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Command Centres & Workbooks

See the work. Know the next action.

Practical Excel tools to organize leads, customers, projects and follow-ups. Buy a ready-made workbook or discuss a version tailored to your workflow.

Who it is for

Ready to use or tailored to you.

Small-business owners who want a usable operating view without starting with a complex software implementation.

What we work on

  • 11 connected Excel tabs
  • Leads, clients, projects and outreach tracking
  • Tasks and next actions
  • Revenue and expense tracking
  • A dashboard for day-to-day visibility

Before you choose a system

What should a small business command centre track?

A practical daily view of leads, delivery, outstanding invoices and next actions—without turning your dashboard into another job.

Read the practical guide →

Inside the workbook

See the dashboard and follow-up tracker.

Actual blank-template previews. No customer records or claimed business results.

Excel dashboard with client, project, lead, revenue and weekly management checks
Dashboard — click to open full size.
Lead tracker columns: company, contact, source, service, value, status, next action and follow-up date
Lead and opportunity tracker — blank template; click to open full size. Follow-up is managed by the workbook user, not sent automatically.

For painting contractors

Lead, Bid & Estimating System

A specialist Excel workbook for bid tracking, estimate preparation and follow-up. $59.99 CAD on Gumroad; customization is separate.

View the painting workbook ↗

How it works

A clear next step at each stage.

01

Choose the product

Use the general Command Centre or the Painting Contractor Lead, Bid & Estimating System for that specific workflow.

02

Make it your daily view

Add your records, define statuses and keep ownership and next actions current.

03

Tailor when needed

For extra fields, reports, migration or training, discuss a separately scoped setup rather than assuming they come with the download.

Before you decide.

Is there a painting-specific workbook?

Yes. The Painting Contractor Lead, Bid & Estimating System is listed on Gumroad at $59.99 CAD. It includes bid tracking, an estimate builder and follow-up tools. Confirm current checkout details on Gumroad.

Can you set it up for us?

Yes. We first review the workflow and quote customization, cleanup and handover separately. More complex shared workflows may require a different platform.

Buy the Command Centre on Gumroad →

Need a different starting point?