Bundle Deals
Get multiple templates together at a fraction of the individual price. Perfect for businesses managing multiple operations.
All Spreadsheets Bundle
Every spreadsheet template we sell, in one purchase. If you consult across industries or just want the full library, this is the best deal on the site.
Includes 91 templates:
- Association Financial Manager
- Association Operations Tracker
- CAM Firm Operations Suite
- Landlord Property Manager
- Real Estate Deal Analyzer
- Real Estate Portfolio Project Manager
- +85 more templates
Sports League Complete Business Bundle
Everything a youth or rec-league board needs: treasurer workbook, scheduler, registration, concessions, sponsorship, equipment, volunteer management, tournament planner, plus the full forms package, league business plan presentation, and Notion hub.
Includes 11 templates:
- League Treasurer Workbook
- Season Scheduler & Standings
- Player Registration & Roster
- Concession Stand P&L
- Sponsorship Tracker
- Equipment & Uniform Inventory
- +5 more templates
HOA & Community Association Mega Bundle
The ultimate HOA toolkit: 3 spreadsheets, Notion workspace, forms package, 8 individual document templates, AI prompt pack, and SOP pack. Everything an HOA board or CAM firm needs in one purchase.
Includes 15 templates:
- Association Financial Manager
- Association Operations Tracker
- CAM Firm Operations Suite
- HOA Board Workspace — Notion Template
- HOA & Association Forms Package
- Annual Meeting Results
- +9 more templates
Restaurant & Food Service Mega Bundle
The full restaurant toolkit: 2 spreadsheets, 2 Notion workspaces, the forms package, AI prompts, and SOPs. Sit-down or truck — front of house, back of house, and the paperwork.
Includes 7 templates:
- Restaurant Profit Operations Manager
- Food Truck Business Manager
- Restaurant & Food Service Forms Package
- Restaurant Operations Hub — Notion Template
- Food Truck Operations Hub — Notion Template
- Restaurant Operator AI Prompt Pack
- +1 more templates
Construction & Trades Mega Bundle
The complete construction toolkit: 5 spreadsheets, Notion project hub, forms package, AI prompt pack, and SOP pack. From general contracting to skilled trades.
Includes 9 templates:
- Construction General Contractor Manager
- Machine Shop Job Tracker
- Skilled Trades Job Estimate Tracker
- Construction Business Manager
- Contractor Bid & Estimate Template
- Construction Project Hub — Notion Template
- +3 more templates
Nonprofit & Church Mega Bundle
The complete nonprofit toolkit: 2 spreadsheets, Notion management hub, forms package, AI prompt pack, and SOP pack. For nonprofits, churches, and community organizations.
Includes 6 templates:
- Nonprofit Community Organization Manager
- Church Operations Manager
- Nonprofit & Church Management Hub — Notion Template
- Nonprofit Organization Forms Package
- Nonprofit Leader AI Prompt Pack
- Nonprofit Leader SOP Pack
Auto Industry Mega Bundle
The complete auto industry toolkit: 2 spreadsheets, Notion dealership workspace, forms package, AI prompt pack, and SOP pack. For dealers and repair shops.
Includes 6 templates:
- Independent Dealer Operations Suite
- Auto Repair Shop Manager
- Auto Dealership Workspace — Notion Template
- Auto Dealership Forms Package
- Auto Dealer AI Prompt Pack
- Auto Dealer SOP Pack
Field Service & Lawn Care Mega Bundle
The complete field service toolkit: lawn care spreadsheet, Notion operations hub, forms package, AI prompt pack, and SOP pack. For landscapers, lawn care, and field service businesses.
Includes 5 templates:
- Lawn Care Landscaping Business Manager
- Lawn Care & Landscaping Operations Hub — Notion Template
- Lawn Care & Landscaping Forms Package
- Field Service Business AI Prompt Pack
- Field Service Business SOP Pack
Complete Property & Landlord Bundle
Property management, deal analysis, portfolio tracking, and the real estate forms package. Covers the full workflow from analyzing deals to managing tenants.
