5 Excel Sheets That Replace 5 Different Apps for Your Small Business

Small Business Productivity Pack Excel templates

Small Business Productivity Pack Excel templates

How many apps does it take to run a small business?

A planner app, a CRM, a goals tracker, a budgeting tool, a project manager — and a monthly bill for each one. Most small businesses don't need five subscriptions. They need five good spreadsheets.

What's inside the pack

  • Weekly Business Planner — tasks, priorities, and focus time for every day of the week
  • Client Tracker — contact info, project status, and follow-up dates in one table
  • Monthly Goals Dashboard — your top 5 goals with a visual progress bar
  • Income & Expense Log — a simple daily log for money in and money out
  • Project Task Checklist — break any project into steps and track completion %

Everything is pre-formatted and color-coded — open it in Excel, Google Sheets, or Mac Numbers and start filling it in the same day.

Who it's for

Freelancers, consultants, online store owners, and service-based businesses who want structure without a software stack.


Get the Small Business Productivity Pack — $22 →