Tracker or Tool Quick-Build
$150–$250
- One focused workbook (inventory, schedule, budget, orders, etc.)
- Clean data entry with dropdowns and checks
- Flags for things that need attention
- Summary page
- Start Here sheet with simple steps
Excel & Google Sheets · SOPs
Custom Excel tools and reports for your business
Trackers, dashboards and automated reports built around how you actually work, plus clear, step-by-step SOPs your floor team will actually follow. 10+ years running operations, so I build for the people using them.
Every tool is built to be easy to use, whether your team lives in Excel or barely opens it.
Every sheet is built from scratch around how you work. Nothing is a premade file.
Inventory, warehouse and ops KPIs, staff scheduling, sales and order reports, budgets and expenses, automated weekly reports, cleaning up messy spreadsheets, and written procedures for receiving, picking, shipping and more.
The free quote includes an optional step to sketch how your sheet could look, with a live preview.
- Free quote from a short questionnaire
- See a mockup before you pay anything
- Built around how your operation actually runs
- No advanced Excel skills needed
How it works
- Free quoteFill out the free quote form below. Pick what you want to track, sketch the look if you like, and I reply with a quote and a recommended package.
- One mockupYou get screenshots showing the layout and how it works. For SOPs, you get an outline and a sample section. No file is sent yet.
- Approve the layout or outlineOne round of changes is included. Not a fit? Walk away and owe nothing.
- 50% depositOnce you approve, a 50% deposit starts the full build.
- BuildI build the workbook or write the SOPs.
- DemoA walkthrough of the finished tool or SOPs so you can see how it all works.
- Final paymentThe remaining 50% is due after the demo.
- File + handoffYou get the files, a how-to guide, and a short window for fixes.
Nothing owed if you walk away after the mockup.
Built for everyday users
Your team shouldn't need to know formulas to use a spreadsheet. Every tool includes:
Fill-in-the-blank input cells
Shaded cells show exactly where to type. Everything else is handled for you.
Dropdowns instead of typing
Pick from a list, so entries stay consistent and typos don't throw off totals.
Formulas locked
Calculations are protected, so nobody can break them by accident.
A simple Start Here sheet
Step-by-step instructions inside the file, so anyone can pick it up.
Plain-English labels
Headings and buttons say what they do. No jargon or cryptic codes.
No advanced skills needed
If you can type in a cell and pick from a list, you can use it.
Packages
Starting ranges. Your quote depends on your data and what you need.
Launch pricing for my first clients, on Excel tools, personal sheets, and SOPs.
Small changes or add-ons after handoff are $35/hr.
Need more than one? See the bundles below.
Excel tools
Automated Dashboard & Reporting Setup
$350–$600
- One-click refresh from your exports, no Excel know-how needed
- 1–2 page dashboard of your KPIs
- Automated weekly or monthly reports
- How-to guide
Full Workbook / Process System
$1,000–$2,200
- Multi-sheet system connecting your data
- Built around your process, start to finish
- Locked formulas and dropdowns throughout
- Written how-to
- Training for your team at any skill level
Personal sheets
For your own money and home, not a business. Built from scratch around your own categories, bills, and goals. Nothing is a premade file.
Personal Dashboard
$75–$150
- One dashboard, such as a monthly budget or bills and due dates
- Set up with your own categories and accounts
- Dropdowns and locked formulas, so nothing breaks
- Start Here sheet with simple steps
- Excel or Google Sheets
Personal Workbook
$150–$300
- 2–4 dashboards as tabs in one file (e.g. budget, bills, savings, debt payoff)
- Type things in once and every tab updates
- Dropdowns and locked formulas throughout
- Start Here sheet with simple steps
- Excel or Google Sheets
Not sure which one fits? The free quote lets you pick Personal, choose your dashboards, and sketch a rough preview.
SOP writing
Clear, step-by-step written procedures for your floor or office team, delivered in Word and PDF.
