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Notion templates & Google Sheets trackers

Business and finance templates that replace the spreadsheet you keep meaning to fix

Every template here solves one operational or financial headache : invoicing, expenses, client pipelines, project delivery, stock levels. Take the free lite version, then upgrade when it has earned it.

  • Time saved

    Pre-built views, formulas and roll-ups instead of a blank sheet.

  • Money tracked

    Revenue, expenses and margin in one place, updated as you work.

  • Instant delivery

    Duplicated straight into Notion or your Google Drive.

Available templates

6 templates live

  • Notion template

    Notion Social Media Calendar

    Plan and schedule content across all channels

    For one-person marketing teams posting across channels

    $20.00free lite versionView template

  • Google Sheets tracker

    Tax Deduction Tracker

    Streamline Your Tax Return with Ease

    For sole traders filing their own returns

    $18.00free lite versionView template

  • Notion template

    Client Onboarding Template

    Streamline Your First Week with a Proven Onboarding Process

    For service businesses onboarding new accounts

    $16.00free lite versionView template

  • Google Sheets tracker

    Quote Tracker

    Win Back Lost Jobs with Automated Quote Follow-up

    For trades businesses sending estimates daily

    $23.00free lite versionView template

  • Google Sheets tracker

    Profit Calculator

    Calculate price for profit after fees, shipping and returns in Google Sheets

    For e-commerce sellers pricing new stock

    $19.00free lite versionView template

  • Google Sheets tracker

    Subcontractor Tracker

    Accurate weekly payments for your construction crews

    For construction coordinators paying crews weekly

    $17.00free lite versionView template