Includes 4 templates:
- Landlord Property Manager
- Real Estate Deal Analyzer
- Real Estate Portfolio Project Manager
- Real Estate Forms Package
HOA Manager Complete
Financials, operations, and the HOA forms package. Covers everything from budgets and reserves to maintenance requests and vendor bids.
Includes 4 templates:
- Association Financial Manager
- Association Operations Tracker
- HOA & Association Forms Package
- HOA Manager AI Prompt Pack
Restaurant Operations Complete
Restaurant profit tracker, food truck manager, and operations forms package. Sit-down or truck, the numbers are covered.
Includes 4 templates:
- Restaurant Profit Operations Manager
- Food Truck Business Manager
- Restaurant & Food Service Forms Package
- Restaurant Operator AI Prompt Pack
Small Business Essentials
Startup planner, operations manager, freelancer tracker, and the small business document pack. Takes you from planning stage through daily operations.
Includes 4 templates:
- Small Business Startup Planner
- General Small Business Operations Manager
- Freelancer Business Tracker
- Small Business Essential Documents
Service Business Manager
Lawn care, pet grooming, cleaning, and salon spreadsheets plus all four matching forms packages. Eight templates total for service-based businesses.
Includes 9 templates:
- Lawn Care Landscaping Business Manager
- Pet Grooming Boarding Daycare Manager
- Cleaning Service Business Manager
- Salon Barbershop Spa Manager
- Lawn Care & Landscaping Forms Package
- Pet Services Forms Package
- +3 more templates
Construction Professional Suite
Margins vanish between takeoff and final invoice. The GC project manager tracks job costs and draw schedules. The machine shop tracker handles setups and per-part pricing. The skilled trades estimator covers labor burden and materials markup. Forms pack and an AI prompt library round it out.
Includes 5 templates:
- Construction General Contractor Manager
- Machine Shop Job Tracker
- Skilled Trades Job Estimate Tracker
- Construction & Trades Forms Package
- Construction Business AI Prompt Pack
Specialty Business Bundle
Childcare, nonprofit, photography, and fitness spreadsheets plus matching forms packages. For businesses that don't fit the usual categories.
Includes 9 templates:
- Childcare Daycare Business Manager
- Nonprofit Community Organization Manager
- Photography Creative Services Manager
- Fitness Studio Personal Trainer Manager
- Childcare & Daycare Forms Package
- Nonprofit Organization Forms Package
- +3 more templates
Auto Industry Professional
Dealership operations suite, repair shop manager, and auto forms package. Covers both the sales lot and the service bay.
Includes 4 templates:
- Independent Dealer Operations Suite
- Auto Repair Shop Manager
- Auto Dealership Forms Package
- Auto Dealer AI Prompt Pack
Personal Finance & Events
Wedding planning, personal finance dashboard, paycheck budgets, 50/30/20 budgets, and bill tracking. Everything for managing your personal money and big life events.
Includes 6 templates:
- Wedding Event Budget Planner
- Complete Personal Finance Dashboard
- Paycheck Budget Planner
- 50/30/20 Budget Template
- Bill Payment Calendar
- Event Planning Forms Package
Artisan & Craft Business
Perfect for makers: home bakery and creative photography business management.
Includes 4 templates:
- Home Bakery Cottage Food Manager
- Photography Creative Services Manager
- Bakery & Cottage Food Forms Package
- Photography Business Forms Package
E-Commerce Pro
Everything for online sellers: e-commerce operations management and freelancer tracker for dropshipping.
Includes 2 templates:
- E-Commerce Operations Manager
- Freelancer Business Tracker
Freelancer & Consultant Kit
Perfect for solo professionals: freelancer tracker and small business operations manager.
Includes 3 templates:
- Freelancer Business Tracker
- General Small Business Operations Manager
- Freelancer Forms Package
Landlord Investor Starter
Start investing: landlord property manager and real estate deal analyzer.
Includes 3 templates:
- Landlord Property Manager
- Real Estate Deal Analyzer
- Real Estate Forms Package
Personal Finance Complete
Every personal finance template: budget planners, debt payoff calculators, savings trackers, bill management, retirement planning, and more. Master your money.
