Business starter kitsfor business owners.

This cleaning business pricing calculator and quote template helps you work out what an hour of your time really costs, including pay, payroll taxes, overhead, supplies and drive time. It then turns that into a price for every kind of clean you offer. What's inside Pricing & Quote Workbook (EXAMPLE + BLANK, .xlsx): My Costs: your true hourly cost. My Rates: your room times, condition and add-on prices. Pricing Engine: one-time, first-clean, weekly, biweekly, monthly and move-in/out prices for any home, priced room by room or by square feet. A printable Customer Quote. A Job Log that compares estimated and actual time. A Dashboard showing revenue, profit per job and revenue per hour. A Price Raise Planner that estimates, from your own numbers, how many clients you could lose and still keep the same profit at a new price (a projection, not a prediction). Pricing Playbook (PDF, 11 pages): the method step by step, how to talk about price, handling six common objections, raising prices, and a worked example. Client paperwork (Word + PDF): a service agreement template, a client intake form, and first-clean, recurring and move-in/move-out checklists. Add your business name and edit freely. AI Prompt Pack (25 prompts, PDF + text): ready-to-fill prompts for quotes, follow-ups, rebooking, price-raise notices, objections, reviews and service issues. Start Here guide. Good to know Every number in the EXAMPLE file is made up. Your prices come from your own costs and your market. The service agreement is a template, not legal advice. Have a local attorney review it. Tax and insurance lines are placeholders to confirm with your own professionals. Excel .xlsx workbook, no macros; formulas tested in Google Sheets and LibreOffice (Excel open-test pending). It's a digital download; nothing ships. License: single business use; no resale, redistribution or sharing. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. Who it's for: solo cleaners and small crews who want a repeatable pricing method and a simple way to track whether jobs are profitable. If you only need a quick quote calculator, a simpler tool may suit you better. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This commercial cleaning bid calculator and proposal template helps you bid offices and small commercial spaces from real production rates, then send a clear monthly proposal. Who it's for: Residential cleaning owners adding their first office, clinic or small commercial accounts, and new commercial cleaners who bid by guesswork. Built for US businesses of 1–10 people. The problem it solves: Commercial bids are priced by square foot and visit frequency, not by the house. This kit turns your real labor cost, production rates (square feet per hour), supplies, travel and periodic services into a monthly contract price, shows the per-visit and per-square-foot numbers, and lets you check each month whether the account is still profitable. What's inside Bid & Proposal Workbook (EXAMPLE + BLANK, .xlsx) Commercial Bidding Playbook (PDF) Commercial Cleaning Agreement template (DOCX + PDF) Site Walkthrough Form, Scope of Work Schedule, Proposal Cover Letter, Quality Inspection Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Enter your labor, overhead, supply and travel costs and target margin on My Costs. Adjust the production rates for each type of space. On Bid Builder, enter the facility's areas, restroom fixtures and visit frequency to get the monthly price. Compare 1–7 visits a week on Visit Options, print the Customer Proposal, and send it with the agreement and scope schedule. Log each month's hours on Job Cost Check to catch accounts that drift below your margin. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Cleaning medical or dental offices can bring extra requirements (for example OSHA bloodborne-pathogens training and EPA-registered disinfectants used as the label directs). This kit doesn't cover them; check what applies to you. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This handyman pricing calculator and estimate template helps you set a rate that covers your real costs, price every job from your own task library, and price the surprises with written change orders. Who it's for: Solo handymen and small home-repair crews in the US, especially in their first years or anyone who suspects their prices are too low. The problem it solves: Underpriced handyman work often loses money around the job: travel, small visits, materials runs, hidden damage and free extras. This kit builds an hourly rate on your real billable hours, adds a trip charge and minimum, prices each job from a task library with a time buffer and materials markup, and turns surprises into written change orders for the client to sign. What's inside Pricing & Estimate Workbook (EXAMPLE + BLANK, .xlsx) with a starter task library Handyman Pricing Playbook (PDF) Handyman Service Agreement template (DOCX + PDF) Job Walkthrough Form, Change Order Form, Job Completion Sign-Off, How Our Estimates Work handout (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Enter your pay, overhead, billable hours, travel, margin and markup on My Costs. Replace the starter Task Library times with your own as you log jobs. Build each estimate line by line; print the Customer Estimate. Price anything extra on the Change Order tab and get it signed. Log every job to see your real margin and revenue per hour on the Dashboard. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Licensing: many states and localities require a license for electrical, plumbing, gas or HVAC work, or for jobs over a dollar amount. Offer only the work you're allowed to do where you work. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This freelance rate calculator and consulting proposal template helps you find the rate your business actually needs, price projects as three clear options, and keep scope creep in check. Who it's for: Freelancers, independent consultants, coaches and one-person agencies in the US who set rates by gut feel, quote projects as a single number, or keep doing 'quick extras' for free. The problem it solves: A rate copied from a job board ignores taxes, benefits, expenses and the hours you can't bill. This kit works out your floor and target rates from the income you need and your honest billable hours, prices each project from its phases with a contingency buffer, presents three options on a one-page proposal, prices every scope change, and checks your effective hourly rate after each project. What's inside Rate & Proposal Workbook (EXAMPLE + BLANK, .xlsx) Freelance Pricing Playbook (PDF) Client Services Agreement and Statement of Work templates (DOCX + PDF) Discovery Call Questionnaire, Change Request Form, Project Kickoff and Wrap-Up Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On My Rate, enter the pay you want, allowances, business expenses, time off, hours and billable share. On Project Pricer, list the phases with estimated hours and mark which option includes each. Print the Proposal, then turn the chosen option into a Statement of Work under the Client Services Agreement. Log and price out-of-scope requests on Scope Changes. Track leads, follow-ups and actual hours on Pipeline; review win rate and effective rate on the Dashboard. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). If your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This pricing calculator and profit tracker for Etsy sellers helps you know what each product really costs, price it for every place you sell, and see which sales actually make money. Who it's for: Makers and small product sellers in the US who sell on Etsy, their own Shopify site, at craft fairs and markets, or wholesale to shops, and aren't sure which products and channels actually make money. The problem it solves: Materials-only pricing leaves out your time, overhead, stacked platform fees and real shipping costs, and one price everywhere can lose money on a marketplace. This kit calculates a true unit cost, then a suggested and a break-even price for each product on each channel from fee settings you control, checks the prices you charge now, prints a wholesale line sheet, and logs real sales to show profit by channel and product. What's inside Pricing & Profit Workbook (EXAMPLE + BLANK, .xlsx) Seller Pricing Playbook (PDF) Shop Policies and Wholesale Terms templates (DOCX + PDF) Custom Order Request Form, Product Costing Worksheet, Craft Fair and Market Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On My Shop, enter your pay per hour, monthly overhead, expected sales and the fees for each channel (pre-filled with published US rates; check yours). Use the Materials Calculator for bulk supplies, then list each product's costs and shipping on Products. Read suggested and floor prices for every channel on Channel Prices. Test your current prices on Price Check; print the Line Sheet for wholesale. Log sales to see fees, profit and margin by channel and product on the Dashboard. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Selling children's products, cosmetics, candles or food? Product-safety and labeling rules may apply. This kit doesn't cover them. Etsy, Shopify and Square are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This client follow-up spreadsheet and repeat customer tracker helps you follow up on every quote, keep regular clients rebooking, and ask for reviews and referrals the honest way. Who it's for: Owners of small service businesses (cleaning, window washing, lawn care, handyman, salons, consultants and more) who send quotes and see the same clients again, and want a simple weekly routine instead of sticky notes. The problem it solves: Quotes that get no reply can go without a follow-up, and regular clients can drift away when nobody reminds them. This kit dates every follow-up, flags clients who are due, overdue or quiet long enough to win back, logs review and referral asks, and shows what repeat clients are worth in a year. What's inside Follow-Up & Repeat Revenue Workbook (EXAMPLE + BLANK, .xlsx) Follow-Up Playbook (PDF) Quote Follow-Up Messages and Rebooking and Win-Back Messages (DOCX + PDF) Client Feedback Form, Review and Referral Request Guide, Weekly Follow-Up Routine (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, set your follow-up timing (3, 7 and 14 days to start), the 'due soon' window and when a quiet client counts as a win-back. Log every quote on Quote Follow-Up; the next follow-up date and action (DUE, SCHEDULED, CLOSE OUT) calculate. List repeat clients on Client Roster with their last visit, usual rebook interval and average ticket. Log review and referral asks. Each week, work the Dashboard list using the message templates and prompts. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This retainer agreement template and client onboarding checklist kit helps you price monthly packages from your real rate, set clear limits and overage, track hours, and onboard every new client the same way. Who it's for: Freelancers, consultants and one-person agencies in the US who have (or want) monthly retainer clients and want clear prices, limits and onboarding. The problem it solves: A retainer priced by feel can quietly pay less than your minimum rate, and vague limits turn into unlimited work. This kit prices three packages from your own minimum rate with discounts and rounding, flags any package that pays below it, tracks each client's hours against their package, shows how full your month is, and walks every new client through nine onboarding steps. What's inside Retainer & Onboarding Workbook (EXAMPLE + BLANK, .xlsx) Retainer Playbook (PDF) Monthly Retainer Agreement template (DOCX + PDF) Welcome Packet, Onboarding Questionnaire, Monthly Retainer Report, Onboarding Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On My Rate, enter the pay you want, costs, weeks off, hours and billable share; set your hourly rate. Build up to three packages on Retainer Pricer; fix any BELOW MINIMUM flag. Add clients on Retainer Clients and log time on Hours Log; watch NEAR LIMIT and OVER. Check Capacity before taking on more work. Track each new client through the Onboarding Tracker with the welcome packet, questionnaire and checklist. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). If your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This small business bookkeeping spreadsheet and cash flow forecast helps you see what came in, what went out, who owes you and what your bank balance could look like over the next 13 weeks. Who it's for: Owners of very small businesses who aren't ready for accounting software (or want a simple view next to it), keep personal and business money a bit mixed, and want to stop guessing about cash. The problem it solves: Bank balances don't show profit, and profit doesn't show next month's cash. This workbook turns your bank lines into a monthly P&L by category, keeps owner's draws and transfers off the P&L, ages unpaid invoices, suggests a tax set-aside from your own %, and forecasts 13 weeks of cash against a buffer you set. What's inside Bookkeeping & Cash Flow Workbook (EXAMPLE + BLANK, .xlsx) Bookkeeping & Cash Flow Playbook (PDF) Invoice Template and Payment Reminder Letters (DOCX + PDF) Monthly Close Checklist, Weekly Cash Flow Review, Tax Set-Aside and Records Worksheet (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Setup, enter your books start date, bank balance, cash buffer, tax set-aside % (from your tax professional) and categories. Enter bank lines on Transactions in date order; the running balance should match your statement. Read the Monthly P&L; do the monthly close checklist. Log invoices; send reminders as they age. Update the 13-week Cash Flow Forecast weekly and act on any BELOW BUFFER week. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). This is a cash-basis bookkeeping tool, not tax or accounting advice; the tax set-aside is a savings guide, not a tax calculation. Ask a tax professional what applies to you. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This influencer media kit template and brand sponsorship rate card helps you price sponsorships from your own numbers, quote usage rights and exclusivity, disclose clearly and keep track of every payment. Who it's for: Creators on Instagram, TikTok, YouTube or newsletters who are starting to get (or pitch) brand deals and want a rate card, clear quotes and contracts, proper disclosures and a way to track payments. The problem it solves: Brand deal prices are often guesses that ignore the creator's time, usage rights and exclusivity, and what's left after commission, fees and taxes. This kit prices every deliverable as the highest of a views-based price, a time-based price and your minimum, builds quotes with add-ons and a deposit, shows your take-home and effective hourly rate, and tracks contracts, disclosures and payments. What's inside Brand Deal Workbook (EXAMPLE + BLANK, .xlsx) Brand Deal Playbook (PDF) Sponsorship Agreement template and Media Kit template (DOCX + PDF) Contract Review Checklist, FTC Disclosure Guide, Campaign Brief and Deliverables Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Enter your platforms' followers, views and engagements on My Audience (from your own analytics). Set your hourly rate, minimum and a CPM per deliverable on Rate Card. Build each quote on Deal Quote; check take-home and the effective hourly rate. Review the contract with the checklist; adapt the agreement template with an attorney. Track every deal, disclosure and payment on Deal Tracker. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Instagram, TikTok and YouTube are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. The FTC Disclosure Guide is a plain-language summary of FTC guidance, not legal advice. Check the FTC's current pages and each platform's rules. If the creator is under 18, a parent or guardian usually has to sign contracts, and some states, including Illinois and California, have rules about minors' earnings from online content. Ask an attorney. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This lawn care pricing calculator and quote template helps you price every lawn from your real cost per crew-hour, quote whole seasons clearly, and see which clients pay what they should. Who it's for: Owner-operators and small lawn care crews who mow, clean up and do seasonal services, and want quotes and season contracts based on their own crew time and costs instead of a competitor's price list. The problem it solves: Copied or guessed prices can leave small lawns, long drives and slow properties underpriced. This kit turns your crew, equipment and overhead costs into a target price per crew-hour, prices each service from measured areas and crew minutes, adds a trip and setup charge to every visit, splits a season into monthly payments, and flags clients who pay less per crew-hour than your target. What's inside Lawn Care Pricing Workbook (EXAMPLE + BLANK, .xlsx) Lawn Care Pricing Playbook (PDF) Lawn Care Service Agreement TEMPLATE (DOCX + PDF) Property Walkthrough and Measuring Form, Seasonal Price Sheet, Visit Checklist (DOCX + PDF) Season Renewal and Price-Change Letters (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On My Costs, enter crew size and pay, payroll %, equipment and vehicle costs, overhead, crew-hours per month and your profit target. On Service Menu, enter crew minutes and materials per 1,000 sq ft (or per visit) for each service. On Property Quote, enter the measured lawn and bed areas, drive time, services and visits; print the Customer Quote. Track each client's real crew minutes on the Season Tracker. Use the renewal letters to adjust prices that fall below target. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Fertilizer, weed control and other pesticide work: many states require a license to apply these products for hire. Only quote that work if you hold the license your state requires. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This freelance time tracking spreadsheet and invoice template helps you track every hour, invoice on a schedule, follow up on late payments and see your real hourly rate against a yearly goal. Who it's for: Freelancers and solo consultants who bill by the hour or by project, juggle a few clients at once, and want one simple place to log time, track invoices and see how the year is going. The problem it solves: Unlogged hours, uninvoiced time and late payments can quietly cut freelance income. This workbook follows each hour from the Time Log to an invoice to PAID, flags OVERDUE invoices, shows your value per hour logged (admin time included), tracks collected income month by month against an even pace toward your yearly goal, and estimates a tax set-aside from your own %. What's inside Time, Invoice & Income Workbook (EXAMPLE + BLANK, .xlsx) Freelancer Money Playbook (PDF) Invoice Template and Client Time Report (DOCX + PDF) Payment Terms and Late-Payment Clauses TEMPLATE (DOCX + PDF) Payment Reminder Emails and Monthly Money Review Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, enter the year, your income goal, default rate and payment terms, and your tax set-aside %. Add clients with their own rate and terms. Log every block of work on the Time Log; type the invoice number on the rows you bill. Add each invoice; time adds up automatically and status shows OPEN, OVERDUE or PAID. Do the Monthly Money Review with the Dashboard and Income vs Goal tabs. