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Practical tools you can use today. No email required, no signup, no catch.
These are the same starting points I use with new clients who need to get organized fast. Grab whichever format works for you. If you watch one of my YouTube videos and want the file that goes with it, this is where to find it.
A self-assessment for small business owners who know there's room for improvement. Answer 10 yes/no questions, then read the fix for every "not yet." Interactive checklist — answers saved automatically.
Free interactive guide — no signup required.
A basic customer tracker you can copy into your Google Drive in one click. Columns for contact info, status, last touch, and notes. Built for businesses that need to get customer info out of their head and into a system.
Opens in Google Sheets. Requires a free Google account.
A basic customer tracker for Excel users. Columns for contact info, status, last touch, and notes. Download it, open it, start using it — works in Excel, Numbers, or any app that opens .xlsx files.
Downloads a .xlsx file to your computer.
Need More Than a Spreadsheet?
If a spreadsheet isn't going to cut it and you need a real CRM, scheduling system, or something custom for your business, that's what I do. The first call is free and there's no pitch.
