Tools

Free tools & templates

Simple, working files I build for clients and use myself. Free to download, no email or signup, yours to change however you like.

E-commerce

Product data, real profit per order, and customers worth winning back.

Web tool Runs in your browser

Shopify Store Audit

Check every product in a Shopify store for missing images, thin descriptions, duplicate titles, missing SKUs and zero weights. Scored out of 100.

Open the tool
Web tool Runs in your browser

Shopify Review Analyzer

Drop in your review export from Judge.me, Yotpo, Okendo or Loox and see common complaints, your weakest products and reviews waiting for a reply.

Open the tool
Spreadsheet Excel .xlsx

E-commerce Profit Tracker

See what you really make on every order after Etsy, Shopify, Amazon or eBay fees, shipping and product cost. Stock alerts and a monthly profit dashboard included.

Free download
Spreadsheet Excel .xlsx

Customer Win-Back Tracker

Paste your store's orders and see which customers stopped buying, starting with your best ones. Segments, reorder alerts and win-back results.

Free download
Web tool Runs in your browser

Shopify Product Scraper

Paste any Shopify store's address and download every product, variant, price, sale price and stock status as a CSV. Runs in your browser.

Open the tool

Sales & clients

Leads, quotes, invoices and job costs, so nothing falls through the cracks.

Spreadsheet Excel .xlsx

Lead Tracker Template

A simple lead tracker for Google Sheets or Excel. Overdue follow-ups turn red on their own, and a dashboard shows your pipeline value, win rate and days to close.

Free download
Calculator Runs in your browser

Missed Call & No-Show Cost Calculator

Work out what missed calls and no-shows cost you in a year, and how much a text-back and appointment reminders could win back.

Open the tool
Spreadsheet Excel .xlsx

Quote Tracker

Every quote you send, what it's worth and which ones need chasing today. Flags overdue follow-ups and expiring quotes, with win rate and lost reasons.

Free download
Spreadsheet Excel .xlsx

Invoice Tracker

Track who owes you, how much and for how long. Overdue invoices turn red, and a dashboard shows aging and average days to get paid.

Free download
Spreadsheet Excel .xlsx

Job Costing for Trades

Quote with the right margin, log real costs per job, and see which jobs went over estimate. Built for contractors, cleaners and landscapers.

Free download

Marketing & websites

Plan the year's campaigns, check ad spend adds up, and launch sites properly.

Spreadsheet Excel .xlsx

Website Launch Project Tracker

49 launch tasks from first plan to a month after go-live, scheduled back from your launch date, with overdue flags and a 'ready to launch?' check.

Free download
Calculator Excel .xlsx

Google Ads Profit Calculator

Will ads make you money? Plan clicks, leads, customers and real profit after ad spend in three scenarios, or work backwards from a sales goal. 2026 benchmarks included.

Free download
Spreadsheet Excel .xlsx

Marketing Calendar 2027

35 key retail and holiday dates for 2027 (US, UK and global), when to start planning each one, and your campaigns on a printable year view.

Free download

Money & planning

Bookkeeping, budgets, projections and tax estimates for small businesses.

Spreadsheet Excel .xlsx

Small Business Bookkeeping Template

Log money in and out on one tab and get a monthly profit & loss, cash flow, a year-end summary for your accountant and a dashboard - all automatic.

Free download
Spreadsheet Excel .xlsx

Business Budget vs Actual

Set a monthly budget for each category, log what really came in and went out, and see where you're over or under by month and year to date.

Free download
Spreadsheet Excel .xlsx

Freelancer Quarterly Tax Estimator 2026

Work out US self-employment and income tax for 2026 and what to pay each quarter, with the IRS safe-harbor rule built in.

Free download
Spreadsheet Excel .xlsx

Rental Property Bookkeeping

Income, expenses and 27.5-year depreciation for up to 10 rentals, totalled line by line the way Schedule E asks for them.

Free download
Spreadsheet Excel .xlsx

Small Business Balance Sheet

Assets, liabilities and owner's equity for two dates side by side, with a check that it balances and three quick health ratios.

Free download
Spreadsheet Excel .xlsx

3-Year Profit & Loss Projection

Forecast revenue, costs and profit for three years - year one by month - with break-even and first profitable month worked out.

Free download

More on the way. Want a tool for something you're stuck on? Tell me on WhatsApp.