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). The tax set-aside is a % you choose, not a tax calculation. Ask a tax professional what to set aside and when to pay estimated taxes. Some states and cities, including New York and Illinois, have freelance worker laws with written-contract and payment-timing rules. The payment terms clauses are a template to have an attorney review. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This shop launch checklist and 90-day marketing calendar for Etsy sellers helps you plan the weeks before launch, keep posting for the first 90 days, and see whether your ads pay for themselves. Who it's for: Makers and small online sellers who are opening or relaunching a shop, post on a few social channels, maybe run small ads, and want one dated plan instead of scattered notes. It's platform-neutral: the checklist and calendar work for an Etsy shop, your own website or another marketplace. The problem it solves: Without a dated plan, launch tasks slip, posting fades after launch week, and ad spend can cost more than it brings in. This workbook dates every task and post from your launch date with DONE, OVERDUE, MISSED and THIS WEEK status, and turns weekly ad results into cost per order, return on ad spend and profit after ads against a break-even set by your own margin. What's inside Launch & Marketing Workbook (EXAMPLE + BLANK, .xlsx) Shop Launch Playbook (PDF) Launch Email Templates (DOCX + PDF) Listing Photo Shot List and Product Listing Worksheet (DOCX + PDF) Content Ideas Bank and Weekly Marketing Routine (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, enter your launch date and your margin after product cost, fees and shipping. Adapt the Launch Checklist; due dates count from launch day. Plan posts and emails on the Content Calendar by days from launch. Each week, enter ad results from your platform on the Ad Tracker. Follow the Weekly Marketing Routine and check the Dashboard. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Texting or emailing customers: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a customer's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. No fake reviews, invented urgency or made-up stats. Customer photos and quotes only with permission, and paid or gifted partners must disclose the relationship. Selling children's products, cosmetics, candles or food? Product-safety and labeling rules may apply. This kit doesn't cover them. Etsy, Instagram, TikTok, Facebook and Pinterest are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This employee onboarding checklist and first hire cost calculator helps you work out what a first hire really costs, run fair structured interviews, make a clear offer and onboard in 90 days. Who it's for: Owners of very small businesses who are about to hire their first or second employee and want to check the numbers, interview fairly and onboard with a plan. The problem it solves: Pay is only part of what a hire costs, and unstructured interviews and memory-based onboarding make it easy to miss things. This kit adds payroll-tax, workers' comp and benefit placeholders, one-time and training costs to show the yearly and first-year cost and the revenue the hire needs, ranks candidates on weighted job-related criteria, and dates every onboarding task from the start date with DONE, OVERDUE and DUE SOON status. What's inside First Hire Workbook (EXAMPLE + BLANK, .xlsx) First Hire Playbook (PDF) Job Post Template and Interview Guide and Scorecard (DOCX + PDF) Offer Letter TEMPLATE (DOCX + PDF) First 90 Days Onboarding Checklist and SOP Template (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Hire Cost, enter pay, hours, placeholder payroll %, one-time costs and your revenue share. Set your interview criteria and weights, then score each candidate right after the interview. Send the offer letter (after attorney review). Enter the start date on the Onboarding Tracker and work the task list. Hold 30-, 60- and 90-day check-ins. Good to know Every number in the EXAMPLE file belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice; tax lines are placeholders. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Employment rules (forms such as Form I-9 and W-4, state new-hire reporting, pay-transparency, posters, workers' comp) differ by state and city. The checklists are general reminders, not a complete list, and the offer letter is a template to have an employment attorney review. This kit doesn't decide whether someone is an employee or a contractor. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Know what's due, what's overdue and what to set aside for the big replacements. Who it's for: Homeowners (first-time buyers especially) who want to stop finding out about maintenance when something breaks, and want a yearly upkeep budget and a plan for big replacements. The problem it solves: Maintenance gets forgotten until it becomes a repair. This home maintenance checklist and schedule dates 52 common tasks from when you last did them (OVERDUE, DUE SOON, OK), keeps an upkeep log, compares a percent-of-home-value budget with what you actually spend, and turns the age and expected life of big systems into a monthly set-aside you choose. What's inside Home Maintenance Workbook (EXAMPLE + BLANK, .xlsx) Home Maintenance Playbook (PDF) Seasonal Home Maintenance Checklist and New Homeowner First 30 Days Checklist (DOCX + PDF) Home Systems & Appliance Record, Service Provider Contact Sheet, House Info & Emergency Shutoffs Sheet (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, enter your home value, the budget % you want to use and today's home fund balance. On the Maintenance Schedule, enter when you last did each task (or delete the ones that don't apply). List big systems and appliances with install year and replacement cost on the Replacement Forecast. Log upkeep and repairs as you go. Check the Dashboard monthly for what's overdue, due soon and how much to set aside. Good to know Every number in the EXAMPLE file belongs to a made-up household; it isn't a typical cost or a recommendation. The yearly budget is a % of home value you choose; there is no single right %. Replacement costs are your own figures or your installer's quotes. Hire licensed pros where your state or city requires it, and follow manufacturer instructions. This kit isn't professional or safety advice. The tools help you plan; they don't guarantee savings or prevent breakdowns. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Compare bids on the same scope, check the basics and keep payments behind the work. Who it's for: Homeowners getting quotes for a remodel, roof, addition or big repair who want to compare contractors fairly and avoid paying ahead of the work. The problem it solves: Bids rarely cover the same work. This hiring a contractor checklist and bid comparison spreadsheet adds the missing scope items to each bid so you compare like with like, flags large deposits, counts the checks you've done (license, insurance certificate, references, written contract), and compares what you've paid with how much of the work is done. What's inside Contractor Bid Workbook (EXAMPLE + BLANK, .xlsx) Hiring a Contractor Playbook (PDF) Questions to Ask a Contractor and Contractor Red Flags & License Check (DOCX + PDF) Scope of Work Template and Change Order Form TEMPLATE (DOCX + PDF) Payment Milestone & Lien Waiver Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Write your scope with the Scope of Work Template and give the same one to every contractor. Enter each bid and mark which scope items it includes; the workbook prices the gaps. Work through the Contractor Check for your chosen bid, including your state's official license lookup. Track payments and change orders as the job goes. Check the Dashboard: payments vs work done, unsigned change orders and what's left. Good to know Every number and company in the EXAMPLE file is made up; it isn't a typical price. This kit isn't legal advice. Licensing, lien and contract rules differ by state and city: check your state's official license lookup and consumer protection office, and have an attorney review large contracts. The change order form is a TEMPLATE to adapt; it isn't a contract reviewed for your state. These checks don't guarantee the work or the outcome. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Track estimates, contingency, orders and payments for your remodel in one place. Who it's for: Homeowners planning a kitchen, bathroom or bigger remodel (with a contractor or doing part of it themselves) who want to see where the money is going while the project runs. The problem it solves: Renovation costs drift line by line. This renovation budget spreadsheet and project tracker holds back a contingency you choose, shows the forecast against estimates and how much contingency is left, works out order-by dates from lead times (ORDER NOW: LATE / ORDER SOON), and matches every payment to a budget line. What's inside Renovation Budget Workbook (EXAMPLE + BLANK, .xlsx) Renovation Budget Playbook (PDF) Renovation Planning Checklist and Room-by-Room Scope & Selections Sheet (DOCX + PDF) Permit & Inspection Tracker, Weekly Site Check-In, Punch List & Final Walkthrough (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, enter the money available and your contingency %. Add Budget Lines with estimates, then committed prices as quotes are signed. List fixtures and finishes with needed-on-site dates and lead times on Selections & Orders. Log every payment against a budget line ID. Check the Dashboard weekly: forecast, contingency left, late orders and unmatched payments. Good to know Every number, product and company in the EXAMPLE file is made up; it isn't a typical cost for any project. Ask your local building department which permits apply. This kit tracks money and orders; it isn't construction or legal advice. The tools help you see where the money is going; they don't guarantee a project finishes on budget. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

