BUSINESS

Business & marketing toolkit

A workbook combining audience research, a 30-day plan, budget/KPI, a simple business plan and an AI ROI calculator.

Small & medium business ownersStudents & beginnersExcel workbook (9 sheets) + guideUpdated: 2026-09-25

In short: Running a small business does not need complex software: a few good sheets — plan, budget, KPI and a customer log — are often enough. This toolkit gives you those sheets ready-made.

Who is this for

Founders starting out or tidying up a small business.

What you'll get

See the first 30 days on one sheet
Track budget and key metrics
Calculate the return on time spent with AI

30-day plan

Break the big goal into weeks and set one key result per week. Focus matters more than speed.

FAQ

I don't know accounting — can I use it?

Yes. The sheets are simple and each cell explains what to enter.

Download (XLSX)

More resources

Business

A simple monthly budget for a small business

Plan the month, record money coming in and going out, and see what remains. Copy the template into Google Sheets or Excel and replace the example amounts.

Business

Your First 30 Days in Business: A Practical Action Plan

A four-week checklist to test demand, build a small paid offer and work towards your first customers. Includes simple tracking prompts and a clear end-of-month review.

Business

Set a Price That Covers Your Costs and Pays You

Build a simple pricing sheet, work out your monthly profit and check whether a discount makes sense. Includes formulas and worked examples you can adapt today.