The Organized CEO Shop

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After multiple years in business, I found that I’d forgotten the gifts I’ve given, received, and fresh ideas. I created this template so I could keep track of all those things! You can use it for clients and contractors (and you could also make a copy to use for family and friends).

As an added bonus, the Gift Tracker Template will help you track gifts you need to report at tax time, whether it’s income or deductions!

Resource Organizer Mockup
Trello Transformation Mockup

Trello Templates

Ready to finally feel like you have control over your business? 1000+ CEOs have used my templates to organize their businesses.

Whether you’re brand new to Trello or have been using it for years, these templates will walk you step-by-step through organizing things you probably haven’t even thought of yet!

Or check out the individual templates!


Sometimes, you just can’t beat a good, old-fashioned spreadsheet. When it comes to organzing my business numbers (finances and metrics), I keep track of it all in a Google Spreadsheet.

You don’t need to know how to write formulas or set up complicated tables. Just fill in the blanks and these sheets will do the rest!

Business Finance Tracker Mockup
Spring Clean Your Business Checklist Mockup


Need a helping hand with your DIY business organization? I’ve got the workbooks to walk you through the process (including a few FREE ones!).

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