Asset Register & Risk Summary → Setup & Discovery: Complete NZ Compliance & Constraints Check → Design & Pricing: Construct the Service Tier Matrix → Design & Pricing: Define Inclusions & Exclusions Sheet → Design & Pricing: Build the Pricing Calculator → Proposal & Legal: Draft the Service Schedule & SLA → Proposal & Legal: Assemble the Client Proposal Pack → Approval & Delivery: Run QA & Pricing Defensibility Review → Approval & Delivery: Prepare Presentation Script & Objection Log → Approval & Delivery: Finalise Contract Bundle & Sign-off Record → Approval & Delivery: Create Onboarding Plan & Job Card Set → Operations & Renewal: Maintain Service Log & Renewal Triggers → Operations & Renewal: Produce Renewal Plan & Upsell Options. Includes two worked examples, fix-it prompts and a quality checklist.
This kit does not provide legal advice or replace specialist compliance guidance; for complex or high-risk contracts, have a New Zealand-qualified professional review your terms.
Instant email with your guided kit page and a downloadable file. Works with ChatGPT, Claude or Gemini (free or paid), including on your phone.
This is a prompt toolkit you run yourself, not software or professional advice.
Send them the free first step or the free guide:
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