Premium Business Templates | Spreadsheet Templates Excel and Google Sheets

Premium Business Templates | Spreadsheet Templates Excel and Google Sheets

Whether you’re running a solo business or offering professional services, this bundle is built to help you stay in control of your daily workflow. If you’re a freelancer, coach, consultant, or small business owner, these spreadsheets will simplify everything — from managing clients to tracking finances and keeping your sales pipeline organized.

This ready-to-use kit includes 3 practical and intuitive spreadsheets that work seamlessly in both Google Sheets and Excel. No need for extra software or tech skills — just clean, customizable templates to help you stay focused on what matters most: growing your business and serving your clients.

What You’ll Get:

CRM Spreadsheet

 Manage contacts, track potential clients, stay on top of follow-ups, and watch your sales funnel clearly unfold — all in one sleek dashboard.

Simple Bookkeeping Sheet

 Easily log income and expenses, categorize transactions, and review financial summaries — perfect for both daily tracking and tax prep.

Client Tracker

 Store client information, project updates, deadlines, and notes in one place. Designed to keep your business organized and running smoothly.

Ideal For:

Freelancers and digital service providersConsultants and creativesCoaches and online entrepreneursAnyone managing clients and projects in a growing small business

WHAT’S INCLUDED?

Step-by-step instructions 12 Templates of Spreadsheets3 Sample Google Sheet with Mock Data3 Blank Google Sheet3 Sample Excel with Mock Data3 Blank ExcelEditable in Google Sheets and Microsoft ExcelCompatible with MAC, PC, Phones, or Tablets

HOW IT WORKS & REQUIREMENTS

YOU WILL NEED:

A device to access Google Sheets or Microsoft ExcelA Google Account (if using Google Sheets)Microsoft Excel software (if using Excel)Basic computer skills

HOW IT WORKS:

Purchase and download instantly.Open the PDF file to access the Google Sheet link.Download the Excel template.Open the spreadsheet and start planning!

IMPORTANT TO KNOW:

This is a digital download; no physical items will be shipped.Due to the nature of digital products, all sales are final, and refunds are not available.

COLOR DISCLAIMER:

Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.

Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.