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Small business

Small Business Templates

Run client work from first hello to done with templates that do the unglamorous admin for you. Send proposals that win the work with the Proposal Template Pack, get paid faster with the Invoice Template Pack, and document your process with the SOP Template Pack. Keep warm leads warm in the CRM Tracker Spreadsheet, onboard new hires well with the Employee Onboarding Pack, and polish client relationships with the Client Portal Template. Want the whole system? The Small Business System bundles six tools worth $127 for $39.

Proposal Template Pack previewSmall business

Proposal Template Pack

Send proposals that win the work — clear structure, a worked example, and tips included. Present your value with confidence.

Invoice Template Pack previewSmall business

Invoice Template Pack

Send professional invoices in minutes and let the formulas do the math. Get paid faster with a clean, credible bill.

SOP Template Pack previewSmall business

SOP Template Pack

Document your key processes in a clear, ready-to-use structure. Hand off work smoothly and keep quality consistent.

CRM Tracker Spreadsheet previewSmall business

CRM Tracker Spreadsheet

Keep contacts, pipeline, and follow-ups in one simple spreadsheet. Never let a warm lead go cold.

Employee Onboarding Pack previewSmall business

Employee Onboarding Pack

Welcome new hires well with a complete system from offer through 90 days. A first impression that sets them up to stay.

Client Portal Template previewSmall business

Client Portal Template

Structure a polished client portal with onboarding and communication templates. A professional home for every client relationship.

Meeting Notes Template previewSmall business

Meeting Notes Template

Turn scattered meetings into clear agendas, decisions, and action items. Nothing gets lost or dropped.

Sales Tracker previewSmall business

Sales Tracker

Log leads, deals, and revenue so your pipeline stays crystal clear. Know at a glance where the next deal is coming from.

Facebook Post Planner previewSmall business

Facebook Post Planner

Plan, draft, and track your Facebook content in one calm place. Consistent posting without the daily scramble.

X (Twitter) Planner previewSmall business

X (Twitter) Planner

Brainstorm, draft, and plan your X (Twitter) content with ease. Show up consistently without the blank-page panic.

Small Business System previewBundle

Small Business System

Proposals, invoices, SOPs, client portal, onboarding, and CRM in one organized system. Everything a small business needs to run client work from first hello to done.

AI Prompt Pack for Small Business Owners previewSmall business

AI Prompt Pack for Small Business Owners

94 ready-to-paste AI prompts across 10 business areas — social media, email marketing, product descriptions, website copy, customer service & FAQ, sales & follow-up, pricing & packaging, blog/content, hiring & onboarding, and admin & time-savers. Includes a how-to-use intro and a plain-text copy-paste companion so you can lift a prompt and go.

AI Prompt Pack for Real Estate Agents previewSmall business

AI Prompt Pack for Real Estate Agents

94 ready-to-paste AI prompts for real estate agents across 10 workflow areas — listing descriptions & marketing copy, social media content & captions, buyer lead follow-up, seller consultations, open houses & showing follow-ups, client emails, neighborhood guides & market updates, contract & disclosure drafting support, reviews, referrals & past-client outreach, and admin & time-savers. Includes a how-to-use intro and a plain-text copy-paste companion so you can lift a prompt and go.

AI Prompt Pack for Teachers previewSmall business

AI Prompt Pack for Teachers

94 ready-to-paste AI prompts for teachers across 10 workflow areas — lesson planning & unit design, classroom management & routines, differentiation & IEP/504 support, assessment, grading & feedback, parent & guardian communication, student engagement & activities, professional development & reflection, substitute & emergency plans & new-teacher survival, subject-specific content ideas, and admin, organization & time-savers. Every prompt is written with student privacy in mind — you are instructed to never paste real student names or PII — and anything academic is flagged to be verified against your curriculum, textbook, and standards before students see it. Includes a how-to-use intro and a plain-text copy-paste companion so you can lift a prompt and go.

AI Prompt Pack for Job Seekers previewSmall business

AI Prompt Pack for Job Seekers

94 ready-to-paste AI prompts for job seekers across 10 workflow areas — resume & CV writing, cover letters, LinkedIn profile & personal brand, job search strategy & tracking, networking & outreach, interview preparation, interview follow-up & negotiation, career pivots & skill-building, career change & self-reflection, and admin, organization & time-savers. Every prompt is written with honesty in mind — you are instructed to never invent job titles, dates, employers, skills, or achievements, and every claim on your resume, profiles, and messages must be real and verifiable. ATS optimization applies to how you present your truthful experience — never to fabricating it. Includes a how-to-use intro and a plain-text copy-paste companion so you can lift a prompt and go.

AI Prompt Pack for Etsy Sellers previewSmall business

AI Prompt Pack for Etsy Sellers

94 ready-to-paste AI prompts for Etsy sellers across 10 workflow areas — product listings & Etsy SEO, listing photos & visual storytelling, shop branding, about section & policies, customer service & order follow-ups, reviews earned honestly & responses, social media & content marketing, shop updates, sales & promotions, new product ideas & development, packaging, shipping & operations, and admin, finance & time-savers. Every prompt is written with honesty in mind — you are instructed to never invent reviews, ratings, or sales figures, never offer incentives, discounts, or free items in exchange for reviews, and keep every listing truthful: real materials, dimensions, and processing times, always following Etsy's seller policies and handmade rules. Includes a how-to-use intro and a plain-text copy-paste companion so you can lift a prompt and go.

Business Plan Builder previewSmall business

Business Plan Builder

The strategy-canvas system: navy, charcoal and amber with a nine-box canvas — the whole business on seven pages. Model, buyer, revenue, roadmap, risks and a 90-day plan in one calm build.

Client Workflow Planner previewSmall business

Client Workflow Planner

The playbook-columns system: slate and coral with four phase columns — every client, the same smooth run. Phases, deliverables, owners, handoffs and the comms log in one playbook.

Content Calendar previewSmall business

Content Calendar

The editorial-grid system: a colorful quarter-tinted grid for every platform — plan once, post everywhere. Twelve months, platform lanes, hooks, batch days and repurpose notes in one grid.

Marketing Plan previewSmall business

Marketing Plan

The funnel-pages system: indigo and teal with narrowing funnel stages — from first glance to signed buyer. Funnel map, channels, budget, KPIs and campaign calendar in one plan.

Sales Pipeline Tracker previewSmall business

Sales Pipeline Tracker

The funnel-lanes system: ink and amber with five deal lanes — every deal in a lane, every lane moving. Lanes, deal cards, follow-ups, wins and losses in one tracker.

Goal & Milestone Planner previewSmall business

Goal & Milestone Planner

The milestone-ladder system: forest and sand with rungs to climb — one mountain for the year, one rung at a time. Annual goal, quarterly rungs, monthly loop, weekly wins and daily habits in one climb.

Small Business Planner Design Collection previewSmall business

Small Business Planner Design Collection

Six complete small business planner designs in one bundle — Business Plan Builder, Client Workflow Planner, Content Calendar, Marketing Plan, Sales Pipeline Tracker, and Goal & Milestone Planner, plus a guide. A $54 value for $29 — save $25, and match the planner to the work.