Everything a small business operator needs to run clean — financial tracker, client onboarding, project pipeline, SOPs, KPI dashboard, and 10 more. Built from real operations experience, not generic templates.
SMB Operations Bundle
Operations Manual Template
KPI Dashboard + 10 more
You don't need another pretty spreadsheet. You need systems that work. Frameworks built by people who've actually scaled a business. Assets you can hand to your team and never think about again. That's what Vault is.
"Build once. Collect royalties forever."
— The Vault modelEvery template is structured for immediate use — real column headers, realistic sample data, and logic that survives contact with actual business. No placeholder text, no empty shells.
Revenue categories, project-level tracking, monthly summaries, and a clean expense vs. income view. Monthly recurring revenue, one-time project income, and annual summaries — all in one sheet.
Phase-based project pipeline with status, budget, timeline, and owner fields. Filter by client or status. Built for agencies, consultants, and freelance operators running multiple projects.
Welcome email sequence, intake form structure, kickoff call agenda, and milestone tracker. The complete onboarding arc from signed contract to first deliverable — in one doc.
The shell for documenting any repeatable process. Includes the best-practice SOP structure: purpose, scope, steps, exceptions, and owner. Duplicate the sheet for each process you run.
Assigned tasks with status, priority, due date, and estimated hours. Filter by person or project. Weekly view for planning. Built for small teams (2–8 people) who need clarity without a project management app.
Day-by-day block scheduling for operators who run on priorities, not to-do lists. 8-week rolling view. Distinguish deep work, meetings, and administrative blocks at a glance.
All clients in one place: contact info, contract status, renewal date, monthly spend, and notes. Sortable. Filter by active/inactive. The clean CRM alternative for operators who don't need Salesforce.
Date, category, vendor, amount, and tax-deductible flag. Monthly category totals. Annual summary by category for tax prep. Year-over-year view to see where money actually goes.
One $97 payment via Stripe. Secure, one-time, no subscriptions. Your download link arrives immediately after checkout.
Each template is a clean TSV file — drag-and-drop import into Google Sheets or open directly in Excel. Works on Mac, PC, and any browser.
Sample data is included. Column headers are real. Formulas are in place. You fill in your numbers and you're running — not building from scratch.
"If you can't step away without things breaking, you haven't built well."
Jason Gilbert — Founder, VaultVault is how you get there. Premium digital products, built once, selling forever.