Small Business Operations Toolkit
21 ready-to-use tools for freelancers, agencies and e-commerce sellers: Excel workbooks for the numbers, Notion blueprints for the workflows, and step-by-step guides for the processes. Every file is pre-filled with sample data so you can see how it works the moment you open it.
- What's in it
- 9 Excel workbooks, 5 Notion blueprints, 6 process guides, 7 print-ready PDFs and a quick-start guide (28 files)
- Works with
- Excel, Google Sheets and the free Notion plan
- Built for
- Freelancers, agencies of 2 to 10 people, and Etsy, Amazon and Shopify sellers
- License
- Single business. Share with your team; don't redistribute or resell
- Price
- $39, one-time. Instant download after payment
Why
Stop running your business on scattered spreadsheets and sticky notes
You started your business to do great work, not to spend Sunday nights searching "how to calculate my freelance rate" or wondering whether that client ever paid invoice 47. The toolkit is a complete system of financial tools, workflow templates and operational guides built for the way small businesses actually run.
What you get
21 deliverables, 28 files
9 Excel workbooks
Formulas, charts and conditional formatting, ready to use the moment you open them. Blue cells are for your numbers, gray cells hold the formulas, and sheet protection stops you deleting a formula by accident.
- Invoice Generator with payment tracking and aging analysis
- P&L Dashboard with a 12-month view and budget variance charts
- Cash Flow Forecaster with best, base and worst-case scenarios
- Freelancer Rate Calculator: know your real hourly rate
- Quarterly Tax Estimator with monthly set-aside amounts
- Agency Project Profitability Tracker: margin per project
- Agency Capacity Planner with hiring trigger signals
- Product Margin Calculator: true profit after fees and returns
- Inventory Reorder Calculator with safety stock levels
5 Notion template blueprints
Database schemas, views and sample data, with setup instructions for the free Notion plan.
- Client Onboarding Workflow (10-step checklist system)
- Project Tracker with timeline, budget and health tracking
- Freelancer CRM Pipeline (inquiry to payment)
- Agency SOW and Proposal Hub with templates
- E-commerce Product Launch Tracker (research to review)
6 process guides
Step-by-step checklists you can follow without thinking about them, each one also shipped as a print-ready PDF.
- Monthly Book-Close Checklist (about 60 minutes, every month)
- Client Offboarding Process
- Contractor Agreement Template (fill in the blanks)
- Proposal-to-Payment Workflow (freelancer sales cycle)
- Project Kickoff to Retro (agency project lifecycle)
- Product Sourcing to Listing (e-commerce launch guide)
Plus a quick-start guide
A 15-minute setup path for each niche, in Markdown and PDF.
Built for three types of business
A shared core, plus the tools your niche needs
Every niche gets the shared core (invoicing, P&L, cash flow, onboarding, project tracking, book-close, offboarding, contractor agreement) plus its own calculators, pipeline and process guide.
Why it works
Opinionated files, not blank templates
- Pre-filled with sample data. You see how everything works immediately. No blank-page paralysis.
- Color-coded inputs. Blue cells: type here. Gray cells: formula, don't touch. Green: good. Red: fix this.
- Sheet protection on. You can't accidentally delete a formula, but you can unlock a sheet if you want to customize it.
- Built from real operations experience. Every formula, checklist item and process step exists because a real business needed it.
Questions
Frequently asked
Does it work with Google Sheets?
Yes. Upload the .xlsx files to Google Drive and open them with Sheets. Most formulas and formatting transfer cleanly.
Do I need a paid Notion account?
No. Everything works on the free plan.
Can I customize the categories?
Yes. Expense categories, revenue lines, pipeline stages: rename anything to match your business.
Can I share it with my team?
Yes. Single-business license. Share with anyone at your company. Don't redistribute or resell.
Buy
Get the toolkit
Pay once with a card through Stripe. Your download page opens the moment the payment goes through, and its address keeps working, so bookmark it.
- 9 Excel workbooks, 5 Notion blueprints, 6 process guides and 7 print-ready PDFs
- Works with Excel, Google Sheets and the free Notion plan
- Single-business license: share with your team
$39one-time, USD
Payment is handled by Stripe. We never see your card details. Instant download, no account needed.
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