Crew Lead Survival Kit for New Foremen in Field & Trades

You were the best installer. Now you're running the crew.

Nobody handed you a manual. They handed you a truck, a clipboard, 

and "go run it."

This is the manual.

I built this kit for the guys who get promoted from the back of 

the truck to the front of it. The ones who can hang gutter or 

shingle a roof better than anyone on the crew — and now have to 

figure out how to run that crew, including the buddy who used to 

be their peer.

If you're a new foreman, lead, or anyone who got tapped because 

you were good at the work, this is for you.

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WHAT'S INSIDE

12 editable templates and guides:

- First 30 Days Roadmap — week-by-week playbook, and what NOT to 

  do in your first month

- Crew Expectations Reset Template — the script for "things are 

  different now that I'm leading"

- Daily Huddle Template — 5 to 10 minute morning meeting structure

- Jobsite Walk-Through Checklist — start of day, mid-day, and 

  closeout versions

- Peer-to-Boss Transition Guide — scripts for the buddy who now 

  reports to you, the guy who wanted your job, the older guy with 

  more experience, the slacker, the tester

- Feedback in the Field — real-time on-site coaching (includes 

  Safety Stop Authority)

- Customer / Homeowner Interaction Guide — what to say at the 

  door, during the job, and when something goes wrong

- Timecard Review Guide — what to actually look at, and issues 

  to watch for

- Coaching vs. Escalation Decision Tree — when you handle it, 

  when you loop in the boss, when it becomes a write-up

- Crew Lead Cheat Sheet — print and tape to the truck dash

- Field Leadership Scripts & Scenarios — handling the slacker 

  buddy, giving feedback after a quality issue, running Monday 

  morning huddle, the older guy who challenges you

- Google Docs Access Links

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WHO IT'S FOR

New foremen, crew leads, working supervisors, and anyone who got 

promoted from the crew to running the crew. Roofing, gutters, 

siding, HVAC, plumbing, electrical, landscaping, lawn care, tree 

work, concrete, masonry, framing, painting, flooring, handyman — 

any field or trades business where the best installer just got 

handed the keys.

Also useful for the owner or GM who promoted them and wants to 

hand over something on day one.

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WHY IT'S DIFFERENT

Most "leadership" content was written for office managers by 

people who've never tied off on a roof. This kit was built by 

someone who's spent 20+ years in HR for field and trades 

industries — and has watched a lot of good installers flame out 

as foremen because nobody gave them anything to work with.

The Peer-to-Boss section alone is worth the price. It has the 

actual words for "Hey Mike, I know we used to grab beers after 

work — that's still cool, but on the clock I need you off your 

phone." Nobody else is writing this stuff.

Plain English. Real-world. No corporate fluff.

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WHAT YOU GET

Instant digital download. Use it today.

- 12 editable Word documents (.docx)

- Google Docs compatible (links included)

- Print-ready, letter-size

- Cheat sheet sized to print and keep in the truck

Works with Microsoft Word and Google Docs, on Windows, Mac, 

Chromebook, and iPad.

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PAIRS WITH

When informal coaching stops working and a crew member needs a 

formal write-up or PIP, that's the Manager Survival Kit. Bundle 

available — see the shop.

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INSTANT DOWNLOAD:

Files are delivered the moment your payment processes. No waiting. No shipping. Open them in Word or save copies to Google Docs and edit there.

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DISCLAIMER: These templates are provided for informational and operational use only. They do not constitute legal advice. Employment law varies by state, country, and situation. Before terminating an employee, finalizing an offer, conducting a background check, or handling a sensitive matter consult a qualified employment attorney or your HR/legal counsel.

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ALL SALES ARE FINAL — digital downloads cannot be returned, but if you have any issue with your files, message me and I'll make it right.

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Questions before you buy? Email me. I'm a real person and I read every message.