Everything, plus the money: twenty-seven scenarios across five areas, the workbook, and sixteen Slack versions.
The nineteen scenarios for orders, reviews and leads, and eight more for the paperwork they leave behind: recurring invoices raised and emailed, payments marked off, one overdue reminder, expenses logged and flagged, renewal reminders sent before the charge lands, failed payments recorded both ways, and two standing reports on what is still unpaid.
Forty-three blueprint files in all. The workbook grows to ten data tabs and the dashboard gains the invoice and expense figures. Almost nobody should install all twenty-seven at once, and the guide opens with the four to start with.
What is in the download
- 43 blueprint files, 27 scenarios and 16 Slack versions, importable straight into Make
- The workbook, one .xlsx with thirteen tabs and live formulas
- A 39-page setup guide, plus the workbook and Slack guides
- Five annotated diagrams
- Ten CSV templates, one per data tab
- A plain-text licence, single business
What you will need: a Make account (a paid tier once more than a handful of the sixteen scheduled scenarios run), one Google Sheet with ten tabs (the workbook ships with them built), a mailbox Make can send from, seven Make data stores, Stripe with Invoicing for one scenario, a payment processor that can call a webhook for two of the money scenarios, and Slack only if you want the Slack versions.
What it does not do. It is not accounting software. It raises and chases invoices and logs what you tell it; it is not a ledger, it does no double entry, and it does not replace reconciling against your bank.
No connections are included; you authorise your own accounts after import. This is a set of files and their instructions, not a course or a service, and it does not promise you more orders, reviews or leads.