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Map your business data in five minutes

Four questions, a few taps each. See where your business information is kept today, what is kept twice, and take your map with you.

Free · no account · nothing is saved

Business data map1 / 4

What do you keep track of for your business?

Tick everything that applies.

Do it yourself

Rather fill it in your own AI chat or spreadsheet?

Two steps. The sheet asks the same questions as this tool.

  1. Download the empty sheet

    A spreadsheet file with the five columns and eight rows already named. It opens in Excel, Google Sheets or Numbers.

    Download the empty sheetA spreadsheet file for Excel or Google Sheets

  2. Fill it in one of two ways

    Pick the way that suits you. Both end with the same filled sheet.

    Way A

    With ChatGPT or Claude

    1. Open a new chat and upload the empty sheet.
    2. Copy the prompt below and paste it in the chat.
    3. Answer its questions, one at a time.
    4. Ask for the filled file and download it.

    The prompt

    I run a small business. Attached is a sheet that lists what I keep track of: my client list, quotes, invoices, payments, appointments and so on. Help me fill it in. Ask me one question at a time: where do I keep each one today (which apps, files or notebooks), and who can see or edit it. Do not guess. When we are done, write “One place I own” next to everything I keep in more than one place, and give me the filled sheet back as a file I can download.

    Tell it which apps you use, never your clients’ names or numbers.

    Once it is filled, you can ask: “Using this filled sheet, explain in plain words what one place for all my business information would hold: which lists, what each list keeps, and how they connect (an invoice names its client).”

    Way B

    In Google Sheets

    1. Open Google Sheets, then File, Import, Upload, and choose the sheet.
    2. Fill in each row by hand.
    3. On a paid Google plan (Workspace Business Standard or Plus, Enterprise, Google AI Pro or Ultra), Fill with Gemini can help.

How it works

  1. Tick what you keep track of: your client list, quotes, invoices, appointments and the rest.
  2. For each one, tick every place you keep it today.
  3. Your map shows what is kept in more than one place. Those copies are the first to go out of date.
  4. Download the map as a spreadsheet file, or book a free call and bring it.
  5. Nothing is saved. Your map is made on your device.

Questions

01How do I organize my business data?

Start with a list, not a new app: what you keep track of, and every place you keep it. Anything kept in two places goes out of date first, so it is the first to move to one place you own. This tool makes that list in four questions.

02What should I do with the map?

Bring it to a free call, or keep it as your checklist. With your information listed, the call can scope the work quickly and give you an exact price.

03Is my information saved or sent anywhere?

No. The map is made in your browser. It leaves your device only if you press the booking button, and then only as the note attached to your booking.