List what you own room by room, track your proof, and keep a clean claim log if you ever need it. Who it's for: Homeowners and renters who want a calm, complete list of their belongings with photos and receipts, ready before anything happens. The problem it solves: Rebuilding a list from memory after a loss is hard. This home inventory spreadsheet lists items room by room with replacement cost, marks each as RECEIPT + PHOTO, PHOTO ONLY, RECEIPT ONLY or NEEDS PROOF, compares your list total and category totals with the limits you copy from your policy, and gives you a claim log with follow-up dates. It's a record; it doesn't predict coverage or claim outcomes. What's inside Home Inventory Workbook (EXAMPLE + BLANK, .xlsx) Home Inventory Playbook (PDF) Room Walkthrough Sheet and Photo & Video Guide (DOCX + PDF) Policy Summary Worksheet (DOCX + PDF) Claim Call & Email Log and Claim-Day Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, copy your personal property limit and deductible from your policy. Walk and film one room at a time; list items on Inventory with replacement cost. Mark receipt and photo for each item; filter NEEDS PROOF and fill the gaps. Enter any category caps from your policy on Special Limits. If you ever claim, log every contact on the Claim Log and list items on Claim Items. Good to know Every item, value and company in the EXAMPLE file is made up. This is a record-keeping kit. It isn't insurance or legal advice and can't tell you what your policy covers or what a claim will pay; your policy and insurer decide. Ask your agent about coverage. Don't store full account numbers or passwords in the workbook. Keep a copy of the file and photos outside your home. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Give every job a backup, map who can access what, and keep the business running while you're out. Who it's for: Owner-operators and small teams who'd struggle if the owner were suddenly unavailable for a week or a month, and want a practical plan instead of a 40-page document. The problem it solves: When key work lives in one person's head, a short absence can stall the business. This small business continuity plan gives every task a backup and flags NO BACKUP, WRITE INSTRUCTIONS and TRAIN BACKUP; maps each critical account to who can reach it and where the login is stored (never the password), flagging single points of failure; keeps contacts confirmed and bills from lapsing; and logs quarterly tests. What's inside Business Continuity Workbook (EXAMPLE + BLANK, .xlsx) Business Continuity Playbook (PDF) Emergency Client Message Templates (DOCX + PDF) Backup Person Handoff Guide and SOP Template (DOCX + PDF) Continuity Plan Summary and Annual Review Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, name the owner and your main backup person. List the jobs that keep the business running on Who Covers What, each with a backup. Map every critical account on the Access Map: who can reach it and where the login is stored, never the password. Add key contacts and bills & renewals. Test one piece each quarter and record it on the Review Log; check the Dashboard. Good to know Every name, number and company in the EXAMPLE file is made up. Never store passwords, PINs, full account numbers or recovery codes in these files; record where they're kept, not what they are. This binder is a planning and record-keeping tool. It isn't a legal document, will, power of attorney or succession plan, and doesn't give anyone authority over your business or accounts. Ask an attorney and your bank about those. The tools help you plan; they don't guarantee the business keeps running or any result. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Record where your important papers, accounts and contacts are, so the people you trust can find what they need. This file will hold sensitive information. Keep it encrypted or locked away, share it only with people you trust, and never put passwords, PINs, full account numbers, Social Security numbers or recovery codes in it. Who it's for: Households, couples and single adults who want trusted family members to be able to find contacts, accounts, important documents and bills if something happens. The problem it solves: This in case of emergency binder records where things are: contacts with who has a key, accounts with the last 4 digits at most and where the login is kept, where each important document is kept and who has a copy, and the monthly bills with who handles them. Statuses show what's missing, expiring or due for review. What's inside Family Binder Workbook (EXAMPLE + BLANK, .xlsx) Family Binder Playbook (PDF) Emergency Contact Sheet and Important Documents Locator (DOCX + PDF) Accounts & Bills Map, no passwords (DOCX + PDF) Scam-Safety Habits Checklist and 'If I'm Unavailable' Household Instructions (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Decide where the workbook and the printed binder will be kept (encrypted folder, locked box). Add emergency contacts and who has a key. List accounts with the last 4 digits at most and where each login is kept. Record where each important document is kept and when it expires. Review once a year; the Dashboard shows what needs updating. Good to know Every name, number and account in the EXAMPLE file is made up. This file will hold sensitive information. Keep it encrypted or locked away, share it only with people you trust, and never put passwords, PINs, full account numbers, Social Security numbers or recovery codes in it. This organizer is a record of where things are. It isn't a will, trust, power of attorney, advance directive or any legal document, and it doesn't give anyone authority to act for you. Ask an estate attorney about those. Rules for wills, powers of attorney and advance directives differ by state; this binder doesn't meet any of them. The scam-safety checklist covers general habits only. These habits lower risk; they can't prevent every scam. Report fraud at ReportFraud.ftc.gov. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This caregiver binder is an organizer for an aging parent's contacts, appointments, costs and documents. This planner keeps records. It isn't medical, legal or financial advice. For questions about medicines, doses or care, talk to your parent's doctor or pharmacist. In an emergency, call 911. Who it's for: Adult children, siblings and other family caregivers organizing help for an aging parent, with the parent's permission. The problem it solves: This caregiver binder keeps the records in one place: who's on the care team and whether each provider's authorization form is on file, which appointments are coming up or still need notes, a medication list copied exactly from the label with refill dates, who's doing which task, and what was spent and by whom. The cost split uses the percentages your family agrees on. What's inside Caregiver Binder Workbook (EXAMPLE + BLANK, .xlsx) Caregiver Binder Playbook (PDF) Care Team Contact Sheet and Medication List copied from the label (DOCX + PDF) Appointment Notes and Family Update Message Templates (DOCX + PDF) Permission & Records Checklist (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Talk with your parent first about what you'll record and who will see it. Add the care team and note which providers' authorization forms are on file. Enter appointments, and copy each medication label exactly onto the Medication List. Assign tasks and log costs with who paid. Enter your family's agreed shares on Cost Split and check the Dashboard weekly. Good to know Every name, number and medicine in the EXAMPLE file is a made-up placeholder. This planner keeps records. It isn't medical, legal or financial advice. For questions about medicines, doses or care, talk to your parent's doctor or pharmacist. In an emergency, call 911. Get your parent's permission before recording or sharing their information. Messaging note: send updates only to family members who want them, stop when anyone asks, and share only what your parent has agreed to share. Group messages can be forwarded, so keep personal details brief. To get information from a doctor's office or other provider, ask the provider for their authorization form. Copy each line exactly as it appears on the label. This list doesn't calculate or remind about doses; questions about any medicine go to the doctor or pharmacist. The cost split uses the percentages your family agrees on; the workbook doesn't decide who should pay what. For questions about benefits or paying for care, ask an elder law attorney or benefits counselor. