CMART™ Vault — Resource Library
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CMART™ Member Resource Library

Everything you need
to run a smarter
business.

Free guides, checklists, templates and tutorials — built specifically for your industry using the CMART™ system.

1
Live Niche
8
Coming Soon
Free
Always

Choose Your Industry

Select your niche below to access the resources built specifically for your business type.

☀️
Solar Contractor
Websites, CRM, lead capture & automation for solar installers
3 Resources Live
📊
Accountants
Client intake, proposals & automation for accounting practices
🎯
Coaches
Lead funnels, onboarding & session booking for coaches
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Beauty & Salons
Bookings, reviews & retention systems for beauty businesses
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Therapists
Intake forms, appointment flows & client communication
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Realtors
Listings, lead follow-up & referral automation for estate agents
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Teachers & Tutors
Enrolment, class management & parent communication systems
❄️
HVAC Contractors
Quoting, scheduling & lead capture for HVAC service businesses
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Consultants
Authority funnels, discovery calls & proposal automation
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Welcome to the CMART™ Vault

New resources are added regularly. Bookmark this page and check back often — everything here is free for CMART™ members. More checklists, guides, email templates, and tutorials are coming soon.

Solar Contractor · Available Now 3 resources
New
Checklist · Website
The SMART Solar Website Checklist

Everything your solar contractor website needs to be professional, trustworthy, and lead-ready before it goes live. Use this before launch and after every major update.

Website Pre-launch Lead generation
Opens in a new tab · progress saved in browser 30 checkpoints · 2 pages
New
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#002 · CRM Setup
Create or Upload Your Contacts

Two ways to get your contacts into the CMART™ App — add them one by one or import a full list via CSV. Includes field mapping, phone formatting, and duplicate handling.

CRM Contacts Setup
Opens in a new tab · 2 methods · 6 FAQs #002
New
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#003 · Lead Generation
Contact Capture & Lead Magnets

Stop waiting for calls. Set up your first opt-in form, choose the right lead magnet for solar clients, and let your CMART™ App capture leads automatically.

Lead Generation Opt-in Forms Automation
Opens in a new tab · hands-on setup guide #003
Solar Contractor · Coming Soon 6 resources in progress
#004 · Automation
Lead Follow-Up Automation

Build your first workflow so every new lead gets an instant response — even at 2am on a Sunday.

LeadsAutomation
Coming Soon Notify me →
📧
#005 · Messaging
Solar Email Template Pack

10 ready-to-use email templates for every stage of the client journey — from first enquiry to post-installation follow-up.

EmailClient Comms
Coming Soon Notify me →
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#006 · Messaging
WhatsApp Automation Setup

Connect WhatsApp to your CMART™ App and automate your most common client conversations.

WhatsAppAutomation
Coming Soon Notify me →
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#007 · Sales
Solar Quote Template

A professionally structured solar installation quote template built inside CMART™ App — designed to close more jobs.

SalesQuoting
Coming Soon Notify me →
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#008 · AI Tools
AI Receptionist Training Guide

How to train your AI Receptionist to answer solar FAQs, qualify leads, and book site assessments on autopilot.

AIOnboarding
Coming Soon Notify me →
#009 · Reviews
Getting Your First Google Reviews

Set up a review request automation that fires at the right moment — so 5-star reviews happen without you asking manually.

ReviewsReputation
Coming Soon Notify me →
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