Includes 9 templates:
- Paycheck Budget Planner
- Debt Snowball & Avalanche Calculator
- Sinking Funds Tracker
- Subscription Tracker
- 50/30/20 Budget Template
- Savings Challenge Tracker
- +3 more templates
Student & Education Bundle
Complete toolkit for students, teachers, and homeschool families. Budget planners, loan calculators, scholarship trackers, GPA tools, and curriculum planners.
Includes 6 templates:
- College Student Budget Planner
- Student Loan Repayment Calculator
- Scholarship Application Tracker
- GPA Calculator & Course Planner
- Teacher Classroom Budget Tracker
- Homeschool Curriculum Planner
Lifestyle Essentials Bundle
Organize your life: meal planning, moving, home renovation, vehicle maintenance, and habit tracking all in one bundle.
Includes 5 templates:
- Weekly Meal Planner & Grocery Budget
- Moving & Relocation Planner
- Home Renovation Budget Tracker
- Vehicle Maintenance Log
- Habit Tracker & Goal Planner
Presentation Templates Bundle
All 7 professional PowerPoint presentation templates. HOA meetings, business plans, investor pitches, quarterly reviews, and project proposals.
Includes 7 templates:
- HOA Annual Meeting Presentation
- HOA Budget Presentation
- Restaurant Business Plan Presentation
- Real Estate Investment Pitch
- Quarterly Business Review
- Construction Project Proposal
- +1 more templates
All Document Packs Bundle
Every forms and document package across all industries. 84 document packs with contracts, agreements, checklists, and operational forms.
Includes 83 templates:
- HOA & Association Forms Package
- Real Estate Forms Package
- Auto Dealership Forms Package
- Restaurant & Food Service Forms Package
- Construction & Trades Forms Package
- Small Business Essential Documents
- +77 more templates
Insurance Professional Suite
For independent agents running a small book. Track commission splits, chase renewals before they lapse, measure producer performance, and keep carrier appointments organized — all in the operations manager. The client coverage analyzer helps you walk prospects through gap analysis during the quote. Two tools, one workflow, no corporate bloat.
Includes 2 templates:
- Insurance Agency Operations Manager
- Insurance Coverage Analyzer
Mortgage Professional Suite
Your pipeline changes every time rates move. The business manager tracks leads, pre-approvals, and closed-loan commissions so you know which referral sources actually pay. The client analysis workbook runs buy-vs-rent scenarios, payment comparisons, and refi break-even math in front of the borrower. Two spreadsheets that cover the gap between MLO CRM tools and back-office LOS.
Includes 2 templates:
- Mortgage Loan Officer Business Manager
- Mortgage Client Analysis Workbook
Equipment Rental Professional Suite
Utilization. Damage waivers. Reservation conflicts. Fleet depreciation math that doesn't quite add up. Three tools here: the operations manager tracks daily rentals and returns, the fleet financial model runs unit economics and replacement timing, and the forms pack handles rental agreements, damage releases, and credit card authorizations. Built for independent rental yards, not national chains.
Includes 3 templates:
- Equipment Rental Business Manager
- Equipment Fleet Financial Model
- Equipment Rental Forms Package
Financial Services Professional Suite
Built for independent RIAs and solo advisors managing 50-200 households. The practice manager handles AUM by client, fee billing cycles, review cadence, and prospect pipeline. The portfolio tracker runs allocation drift, rebalancing triggers, and performance benchmarking so you can walk clients through results without firing up Morningstar. Two spreadsheets, everything you need between CRM and custodian reports.
Includes 2 templates:
- Financial Advisor Practice Manager
- Investment Portfolio Tracker
Business Acquisitions Complete
Acquisition analyzer for buyers and seller prep kit. Covers both sides of every deal.
Includes 2 templates:
- Business Acquisition Analyzer
- Business Seller Prep Kit
Healthcare Practice Suite
Medical practice management and compliance tracking for private practices and clinics.
Includes 2 templates:
- Medical Practice Business Manager
- Healthcare Compliance & Credentialing Tracker
Staffing Agency Complete
Full staffing agency management: operations tracker and recruiter performance tools.
