Small Business Essentials

Original price was: $109.80.Current price is: $79.95.

The complete Microsoft 365 toolkit for small business owners, freelancers & teams — manage tasks, budgets, and projects with ease.

  • 5-in-1 bundle: OneNote, Outlook, MS Lists & Excel templates to organize work, money, and goals.
  • Run your business smarter: manage clients, projects, and budgets all within Microsoft 365.
  • Includes: Second Brain, Kanban Task Board, Budget Planner, Habit Tracker, Bills Calendar & more.
  • Fully compatible: works with Microsoft 365 on desktop, web & mobile.
  • Get 5 proven business tools for one low bundle price.

Trusted by entrepreneurs and small teams worldwide to streamline workflows, save time, and boost productivity.

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  •  Instant Download - Easy Install - Fully Customisable

    Instant Download

    Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.

    Easy to Install

    All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.

    Fully Customizable

    Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.

    All Prices in USD

    All prices listed are in US dollars (USD), regardless of your location or billing country.

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Small Business Essentials — Microsoft 365 Toolkit for Productivity & Growth

Organize, plan, and grow your business with 9 professional Microsoft 365 templates designed for entrepreneurs, teams, and small business owners who want to work smarter, not harder.

What’s included

  • Second Brain for OneNote — Capture ideas, notes, and projects in one connected system using the PARA method.
  • Kanban Task Board for OneNote — Manage to-do’s, clients, and projects visually with drag-and-drop task views.
  • Simple Budget Planner for Excel — Track income, expenses, and profitability with ease.
  • Habit Tracker for Excel — Build consistency in business and personal habits.
  • Bills Calendar for Excel — Never miss a payment or due date again — track bills and invoices clearly.

Why small business owners love it

  • ✅ Built for Microsoft 365 — everything syncs seamlessly between OneNote, Excel, and Outlook.
  • ✅ Simplifies project management, budgeting, and task tracking.
  • ✅ Ideal for freelancers, solopreneurs, consultants & growing teams.
  • ✅ Fast setup — ready-to-use templates with step-by-step guides.

Perfect for anyone who wears many hats — this bundle helps you stay on top of operations, clients, and finances effortlessly.

What customers say

★★★★★

The Second Brain template alone is worth it. I finally have my ideas, notes, and projects in one place.

Mark D. — Freelancer
★★★★★

Running my small agency is so much easier now. The Kanban Board keeps all our client work organized.

Rachel P. — Creative Director
★★★★★

The Excel Budget and Bills templates helped me get full visibility on our cash flow. Huge time-saver.

Liam K. — Business Owner
★★★★★

Everything connects — OneNote for planning, Excel for finance, Outlook for tasks. It just works together beautifully.

Susan F. — Consultant
★★★★★

I use it every day to manage clients, projects, and my personal goals. Microsoft 365 finally feels complete.

Nathan C. — Coach
★★★★★

The templates are so professional and easy to adapt. Perfect for small teams like ours.

Linda S. — Marketing Agency
★★★★★

I track tasks in OneNote and finances in Excel — everything feels integrated and organized.

Alex G. — IT Consultant
★★★★★

Before this, I used 5 different apps. Now it’s all within Microsoft 365 — simple, efficient, and no extra costs.

Tara N. — Virtual Assistant

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