Small Business Growth Worksheets
Practical, printable worksheets built for contractors starting or scaling a small business. Download, fill out, and put them to work today.
Monthly Invoice Tracker
Track every invoice you send — client name, amount, due date, and payment status. Spot overdue accounts at a glance and keep cash flow healthy.
When to use: Use at the start of each month to log all open invoices and follow up on unpaid ones.
Job Cost Estimator
Break down every job into labor, materials, equipment, subcontractors, and overhead — then compare estimated vs. actual costs to protect your margin.
When to use: Fill out before bidding a job to ensure your quote covers all costs and includes your target profit margin.
Weekly Cash Flow Planner
Plan your incoming payments and outgoing expenses week by week so you never get caught short on payroll or materials.
When to use: Review every Monday morning to see what's coming in, what's going out, and where you stand.
New Client Onboarding Checklist
Never miss a step when bringing on a new client. From signed contract to first invoice, this checklist keeps your onboarding process consistent and professional.
When to use: Run through this checklist every time you land a new job to ensure a smooth start and set clear expectations.
Weekly Job Schedule
Map out your crew's week across all active jobs — who's where, what's getting done, and what materials need to be on site.
When to use: Plan every Sunday evening for the week ahead. Share with your foreman or crew leads.
Annual Revenue Goal Planner
Set your revenue target for the year, break it down by quarter and month, and identify exactly how many jobs you need to hit your number.
When to use: Complete at the start of the year or any quarter to set a clear financial target and reverse-engineer your pipeline.
Profit Margin Analyzer
Calculate your true profit margin on any job or across your whole business — accounting for all direct and indirect costs most contractors overlook.
When to use: Run this after completing a job to see what you actually made vs. what you estimated.
Lead & Proposal Tracker
Track every lead from first contact to signed contract. Know exactly where each prospect stands and follow up at the right time.
When to use: Update after every sales call or site visit. Review weekly to prioritize follow-ups.
Monthly Marketing Planner
Plan your marketing activities for the month — social posts, Google reviews to request, referrals to follow up on, and any ads or promotions.
When to use: Fill out at the start of each month to stay consistent with your marketing without it taking over your day.
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