Includes 2 templates:
- Staffing Agency Operations Manager
- Recruiter Performance & Pipeline Tracker
Construction Complete Suite
Every construction tool: GC manager, business manager, bid template, trades tracker, machine shop, and forms package.
Includes 6 templates:
- Construction General Contractor Manager
- Construction Business Manager
- Contractor Bid & Estimate Template
- Machine Shop Job Tracker
- Skilled Trades Job Estimate Tracker
- Construction & Trades Forms Package
Self-Storage Complete Business Bundle
Occupancy, delinquencies, auction prep, rate increases — self-storage runs on spreadsheets and lien notices. This bundle handles all of it. Unit mix and revenue tracking in the ops workbook, tenant leases and default notices in the forms pack, an investor deck for when you want to buy a second facility, and a Notion hub tying the whole operation together.
Includes 4 templates:
- Self-Storage Operations Manager
- Self-Storage Facility Forms Package
- Self-Storage Business Plan Presentation
- Self-Storage Operations Hub — Notion Template
Marina & Yacht Club Complete Business Bundle
Slip assignments, fuel dock margins, seasonal haul-outs, member dues — marinas aren't simple. You get an 11-tab workbook covering slips, fuel, service, and storage; a forms pack with slip leases and liability waivers; a pitch deck for financing a dredge or dock expansion; and a Notion hub that keeps dockmasters and the commodore on the same page.
Includes 4 templates:
- Marina & Yacht Club Operations Manager
- Marina & Yacht Club Forms Package
- Marina & Yacht Club Business Plan Presentation
- Marina & Yacht Club Operations Hub — Notion Template
RV Park & Campground Complete Business Bundle
For owner-operators running a seasonal park with 40-200 sites. Track site occupancy, seasonal vs. transient revenue, utility reimbursements, and reservation deposits in the 8-tab workbook. Site agreements, quiet-hour rules, and pet policies sit in the forms pack. Add a deck for bank financing and a Notion hub the camp host can actually use.
Includes 4 templates:
- RV Park & Campground Operations Manager
- RV Park & Campground Forms Package
- RV Park & Campground Business Plan Presentation
- RV Park & Campground Operations Hub — Notion Template
Vacation Rental / STR Complete Business Bundle
Run an STR portfolio like it's a business, not a hobby. The 10-tab workbook handles RevPAR, cleaning turnover, channel fees across Airbnb and VRBO, and tax by jurisdiction. Rental agreements, damage waivers, and guest house rules live in the forms package. Add a pitch deck for picking up property #3 and a Notion hub your cleaning crew can follow.
Includes 4 templates:
- Vacation Rental / STR Operations Manager
- Vacation Rental / STR Forms Package
- Vacation Rental Business Plan Presentation
- Vacation Rental Operations Hub — Notion Template
Small Hotel / B&B Complete Business Bundle
Built for innkeepers running 4 to 20 rooms without a corporate PMS budget. Occupancy, ADR, breakfast food costs, OTA commissions, and housekeeping schedules in one workbook. Reservation confirmations, cancellation policies, and gift certificate tracking in the forms. A financing deck for that kitchen renovation, plus a Notion hub your weekend manager can actually navigate.
Includes 4 templates:
- Small Hotel / B&B Operations Manager
- Small Hotel / B&B Forms Package
- Small Hotel / B&B Business Plan Presentation
- Small Hotel / B&B Operations Hub — Notion Template
Pet Grooming & Boarding Complete Business Bundle
Pet businesses live and die on repeat clients and kennel vaccination records. The workbook tracks groomer commissions, kennel occupancy, breed-specific pricing, and retail margins. Intake forms, vaccination waivers, and bite-history disclosures keep you covered. Add a business plan for opening a second location and a Notion hub that won't make your front-desk staff quit.
Includes 4 templates:
- Pet Grooming & Boarding Operations Manager
- Pet Grooming & Boarding Forms Package
- Pet Grooming & Boarding Business Plan Presentation
- Pet Grooming & Boarding Operations Hub — Notion Template
Salon & Barbershop Complete Business Bundle
Commission splits. Booth rent. Product inventory shrinkage. Retention rates nobody tracks. The 10-tab workbook puts stylist performance, chair utilization, and color-line margins in front of you. Forms cover booth rental agreements, client consultation cards, and chemical service waivers. Pitch deck for expansion, plus a Notion hub for the front desk.