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Put your own written quotes side by side and see monthly and total differences from your baseline. Every cost in this worksheet is a figure you enter from your own written quotes. It contains no outside cost figures. Care costs, licensing and what's included vary by state and provider. Compare written quotes. Who it's for: Families weighing in-home care, assisted living, moving in with family or other options for an aging parent, who have or will gather written quotes. The problem it solves: This care cost comparison worksheet turns different kinds of quotes into the same terms: monthly total (base rate, hourly care × hours, care fees, extras and home costs still paid), total for the months you compare including one-time costs, and the difference from the baseline you choose. It shows only differences between your own figures; it doesn't rank options or recommend one. What's inside Care Cost Comparison Workbook (EXAMPLE + BLANK, .xlsx) Care Cost Comparison Playbook (PDF) Care Quote Request Checklist and Tour & Visit Notes (DOCX + PDF) In-Home Care Agency Interview Sheet and Side-by-Side Comparison (DOCX + PDF) Family Decision Meeting Agenda (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works Ask your parent's doctor or a care professional what level of help is needed. Request written, dated quotes from each provider. Enter each option and mark what's included. List the monthly money your family already knows about. Review the Dashboard together at a family decision meeting. Good to know Every provider and price in the EXAMPLE file is made up; it isn't a typical cost. Every cost in this worksheet is a figure you enter from your own written quotes. It contains no outside cost figures. Care costs, licensing and what's included vary by state and provider. Compare written quotes. Not financial, legal, Medicare/Medicaid or care advice; care needs should be assessed by your parent's doctor or a care professional. Medicare, Medicaid, VA benefits and long-term-care insurance each have their own eligibility rules, which vary by state and policy. This worksheet doesn't decide what anyone qualifies for or what a policy will pay. Ask a benefits counselor (your State Health Insurance Assistance Program or Area Agency on Aging), a VA-accredited representative, or your insurer. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

List every recurring charge, see monthly and yearly totals, decide what stays and keep proof when you cancel. Who it's for: Households who suspect they're paying for subscriptions they've forgotten and want a calm, complete list and a clean way to cancel. The problem it solves: This subscription tracker converts every recurring charge to a monthly and yearly figure, walks you through your statements line by line, adds up only the decisions you choose, and keeps a cancel log with proof and a date to check your next statement. Card numbers: last 4 digits only. What's inside Subscription Tracker Workbook (EXAMPLE + BLANK, .xlsx) Subscription Tracker Playbook (PDF) Subscription Inventory Sheet and Statement Review Worksheet (DOCX + PDF) Cancellation Checklist and Bill Call Notes (DOCX + PDF) Monthly Money Check-In (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works List the subscriptions you know about. Go through 1–3 months of statements on Statement Audit. Choose keep, cancel, downgrade, renegotiate or decide later for each. Cancel the way each company offers and log the proof. Do a 15-minute check each month. Good to know Every service, amount and person in the EXAMPLE file is made up. Cancellation rules depend on the company's terms, your state and federal law. Check the company's cancel page and keep proof that you canceled. Card numbers: last 4 digits only. Never store bank logins, passwords or full card numbers in this file. This is an organizing tool, not financial advice. Every total it shows comes from numbers you enter. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Match every bill to the paycheck before it, plan set-asides and see the month on one calendar. Not financial, credit or tax advice. If you're behind on bills, a nonprofit credit counselor (for example an NFCC member agency) can help you review options. Who it's for: Households who want to see, paycheck by paycheck, which bills are coming and what's left, and to track a starter emergency fund toward a goal they choose. The problem it solves: This paycheck budget template lays out your bills for 6 months and assigns each one to the last payday on or before its due date, so you can see what each paycheck has to cover, which ones are SHORT, the running balance, overdue and due-soon bills, and a calendar of the month. Your emergency fund goal is your own number. What's inside Paycheck Budget Workbook (EXAMPLE + BLANK, .xlsx) Paycheck Budget Playbook (PDF) Paycheck Plan and Monthly Bill Calendar (DOCX + PDF) Bill List and Emergency Fund Tracker (DOCX + PDF) Payday Check-In (DOCX + PDF) AI Prompt Pack: 25 prompts (PDF + TXT) Start Here guide and license How it works On Settings, enter how often you're paid, your first payday, usual take-home pay and money on hand. List every monthly bill with its due day. Enter set-asides for each payday. Mark bills paid on the Bill Schedule. Do a 10-minute check-in each payday. Good to know Every bill, amount and person in the EXAMPLE file is made up. Not financial, credit or tax advice. Your emergency fund goal is your own number. If you're behind on bills, a nonprofit credit counselor (for example an NFCC member agency) can help you review options. Accounts and cards: last 4 digits only. Never store passwords, PINs or full account numbers in this file. Excel .xlsx workbook, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending) ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Refunds: All sales are final. This kit is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same kit twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This home services pricing calculator bundle puts all four Archive pricing kits in one set: house cleaning, commercial cleaning bids, handyman estimates and lawn care quotes. Who it's for: Home service owners who run (or are adding) more than one service line and want one cost-based pricing method, quote templates and client paperwork across all of them. What's in the set (four kits + a set-only bonus) Cleaning Business Pricing Calculator & Quote Template (DPF-001): Pricing & Quote Workbook (EXAMPLE + BLANK, .xlsx); Pricing Playbook (PDF, 11 pages); Service agreement template, client intake form and 3 cleaning checklists (Word + PDF); AI Prompt Pack: 25 prompts for client messages (PDF + text); Start Here guide (PDF) Commercial Cleaning Bid Calculator & Proposal Template (DPF-002): Bid & Proposal Workbook (EXAMPLE + BLANK, .xlsx); Commercial Bidding Playbook (PDF); Commercial Cleaning Agreement template (DOCX + PDF); Site Walkthrough Form, Scope of Work Schedule, Proposal Cover Letter, Quality Inspection Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Handyman Pricing Calculator & Estimate Template Spreadsheet (DPF-003): Pricing & Estimate Workbook (EXAMPLE + BLANK, .xlsx) with a starter task library; Handyman Pricing Playbook (PDF); Handyman Service Agreement template (DOCX + PDF); Job Walkthrough Form, Change Order Form, Job Completion Sign-Off, How Our Estimates Work handout (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Lawn Care Pricing Calculator & Quote Template Spreadsheet (DPF-010): Lawn Care Pricing Workbook (EXAMPLE + BLANK, .xlsx); Lawn Care Pricing Playbook (PDF); Lawn Care Service Agreement TEMPLATE (DOCX + PDF); Property Walkthrough and Measuring Form, Seasonal Price Sheet, Visit Checklist (DOCX + PDF); Season Renewal and Price-Change Letters (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Home Services Pricing Quick-Start Roadmap (PDF): a step-by-step guide to running all four pricing kits from one cost base: set-up order, which numbers to carry from kit to kit, and a weekly, monthly and quarterly pricing routine. It isn't sold separately; it comes only with this set. Set price: $99 for all four kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Cleaning medical or dental offices can bring extra requirements (for example OSHA bloodborne-pathogens training and EPA-registered disinfectants used as the label directs). This kit doesn't cover them; check what applies to you. Licensing: many states and localities require a license for electrical, plumbing, gas or HVAC work, or for jobs over a dollar amount. Offer only the work you're allowed to do where you work. Fertilizer, weed control and other pesticide work: many states require a license to apply these products for hire. Only quote that work if you hold the license your state requires. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Excel .xlsx workbooks, no macros. DPF-001: formulas tested in Google Sheets and LibreOffice (Excel open-test pending). Other kits: formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This freelance business template bundle covers the whole client cycle: set your rate and send a proposal, move good clients onto a retainer, then track time, invoice and follow up on payments. Who it's for: Freelancers, consultants, coaches and one-person agencies who want their pricing, retainers and invoicing to work from the same rate. What's in the set (three kits + a set-only bonus) Freelance Rate Calculator & Consulting Proposal Template (DPF-004): Rate & Proposal Workbook (EXAMPLE + BLANK, .xlsx); Freelance Pricing Playbook (PDF); Client Services Agreement and Statement of Work templates (DOCX + PDF); Discovery Call Questionnaire, Change Request Form, Project Kickoff and Wrap-Up Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Retainer Agreement Template & Client Onboarding Checklist (DPF-008): Retainer & Onboarding Workbook (EXAMPLE + BLANK, .xlsx); Retainer Playbook (PDF); Monthly Retainer Agreement template (DOCX + PDF); Welcome Packet, Onboarding Questionnaire, Monthly Retainer Report, Onboarding Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Freelance Time Tracking Spreadsheet & Invoice Template (DPF-011): Time, Invoice & Income Workbook (EXAMPLE + BLANK, .xlsx); Freelancer Money Playbook (PDF); Invoice Template and Client Time Report (DOCX + PDF); Payment Terms and Late-Payment Clauses TEMPLATE (DOCX + PDF); Payment Reminder Emails and Monthly Money Review Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Freelance Client Workflow Roadmap: Proposal to Retainer to Paid Invoice (PDF): a guide that walks one client from rate and proposal to retainer to paid invoice across the three kits, with a weekly, monthly and quarterly money routine. It isn't sold separately; it comes only with this set. Set price: $69 for all three kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. If your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them. The tax set-aside is a % you choose, not a tax calculation. Ask a tax professional what to set aside and when to pay estimated taxes. Some states and cities, including New York and Illinois, have freelance worker laws with written-contract and payment-timing rules. The payment terms clauses are a template to have an attorney review. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This small business operations template bundle covers the back office: bookkeeping and a 13-week cash flow forecast, client follow-up, your first hire, and a continuity plan for when you're out. Who it's for: Owner-operators and small teams in any industry who want the money, clients, people and backup-plan basics in one place. What's in the set (four kits + a set-only bonus) Client Follow-Up Spreadsheet & Repeat Customer Tracker (DPF-006): Follow-Up & Repeat Revenue Workbook (EXAMPLE + BLANK, .xlsx); Follow-Up Playbook (PDF); Quote Follow-Up Messages and Rebooking and Win-Back Messages (DOCX + PDF); Client Feedback Form, Review and Referral Request Guide, Weekly Follow-Up Routine (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Small Business Bookkeeping Spreadsheet & Cash Flow Forecast (DPF-007): Bookkeeping & Cash Flow Workbook (EXAMPLE + BLANK, .xlsx); Bookkeeping & Cash Flow Playbook (PDF); Invoice Template and Payment Reminder Letters (DOCX + PDF); Monthly Close Checklist, Weekly Cash Flow Review, Tax Set-Aside and Records Worksheet (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Employee Onboarding Checklist & First Hire Cost Calculator (DPF-012): First Hire Workbook (EXAMPLE + BLANK, .xlsx); First Hire Playbook (PDF); Job Post Template and Interview Guide and Scorecard (DOCX + PDF); Offer Letter TEMPLATE (DOCX + PDF); First 90 Days Onboarding Checklist and SOP Template (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Small Business Continuity Plan & Owner Emergency Binder (DPF-021): Business Continuity Workbook (EXAMPLE + BLANK, .xlsx); Business Continuity Playbook (PDF); Emergency Client Message Templates (DOCX + PDF); Backup Person Handoff Guide and SOP Template (DOCX + PDF); Continuity Plan Summary and Annual Review Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Small Business Owner Operating Routine: Weekly, Monthly & Quarterly Checklist (PDF): an owner routine that ties the four kits together: set-up order, how hiring plans flow into the cash flow forecast, and a weekly, monthly and quarterly checklist. It isn't sold separately; it comes only with this set. Set price: $79 for all four kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. This is a cash-basis bookkeeping tool, not tax or accounting advice; the tax set-aside is a savings guide, not a tax calculation. Ask a tax professional what applies to you. Employment rules (forms such as Form I-9 and W-4, state new-hire reporting, pay-transparency, posters, workers' comp) differ by state and city. The checklists are general reminders, not a complete list, and the offer letter is a template to have an employment attorney review. This kit doesn't decide whether someone is an employee or a contractor. Never store passwords, PINs, full account numbers or recovery codes in these files; record where they're kept, not what they are. This binder is a planning and record-keeping tool. It isn't a legal document, will, power of attorney or succession plan, and doesn't give anyone authority over your business or accounts. Ask an attorney and your bank about those. ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This template bundle for Etsy sellers and creators covers pricing every product for profit, launching and marketing a shop for the first 90 days, and pricing brand sponsorships with a media kit and rate card. Who it's for: Makers, small online shops and creators who sell products and also work with brands, and want pricing, launch marketing and sponsorship deals tracked from their own numbers. What's in the set (three kits + a set-only bonus) Pricing Calculator & Profit Tracker for Etsy Sellers (DPF-005): Pricing & Profit Workbook (EXAMPLE + BLANK, .xlsx); Seller Pricing Playbook (PDF); Shop Policies and Wholesale Terms templates (DOCX + PDF); Custom Order Request Form, Product Costing Worksheet, Craft Fair and Market Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Influencer Media Kit Template & Brand Sponsorship Rate Card (DPF-009): Brand Deal Workbook (EXAMPLE + BLANK, .xlsx); Brand Deal Playbook (PDF); Sponsorship Agreement template and Media Kit template (DOCX + PDF); Contract Review Checklist, FTC Disclosure Guide, Campaign Brief and Deliverables Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Shop Launch Checklist & 90-Day Marketing Calendar for Etsy Sellers (DPF-013): Launch & Marketing Workbook (EXAMPLE + BLANK, .xlsx); Shop Launch Playbook (PDF); Launch Email Templates (DOCX + PDF); Listing Photo Shot List and Product Listing Worksheet (DOCX + PDF); Content Ideas Bank and Weekly Marketing Routine (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Online Seller & Creator 90-Day Game Plan (PDF): a plan for the first 90 days: price first, launch with the calendar, then quote brand deals, with the numbers to carry between the three kits. It isn't sold separately; it comes only with this set. Set price: $65 for all three kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Selling children's products, cosmetics, candles or food? Product-safety and labeling rules may apply. This kit doesn't cover them. Etsy, Shopify and Square are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. Instagram, TikTok and YouTube are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. The FTC Disclosure Guide is a plain-language summary of FTC guidance, not legal advice. Check the FTC's current pages and each platform's rules. If the creator is under 18, a parent or guardian usually has to sign contracts, and some states, including Illinois and California, have rules about minors' earnings from online content. Ask an attorney. Texting or emailing customers: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a customer's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. No fake reviews, invented urgency or made-up stats. Customer photos and quotes only with permission, and paid or gifted partners must disclose the relationship. Etsy, Instagram, TikTok, Facebook and Pinterest are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This homeowner spreadsheet bundle keeps the house organized end to end: a home maintenance schedule and budget, a contractor hiring checklist with bid comparison, a renovation budget tracker and a home inventory for insurance. Who it's for: Homeowners and new buyers who want upkeep, projects, contractors and insurance records in one organized system. What's in the set (four kits + a set-only bonus) Home Maintenance Checklist, Schedule & Budget Spreadsheet (DPF-014): Home Maintenance Workbook (EXAMPLE + BLANK, .xlsx); Home Maintenance Playbook (PDF); Seasonal Home Maintenance Checklist and New Homeowner First 30 Days Checklist (DOCX + PDF); Home Systems & Appliance Record, Service Provider Contact Sheet, House Info & Emergency Shutoffs Sheet (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Hiring a Contractor Checklist & Bid Comparison Spreadsheet (DPF-015): Contractor Bid Workbook (EXAMPLE + BLANK, .xlsx); Hiring a Contractor Playbook (PDF); Questions to Ask a Contractor and Contractor Red Flags & License Check (DOCX + PDF); Scope of Work Template and Change Order Form TEMPLATE (DOCX + PDF); Payment Milestone & Lien Waiver Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Home Renovation Budget Template & Remodel Project Tracker (DPF-016): Renovation Budget Workbook (EXAMPLE + BLANK, .xlsx); Renovation Budget Playbook (PDF); Renovation Planning Checklist and Room-by-Room Scope & Selections Sheet (DOCX + PDF); Permit & Inspection Tracker, Weekly Site Check-In, Punch List & Final Walkthrough (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Home Inventory Spreadsheet for Insurance & Claim Log (DPF-017): Home Inventory Workbook (EXAMPLE + BLANK, .xlsx); Home Inventory Playbook (PDF); Room Walkthrough Sheet and Photo & Video Guide (DOCX + PDF); Policy Summary Worksheet (DOCX + PDF); Claim Call & Email Log and Claim-Day Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license Set-only bonus: Homeowner Binder Roadmap: Year-Round Home Admin Calendar (PDF): a home admin roadmap: set-up order, how a repair or remodel moves from the maintenance schedule to bids, budget and inventory, and a year-round checklist. It isn't sold separately; it comes only with this set. Set price: $75 for all four kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number, item and company in the EXAMPLE files is made up; it isn't a typical cost or a recommendation. These kits aren't legal, insurance, construction or safety advice. The tools help you plan; they don't guarantee savings or results. The yearly budget is a % of home value you choose; there is no single right %. Replacement costs are your own figures or your installer's quotes. Hire licensed pros where your state or city requires it, and follow manufacturer instructions. This kit isn't professional or safety advice. ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. This kit isn't legal advice. Licensing, lien and contract rules differ by state and city: check your state's official license lookup and consumer protection office, and have an attorney review large contracts. The change order form is a TEMPLATE to adapt; it isn't a contract reviewed for your state. Ask your local building department which permits apply. This kit tracks money and orders; it isn't construction or legal advice. This is a record-keeping kit. It isn't insurance or legal advice and can't tell you what your policy covers or what a claim will pay; your policy and insurer decide. Ask your agent about coverage. Don't store full account numbers or passwords in the workbook. Keep a copy of the file and photos outside your home. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one household for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

