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The Small Business Kit
50 practical templates, trackers and worksheets to help you plan, manage and grow your small business.
A complete business organization kit for freelancers, solo business owners and small teams, with practical templates for planning, finances, customers, sales, marketing, operations and business reviews.
Running a small business means keeping track of goals, money, customers, marketing, sales and everyday operations at the same time. The Small Business Kit brings those essential systems into one practical, editable toolkit. Use the included planners, trackers and worksheets to organize your business, monitor performance, manage customers, plan campaigns and make better decisions without building every system from scratch.
The problem it solves
Small business owners often manage important information across notebooks, spreadsheets, messages and disconnected apps. This makes it harder to track finances, follow up with customers, manage marketing and understand how the business is actually performing. The Small Business Kit gives you one organized set of practical templates for the core areas of running a business.
What's included
- 50 editable small business templates and worksheets
- Business setup, vision and goal-planning worksheets
- 90-day, monthly, weekly and daily planning templates
- Revenue, expense, profit and cash-flow trackers
- Budget, invoice and payment tracking templates
- Customer profile and ideal customer worksheets
- Lead tracker and sales pipeline
- Customer follow-up and sales goal trackers
- Monthly marketing planner and campaign planner
- Social media planner and content calendar
- Content ideas and promotion planning worksheets
- Competitor research and SWOT analysis templates
- Supplier, inventory and order trackers
- Business process and SOP templates
- Project tracker and business metrics dashboard
- Monthly and quarterly business review templates
What you'll receive — 2 files
- Small Business Kit
- Small Business Kit Preview
Made for
- Small business owners who want a simple system for organizing their business
- Freelancers managing clients, income, marketing and operations themselves
- Solo entrepreneurs building repeatable systems for everyday business tasks
- Online sellers and service businesses that need practical planning and tracking tools
- Early-stage businesses that are not ready for complicated business-management software
How to use it
01
Start with the business setup, vision and goal-planning pages to define what you are building.
02
se the planning templates to organize your 90-day goals, monthly priorities and weekly workload.
03
Track revenue, expenses, invoices, payments and cash flow using the finance section.
04
Use the customer, lead and sales templates to manage prospects and follow-ups.
05
Plan your content, promotions and marketing campaigns using the marketing section.
06
Review your business metrics monthly and quarterly to identify what is working and what needs attention.
Questions
What is included in The Small Business Kit?
The kit includes 50 practical templates covering business planning, goals, finances, customers, sales, marketing, operations, inventory, projects and business reviews.
Can I edit the templates in Canva?
Yes. The kit includes a Canva-editable PPTX version that can be uploaded to Canva and customized with your own business information, fonts, colors and branding.
Is this only for established businesses?
No. The kit is designed for both new and existing small businesses. New business owners can use it to build their first operating system, while existing businesses can use the templates to organize and improve their current processes.
Do I need special software?
No. You can use the editable version in Canva or Microsoft PowerPoint, and the PDF version can be opened with standard PDF readers such as Adobe Acrobat or Apple Preview.
Can I use only the templates I need?
Yes. The kit is modular, so you can use individual planners, trackers and worksheets without completing the entire kit.
Still deciding? Read the full FAQ or ask us anything.
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The Small Business Kit$19.99 · M004