Done-for-You Excel Templates: Consultation

$30.00

This custom Excel template service transforms your workflows into beautiful, automated tools—designed to save time, reduce errors, and make your business feel more like a celebration than a scramble.

Whether you're tracking client projects, batching content, managing HR tasks, or building a budget that actually makes sense, I’ll create a template that fits your brain and your business. With dropdowns, formulas, conditional formatting, and smart structure baked in, your spreadsheet won’t just work—it’ll work for you.

💡 Perfect for:

  • Solopreneurs who want to batch smarter, not harder

  • Small teams who need clarity without complexity

  • Creatives who crave structure but hate rigidity

✨ Includes:

  • A custom-built Excel template tailored to your workflow

  • Automation features like dropdowns, formulas, and formatting

  • Optional Loom walkthrough to show you how it works

  • One round of edits to make sure it feels just right

Let’s turn your chaos into clarity—one cell at a time.

This custom Excel template service transforms your workflows into beautiful, automated tools—designed to save time, reduce errors, and make your business feel more like a celebration than a scramble.

Whether you're tracking client projects, batching content, managing HR tasks, or building a budget that actually makes sense, I’ll create a template that fits your brain and your business. With dropdowns, formulas, conditional formatting, and smart structure baked in, your spreadsheet won’t just work—it’ll work for you.

💡 Perfect for:

  • Solopreneurs who want to batch smarter, not harder

  • Small teams who need clarity without complexity

  • Creatives who crave structure but hate rigidity

✨ Includes:

  • A custom-built Excel template tailored to your workflow

  • Automation features like dropdowns, formulas, and formatting

  • Optional Loom walkthrough to show you how it works

  • One round of edits to make sure it feels just right

Let’s turn your chaos into clarity—one cell at a time.

🧠 What You’re Paying For

The initial payment covers:

  • A 30–45 minute consultation via Zoom or Teams

  • A workflow review to understand your current systems and pain points

  • Strategic input on how Excel automation can simplify and elevate your process

After the consultation, you’ll receive:

  • A custom project proposal outlining the scope, features, and timeline

  • A final quote based on complexity, functionality, and estimated build time

💵 Pricing Transparency

Because every business is different, final pricing varies. Simpler templates with basic automation may fall in the $50–$150 range, while more advanced builds (e.g., multi-sheet systems, conditional logic, dynamic dashboards) may range from $200–$500+.

You’ll never be surprised—only empowered. No work begins until you’ve reviewed and approved the proposal.

🛠️ What Impacts Cost

  • Number of sheets and data sources

  • Level of automation (formulas, dropdowns, conditional formatting, etc.)

  • Visual design and formatting preferences

  • Integration with other tools or systems (if applicable)

  • Turnaround time and urgency