Let’s clean up your templates so they actually get used.

Template Tidy-Up helps you review, refine, and simplify what you already have. We’ll help you structure and streamline your templates.

Template Tidy Up

Your templates should save you time, not create more work.

Inconsistent templates slow things down from onboarding through delivery. Template Tidy Up helps you clean them up, organize what matters, and create documents that you can actually use.

You’ll walk away with:

  • A pre-session review of up to 3 templates or documents

  • A 60-minute live session to walk through structure, flow, and clarity

  • Real-time coaching on how to simplify, standardize, or clean up your docs

  • A post-session checklist with specific improvements and formatting tips

What’s Included:

This is made for you if:

  • You have templates, but they’re either messy, outdated, or underused

  • You keep rewriting the same info across emails, forms, or docs

  • Your team isn’t using what you’ve built — or can’t find it

  • You want to clean things up without starting from scratch

Templates should make things easier, not more complicated.

Template Tidy Up helps you simplify what you’ve already built, so your templates are easier to use, update, and hand off.