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The complete catalogue
All 100 templates, every topic, one purchase. Financial models, growth, sales, strategy, operations, hiring, client work, ecommerce, personal finance and contracts.
Strategy pack
From idea to plan: lean canvas, market sizing, competitor matrix, OKRs, go-to-market, business plan and the investor update.
Operations pack
How the work gets run: project tracker with Gantt, roadmap, sprints, capacity, vendors, SOPs and a risk register.
Growth and marketing pack
The full marketing set: budget and ROI, funnel, channel scorecard, ROAS, content calendar, SEO tracker and A/B testing.
Sales and CRM pack
A working sales stack in spreadsheets: pipeline and forecast, a simple CRM, commissions, quotas, deal scoring and win/loss.
Hiring and HR pack
Hire and keep people without inventing paperwork: pipeline tracker, scorecards, offer letter, onboarding, reviews and payroll.
Freelance and agency pack
Everything client work needs: rate calculator, proposal, contract, scope, onboarding, time tracking and retainer profitability.
Small business and ecommerce pack
Know what each sale actually earns: COGS and pricing, profit per SKU, inventory, fulfilment, promotions and monthly P&L.
Personal finance pack
The founder's own money: budget, net worth, runway to independence, debt payoff, freelance tax and a time audit.
Financial models pack
Every financial model in the catalogue: runway, unit economics, cap table, cash flow, pricing and break-even, in one purchase.
Contracts and documents pack
The paperwork a small company actually signs: NDA, service and contractor agreements, co-founder terms, policies and offboarding.
Client Offboarding Pack
How a client relationship ends without loose ends, unpaid invoices or a support request eight months later, with the handover checklist that protects both sides and the exit conversation that is the cheapest market research a business can do.
Co-Founder Agreement
The document that decides whether a company survives its founders falling out, covering equity that has to be earned rather than granted, the roles nobody wrote down, and how somebody leaves in year two without taking a third of the company with them.
Letter of Intent
A letter that records what two parties have agreed in principle without accidentally binding them to it, built around the clause that decides everything: which parts are binding and which are not, stated explicitly rather than left to be argued about later.
Contractor Agreement
An agreement for engaging an independent contractor, drafted around the question that decides everything else: whether this person is genuinely in business on their own account, because if the arrangement looks like employment, a contract saying otherwise will not help.
Refund Policy
A refund policy that reduces refunds by being clear rather than by being restrictive, with the decision table support can actually use and the arithmetic showing what a generous policy costs against what it earns.
Privacy Policy
A privacy policy written from what the business actually does with data rather than from a template, built around the exercise that makes one accurate: listing every place personal data enters, sits and leaves before writing a word of the policy.
Terms of Service
Website and software terms that a customer could actually read, covering what the service is, what happens when it breaks, how either side ends it, and the three clauses that decide whether the terms hold up: liability, changes, and the right to suspend an account.
Partnership Agreement
The agreement two people write while they still like each other, covering what actually breaks partnerships: unequal effort, unequal money, decisions nobody agreed how to make, and no way for one person to leave without destroying the business.
Service Agreement
A master agreement for ongoing service work, separating the terms that never change from the scope that changes constantly, so a new project needs a one-page order rather than a new negotiation.
Non-Disclosure Agreement
A confidentiality agreement short enough to be signed and specific enough to be useful, built around the three things that decide whether one ever works: what is actually confidential, how long the obligation lasts, and what happens when it is broken.
Financial Independence Calculator
How long you must keep working, driven by the one relationship that decides it: your savings rate. Includes the two things most independence calculators leave out: what a bad first decade does to the plan, and the far nearer date at which you can stop saving entirely.
Side-Project Revenue Tracker
Whether a side project is a business or an expensive hobby, tracking revenue against the hours it consumes, the effective hourly rate it produces, and the honest month at which it could replace a salary.
Freelance Income & Tax
Income month by month with the tax set aside as it arrives rather than found in January, including the two things that catch self-employed people out: a payment on account nobody warned them about, and the expenses they never claimed because nobody wrote the list down.
