Google Sheets
Simple customer tracker
Contact information, status, last touch, and notes in one spreadsheet.
Make a copy
Opens in Google Sheets
Free resources · No email or signup required
Free Resources for Small Business Owners
Tools, videos, and guides I’ve developed to help you.
Find a useful place to start
How is your business working?
Ten questions about customer follow-up, everyday systems, and getting found. Each answer points to a practical fix or resource you can use.
Take the self-assessment ↗Look at the work, not just the tools.
- Can you see who needs a follow-up?
- Can someone else find the information they need?
- Can a new customer understand how to work with you?
Start with a working template
Tools you can make your own.
Excel / .xlsx
Customer tracker for Excel
The same customer tracker in a file for Excel, Numbers, or another spreadsheet app.
Download Excel file
Downloads an .xlsx file.
Google Sheets
Business information tracker
Customer list, business details, and an equipment log with serial numbers and warranties.
Make a copy
Opens in Google Sheets
Watch Mike explain it
Ideas you can see in action.
Video · 8 min
Every Small Business NEEDS These 6 CRM Automations
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5 Practical AI Tools for Small Business Owners
I tested 100 AI tools to find the five that actually save time for small business owners.
Watch the video ↗
Video · 11 min
How to Organize Customer Information as a Small Business
Learn how to fix messy customer info, pass the two-week test, and choose the right tool for your business.
Watch the video ↗Read and put it to work
Practical guides.
AI Tools
8 min read
AI Tools for Small Businesses: The 5 Worth Using (Tested Against 100)
The five AI tools that earn a place in a small business, the order to adopt them in, what never to paste into them, and what to skip.
Read the guide ↗Customer Information
8 min read
How to Organize Customer Information: Spreadsheet or CRM?
The fields a customer record needs, a migration plan for the data you already have, and how to decide between a spreadsheet and a CRM.
Read the guide ↗The Business Workbook
8 min read
How to Organize Your Business Information in One Spreadsheet
A three-tab workbook for customers, business vitals, and equipment. What goes in, who gets access, and why passwords never do.
Read the guide ↗Lead Follow-Up System
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How to Build a Simple Lead Follow-Up System in a Spreadsheet
Three columns stop leads from going quiet: a status, one next step, and a specific date. Plus the daily routine that makes it work.
Read the guide ↗Online Booking
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Read the guide ↗Google Business Profile
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How to Fix Your Google Business Profile Before It Costs You Customers
The ten-minute audit, the contact buttons worth testing, a review rhythm that builds trust, and where leads go after they tap call.
Read the guide ↗Hourly Value & Software ROI
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Learn how to put a number on your time and decide whether a software subscription actually saves you money.
Read the guide ↗Software Subscriptions
8 min read
How to Audit and Cut Unused Software Subscriptions
Find duplicate software bills, cancel what you do not use, and keep only tools that save time or prevent mistakes.
Read the guide ↗Want help putting it into practice?
Tell me what’s getting in the way. We’ll use a free 30-minute call to understand the situation and discuss a useful next step.