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Templates that run the back office

Simple systems for small businesses, agencies and consultants. Buy once, use in your own account.

Google Sheets template

Profit & Tax Tracker

$19

Track sales, fees, and expenses across Etsy, Payhip, and Gumroad in one sheet, with a running profit view and a set-aside estimate for taxes.

  • Monthly and year-to-date profit view
  • Fee and expense categories you can rename
  • Works in your own Google account — your data stays with you
Details →

PDF guide

Small Business AI Prompt Pack

$19

50 ready-to-use AI prompts for everyday small-business work, from customer replies and marketing to hiring and financial planning.

  • 50 prompts across 8 business areas
  • Works with ChatGPT, Claude and other AI chat assistants
  • Instant download (17-page PDF)
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Spreadsheet workbook (.xlsx) + editable policy (.docx) + PDF guide

AI Use Register Kit

$49

List every AI tool your team uses, decide what data can go into each one, and turn those decisions into a short usage policy your staff sign.

  • AI tool register with review dates and overdue flags
  • Find the AI tools nobody mentioned, from records you already have
  • Editable usage policy that fills in from your register
  • Staff "before you paste" card and sign-off page
Details →

Spreadsheet workbook (.xlsx) + editable templates (.docx) + PDF guide

SOP Starter System

$39

Find which processes to document first, write each one on a single page, and start from five sample SOPs written for a real small business.

  • Process inventory that ranks what to document first
  • One-page SOP template (.docx and PDF)
  • Five sample SOPs to copy and adapt
Details →

Editable form (.docx) and PDF + email templates + spreadsheet + PDF guide

Client Intake & Onboarding System

$39

An intake form, four client emails, and an onboarding tracker that move a new client from inquiry to kickoff without anything slipping.

  • Client intake form (.docx and PDF)
  • Four ready-to-edit client emails
  • Onboarding tracker spreadsheet
Details →

Spreadsheet workbooks (.xlsx) + PDF guide

Digital Seller Money Kit

$39

A store fee calculator, a pricing calculator, and a monthly profit tracker for people selling digital products, plus a free automation recipe for logging sales.

  • Compare fees on Etsy, Gumroad, Payhip, and Stripe
  • Price a digital product from the take-home you want
  • Monthly profit tracker
Details →

Spreadsheet workbook (.xlsx) + printable + PDF guide

KPI Dashboard Kit

$29

A weekly tracker for visits, leads, sales, and revenue with the rates between them, a printable weekly review, and a guide to reading the numbers.

  • Four numbers a week, with conversion rates worked out
  • Built-in chart of your weekly trend
  • Printable ten-minute Monday review
Details →

Spreadsheet workbooks (.xlsx) + editable SOP (.docx) + PDF checklist and guide

Solo Founder Launch System

$69

Map your offers as one path, price each step, follow a launch SOP and checklist, and plan 90 days of posts that point at what you sell.

  • Offer ladder planner and pricing calculator
  • 90-day content calendar
  • Launch SOP and product launch checklist
Details →

7 spreadsheet workbooks (.xlsx) + printable + PDF guide

Small Business Ops Command Center

$97

The trackers behind a 30-minute weekly ops review: subscriptions, processes, weekly numbers, meetings, automation candidates, offer ladder, and AI tools.

  • Seven trackers for one weekly review
  • Weekly Business Review printable
  • Guide to the 30-minute ops review
Details →

All seven kits: spreadsheets, templates, and guides

Complete Operator Bundle

$197

All seven kits in one download: AI register, SOP system, intake and onboarding, seller money kit, KPI dashboard, launch system, and the ops command center.

  • Every file from all seven kits
  • Updates to the bundle while it is listed
  • One download
Details →

Spreadsheet workbook (.xlsx) + PDF guide

Real Estate Deal & Client Pipeline

$39

A pipeline workbook for solo agents and small brokerages: who to call today, upcoming contract dates, what you keep after split and fees, which lead sources pay, and past clients due a touch.

  • Today list of who needs a call
  • Take-home after split, cap, and fees
  • Lead sources and past-client follow-ups
Details →

Notion template

Freelance Business Tracker

$29

Clients, projects, tasks, invoices, and hours in one Notion workspace built for people who run the whole business themselves.

  • Client pipeline and New Client button
  • Unpaid and overdue invoice flags
  • Per-project hours and effective hourly rate
Details →

Checkout, delivery, and sales tax are handled by our store partners (Payhip and Gumroad). You get the file instantly after purchase. Templates are for business use under our Terms of Service (template license, §3a). Digital files aren't returnable; see the Refund Policy.

Questions before you buy?

Each template comes with setup instructions. Our setup services are paused for now, but we are happy to answer questions.

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