Business Survival Kit w/ Coach

Before you invest in expensive software or programs you don't fully understand yet, get the fundamentals right. This kit gives you the forms and trackers that are the backbone of any business — because at their core, every business runs on the same structure. What makes yours different isn't your paperwork, it's your type of business and the services you offer. The admin? That's universal.

And you won't be figuring it out alone. Every purchase includes 30 days of personal coaching, so I can walk you through setup, explain exactly how each form works, and tailor them to fit your specific business — not just hand you a template and wish you luck.

It's split into two ready-to-use documents, because that's how you'll actually use them:

Forms & Checklists (Word doc) — the fill-in-and-print items:

• Client Intake Form
• New Client Checklist
• Monthly Business Checklist
• Meeting Notes Template
• Simple SOP Template

Trackers (Excel workbook) — one tab each, with dropdowns and auto-totaling formulas:

• Invoice Tracker (auto-totals invoiced, paid, outstanding)
• Expense Tracker (handles mixed business-use %, auto-calculates deductible amount)
• Business Expense Summary (auto-pulls category totals from the Expense Tracker — this covers your "business expense spreadsheet" request without duplicating data entry)
• Appointment Tracker
• Customer Follow-Up Tracker
• Business Contacts
• Employee/Contractor Info Sheet
• Plus a "Start Here" index tab

Coaching Includes:

• One 30-minute setup call
• 1 Follow-up on your process for any adjustments (normally done on your 29th day)
  
• Up to 3 email exchanges per week (for support & questions)