



Ultimate Digital Product Business Planner Spreadsheet™
THE ULTIMATE DIGITAL PRODUCT BUSINESS PLANNER SPREADSHEET IS YOUR GO-TO BEST FRIEND FOR MANAGING, ORGANIZING, AND RUNNING A SUCCESSFUL DIGITAL PRODUCT BUSINESS!
There are a million moving parts to running a successful digital product business. What if you had one resource to help you manage all of these parts in one place?!
This is the only spreadsheet designed to meet ALL of your needs specific to a digital product business.
23 power-packed tabs that will help you with...
- Mapping out your digital product suite
- Tracking important information for your shop, funnel, emails, and marketing campaigns
- An amazing recurring revenue projections tab that will literally change the game when it comes to recurring revenue
- The absolute BEST funnel tracking tab to ensure you are recording all the information you need to make informed decisions
- Know exactly how your marketing campaigns perform
- Detailed trackers for daily, monthly, quarterly, and yearly financials specific to a digital product business
You can access your digital product business planner on ANY device including a mobile phone, tablet, or laptop/desktop. Need to plan and track business on the go? Now you can!
What You Will Receive
You will get...
✔️ Google Sheet link with instructions on how to copy the spreadsheet to your own Google account
✔️ Instructions on how to save the Google Sheet as a Microsoft Excel or Apple Numbers
✔️ Video walk-through tutorials explaining how to customize and make the most of the spreadsheet
✔️ 23 tabs that will take your digital product business to the next level
Frequently Asked Questions
➡️ What tabs are included?
3 BRAINSTORMING TABS
These tabs are designed to help you nail down your product suite backed by numbers.
-(2) Opt-in brainstorming
-Product ascension ladder calculator
3 PLANNING TABS
These tabs are designed to help you plan out your revenue streams so you can make informed decisions on where your focus should be.
-Marketing campaign planner
-Recurring revenue planner
-Email marketing planner
6 TRACKING TABS
These tabs help you track ALL of the information about your digital products. They also help you track performance for each digital product and marketing campaign so you can make educated decisions in your business.
-Shopify listing tracker
-Coupon tracker
-Funnel product tracker
-Marketing campaign tracker
-Email marketing tracker
-Funnel stat tracker
11 FINANCIAL TABS
The tabs will help you track ALL of the important financial data you need to know to run a successful and profitable digital product.
-Recurring charges
-Daily revenue
-Daily expenses
-Monthly sales by product
-Monthly expenses
-Monthly rollup
-Monthly debrief
-Quarterly financials
-Yearly revenue
-Yearly expenses
-Yearly overview
➡️ Are these tabs included in other products?
This spreadsheet is a combination of many different tabs we've used across various different products. We've inventoried all of our spreadsheets and decided that the best way to help you manage your digital product business was to combine everything we know into one strategic and streamlined spreadsheet. A vast majority of these tabs are not in products you can purchase from us but rather in backend programs, we've hosted for higher-level programs.
➡️ Will this spreadsheet work with Microsoft Excel and Apple Numbers?
Yes, you can easily download this spreadsheet from Google Sheets for use in either program.
➡️ Can I use this template to create my own product?
No, this is NOT a digital product template for you to create a product of your own with. You are receiving a single-use license to use this spreadsheet for your business and NOT to resell.
➡️ When will this item ship?
This is a digital product delivered via Google Sheets. Nothing will ship.

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This is a great product if you have a digital products store anywhere, Etsy, Shopify, WooCommerce it doesn’t matter. The tutorials are also so helpful!
This workshop was a tremendous help I can now get all my digital products organized and stop wasting time searching for everything. Thank you so much. I highly recommend this product.
All what you need to organice and keep track on your digital productos
Ultimate Digital Product Business Planner Spreadsheet™
I never know what to keep track of. And this sheet keeps it all SO organized and ready for you to make informed decisions 🤩
Let customers speak for us
from 240 reviewsI purchased the Competitive Intelligence & Market Research Skill and read through it. I haven't tested it in an AI, but the "Every finding is evaluated against your positioning, your existing authority, and what your audience already trusts you for. A gap in the market is only an opportunity if you are credibly the person to fill it" concept of this skill makes sense, and its list of what information to gather and research (such as niche details, competitors, prospective clients' launguage, etc.) is useful for analysis whether or not I use this with AI. This is written and formatted in a way that is easy to read by humans. Worth purchasing.
this skill gives access to Monica's deep experience
I ran this on both of my businesses' actual product catalogs, not a hypothetical. It correctly flagged a pricing gap I hadn't caught myself (my semester and full-year bundle prices were too close together, a sideways move instead of real ascension), and named the missing continuity offer as my biggest long-term gap. What I appreciated most: it didn't just dump every problem on me at once. It gave one clear next step, the cheapest fix that's actually costing me sales today, and explicitly said why it was deferring the bigger, harder problem until I have more data. That kind of restraint is rare in these tools. Would recommend to anyone with more than 2-3 products who's never mapped out how customers are supposed to move between them
helped me setup my newsletter with ease and faster than on my own.
Now my revenue plan is mapped out for the rest of the year and I have clarity on the levers to pull for it.
Offer Validation Skill helped me revamp and improve my offer
We all know how important a good launch email sequence is so I was really excited about this Claude skill because I use launch email template all the time. But I knew having a skill that lives in my account so it can call on all of my other skills and files. Now I also have Monica's training and experience baked into which creates a winning combination. I honestly can't wait to write my sales emails for each new launch now!
Sales copy skill removes the friction
I was really excited about this Claude skill because, while I'm fairly good at being clear with the names of my digital products, they aren't always the most transformational or actionable. This can be a problem when it comes to people purchasing.
My brain tends to always think on the SEO front, where you're naming with keywords, and those have traditionally underperformed for me, so I knew I needed some help. This skill helped me find a name for a system with two individual engines within about five minutes or less. I loved what it came up with, and it helped me position it so that, yes, I know exactly why my people need this.
This has helped me so much as I am all over the place with Linkedin, X, IG, FB and Youtube. I needed to concentrate at the moment on LinkedIn and X and this script help me form a 30 day strategy that a lines with my brand I was able to keep it consistent between Linkedln and X. After concentrating on those 2 platforms for 30 days I will move on to Youtube to help build that platform. Dont sleep on this AL Skill if you're a content creator YOU NEED THIS!!!!
Monica's SOP course completely changed how I think about documenting my business.
Before this course, SOPs felt like something only big companies needed. Monica broke the process down into simple, practical steps that made it easy to start creating systems I can actually use.
What I loved most is that she doesn't just teach you to document tasks. She teaches you how to build a business that can grow without everything living inside your head. I found myself applying what I learned immediately, and it's become the foundation for organizing both of my businesses.
The lessons are clear, actionable, and easy to follow, and the templates save a ton of time. Whether you're a solo business owner or planning to grow a team someday, this course gives you a framework you'll use over and over again.
I highly recommend it to anyone who feels overwhelmed by the chaos behind the scenes of running a business. It's one of those courses that pays for itself because you'll keep using what you learn long after you've finished it.
Its essential to my systems
Content Multiplier System helps double down on what's working
removes friction in my business
Elise is a game changer! AI in general changed the way I write my newsletters, but I still had the delight of the old copy paste situation... Now Elise takes care of all of that for me, and the more we work together, the better the newsletters become. Super grateful for this amazing tool! Only wish I had found it sooner.