Service Business Operations Bundle — 3 Excel Toolkits
Service Business Operations Bundle — 3 Excel Toolkits
One toolkit for pricing, following up, and managing cash.
Three editable Excel workbooks for small service businesses. Pay once and use the templates inside your business.
Your bundle includes
- Pricing & Profit Toolkit — service-level costs, customer quote builder, contribution margin, break-even and monthly planning (sold separately for $19).
- Client Pipeline & Follow-Up Tracker — 120-lead register, reminder flags, weighted pipeline, dashboard and outreach scripts (sold separately for $15).
- Cash Flow & Invoice Tracker — actual receipts/expenses, 60 invoices, 12-month cash view and 12-month forecast scenarios (sold separately for $19).
Bundle price: $39 (combined individual prices: $53; save $14). One-time payment. No ongoing subscription.
What you'll receive
One ZIP download containing three standalone Excel (.xlsx) files and a Read Me guide. Extract the ZIP and open the files in Microsoft Excel. All sample data is fictional and for demonstration only.
No automatic syncing: these are independent workbooks. They do not communicate with each other, connect to banks, send emails, or automate invoicing. Manual updating is required.
Compatibility: Microsoft Excel recommended; other spreadsheet applications are not guaranteed to work identically. Nothing physical is shipped.
One-business internal-use license; no resale/redistribution. Planning tools, not accounting, tax, legal or financial advice. Estimates and scenarios do not guarantee results.