Includes 4 templates:
- Salon & Barbershop Operations Manager
- Salon & Barbershop Forms Package
- Salon & Barbershop Business Plan Presentation
- Salon & Barbershop Operations Hub — Notion Template
Food Truck / Mobile Vendor Complete Business Bundle
Running a food truck means juggling permits, commissary stock, route profitability, and cash-heavy sales while your office is a passenger seat. This bundle puts every tool in one place. Daily cash counts, ingredient costs by menu item, event booking tracker. Health department forms and vendor contracts sorted. Plus a pitch deck for when it's time to add a second truck.
Includes 4 templates:
- Food Truck / Mobile Vendor Operations Manager
- Food Truck / Mobile Vendor Forms Package
- Food Truck / Mobile Vendor Business Plan Presentation
- Food Truck / Mobile Vendor Operations Hub — Notion Template
Dental Practice Complete Business Bundle
Production per provider, collection ratios, hygiene recall hit rates, insurance write-offs — the KPIs that tell you whether the practice is actually healthy. The workbook covers all of them. Forms include HIPAA acknowledgments, consent-to-treat, and financial agreements. Plus a business plan deck for associate buy-ins or partner exits, and a Notion hub your office manager can actually use.
Includes 4 templates:
- Dental Practice Operations Manager
- Dental Practice Forms Package
- Dental Practice Business Plan Presentation
- Dental Practice Operations Hub — Notion Template
Car Wash & Auto Detailing Complete Business Bundle
Volume-by-package, chemical cost per car, upsell attach rates, monthly membership churn — car wash economics are tighter than most owners realize. The workbook surfaces all of it. Detail service agreements, damage disclaimers, and gift card tracking live in the forms pack. Add a bank-ready deck for a tunnel upgrade or second bay, plus a Notion hub for shift leads.
Includes 4 templates:
- Car Wash & Auto Detailing Operations Manager
- Car Wash & Auto Detailing Forms Package
- Car Wash & Auto Detailing Business Plan Presentation
- Car Wash & Auto Detailing Operations Hub — Notion Template
Laundromat & Coin-Op Vending Complete Business Bundle
Unattended cash businesses look simple until you actually try to run one. Utility costs, machine uptime, collection route schedules, and route commissions all need tracking. The workbook handles vend pricing, machine-level revenue, and route P&L. Attendant schedules, insurance certificates, and route operator agreements round out the forms. Pitch deck for route acquisitions included.
Includes 4 templates:
- Laundromat & Coin-Op Vending Operations Manager
- Laundromat & Coin-Op Vending Forms Package
- Laundromat & Coin-Op Vending Business Plan Presentation
- Laundromat & Coin-Op Vending Notion Template
Insurance Agency Complete Business Bundle
Operations Manager spreadsheet, Forms Package, Business Plan Presentation, and Notion Hub in one purchase. Everything an independent agency needs to get organized.
Includes 4 templates:
- Insurance Agency Operations Manager
- Insurance Forms Package
- Insurance Business Plan Presentation
- Insurance Operations Notion Template
Mortgage & Lending Complete Business Bundle
Business Manager spreadsheet, Forms Package, Pitch Presentation, and Notion Hub bundled together. Covers pipeline tracking through client-facing analysis tools.
Includes 4 templates:
- Mortgage Loan Officer Business Manager
- Mortgage & Lending Forms Package
- Mortgage & Lending Business Plan Presentation
- Mortgage & Lending Operations Notion Template
Financial Services Complete Business Bundle
Practice Manager, Forms Package, Business Plan Presentation, and Notion Hub. Four products covering client book management, compliance, and business development.
Includes 4 templates:
- Financial Advisor Practice Manager
- Financial Services Forms Package
- Financial Services Business Plan Presentation
- Financial Services Operations Notion Template
Business Acquisitions Complete Business Bundle
Acquisition Analyzer, Seller Prep Kit, Forms Package, Business Plan Presentation, and Notion Hub. Covers both sides of every deal from analysis through closing.
