Guides for solo web shops
These guides cover the record behind a client’s website and the money around it: what to track for each client, who should pay for what, and how to price the work of keeping it all current. Each one works with a plain spreadsheet too.
The guides
- The client book: what to record for every client site. The clients, sites and services behind every client, the ten fields worth keeping for each service, and why managed by and paid by are two questions.
- Who pays for the domain? Rebilling hosting, domains and licences. The three ways to handle a client’s domain, hosting or licence, the risks to price in, how to set a markup, and what to settle in writing.
Tools and templates
- Rebill markup calculator. Work out what to charge a client for a service you rebill, from a markup or a target price. Free, and it runs in your browser.
- The free client asset tracking template. A spreadsheet that tracks each client’s domains, hosting and renewal dates, and imports into Yven when you outgrow it.
Comparing the options
Not sure whether a spreadsheet, Notion or Airtable is enough? The comparison pages say when each is the better choice and what they leave to you.
How these guides are written
I make Yven, so each guide says so near the top. The facts about Yven match its help pages, the worked examples use invented figures and say so, and none of it is tax or legal advice. Where another tool does a job better, the guide says that too.
More reading
- The blog, for shorter posts.
- The help centre, for how each part of Yven works.