Subscription Spend Tracker
Every recurring payment, what it costs per actual use, and what it will have cost by the time you finally cancel it, with the renewal calendar that turns an annual charge from an ambush into a decision.
Time Audit Sheet
Two weeks of where the hours actually went, with the two findings a calendar cannot produce: how much of the week reached uninterrupted work, and what the switching between things costs before anybody has been unproductive at all.
Weekly & Annual Planner
The week as a budget of 168 hours rather than a list of intentions, with the annual view that makes the arithmetic uncomfortable: how few usable weeks a year contains once holidays, illness and the weeks nothing happens are removed.
Goal & Habit Tracker
Twelve weeks of habits against the goals they are supposed to move, with the two things a streak app cannot do: a minimum version of every habit that survives a bad week, and an honest reading of which habit actually changed the outcome.
Net Worth Tracker
Everything you own minus everything you owe, tracked monthly, with the three cuts a bank statement never shows: how much of it you could reach this week, how much of it is one asset, and what it is worth after inflation.
Debt Payoff Calculator
The order to pay debts in and what each order actually costs, running avalanche and snowball side by side over the same balances so the choice between the cheaper method and the one people finish is made with both numbers visible.
Personal Budget Planner
Where the money goes and what each choice actually costs, with the two things a budget app will not tell you: what a category costs across ten years once the money would have been invested, and which single cut buys you the most for the least discomfort.
Discount & Promotion Impact
What a promotion actually did, separating the sales it created from the sales it moved, and the ones that would have happened anyway at full price, which is where almost all of the money goes.
Break-Even by SKU
Which products actually pay for the business, by allocating fixed costs the way they are really consumed and then asking of each line the only question that matters: does it sell enough to cover its own share, and what happens to the others if you drop it.
Supplier Price Comparison
Which supplier is actually cheapest once the unit price stops being the only number, comparing landed cost, the cash locked up by minimum orders and payment terms, and the stock you must hold because their lead time is longer.
Sales Tax & VAT Tracker
What you owe the tax authority each period and, more importantly, whether that money is still in the account, with the rolling twelve-month registration test that catches a business crossing the threshold before the letter does.
Simple Monthly P&L
Twelve months of revenue, cost and profit in the shape a small business owner can actually act on, with the two things a bookkeeping export never gives you: the revenue you need each month to break even, and which single line moved when the profit did.
Business Expense Tracker
Where the money goes, grouped so the answer is actionable, with the two views an accounting package will not give you: every cost as a share of revenue, and the recurring subscriptions nobody has reviewed since the day they were signed up for.
Order & Fulfilment Tracker
Every order, where it is stuck, and what being late actually costs, with the tab that turns a delivery complaint into a number: your promise against your real performance, and the refunds, support time and lost repeat custom that the gap produces.
Ecommerce Profit Calculator
Whether an online store actually makes money, built on the number that decides it and that almost no dashboard reports: contribution after advertising, per order, after returns, shipping subsidy and every fee.
COGS & Pricing Calculator
What a unit really costs by the time it is sold and paid for, and what to charge for it, with the two things that quietly destroy small-business pricing: margin confused with markup, and a discount granted without knowing how many extra units it now has to sell.
Inventory Management
What to reorder, when, and how much cash the shelf is holding, with the two tabs stock systems never include: what a stockout actually costs against what holding the stock costs, and which lines to stop buying entirely so the cash comes back.
Agency Capacity & Utilisation
Whether you can take the next project, told by the two numbers agencies confuse: utilisation, which says how full the team is, and the pipeline weighted against that capacity, which says whether next quarter is a hiring problem or a selling problem.
Project Scope & Deliverables
A one-page-per-section scope that both sides can hold each other to, with the boundary written from both directions, a change log that keeps a record as the project moves, and a scope-creep early-warning list.
Client Onboarding Questionnaire
The questions that decide whether a project goes well, asked before it starts rather than discovered in week four: who actually decides, what has already been tried, what nobody is saying out loud, and what would make this a failure.
Retainer Profitability Tracker
Which retainers make money and which quietly stopped, tracked month by month against the hours actually delivered, with the drift chart that shows a good client turning into a bad one long before the feeling arrives.
Invoice & Payment Tracker
Every invoice, how old it is, and what it is costing you to wait, with an ageing table that tells you which chase to make today and a client payment record that tells you which client to ask for a deposit next time.
Time Tracking & Billable Hours
Where the week actually goes, split into what a client pays for and what you absorb, with the number nobody tracks and everybody needs: the effective hourly rate you are earning on each client after the unbilled hours are counted.
Freelance Contract
A working contract for independent work, covering the four things that actually cause disputes: who owns the work, when you get paid, what happens when the scope grows, and how either side ends it without a fight.
Statement of Work
The document that decides whether a project ends cleanly: exactly what is delivered, exactly what is not, what the client has to do, and the priced mechanism for changing any of it without a difficult conversation.
Client Proposal
A proposal built the way clients actually read one: their problem in their words first, the outcome second, the price third, and the credentials last, with three priced options instead of one number to say yes or no to.
Freelance Rate Calculator
The rate you must charge, worked backwards from the life you need to fund and forwards through the hours you can actually sell, with the three things that quietly destroy a freelance rate priced in: unbillable time, unpaid revisions and clients who pay late.
Org-Chart & Headcount Planner
Which roles get hired, when, and what they cost cumulatively, plus the two structural checks a headcount plan usually skips: whether managers have too many reports, and whether revenue per head is improving or getting worse as you grow.
Payroll Planner
The real cost of your people, including everything that is not salary, checked against revenue and against your own pay bands, because the two most expensive payroll mistakes are underestimating the loading and paying inconsistently for the same work.
PTO & Leave Tracker
Allowance, taken and remaining per person, with the two things a leave spreadsheet normally misses: what untaken holiday is worth as a liability, and which weeks have too many people away at once.
One-on-One Template
A running agenda for the meeting that quietly decides retention: their items before yours, actions carried forward so nothing dies in the notes, and four questions on a rotation for the weeks when everything seems fine.
Performance Review Template
A review built around evidence rather than recollection, separating what someone achieved from how they achieved it and from what they should be paid, because merging those three is what makes reviews dreaded and useless.
Offer Letter Template
A clear, complete offer that states everything the candidate needs to decide, with the conditional parts marked as conditional, so nobody discovers a contingency after they have resigned from their last job.
Onboarding Checklist
The first ninety days, laid out by who owns what and when, including the parts that decide whether someone stays: a first win, a named buddy, and a manager conversation that happens before month three rather than after it.
Job Description Template
A job description that describes the job, filters honestly, and gives you the interview criteria for free, instead of the usual list of adjectives that could describe any role at any company.
Interview Scorecard
A structured scorecard that makes interviewers write down evidence before they write down a score, because the score everyone remembers is the one that was decided in the first four minutes.
Hiring Pipeline & Applicant Tracker
Every candidate with stage, source and age, turned into the numbers that decide whether you have a problem attracting people or a problem choosing them, plus what each hire actually costs.
Vendor & Supplier Tracker
Every supplier with its true annual cost, renewal date and rating, plus the two things that quietly waste money: contracts that renew automatically while nobody uses them, and spend split across suppliers who could be consolidated.
Risk Register & Mitigation Log
Risks scored by likelihood and impact, priced in money so they can be compared to the cost of preventing them, and checked for the failure every register has: high risks with nobody's name against them.
Process Documentation
How a process really works, mapped end to end with its handoffs and waiting time, because almost all delay lives between the steps rather than inside them.
Standard Operating Procedure (SOP)
A procedure anyone can follow to the same result, written so a new starter could run it on their first day without asking a question.
Meeting Agenda & Minutes
One template for before and after: an agenda that keeps the meeting on track, minutes that record only decisions and actions, and the arithmetic of what the hour actually costs.
