Templates and toolkits
The spreadsheets and guides I use with clients, ready for you to use yourself. Excel and Google Sheets, with example figures and plain-English instructions.
Every file has a Start Here tab, yellow cells to fill in and formulas already done. Instant download after payment. If you would rather have the work done for you, see how we work.
Start free
Debtor Days Calculator
Free
How long do your customers really take to pay, and how much cash is tied up? Find out in two minutes.
- Debtor days from three numbers
- Cash you would release by getting paid faster
- Monthly tracker and action plan
Toolkits
Cash Control Kit
£29
Forecast cash, collect it faster and stop big projects draining the bank.
- 13-week cash flow forecast
- Debtor days calculator
- Late payment chase pack with email templates
- Aged debtors tracker
- Stage payment planner
Pricing & Margin Toolkit
£59
Know your real costs, price every quote for profit and raise prices with confidence.
- Pricing guide (PDF)
- Charge-out rate and break-even calculators
- Quote margin checker and job margin tracker
- Customer profitability analyser
- Price increase planner with customer letter
Win More Tenders
£89
Choose the right tenders, plan the response and write answers that score.
- Guide to bidding under the Procurement Act 2023 (PDF)
- Bid / no-bid scorecard
- Tender response planner and compliance matrix
- Win/loss review and key account plan
- Answer templates for case studies and social value
AI Automation Playbook
£49
Save admin time with AI and simple automation, and check each idea pays for itself.
- Playbook (PDF) with 25 ready-to-use prompts
- 8 automation recipes
- Profit leak audit workbook
- Automation ROI calculator
Everything
Complete Profit Toolkit
£129
All 22 templates and all three guides: cash, pricing, sales, tenders, costs, AI and a monthly KPI dashboard.
- Everything in the four toolkits above
- Sales pipeline tracker and go-to-market plan
- Supplier spend review
- Monthly KPI dashboard
- Saves £97 against buying separately
Good to know
- What you need: Microsoft Excel 2016 or later, Excel for Mac, or Google Sheets.
- Licence: use in one business. Please do not share or resell.
- Not advice: these are planning tools, not financial, tax or legal advice.
- Payment: secure checkout by Payhip. You get the files by email straight away.
- How they were made: designed by Basir Consulting with AI assistance, and checked by hand.