Includes 4 templates:
- Business Acquisition Analyzer
- Business Acquisitions Forms Package
- Business Acquisitions Business Plan Presentation
- Business Acquisitions Operations Notion Template
Healthcare Practice Complete Business Bundle
Practice Manager spreadsheet, Forms Package, Business Plan Presentation, and Notion Hub. For private practices that need patient volume tracking, credentialing, and financial management in one bundle.
Includes 4 templates:
- Medical Practice Business Manager
- Healthcare Forms Package
- Healthcare Business Plan Presentation
- Healthcare Operations Notion Template
Staffing & Recruiting Complete Business Bundle
Operations Manager, Forms Package, Pitch Presentation, and Notion Hub. Covers job orders, placements, commissions, and recruiter tracking for staffing firms.
Includes 4 templates:
- Staffing Agency Operations Manager
- Staffing & Recruiting Forms Package
- Staffing & Recruiting Business Plan Presentation
- Staffing & Recruiting Operations Notion Template
Trucking & Fleet Complete Business Bundle
8-tab Operations Manager, DOT-compliant Forms Package, Business Plan Presentation, and Notion Hub. Fleet management, dispatch, fuel tracking, and compliance in one bundle.
Includes 4 templates:
- Trucking & Fleet Operations Manager
- Trucking & Fleet Forms Package
- Trucking & Fleet Business Plan Presentation
- Trucking & Fleet Operations Notion Template
Farm & Agriculture Complete Business Bundle
8-tab Operations Manager, Agriculture Forms Package, Business Plan Presentation, and Notion Hub. Crop planning, livestock, equipment, and financials all covered.
Includes 4 templates:
- Farm & Agriculture Operations Manager
- Farm & Agriculture Forms Package
- Farm & Agriculture Business Plan Presentation
- Farm & Agriculture Operations Notion Template
Fantasy Sports Commissioner Complete Bundle
The complete toolkit for running a fantasy league: commissioner dashboard, auction draft budget, keeper tracker, dynasty manager, weekly scoring, survivor pool, plus constitution, trade docs, dues reminders, draft board, and Notion hub.
Includes 9 templates:
- Fantasy Commissioner Dashboard
- Fantasy Auction Draft Budget
- Fantasy Keeper Value Tracker
- Fantasy Dynasty Manager
- Fantasy Weekly Matchup & Scoring
- Survivor / Pick’em Pool
- +3 more templates
All AI Prompt Packs Bundle
Every AI prompt pack we've built, in one purchase. 321 prompts across HOA, Restaurant, Construction, Nonprofit, Auto Dealer, and Field Service. ChatGPT, Claude, Gemini — pick your model.
Includes 6 templates:
- HOA Manager AI Prompt Pack
- Restaurant Operator AI Prompt Pack
- Construction Business AI Prompt Pack
- Nonprofit Leader AI Prompt Pack
- Auto Dealer AI Prompt Pack
- Field Service Business AI Prompt Pack
All SOP Packs Bundle
All six SOP packs in one purchase. 60 standard operating procedures across HOA, Restaurant, Construction, Nonprofit, Auto Dealer, and Field Service industries.
Includes 6 templates:
- HOA Manager SOP Pack
- Restaurant Operator SOP Pack
- Construction Business SOP Pack
- Nonprofit Leader SOP Pack
- Auto Dealer SOP Pack
- Field Service Business SOP Pack
All Notion Templates Bundle
Every Notion workspace template in one purchase. 42 business workspaces across all industries. Duplicate to your Notion and start running your business.
Includes 42 templates:
- HOA Board Workspace — Notion Template
- Client CRM — Notion Template
- Rental Property Manager — Notion Template
- Freelancer Command Center — Notion Template
- Restaurant Operations Hub — Notion Template
- Construction Project Hub — Notion Template
- +36 more templates
Frequently Asked Questions
Can I buy templates individually instead?
Of course. Head to the products page to grab individual templates at full price. Bundles just save you money if you need more than one.
What format do the templates come in?
Excel (.xlsx) and Google Sheets. Both formats, every purchase.
Can I share them with my team?
Yes. Full ownership. Share, copy, customize, whatever you need.