Resource & Capacity Planner
Who is working on what, who is quietly over-allocated, and the month your committed demand overtakes the people you have, which is the only honest trigger for hiring.
Product Roadmap
Initiatives ranked by RICE rather than by whoever argued hardest, checked against the capacity each quarter actually has, and balanced so the plan contains at least one thing that could change the business.
Sprint Planner
A sprint planned against the velocity you have actually achieved rather than the one you hope for, with per-person load, a burn-down, and the carryover figure that reveals chronic over-commitment.
Task & Priority Matrix (Eisenhower)
Tasks sorted into do, schedule, delegate and delete, with the diagnosis that matters: how your time is actually split, and why living in the urgent quadrant guarantees you stay there.
Project Tracker with Gantt
Every task with owner, dates and progress, plus the calculation project plans usually omit: how completion compares to time elapsed, and the finish date that actually implies.
Investor / Board Update
The monthly update that keeps investors close and useful: short, honest, consistent, and always ending with a specific ask.
Investor Pitch Deck Outline
The twelve slides investors expect, what each has to answer, and the specific failure that kills most decks at that slide. Fill the notes here, then build the slides.
Go-To-Market Plan
How the product reaches its first real customers: one segment, at most three channels, a message per channel, and a success measure decided before launch rather than after it.
Idea Validation Scorecard
Ten questions weighted by how fatal each one is, a fatal-flaw check that overrides a good total, and the cheapest falsifiable test for whichever answer you are least sure about.
Market-Sizing Calculator (TAM/SAM/SOM)
A market size built from the bottom up, cross-checked against a top-down figure, and then subjected to the test that breaks most sizing: how many customers a month your obtainable share actually requires.
Competitor Analysis Matrix
You and your competitors scored on what buyers actually weigh, with a gap analysis that names the one factor worth investing in: the weak factor with the highest weight, not simply the weakest one.
OKR Planner & Tracker
Objectives and key results tracked to a score, with the calibration check that catches the two ways OKRs quietly fail: targets set so low that everything scores 1.0, and key results that are really tasks in disguise.
90-Day Growth Plan
One goal, three levers, a weekly cadence and a written list of what you are refusing to do. This is the plan you run, not the one you file.
One-Page Strategy · Lean Canvas
Nine boxes that hold an entire strategy. The one you find hardest to fill is not a writing problem: it is where the risk lives, and this document is built to find it.
Business Plan
A lean, investor-ready plan. Every section is here because a reader needs it to decide, and each one names the specific question it has to answer.
Upsell & Renewal Tracker
Every account's renewal date, health and expansion potential, turned into the two numbers a board asks for: gross and net revenue retention, and the revenue genuinely at risk in the next ninety days.
Win/Loss Analysis Sheet
Why deals are really won and lost, weighted by revenue rather than by count, because losing ten small deals on price matters far less than losing one large one on product, and a tally of reasons hides that completely.
Cold-Outreach Sequence Tracker
A sequence measured step by step, so you can see the thing most teams never check: how many replies you are throwing away by stopping at touch two.
Territory & Quota Planner
Quota split across the team with the two checks most plans skip: whether each rep has the capacity to work the deals their quota implies, and what a new hire can realistically carry while they are still ramping.
Deal-Scoring Model
Score every opportunity on the criteria that actually predict a close, then check whether the score predicts anything at all, because an uncalibrated scoring model is just a confident opinion with arithmetic attached.
Sales-Call Tracker & Follow-up Log
Every call logged, with the arithmetic that turns a revenue target into a daily dial count, and the diagnosis of whether your problem is the list, the opening line or the close.
Quote & Estimate Builder
A quote you can send, with the two things most quote templates leave out: what the discount actually costs you in profit, and who is allowed to approve it.
Sales Commission Calculator
Tiered commission with accelerators, payout per rep, and the number the finance team actually asks for: what the whole plan costs at every level of team attainment.
Sales Pipeline & Forecast
A weighted forecast built on stage probabilities rather than optimism, the coverage ratio that decides whether the target is reachable at all, and a record of how accurate your last forecasts turned out to be.