This complete template archive bundle includes all 23 kits released in the Archive so far: home service pricing, freelance and consulting, small business operations, Etsy seller and creator, homeowner, and household and family templates. Kits released after your purchase aren't included. Who it's for: Owners who wear every hat (or run more than one line of work) and want the whole Archive, plus households who also run a business. What's in the set (23 kits + a set-only bonus) Home service pricing Cleaning Business Pricing Calculator & Quote Template (DPF-001) Commercial Cleaning Bid Calculator & Proposal Template (DPF-002) Handyman Pricing Calculator & Estimate Template Spreadsheet (DPF-003) Lawn Care Pricing Calculator & Quote Template Spreadsheet (DPF-010) Freelance and consulting Freelance Rate Calculator & Consulting Proposal Template (DPF-004) Retainer Agreement Template & Client Onboarding Checklist (DPF-008) Freelance Time Tracking Spreadsheet & Invoice Template (DPF-011) Small business operations Client Follow-Up Spreadsheet & Repeat Customer Tracker (DPF-006) Small Business Bookkeeping Spreadsheet & Cash Flow Forecast (DPF-007) Employee Onboarding Checklist & First Hire Cost Calculator (DPF-012) Small Business Continuity Plan & Owner Emergency Binder (DPF-021) Etsy sellers and creators Pricing Calculator & Profit Tracker for Etsy Sellers (DPF-005) Influencer Media Kit Template & Brand Sponsorship Rate Card (DPF-009) Shop Launch Checklist & 90-Day Marketing Calendar for Etsy Sellers (DPF-013) Homeowners Home Maintenance Checklist, Schedule & Budget Spreadsheet (DPF-014) Hiring a Contractor Checklist & Bid Comparison Spreadsheet (DPF-015) Home Renovation Budget Template & Remodel Project Tracker (DPF-016) Home Inventory Spreadsheet for Insurance & Claim Log (DPF-017) Household and family Family Emergency Binder & Life Admin Organizer (DPF-018) Caregiver Binder & Elder Care Planner for Aging Parents (DPF-019) Assisted Living vs In-Home Care Cost Comparison Worksheet (DPF-020) Subscription Tracker & Spending Audit Spreadsheet (DPF-022) Paycheck to Paycheck Budget Template & Bill Payment Calendar (DPF-023) Each kit comes with its full set of files: an Excel .xlsx workbook (EXAMPLE + BLANK, no macros), a short playbook (PDF), templates (DOCX + PDF), a 25-prompt AI pack and a Start Here guide. See each kit's own page for its exact file list. Set-only bonus: Complete Archive Roadmap: Which Kit to Use When, plus all five set roadmaps (PDF): a guide to which kit to use when and how the five groups connect, plus all five set roadmaps (home services, freelance, small business operations, seller and creator, homeowner) and a section on how the five household and family kits fit together. It isn't sold separately; it comes only with this set. Set price: $449 for all 23 kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Cleaning medical or dental offices can bring extra requirements (for example OSHA bloodborne-pathogens training and EPA-registered disinfectants used as the label directs). This kit doesn't cover them; check what applies to you. Licensing: many states and localities require a license for electrical, plumbing, gas or HVAC work, or for jobs over a dollar amount. Offer only the work you're allowed to do where you work. Fertilizer, weed control and other pesticide work: many states require a license to apply these products for hire. Only quote that work if you hold the license your state requires. Texting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice. If your work is a licensed profession (for example accounting, legal, financial, engineering or health services), extra licensing, engagement-letter and disclosure rules may apply. These templates don't cover them. The tax set-aside is a % you choose, not a tax calculation. Ask a tax professional what to set aside and when to pay estimated taxes. Some states and cities, including New York and Illinois, have freelance worker laws with written-contract and payment-timing rules. The payment terms clauses are a template to have an attorney review. This is a cash-basis bookkeeping tool, not tax or accounting advice; the tax set-aside is a savings guide, not a tax calculation. Ask a tax professional what applies to you. Employment rules (forms such as Form I-9 and W-4, state new-hire reporting, pay-transparency, posters, workers' comp) differ by state and city. The checklists are general reminders, not a complete list, and the offer letter is a template to have an employment attorney review. This kit doesn't decide whether someone is an employee or a contractor. Never store passwords, PINs, full account numbers or recovery codes in these files; record where they're kept, not what they are. This binder is a planning and record-keeping tool. It isn't a legal document, will, power of attorney or succession plan, and doesn't give anyone authority over your business or accounts. Ask an attorney and your bank about those. ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Selling children's products, cosmetics, candles or food? Product-safety and labeling rules may apply. This kit doesn't cover them. Etsy, Shopify and Square are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. Instagram, TikTok and YouTube are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. The FTC Disclosure Guide is a plain-language summary of FTC guidance, not legal advice. Check the FTC's current pages and each platform's rules. If the creator is under 18, a parent or guardian usually has to sign contracts, and some states, including Illinois and California, have rules about minors' earnings from online content. Ask an attorney. No fake reviews, invented urgency or made-up stats. Customer photos and quotes only with permission, and paid or gifted partners must disclose the relationship. Etsy, Instagram, TikTok, Facebook and Pinterest are trademarks of their owners. This kit isn't affiliated with, sponsored by or endorsed by them. The yearly budget is a % of home value you choose; there is no single right %. Replacement costs are your own figures or your installer's quotes. Hire licensed pros where your state or city requires it, and follow manufacturer instructions. This kit isn't professional or safety advice. This kit isn't legal advice. Licensing, lien and contract rules differ by state and city: check your state's official license lookup and consumer protection office, and have an attorney review large contracts. The change order form is a TEMPLATE to adapt; it isn't a contract reviewed for your state. Ask your local building department which permits apply. This kit tracks money and orders; it isn't construction or legal advice. This is a record-keeping kit. It isn't insurance or legal advice and can't tell you what your policy covers or what a claim will pay; your policy and insurer decide. Ask your agent about coverage. Don't store full account numbers or passwords in the workbook. Keep a copy of the file and photos outside your home. Family binder, caregiver, care cost, subscription and paycheck budget kits: these are organizing and record-keeping tools, not legal, medical, financial, credit or tax advice. The family binder isn't a will, power of attorney or advance directive. Medication lists are copied exactly from the label; for questions about medicines, doses or care, talk to the doctor or pharmacist. In an emergency, call 911. Organize a parent's information with their permission. Care cost comparison: every cost is a figure you enter from your own written quotes; the worksheet shows differences between your figures and doesn't rank or recommend an option. Care costs, licensing and what's included vary by state and provider. Medicare, Medicaid, VA benefits and long-term-care insurance each have their own eligibility rules, which vary by state and policy; the care cost worksheet doesn't decide what anyone qualifies for or what a policy will pay. Ask a benefits counselor, a VA-accredited representative or your insurer. Behind on bills? A nonprofit credit counselor (for example an NFCC member agency) can help you review options. Card numbers: last 4 digits at most. Cancellation rules depend on the company's terms, your state and federal law. Check the company's cancel page and keep proof that you canceled. Excel .xlsx workbooks, no macros. DPF-001: formulas tested in Google Sheets and LibreOffice (Excel open-test pending). Other kits: formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived. License: one business for each business kit and one household for each homeowner or household kit (DPF-014 to DPF-020, DPF-022 and DPF-023); no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.

