Don't start from a blank page.
Free starter templates for the procedures every small business needs. Copy one into your Relay workspace and customize it in minutes â the structure is already right, you just fill in the specifics.
Hospitality
Guest complaint handling
A five-step framework (Listen, Empathize, Apologize, Resolve, Notify) plus a recovery-budget table for front-desk staff.
- LEARN framework
- Recovery budgets ($25 / $75 / manager)
- Escalation triggers
- Sample scripts
Room turnover checklist
End-to-end housekeeping turnover with a photo-driven quality bar and the timing target per room type.
- 20-point checklist
- Quality photo references
- Time targets
- Linen counts
Shift handover protocol
What outgoing shift leads must communicate before logging off â VIP guests, open tickets, cash, comps.
- Handover template
- VIP/issue log
- Cash reconciliation
- Comp tracking
Retail
Opening & closing procedures
Step-by-step open and close with the cash-handling, security, and merchandising checks that protect against shrink.
- Open checklist
- Close checklist
- Safe & deposit handling
- Alarm code rotation
Returns & exchanges
Decision tree for floor staff: with receipt, without receipt, gift, damaged, over 30 days, manager approval.
- Decision tree
- Refund methods
- Restocking fees
- Fraud red flags
Fitness & wellness
New member onboarding
First-90-day journey for a new gym member â intake, intro session, retention check-ins, and the language to use.
- Day-1 intake
- Week-2 check-in script
- Day-30 fitness assessment
- Day-90 retention call
Personal training session structure
Standard structure for a 50-minute PT session, with warm-up / strength / conditioning / cooldown timings.
- Session blueprint
- Modality cheatsheet
- Progressive overload tracker
- Cool-down + closing notes
Healthcare
Patient intake protocol
Front-desk intake script + paperwork sequence that captures insurance, history, and consent without bottlenecks.
- Greeting script
- Intake form sequence
- Insurance verification
- HIPAA acknowledgement
Appointment no-show policy
When and how to call, text, and re-book; the no-show fee waterfall; and the language for the apology call.
- 24h confirmation flow
- No-show fee tiers
- Re-book script
- Chronic-no-show escalation
Service business
Client onboarding
From signed contract to first deliverable â kickoff agenda, asset-collection checklist, and channel setup.
- Kickoff agenda
- Asset request list
- Shared-folder structure
- Communication cadence
Post-project handoff
How to close a project cleanly: deliverables review, support window, testimonial ask, retainer pitch.
- Deliverables checklist
- Support-window terms
- Testimonial template
- Retainer proposal outline
Operations
New hire â first week plan
Day-by-day onboarding plan for any role: equipment, intros, training pathway, week-one one-on-one.
- Day-1 checklist
- Intro meeting list
- Training plan template
- 30-day check-in
Incident response
What 'incident' means, who declares one, comms timing, the post-mortem template â for ops + tech teams alike.
- Severity matrix
- On-call rotation
- Customer-comms templates
- Post-mortem worksheet
Need a template we don't have?
Tell us the industry and the procedure. We'll write one and post it here for everyone â usually within a week.
hello@relaysop.com