14 premium templates for small business operators. Includes financial tracker, project management, client onboarding system, SOP templates, and team task tracker. Delivered in Google Sheets format — ready to use, no setup required.
14 operational templates, pre-structured with realistic example data so you can see exactly how each one works — then replace with your own.
Monthly budget vs actual with revenue, expenses, and net income sections. Pre-filled with example categories for service businesses.
Track project progress, owners, status, milestones, and blockers across your portfolio. Built for teams running multiple projects.
10-step onboarding checklist from contract to full delivery. Includes due dates, owners, and status tracking for each phase.
Index of 11 standard operating procedures with categories, owners, and links to the relevant Vault template. Build your operations playbook here.
Task management with assignee, project, priority, status, estimated hours, and dependency tracking. Filter by assignee or project.
Weekly time-block template covering all business hours Mon–Fri. Includes deep work blocks, meetings, and admin time. 27 time slots.
Full client contact management with company details, lifetime revenue, status, last contact, and next action. Pre-populated with 5 example clients.
Monthly expense tracking with category, vendor, project, amount, payment method, and receipt status. Includes Stripe platform fee tracking.
Full service proposal structure with problem statement, approach, scope of work, timeline, investment, success metrics, and terms.
Track all client invoices from sent to paid. Includes amount, due date, status, payment date, and method. Pre-populated with 12 example invoices.
23-step employee onboarding checklist from pre-day-1 through 90-day review. Covers accounts, paperwork, training, and milestones.
25 business KPIs organized by category: Revenue, Sales, Marketing, Operations, Client Success, Financial. Target vs actual vs variance.
Structured meeting notes with agenda, attendees, discussion notes, decisions, and action items. Pre-filled with Q1 strategy session example.
Multi-platform content planning for Twitter/X, LinkedIn, Blog, Newsletter. 17 pre-planned posts covering January–February with topics, authors, and hooks.
Everything you need to operationalize your business — financial visibility, client management, project tracking, and team coordination — in one bundle.