Everything in Fresh License: A First-Year Guide for New Real Estate Agents: Lead Generation, Written Buyer Agreements, Fair Housing and Your Business Plan (printable PDF) and the Fresh License Workbook (printable PDF with its companion .xlsx spreadsheet). Set-only bonus: First 30 Days: Daily Action Cards & Conversation Practice Deck (printable PDF, 8 pages). It isn't sold separately; it comes only with this set. The deck is a printable set of 30 one-a-day actions and 12 practice conversations (buyer agreements, compensation questions, Fair Housing, Do Not Call, referral fees and more) with a self-scoring sheet.What you get The guide (printable PDF, 46 pages) The workbook (printable PDF, 52 pages) and companion .xlsx spreadsheet (EXAMPLE and BLANK copies) Set-only bonus: First 30 Days: Daily Action Cards & Conversation Practice Deck (printable PDF, 8 pages). It isn't sold separately; it comes only with this set. Set price: $24.99 for both books plus the set-only bonus. Each book is also sold on its own.Good to know Software: .xlsx spreadsheet, no macros; formulas tested in LibreOffice Calc. Other spreadsheet apps haven't been tested with this file yet. Every example number belongs to an imaginary agent. General education, not legal, tax or financial advice; follow your state's rules and your broker's policies. Results vary; no income or result is promised. REALTOR® is a registered collective membership mark of the National Association of REALTORS®; this set is not affiliated with or endorsed by NAR. It's a digital download; nothing ships. License: for use in your own real estate business. You may print and copy the worksheets, checklists and cards and use the spreadsheet for your own business; you may not resell, share or redistribute the files. Refunds: All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.Seller: Ryan Via, doing business as The Collective's Digital Archive.

A printable workbook for owners of small cleaning, handyman and lawn care businesses: 14 worksheets that take you from your labor cost and overhead to a price per hour, job estimates, a written quote and a price increase plan. Each worksheet has instructions, a worked example for an imaginary business and a blank copy you can print as often as you need.What you get The Cleaning, Handyman & Lawn Care Pricing Workbook as a printable PDF (44 pages, US Letter) A companion .xlsx spreadsheet, EXAMPLE and BLANK copies, that does the arithmetic for Worksheets 1–9 Good to know Software: .xlsx spreadsheet, no macros; formulas tested in LibreOffice Calc. Other spreadsheet apps haven't been tested with this file yet. Every example number belongs to an imaginary business. It is not a market rate or a recommendation. This is general education, not legal, tax or financial advice. Results vary with your own costs, market and decisions; no income or result is promised. It's a digital download; nothing ships. License: for use in your own business. You may print and copy the worksheets and use the spreadsheet for your own business; you may not resell, share or redistribute the files. Refunds: All sales are final. This book is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same book twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.Seller: Ryan Via, doing business as The Collective's Digital Archive.

A practical guide for people getting, or who just got, a real estate license. It covers the licensing path and how to find your own state's rules, written buyer agreements and compensation conversations, Fair Housing in everyday work, the federal basics on calls, texts, email, reviews and referral fees, lead generation and working a deal step by step, and an honest money chapter with a fully worked EXAMPLE closing, startup costs, runway and a 90-day and 12-month business plan.What you getThe guide as a printable PDF (46 pages, US Letter, 20 chapters with checklists and conversation guides)Good to know Every example number belongs to an imaginary agent; it is not a typical result or a recommendation. This is general education, not legal, tax or financial advice. Rules vary by state; follow your state's law and your broker's policies. Results vary; no income or result is promised. REALTOR® is a registered collective membership mark of the National Association of REALTORS® and identifies its members; this product is not affiliated with or endorsed by NAR. It's a digital download; nothing ships. License: for your own use in your own real estate business. You may print the PDF and copy the checklists, conversation guides and planning tables for your own business; you may not resell, share or redistribute the file. Refunds: All sales are final. This book is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same book twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.Seller: Ryan Via, doing business as The Collective's Digital Archive.

A printable workbook for newly licensed real estate agents: 19 worksheets and trackers for your licensing costs, brokerage comparison, startup and monthly budgets, one-closing commission math, runway, activity math, a 90-day lead generation plan, lead and client trackers, open house sign-in and follow-up, buyer consultation and listing prep, transaction deadlines, reviews and CE.What you get The workbook as a printable PDF (52 pages, US Letter) A companion .xlsx spreadsheet, EXAMPLE and BLANK copies: budgets, runway, commission calculator, activity math and five trackers Good to know Software: .xlsx spreadsheet, no macros; formulas tested in LibreOffice Calc. Other spreadsheet apps haven't been tested with this file yet. Every example number belongs to an imaginary agent; it is not a typical result or a recommendation. General education, not legal, tax or financial advice. Follow your state's rules and your broker's policies, and use only your broker's forms. Results vary; no income or result is promised. It's a digital download; nothing ships. License: for use in your own real estate business. You may print and copy the worksheets and use the spreadsheet for your own business; you may not resell, share or redistribute the files. Refunds: All sales are final. This book is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same book twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.Seller: Ryan Via, doing business as The Collective's Digital Archive.

A compact cleaning business reference: the pricing formulas, time estimates, commercial production rates and job checklists you need to quote and run cleaning jobs, each with a worked example.What you get Cleaning Business Quick Reference as a printable PDF (39 pages, 6 × 9 in pages) 10 pricing formulas, from true cost per hour and price at your target margin to travel charges, minimum jobs and recurring-visit math Residential time estimates (room and square-foot methods), commercial production rates, restroom fixture time and monthly contract pricing Five complete worked quotes and 14 job checklists Good to know Every example number is clearly labeled as an example, and every published figure is sourced. This book is general education, not legal, tax, accounting or safety-compliance advice. Results vary with your own costs, market and decisions; no income or result is promised. If you already own our cleaning business kits, some formulas and checklists in this book overlap with their playbooks. It's a digital download; nothing ships. License: for your own use in your own business. You may print the PDF and copy the checklists for your own business; you may not resell, share or redistribute the file. Refunds: All sales are final. This book is an instant digital download, so we don't offer refunds once your order is placed. If a file is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same book twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.Seller: Ryan Via, doing business as The Collective's Digital Archive.