Business Essentials Templates

Onboard clients into your business easily with a fully mapped out Customer Journey for both service based and e-commerce businesses.

Proven strategies for attracting leads on the most popular platforms including, Facebook (groups and pages), Instagram, LinkedIn, TikTok, Paid Ads, Email Marketing, Coffee Chats, Networking Events and so much more.

Never forget a follow up again with a simple yet effective tracker to manage and prioritize your leads. Stop losing potential clients- with this template you can stay on top of every lead without adding more work to your plate.

Get your finances in order with a monthly financial template to help you organize your finances to avoid costly errors and make informed decisions to boost profitability.

Set, track and evaluate your goals with a quarterly planning tool to help you stay focused, productive and always ahead of your competition with clear, actionable goals.

Handle the unexpected with a ready-to-go emergency plan. This covers an emergency out of office, mental health day, death in the family, vacation and natural disasters. Be able to handle emergencies effectively without disrupting your business.

Enter your bullet points here..

Do I need any technical skills to use these templates?
Not at all! These templates are beginner-friendly with clear instructions. Whether you’re a tech expert or completely new to organizing your business, you’ll find them easy to use and implement.
What exactly is included in the Business Essentials Templates?
You’ll get tools like a customer journey sequence, lead generation checklist, follow-up tracker, financial tracker, quarterly planner, an emergency response plan, and a curated list of business resources.
Can I customize these templates to fit my business needs?
Yes! These templates are 100% editable. You can add, remove, or adjust sections to make them work perfectly for your unique processes and goals.

Do I need any additional software to use these templates?
No additional software is required! You can use them directly in Google Sheets or Excel. They’re designed to be accessible and easy to use as is.
What if I already have my systems in place?
Great! These templates can complement and enhance your existing processes. They’re flexible enough to fill gaps in your current system or improve areas where you may feel less organized.
What is the refund policy for the templates?
Due to the digital nature of the templates, all sales are final. However, we’re confident you’ll love the time and effort these tools will save you.

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A fully mapped out Customer Journey for both service based and e-commerce businesses. Get custom tailored suggestions for an Online Service Provider, Agency Owner, Coach and Photographer included.

Proven strategies for attracting leads on the most popular platforms including, Facebook (groups and pages), Instagram, LinkedIn, TikTok, Paid Ads, Email Marketing, Coffee Chats, Networking Events and so much more.

A simple yet effective tracker to manage and prioritize your leads. Stop losing potential clients- with this template you can stay on top of every lead without adding more work to your plate.

A monthly financial template to help you organize, monitor and optimize your finances to gain financial clarity, avoid costly errors and make better decisions to boost profitability.

A quarterly planning tool to set, track and evaluate your goals every quarter to help you stay focused, productive and always ahead of your competition with clear, actionable goals.

A ready to go emergency plan for handling the unexpected in your business. This covers an emergency out of office, mental health day, death in the family, vacation and natural disasters. Be able to handle emergencies effectively without disrupting your business.

Enter your bullet points here..

Contact information

Billing address

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