PACK READY

Business Software Template Pack

8 complete business systems as ready-to-copy specs — CRM, SOP tracker, project tracker, inventory with reorder logic, client onboarding, invoice tracker, KPI dashboard, and meeting notes. Every one with exact column schemas, formulas, example rows, and setup steps for both Google Sheets and Notion.

Available at checkout your business or your clients'Buy now — instant Stripe checkoutSecure checkout by Stripe — Apple Pay, Link and cards accepted. The pack lands in your inbox the same day.

The 8 systems

Lightweight CRM

Every lead tracked, overdue follow-ups flagged automatically with a built-in formula.

SOP Tracker

How your business runs, written down, owned, and auto-flagged for review.

Project Tracker

Kanban + timeline views. What's next, what's stuck, what's shipped.

Inventory & Reorder

Reorder-point logic that flags 🔶 REORDER before you hit ⛔ OUT.

Client Onboarding

A 12-task first-two-weeks checklist, duplicated per client.

Invoice & Payments

Who owes what, days-overdue math, and a chase cadence that isn't awkward.

KPI Dashboard

Five numbers every Monday — close rate, average job, rolling revenue — so decisions stop being vibes.

Meeting Notes

Every meeting ends with owners and dates. Decisions stay findable forever.

Straight from the pack

System 01 · CRM

The exact schema

Name · Company · Phone · Email · Source (Referral / Google / Social / Walk-in / Ads / Other) · Stage (New → Contacted → Quoted → Won / Lost) · Value $ · Last Touch · Next Follow-up · Notes Overdue flag: =IF(AND(I2<>"",I2<TODAY(),F2<>"Won",F2<>"Lost"),"🔴 OVERDUE","")

System 04 · Inventory

Reorder logic that actually fires

Available: =On Hand − Reserved Status: =IF(F2<=0,"⛔ OUT",IF(F2<=G2,"🔶 REORDER","🟢 OK")) Monday ritual: sort by Status → one PO list per supplier → log order date.

System 07 · KPI Dashboard

Five numbers, once a week

Leads · Quotes sent · Jobs won · Revenue · Cash collected Close rate: =IF(C2=0,"",D2/C2) · Avg job: =IF(D2=0,"",E2/D2) · 4-week rolling revenue (in F5, drag down): =AVERAGE(E2:E5) Rule: if a metric hasn't changed a decision in 8 weeks, replace it.

Questions, answered

Sheets or Notion?

Both. Every system includes setup steps for Google Sheets AND Notion — pick whichever your team already lives in.

Do I need to know formulas?

No. Every formula is written out ready to paste, with exactly which cell it goes in.

How long does setup take?

The pack includes a setup order: the money pair (CRM + invoices) on day 1, projects day 2, KPI dashboard day 3. The full rollout is designed to fit in about two weeks at roughly 30 minutes a day.

What if I want it built FOR me?

That's literally our job — we build these wired together with your data imported. See custom software or email us.