How Boltkit actually works in your week.

You duplicate the Annual Planning OS into your Notion workspace and spend twenty minutes filling in the year's target. The 12 databases, 8 views, and formula library are already wired up — revenue goal, quarterly milestones, and capacity plans show up immediately. You now have a year-long scope of work in one tab.

• Duplicate the template → your Notion workspace, no setup call
• Set the off-season revenue target and the peak-season capacity plan
• Q-by-Q review cadence is pre-built — catches margin drift before year-end

Get the $47 Bundle

Planning & Ops Bundle — Annual Planning OS + Business Planner

You open the Startup Legal Bundle and drop the client's name into the service agreement template. Fifteen minutes later, a Word-format, state-aware service agreement — or NDA, lien waiver, refund policy — is in their inbox for signature. You billed out an hour of attorney time for free.

• Pick the right .docx for the situation (service agreement, NDA, lien waiver)
• Drop in client + project fields — the rest of the document is pre-drafted
• Email it for signature today; stop paying lawyers for paperwork they didn't write

Get the $89 Complete Bundle

Adds 15 legal templates to the Planning & Ops pair

You log that client in the Notion Business Planner — property address, service history, the job's tech-assignment field. Every future service call against that property already has context: prior notes, prior estimates, the equipment that lives there. You stop being the dispatcher on every service call.

• Add the client once — every future service call inherits the history
• Techs see only their day's route; you see margin per job in the weekly review
• Repeat-customer flags surface seasonal-maintenance opportunities automatically

Get the $47 Bundle

Planning & Ops Bundle — Annual Planning OS + Business Planner