Business Survival Kit

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.

Whether you're just starting out or auditing an existing business to make sure every t is crossed and every i is dotted, this kit has you covered.

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

Every tracker tab has a gray example row (delete it once you're comfortable) and yellow cells marking where you type. Status/category columns use dropdown menus so entries stay consistent.

No guesswork. No starting from a blank page. Just plug in your business and go.