● DOWNLOADABLE WORKFLOWS
Turn messy first weeks into one editable workflow.
Clear, usable packs
Word and Excel
Ready to download
Built for Australia
Instant download. Edit in Word and Excel.
Every step from yes to go-live is already sequenced.
Welcome, scope, kickoff and check-ins sit in one editable process. You record each decision once and keep the same professional path for every new client.
Written in order
Structure, ABN, banking and software sit in a sequence you can follow without rebuilding the list.
Recorded once
Names, dates and decisions live in the pack so nothing slips between welcome and kickoff.
Yours to edit
Open in Word or Excel, keep the path, change the wording to match how you work.
The first month reads as one process.
Buyers say the pack turns a scattered start into a week they can actually follow.
Clearer first month
Operators report a calmer start once the pack is in use.
Follow-ups kept
Check-ins sit in the same file as the welcome and kickoff.
Reuse each client
The same path, edited once, then copied for the next start.
Downloadable files you keep and edit on your own computer.
The first month reads as one process.
Buyers say the pack turns a scattered start into a week they can actually follow.
What you receive, and how you use it.
Sorted Suite sells downloadable Word and Excel workflows for Australian businesses. Open the files, edit them, and run the same path each time.
Files
What format do I get.
Each pack is Word and Excel. You download it once and edit it on your own computer.
Is this written for Australia.
Yes. The start-up path covers structure, ABN, business name, banking, insurance, domain and software in an Australian order.
Can I change the wording.
Yes. Keep the sequence, then rewrite labels and emails so they match how you talk to clients.
Where should I begin.
If you are setting up the business, start with the Business Start-Up Package. If a client has already signed, use the Client Onboarding Package.
Do I need extra software.
You need Word and Excel, or compatible apps that open those files. Nothing else is required to run the workflow.