ClearToolsCo
Small Business Starter Bundle | Invoice Tracker + Bookkeeping Spreadsheet + Website Template + Client Onboarding | Digital Download
Small Business Starter Bundle | Invoice Tracker + Bookkeeping Spreadsheet + Website Template + Client Onboarding | Digital Download
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EVERYTHING YOU NEED TO LAUNCH AND RUN YOUR SMALL BUSINESS — IN ONE DOWNLOAD.
Stop piecing together tools from five different websites. The Small Business Starter Bundle gives you 6 premium business spreadsheets, templates, and documents in a single instant download.
→ Built for freelancers, consultants, coaches, creatives, and solopreneurs.
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FREELANCE INVOICE & CLIENT TRACKER (Excel .xlsx) Track every invoice, payment status, client, due date, and amount — all in one spreadsheet. Color-coded PAID / PENDING / OVERDUE status. Never lose track of a payment again.
SMALL BUSINESS BOOKKEEPING SPREADSHEET (Excel .xlsx) Income, expenses, and profit & loss — organized by month and auto-totaled. Designed for non-accountants. No accounting degree required.
BOOKKEEPING PRINTABLE PACK (PDF — A4 + US Letter) Print-ready tracker sheets: Income Log, Expense Tracker, Mileage Log, and Receipt Summary. Works whether you use the spreadsheet or prefer pen and paper.
SMALL BIZ WEBSITE TEMPLATE PACK (HTML — 3 Templates) Three fully-customizable, professionally designed HTML website templates:
Template 01: Bakery / Food — warm editorial style
Template 02: Salon / Beauty — luxury minimal style
Template 03: Portfolio / Services — dark sleek style Host for FREE on Netlify in under 5 minutes. No Wix subscription. No Squarespace fees.
CLIENT ONBOARDING KIT (Excel + Word + PDF) Everything you need to impress clients on day one:
Onboarding Tracker Spreadsheet (.xlsx) — client intake & project stages
Client Welcome Packet & Agreement (.docx) — editable, professional, ready to send
Onboarding Scripts Library (PDF) — word-for-word scripts for calls, emails & DMs
Quick Start Guide (PDF) — get set up in 10 minutes
SELLER / BIZ LAUNCH KIT (Excel + PDF) A complete business-launch checklist and tracker for when you're starting or scaling. Step-by-step launch guide included.
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ✅ THIS IS FOR YOU IF... ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
You're starting or growing a freelance or service-based business
You want to look professional without paying for expensive software
You're losing time chasing invoices or tracking expenses in a notebook
You need a simple website but don't want a $16/month Wix subscription
You're onboarding your first clients and want to make a great impression
You just went self-employed and need to get organized — fast
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 📂 COMPLETE FILE LIST ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Freelance_Invoice_Client_Tracker.xlsx
ClearToolsCoSmallBusinessBookkeepingSpreadsheet.xlsx
BookkeepingPrintablePack_A4.pdf
BookkeepingPrintablePack_USLetter.pdf
01-template-bakery.html
02-template-salon.html
03-template-portfolio.html
CUSTOMIZATION-GUIDE.pdf
LAUNCH-CHECKLIST.pdf
CTC-FREELANCE-ONBOARDXLSX.xlsx
Client_Welcome_Packet_and_Agreement.docx
Onboarding_Scripts_Library.pdf
Quick_Start_Guide.pdf (Onboarding)
CTC-SELLER-BIZLAUNCH.xlsx
CTC-SELLER-BIZLAUNCH-Guide.pdf
README.txt (with setup instructions)
Total: 16 files, organized into labeled folders.
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Spreadsheets (.xlsx): Microsoft Excel 2016+ OR Google Sheets (free at sheets.google.com) Documents (.docx): Microsoft Word OR Google Docs (free) PDFs (.pdf): Any PDF reader — Adobe, Chrome, Preview on Mac Website templates (.html): Google Chrome or Firefox to preview; VS Code (free) to edit; Netlify (free) to host
No paid software required. Everything has a free alternative.
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You'll receive a download link immediately after purchase. No waiting, no shipping. Everything is delivered as a single organized .zip file.
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Q: Can I use this with Google Sheets and Google Docs? A: Yes — all .xlsx and .docx files open and work perfectly in Google Sheets and Google Docs (both free).
Q: Do I need any paid software? A: No. Every tool in this bundle has a free alternative. Excel → Google Sheets. Word → Google Docs. Wix → Netlify (free hosting for HTML files).
Q: Can I customize the templates with my own branding? A: Fully. Every file is designed to be edited. Replace placeholder text, colors, and logos with your own details.
Q: What is the download format? A: A single .zip file containing all files, organized into named folders. Download, unzip, and you're ready to go.
Q: Is this for commercial or personal use? A: Single-business commercial use is included. You may use these tools for your own business operations. Resale or redistribution is not permitted.
Q: I'm not tech-savvy. Can I still use the website templates? A: Yes. The included Customization Guide walks you through every step using free tools (VS Code and Netlify). If you can
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