01
Client-delivery dashboard
Track one row per active engagement: the next milestone, owner, risk, decision, and client update.
Free working files
Free Solo Business Operations Toolkit
Five plain CSV worksheets for keeping client commitments, software decisions, and automation changes visible. No email address, account, or payment is required.
Before you start
Use the files as working prompts, not automatic truth.
Each download contains a clearly marked synthetic example row or column. Delete the example, adapt the fields to your work, and verify vendor-specific dates or obligations against current records. Never store passwords, recovery codes, payment-card data, or unnecessary client details in these files.
The toolkit
Download only what helps the next decision.
CSV · spreadsheet-compatible · no macros
02
Software and service inventory
Create a safe operating record of purpose, access, integrations, renewal timing, export, and fallback paths.
03
Quarterly tool audit
Review value, use, permissions, dependencies, portability, and the next keep-or-change decision.
04
Renewal and cancellation calendar
Move review, export, cancellation, and evidence deadlines ahead of the vendor's renewal date.
05
Automation change and rollback plan
Define the approved baseline, release evidence, rollback trigger, restoration steps, and manual fallback before a workflow changes.
A 30-minute setup
Build the smallest useful control system.
Start with current work and active services. Completeness can come later.
- 01Open the relevant file.
Use any spreadsheet application that can read CSV files. - 02Delete the example.
It is synthetic and exists only to explain the columns. - 03Add current records.
Capture only the information needed to make or verify a decision. - 04Schedule the next review.
A small maintained file is more useful than a complete abandoned one.
Interactive inventory
Build the list before downloading it.
Add services, review criticality, MFA, renewal, and exit gaps, then export a clean CSV. Entries stay in the browser tab and no signup is required.
Interactive calculator
Estimate the real cost of an AI subscription.
Add direct charges, working time, implementation, maintenance, and exit costs without sending the values anywhere.
Open testing method
See how automation platforms will be compared.
Download the synthetic cases, expected outputs, scorecard, and evidence log before any winner is named.
Private overlap worksheet
Inspect one duplicated automation job before changing a subscription.
Enter a combined monthly bill and workload assumptions in the browser, then use the free Zapier, Make, and n8n Cloud decision guides to record the conditions for your next review.
Need the connected version?
Move from separate files to one weekly control system.
The paid Solo Ops Control Kit connects tool inventory, total cost, renewals, automation risk, and exit planning in one formula-backed workbook. The free files above remain complete and usable on their own.