Small Business Bundle

Four complete business trackers — clients, VA work, agency CRM and cash flow.

WHAT'S INSIDE

• Social Media Manager Client Tracker — full product ZIP

• Virtual Assistant Business Tracker — full product ZIP

• Agency CRM Dashboard — full product ZIP

• Small Business Cash Flow Tracker — full product ZIP

• Each product: editable Excel workbook + Start Here + license

• Bundle contents list

• Bundle personal-use license

WHY IT WORKS

• Win and keep clients — Leads, campaigns and client tracking for SMM work.

• Stay on top of the work — VA client work, packages and invoices.

• See the pipeline — Agency CRM — leads, clients, projects, invoices.

• Watch the cash — Income, expenses and monthly P&L.

HOW IT WORKS

1. Buy and download the ZIP instantly.

2. Extract it — each product is its own ZIP inside.

3. Open each product's Start Here guide.

4. Replace the example content with your own.

YOU'LL RECEIVE

• 4 product ZIPs inside one download

• Each ZIP: 1 editable Excel workbook (.xlsx)

• Each ZIP: Start Here guide + personal-use license

• Bundle contents list (TXT)

REQUIREMENTS

• Microsoft Excel (desktop recommended)

• Works on Windows & Mac

• No add-ins, no macros, no internet needed

IMPORTANT

Digital product only — no physical item will be shipped. Personal-use license. This is an organizational template: no financial, health, business or other outcomes are guaranteed. Appearance and formatting may vary slightly by device and software version.