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Business Templates
Practical Excel, Google Sheets, Notion and Docs templates for Businesses and consultants — finance, sales, social media, strategy, client work and AI. Every one comes with a short guide and AI prompts, so you are using it the same day.
Start free — one kit for every category
Each free kit is a ready-to-use template plus a short how-to guide, a worked example and AI prompts. No cart, no sign-up: click and it downloads.
Know Your Numbers in 30 Minutes
Excel / Google Sheets + PDF guide
- Monthly income & expense log
- Month-end close checklist
- The 5 core numbers, explained with a filled-in example
Your First 30 Days of Follow-Up
Google Sheets + PDF guide
- Simple lead tracker
- 5 follow-up message scripts you can copy
- A 15-minute weekly sales routine
A Week of Content in One Hour
Google Sheets + PDF guide
- Idea bank & weekly posting checklist
- A step-by-step method to plan a week in 60 minutes
- AI prompts to turn one idea into five posts
Your Strategy on One Page
Google Docs + PDF guide
- One-page strategy canvas
- A 45-minute guide to fill it in
- A complete worked example
First Client Call Kit
Google Docs + PDF guide
- One-page client intake form
- Discovery questions that uncover the real need
- First-meeting checklist
Where to Start with AI
Google Sheets + PDF guide
- AI readiness checklist with a score
- Your first 5 AI use cases
- 10 ready-to-use business prompts
Each download is a single ZIP file with the template and the guide, in English and Spanish.
Operations
Know where the money is and where it is going.
🎁 Start with the free kit: Know Your Numbers in 30 Minutes →13-Week Cash Flow Forecast
See cash gaps weeks before they hit. Enter what you expect to collect and pay; get a rolling 13-week forecast with a low-cash warning.
P&L + KPI Dashboard
Monthly profit & loss with margins and the handful of KPIs that matter, all on one screen.
Quotes, Invoices & Receivables Tracker
Track quotes sent, invoices issued and who still owes you, with overdue amounts flagged.
Pricing & Margin Calculator
Set prices from your real costs and see your margin before you send the quote.
Inventory & Reorder Planner
Stock levels, reorder points and a clear “buy this next” list.
Prefer to buy one at a time? Every template is sold on its own. Buy all 5 in this category and take 15% off the total: $89 → $75.65.
Sales
Keep every lead moving and never lose a follow-up.
🎁 Start with the free kit: Your First 30 Days of Follow-Up →Sales Pipeline CRM
A lightweight CRM: leads, stages, next actions and deal values in one board.
Lead Qualification Scorecard
Score each lead in a minute so you spend time on the ones likely to buy.
Follow-Up Cadence Planner
Plan email, WhatsApp and SMS follow-ups with timing and ready-to-edit message templates.
Sales Forecast & Targets
Turn your pipeline into a monthly forecast and track progress against targets.
Prefer to buy one at a time? Every template is sold on its own. Buy all 4 in this category and take 15% off the total: $70 → $59.50.
Marketing & Social Media
Plan it once, post it all month.
🎁 Start with the free kit: A Week of Content in One Hour →Content Calendar & Campaign Planner
One calendar for campaigns, channels and deadlines, with a status for every piece.
Marketing KPI Dashboard
Leads, cost per lead and conversion by channel, updated as you type.
30-Day Social Media Planner
A month of posts mapped for LinkedIn, Instagram, Facebook and TikTok, with AI prompts to draft each one.
Social Analytics Tracker
Log your post results weekly and see which topics and formats actually work.
Prefer to buy one at a time? Every template is sold on its own. Buy all 4 in this category and take 15% off the total: $67 → $56.95.
Strategy & Processes
Write it down, assign it, and make it repeatable.
🎁 Start with the free kit: Your Strategy on One Page →SOP Library
A searchable home for your standard procedures, with a template for writing each one.
OKRs & Weekly Review
Set quarterly objectives and run a 20-minute weekly review that keeps them alive.
Project Tracker (RACI + Gantt)
Plan tasks, owners and dates, with a Gantt view and a RACI matrix built in.
Prefer to buy one at a time? Every template is sold on its own. Buy all 3 in this category and take 15% off the total: $52 → $44.20.
Consultants
Look organized from the first call to the last invoice.
🎁 Start with the free kit: First Client Call Kit →Client Workspace
One workspace per client: notes, tasks, deliverables and meeting history, duplicated in a click.
Proposal & SOW Pack
Proposal, scope of work and project summary templates you can adapt in minutes.
AI Opportunity Audit
A structured audit to find where AI can save a client time, plus the report template to present it.
Client Onboarding
A checklist-driven onboarding flow: what to ask, what to send and when.
Prefer to buy one at a time? Every template is sold on its own. Buy all 4 in this category and take 15% off the total: $72 → $61.20.
AI for Business
Put AI to work on the right problems, with the numbers to back it.
🎁 Start with the free kit: Where to Start with AI →AI Use-Case Prioritizer & Roadmap
Score your ideas by impact and effort and turn the best ones into a 90-day roadmap.
Business Prompt Library
Tested prompts for sales, marketing, operations and customer service, organized and ready to copy.
AI ROI & Cost Calculator
Estimate hours saved, tool costs and payback time before you invest.
Automation Blueprint
Map a process step by step and decide what to automate, what to assist and what to keep human.
Prefer to buy one at a time? Every template is sold on its own. Buy all 4 in this category and take 15% off the total: $72 → $61.20.
All 24 templates, one price
Buy the whole library and pay $320 instead of $422 — that is $102 less than buying them one by one, and $38.70 less than buying every category bundle.
- All 24 paid templates across 6 categories
- The 6 free starter kits, too
- English and Spanish versions, with AI guides
- Instant download after purchase
| CATEGORY | # | SEPARATE | BUNDLE −15% |
|---|---|---|---|
| Operations | 5 | $89 | $75.65 |
| Sales | 4 | $70 | $59.50 |
| Marketing & Social Media | 4 | $67 | $56.95 |
| Strategy & Processes | 3 | $52 | $44.20 |
| Consultants | 4 | $72 | $61.20 |
| AI for Business | 4 | $72 | $61.20 |
| Total | 24 | $422 | $358.70 |
One payment for the Complete Template Library.
Built to be used, not just opened
Fill in, don’t build
Formulas, dashboards and views are already set up. Replace the sample data with yours and the results update on their own.
A guide in every file
A short “start here” tab explains each step, with a filled-in example so you can see what good looks like.
AI prompts included
Copy-and-paste prompts for the AI assistant you already use, to draft, analyze and summarize with your own data.
Templates FAQ
How do the free starter kits work?
Click “Download free” and a ZIP file downloads straight to your computer. No cart, no account and no email required. Inside you will find the template and a PDF guide.
Which tools do I need?
Each template lists its format: Excel, Google Sheets, Notion or Google Docs. Excel files also open in Google Sheets, and Notion templates are duplicated into your own free Notion workspace.
Do the templates come in Spanish?
Yes. Every template includes an English and a Spanish version.
Can I buy just one template?
Yes. Every template is sold on its own. If you want a whole category, the category bundle saves you 15%, and the complete library saves the most.
Do I need an AI subscription to use them?
No. The templates work on their own. The included prompts are optional extras for use with the AI assistant of your choice.
Can you set these up for me?
Yes. If you would rather have them adapted to your Business, contact us and we will help.