The Small Business Kit



The ultimate freelance and small business kit. Everything you need to manage your clients, projects, time, finances and social media.

The kit is sent as an instant downloadable digital file. You can edit the files digitally using all major software including Apple Pages, Adobe Acrobat, Google Docs and Microsoft or, you can print and write on the planning templates.



What’s in the kit?

Set-up & Business Planning:

  • My business, vision, goals and strategy
  • Business plan template
  • My Leads
  • My Resources
  • Branding
  • Cash flow, profit and loss spreadsheets
  • Set-up action check list
  • Brain dump and research pages

Project & Time Management

  • Weekly planner
  • Monthly planner
  • Annual planner
  • To do list with priorities
  • Project planner
  • Invoice- editable in Word
  • Contract and letter of engagement
  • Time sheet spreadsheet
  • Client budget planner spreadsheet
  • Critical path spreadsheet

Social media planning:

  • Social media strategy
  • Social media daily and weekly activity planners with ideas and blank template pages
  • Social media monthly content planner
  • 30 days of content ideas
  • 30 days of content blank template
  • Instagram planner and grid
  • Hashtag ideas and blank planner template
  • Content calendar including national holidays spreadsheet (worth £29.99 by itself!)

Blog & Content Planning

  • Audience research and the 5 w’s (who, what, why, where, when)
  • My content ideas pages
  • Blog and content planner
  • Blog and content theme ideas
  • Sharing ideas and planner

Financial planning

  • Expenses tracker
  • Monthly income tracker
  • Monthly outgoings tracker
  • Monthly financial review

Reflect & Review

  • Annual financial review
  • Annual goals review
  • Annual income review
  • Annual profit review
  • Notes pages

And relax

  • Adult colouring
  • Booklist and reading suggestions




Grab your FREE bonus freelance toolbox, with 40 useful business tools to help you set up and manage your business. 

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