The 5 Templates I Use Every Week in My Business

No more guessing, Googling, or starting from scratch. Let’s be honest... building your business without templates is like trying to cook a 5-course meal without a recipe. Doable? Maybe. Efficient, repeatable, &d less stressful? Absolutely not.

Templates are how I keep my brain clear & my biz organized without reinventing the wheel every single week. So today, I’m pulling back the curtain & showing you the exact five templates I rely on every week to keep things moving, clean, & (mostly) chaos-free.

Client Tracker Spreadsheet

Whether you’re managing customers, team members, or collabs... you need to know who’s who & what’s next.

This simple Google Sheet helps me:

• Track where people are in my pipeline

• Remember follow-ups (because my brain won’t)

• Stay consistent without feeling robotic

Weekly Biz Dashboard

This one lives at the top of my bookmarks bar. It’s where I check my:

• Weekly goals

• Income snapshot

• Top 3 priorities

• Quick links to my most-used docs

  
  

One glance & I know where I stand & what actually needs my attention.

Trello Content Planning Board

Instead of chasing ideas or scrambling to post last-minute, I batch my content inside a Trello board that keeps everything visual &d organized.

Inside I’ve got:

• Monthly themes

• Reusable caption ideas

• Content buckets for posts, blogs, emails & videos

• A whole section just for “brain dump” ideas that haven’t found a home yet

  
  

Jotform “Work With Me” Application

This one’s a game changer if you’re tired of chasing DMs or awkward back-&-forths.

I use this form to:

• Let people express interest in working with me

• Collect all the info I need upfront

• Set the tone for my brand right from the jump

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It looks polished, saves me time, & works while I sleep. Yes please.

Project Broadcast Campaign – Follow-Up

Every week I have at least one message going out to someone from my text automation system.

Whether it’s:

• “Thanks for your order!”

• “Just checking in—how’s everything going?”

• “Hey, there’s a sale & I thought of you...”

• "Did you know you can restart your business for free?"

..I don’t have to manually remember or send a single thing. My campaign is doing the work for me... while I sleep.

The Bottom Line

Templates = your business, but with bumpers on. They give you structure, reduce decision fatigue, & help you feel like a pro (even when you're still figuring things out behind the scenes).

If you want to stop building everything from scratch, take a peek at my full template gallery here. It’s full of time-saving, sanity-saving tools built for biz owners like you & more are being added all the time.