Four core small business spreadsheets in one download: a CRM for leads and pipeline, client onboarding, SOPs and a business budget.

Instant Excel download (.xlsx files). Opens in Excel and Google Sheets.

Included:

- Small Business CRM Excel Template — Leads & Pipeline

- Client Onboarding System

- Business SOP Template Kit (Standard Operating Procedures System)

- Business Budget Planner

Bought separately: $72.00. Bundle price: $47.00.

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder