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Whether you're a freelancer, consultant, coach, or small business owner, this bundle is designed to simplify your day-to-day operations and give you more control over your business. From client management to tracking finances and organizing your sales pipeline - these templates are ready to support you from day one.
This package includes 3 powerful and easy-to-use spreadsheets that work in Google Sheets and Excel. No apps, no coding, just practical tools that help you stay organized and focus on what really matters - serving your clients and growing your income.
What's Inside
-
CRM Spreadsheet
Organize contacts, track leads, manage follow-ups, and monitor your sales pipeline all in one clear and customizable dashboard.
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Easy Bookkeeping Spreadsheet
Record income and expenses, categorize transactions, and review monthly or yearly financial summaries with ease. A must-have for tax season and everyday clarity.
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Client Tracker
Keep all your client details, project statuses, deadlines, and notes in one place. Perfect for keeping your workflow streamlined and professional.
Who This Is For
- Freelancers and service providers
- Creative entrepreneurs and consultants
- Coaches and online business owners
- Anyone running a client-based or small business looking for simple, effective digital systems
WHAT’S INCLUDED?
- Step-by-step instructions
- 12 Templates of Spreadsheets
- 3 Sample Google Sheet with Mock Data
- 3 Blank Google Sheet
- 3 Sample Excel with Mock Data
- 3 Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