Single SOP
$175–$300
- One process, up to about 8 pages
- Flowchart of the process
- 1-page quick-reference card
- Word + PDF
- 2 rounds of revisions
- About 5 business days
Department SOP Bundle
$650–$1,200
- 4–6 linked SOPs for one area (e.g. receiving, putaway, picking, shipping, cycle counts)
- Consistent numbering and revision control
- Flowcharts
- A reference card for each SOP
SOP + Training Kit
$1,200–$2,200
- Everything in the Department SOP Bundle
- Floor checklists
- Print-ready reference cards
- Easy-to-use Excel training sign-off tracker
Bundles
Some projects need more than one piece. A bundle pairs a sheet with SOPs and training or on-site time, for less than buying each part on its own. Every part is still built to order around how you work.
Starter Bundle
$315–$500
Separately $360–$585. About 12–15% off.
- Tracker or Tool Quick-Build
- Single SOP
- 1-hour remote training call on the tracker and the SOP
Operations Bundle
$1,250–$2,100
Separately $1,450–$2,450. About 14% off.
- Automated Dashboard & Reporting Setup
- Department SOP Bundle (4–6 linked SOPs)
- On-site Walkthrough & Assessment (half day on site)
All-in-One Bundle
$2,600–$6,800
Separately $3,000–$8,000, not counting the support. About 13–15% off.
- Full Workbook / Process System
- SOP + Training Kit
- Up to 3 full on-site days, scaled to the job
- 30 days of fixes and small changes after handoff, at no extra charge
Personal Bundle
$165–$295
Separately $185–$335. About 11–12% off.
- Personal Workbook
- 1-hour remote setup call to walk through it with your own categories and accounts
- Excel or Google Sheets
Mix and match: combine any two services and take 10% off. This doesn't combine with the bundles above.
Bundles with on-site time include travel within about 30 miles of Morrisville, PA. From 30 to 60 miles, there's a travel fee of $0.70 per mile, round trip, for mileage beyond 30 miles. These are starting ranges. Your quote depends on what you need.
Free quote
About 5 minutes. Rough answers are fine. Fields marked * are required. Please don't include anything confidential; if you have a sample file, I'll ask for it by email.
Every sheet is built from scratch for you. The picks and the optional sketch below are a starting point to talk through, and nothing is final.
Thanks! Your request is in.
I'll reply within 2 business days with a free quote and a recommended package. No obligation.
FAQ
Do I pay anything for the quote or mockup?
No. The quote and one mockup (shown as screenshots) are free. You only pay a 50% deposit after you approve the layout.
What's an SOP and do I need one?
An SOP (standard operating procedure) is a written, step-by-step guide for how a task gets done, like receiving a delivery or packing an order. If steps change depending on who's working, new hires take a long time to learn, or mistakes keep repeating, SOPs help everyone do it the same way. I write them in plain language, with a flowchart and a 1-page reference card your team can keep at the station.
Do I need to be good at Excel?
No. Tools are built so anyone can use them: you fill in marked cells and pick from dropdowns, and the formulas are locked so nothing breaks. Each file has a Start Here sheet with simple steps, and I walk you through it at handoff.
Do I have to sketch the look of my sheet?
No. The look step in the free quote is optional. Press “Skip, let Randy decide” and I'll recommend one, or use “Skip the details” to just tell me what you need. If you do sketch it, it's a rough starting point to talk through. Every sheet is built to order after we talk.
Excel or Google Sheets?
Either. If you're not sure, I'll recommend one based on who uses it and where your data comes from.
Do I own the finished file?
Yes. Once paid in full, the workbook is yours.
What kinds of tools can you build?
Inventory trackers, ops and warehouse KPI dashboards, staff schedules, sales and order reports, budgets and expense trackers, project trackers, returns logs, and cleanups of existing spreadsheets. If it lives in a spreadsheet, ask.
What about my data?
Your data is used only for your project. Fake or trimmed sample data is fine for quoting, and an NDA is available.
What if something breaks after delivery?
Bugs found shortly after handoff are fixed at no charge. The exact window is in your quote.