Simple CRM & Lead Tracker
Every lead with its stage, age and next step, plus the two things a spreadsheet CRM normally hides: how long leads sit before anyone touches them, and which source produces leads that actually close.
Landing-Page Conversion Checklist
A weighted, scored audit of the page that carries your revenue: what to check, what it is worth, what good and bad actually look like, and what to fix first.
Customer Acquisition Channel Scorecard
Every channel scored on what your business actually needs right now, weighted into one number, then turned into a budget allocation and a focus recommendation, because two channels done properly beat six done badly.
Influencer & Partnership ROI Sheet
What each creator actually returns against what they cost, with a portfolio view that shows the power law almost every influencer programme follows: one partner carries it and the average hides them.
Email Campaign Performance Tracker
Every send measured against the benchmark for its type, a list-health model that shows how fast an unworked list decays, and a frequency model for the trade between sending more and burning the list down.
A/B Test Result Calculator
A pooled z-test on your result, the sample size the test actually needed, the smallest lift your traffic can detect, and an honest warning about the three ways teams routinely fool themselves.
Conversion-Funnel Analyzer
Every stage of your funnel measured, the biggest leak named and priced, and a comparison of what fixing each step is worth, because the step with the worst rate is rarely the one worth the most.
SEO Keyword Tracker & Priority Scorer
Keywords scored for priority, checked against the authority you actually have, and converted into a traffic forecast using click-through rates by position, so you can see what moving from rank 8 to rank 3 is genuinely worth.
Content Calendar · 12 Month
A year of content planned, tracked and, unusually, modelled: evergreen pieces keep earning traffic long after they are published, and this workbook shows what that compounding is actually worth.
Ad-Spend & ROAS Calculator
Campaign performance judged against the break-even ROAS your margin actually demands, with profit per campaign after every cost and a scale, hold or cut verdict on each.
Marketing Budget Allocator & ROI Tracker
Every channel's true cost per customer and return, with a saturation model that shows where the next pound stops working and a reallocation table that names exactly what to move and where.
Subscription Revenue Projector
Thirty-six months of MRR projected from your own growth and churn, with the ceiling your churn rate imposes, the month you cross each milestone, and a sensitivity grid showing how much either lever is worth.
Profit-Margin Analyzer
Which products actually make you money once overhead is properly allocated, ranked by contribution, with a Pareto curve that usually shows a small handful carrying everything.
Cap Table & Dilution Model
Who owns what across three funding rounds, what each round costs you in ownership, and what everyone actually receives at exit once liquidation preferences are paid. Most cap tables stop before the only question that matters.
12-Month Cash-Flow Forecast
Money in and money out by category, with the working-capital timing most forecasts ignore: the gap between making a sale and being paid for it, which is what actually causes cash crises in profitable businesses.
Runway & Burn-Rate Tracker
How long your cash lasts, the month it runs out, what each cost cut or growth push actually buys, and when to start raising. Cash, not profit, is what ends companies.
Pricing Calculator
Four ways to reach a price, an elasticity curve that finds the profit-maximising point, and a tier ladder designed around how people actually choose. Pricing is the fastest lever in any business and the least examined.
Break-Even Calculator
How much you must sell before you stop losing money, across multiple products, at five different prices, and month by month until the day you cross it.
SaaS Metrics Dashboard
Twenty-four months of actuals turned into the metrics investors ask for: an MRR movement bridge, net revenue retention, the quick ratio, and a diagnosis of whether you have a growth problem or a leak.
Unit Economics Calculator
Does each customer make you money, and how fast? A payback curve month by month, three customer segments compared, a sensitivity grid, and a diagnosis of which lever actually moves your economics.
Startup Financial Model · 3 Year
A 36-month engine with a real cohort retention triangle, two-way sensitivity grids, a role-level hiring plan, a fundraise and dilution module, a scenario-driven dashboard, and a diagnostics engine that reads its own numbers. Built to survive investor scrutiny, not just fill a slide.
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