Small Business Planner — price it right, run the week, and grow on purpose. Built for side hustles, makers and one-person businesses.
Know what every sale really earns, keep orders moving from paid to made to sent, and spend one hour a week working on the business, not just in it.
WHAT'S INSIDE (121 pages, 2,300+ links)
- Filled example — Leila's candle studio, 15 sample pages covering every page type, with numbers that add up across the whole planner
- Business Snapshot — what you sell, who buys, your pitch, three goals and what you're not doing this year
- Pricing Calculator — materials, packaging, your time, fees and overheads, giving cost, price, profit per sale and margin
- Products & Services, Money at a Glance (revenue and profit by month), and Expenses & Deductions by quarter
- Order Tracker (paid, made, sent), Customers, Stock & Supplies, Suppliers and Promotions
- 12 month pages and 52 weekly CEO Hours — the week's numbers, top three moves, and Make / Market / Admin lists
- 20 Business Notes pages for meetings, calls and ideas, each with an actions table
- Four quarter reviews and a Year in Business
Five files in every download
- Main — US Letter, fillable: type into the boxes or write by hand
- Handwriting — the same pages and links with no text boxes, so your pen never opens one
- A4 — for Australia, the UK and Europe
- Phone — a separate layout designed for phone screens
- Start Here guide — two pages: which file to use, importing, and quick fixes
Works in your app
One standard, hyperlinked PDF with bookmarks — made for GoodNotes, Notability, Noteshelf, Xodo, Flexcil and PDF Expert on iPad and Android tablets, plus a Phone edition for phones. Tap links with your finger (if a tap draws a line, switch to read mode or "draw with pencil only"). No app lock-in, no subscriptions.
How to start
- After you pay, we email the files to the Google account you signed in with.
- Import the edition you want into your notes app.
- Look through the filled example, then make it yours.
Please note
- Digital download — nothing will be posted.
- Undated — start in any month.
- A planning tool, not financial, legal or tax advice.
- For personal use by one purchaser. Please don't share or resell the files.
Questions? Email hello@fayandform.com — we're happy to help.
Fay & Form Studio · thoughtful templates for work and life