You will get a customized Excel tracker and organization system for your small business
Project details
I will create a customized Excel or Google Sheets organization workbook designed around your small business. Instead of forcing your information into a generic template, I’ll use your workflow, categories, deadlines, and priorities to build a clear system you can actually maintain.
Your package includes:
• One customized workbook with up to five tailored tabs
• A setup checklist or priority tracker
• Dropdowns, status fields, and basic formulas where appropriate
• Clean formatting using your preferred colors
• One revision
• An editable final file with brief use notes
This service is ideal for organizing startup tasks, expenses, subscriptions, renewals, contacts, weekly priorities, or another clearly defined workflow. It does not include bookkeeping, tax or legal advice, advanced automation, macros, dashboards, or large-scale data migration. Please message me before purchasing if you are unsure whether your project fits this package.
Your package includes:
• One customized workbook with up to five tailored tabs
• A setup checklist or priority tracker
• Dropdowns, status fields, and basic formulas where appropriate
• Clean formatting using your preferred colors
• One revision
• An editable final file with brief use notes
This service is ideal for organizing startup tasks, expenses, subscriptions, renewals, contacts, weekly priorities, or another clearly defined workflow. It does not include bookkeeping, tax or legal advice, advanced automation, macros, dashboards, or large-scale data migration. Please message me before purchasing if you are unsure whether your project fits this package.
Purpose
BusinessIndustry
Business Services & Consulting, Ecommerce, Real Estate, Retail & WholesaleLanguage
EnglishWhat's included $129
These options are included with the project scope.
$129
- Delivery Time 5 days
Frequently asked questions
About Trish
Business Operations & Excel Template Specialist
Wilmot, United States - 7:46 am local time
I bring more than 10 years of experience coordinating detailed processes, managing high-volume workflows and keeping documents, deadlines and stakeholders organized. In my most recent banking role, I managed approximately 30–40 residential loan closings per month while tracking time-sensitive requirements and resolving missing or conflicting information.
I can help with:
• Customized Excel and Google Sheets trackers
• Small-business organization and setup checklists
• Template customization and document formatting
• Expense, subscription and renewal trackers
• File and folder organization systems
• Data entry and administrative support
• Process documentation and project coordination
I work carefully, communicate clearly and build straightforward tools designed for real-life use—not complicated systems that create more work. If you need an organized, dependable partner to bring structure to your business information or customize a template around your needs, I’d be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Trish can start the project.
Delivery time starts when Trish receives requirements from you.
Trish works on your project following the steps below.
Revisions may occur after the delivery date.
Review and confirm
I review your requirements and confirm the project scope.
Build workbook structure
I create the workbook tabs, formatting and customized fields.