Business Intelligence Toolkit for Small Businesses

$15.00 $20.00

Unlock the power of your business data with this easy-to-use Business Intelligence Toolkit, designed specifically for entrepreneurs, coaches, and small business owners who want to make smarter, faster decisions using real insights. No tech background or expensive software needed.

This digital bundle gives you a starter system to track your most important numbers, identify trends, and get organized using tools powered by modern AI strategies.

Features:

  • Business KPI Tracker (editable Excel) – Track monthly sales, website traffic, conversions, customer growth, and more.

  • Weekly Data Review Template + Instructions – Reflect on what’s working, what’s not, and what needs adjusting. This template will help you set actionable items to meet business goals.

  • Mini Guide to AI Tools for Data Analysis – Compare top AI tools for sales forecasting, customer insights, and content optimization

  • “Ask Your Data” Prompt Guide for ChatGPT – Use simple AI prompts to generate insights from your spreadsheet data

  • Data Summary Snapshot Template – For reporting to your team or clients (or just staying focused on your own growth!

  • Professional layout and user-friendly

  • Bonus: Comes with pre-written weekly review questions and automation tips!

Unlock the power of your business data with this easy-to-use Business Intelligence Toolkit, designed specifically for entrepreneurs, coaches, and small business owners who want to make smarter, faster decisions using real insights. No tech background or expensive software needed.

This digital bundle gives you a starter system to track your most important numbers, identify trends, and get organized using tools powered by modern AI strategies.

Features:

  • Business KPI Tracker (editable Excel) – Track monthly sales, website traffic, conversions, customer growth, and more.

  • Weekly Data Review Template + Instructions – Reflect on what’s working, what’s not, and what needs adjusting. This template will help you set actionable items to meet business goals.

  • Mini Guide to AI Tools for Data Analysis – Compare top AI tools for sales forecasting, customer insights, and content optimization

  • “Ask Your Data” Prompt Guide for ChatGPT – Use simple AI prompts to generate insights from your spreadsheet data

  • Data Summary Snapshot Template – For reporting to your team or clients (or just staying focused on your own growth!

  • Professional layout and user-friendly

  • Bonus: Comes with pre-written weekly review questions and automation tips!

Use This Form To:

  • Business owners who want better insights without complicated dashboards

  • Entrepreneurs ready to work smarter—not harder—with data

  • Improve your client experience

  • Stay organized

  • Uncover what’s working (and what’s not)

  • Collect testimonials for your website or socials

  • Strengthen client relationships

  • Set yourself apart with intentional, client-centered service

Perfect for small business owners, coaches, freelancers, creatives, ecommerce shops, service providers, and consultants who are ready to organize their vision and level up their systems.

The workbook will be instantly downloaded. CSV will be emailed. Fillable PDFs + User-friendly. No physical item will be shipped. No Canva required.

If you need any help using your file or would like to explore customization options, feel free to reach out - I'm happy to assist!

This product is for personal/business use only – please do not resell.