A reusable Excel-based documentation kit for solo IT consultants and freelancers supporting small business client environments.
$15
This is a practical documentation workbook you can duplicate for each client to keep key IT, network, asset, access, vendor, and operational records in one place.
It is designed to help you save time on every new client, stay organised, improve documentation quality, and reduce the risk of missing important operational details.
Also includes CSV exports for table-based sheets, a README, and a Quick Start Guide.
Instead of rebuilding documentation from scratch for every client, you get a consistent structure you can reuse and improve over time.
Do not store passwords, private keys, MFA recovery codes, or other sensitive secrets in this workbook.
$15