The Catalog Desk Toolkit: Control Sheets & Checklists (Fillable PDF)

Do it. Step by step.

These are the control sheets of a small publishing office. Each one is both the steps to follow and the record of what you decided, so you never have to remember how you set up a book, an account, or a store.

The companion to The Catalog Desk: The Operations Manual for Running a 50-Book Indie Publishing Operation by Carl Williams.

What's inside (17 pages, fillable in any PDF reader, made to print for your binder):

C1 Business Control Sheet: your LLC, EIN, publisher of record, and which name owns each platform account

C2 Account & Access Register: every login, two-factor status and recovery plan (never passwords)

T1 Title Control Sheet: one page per book with every format, ISBN and where it is live

T2 Bowker Entry: the checklist for clean title records the first time

T3 KDP + IngramSpark Setup: formats, ISBNs, distribution, discounts, pricing and royalty decisions

T4 E-Proof Review: cover, spine, barcode, interior and ebook checks before you approve a proof

S1 Folder Map: a standard file structure for every series, title and format

S2 Payhip Store Setup: products, bundles, free reader magnet, tax settings and test purchase

S3 Website Control Sheet: domain, DNS, pages, links and the pre-launch checklist

R1 Weekly to Yearly Routine: the recurring checks that keep a large catalog correct and in print

Each sheet points to the chapter of The Catalog Desk that explains why. Pair it with the Printable Workbook or Excel Workbook to track your whole catalog, or get all three in the Complete Toolkit bundle and save.

Digital download. Nothing is shipped.