Run a Professionally Organized Artist Management Business & Confidently Take Your Artists Career To The Next Level

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1. Artist Management Start-Up Kit

This Startup kit will help you get started as a manager, with a new artist, and plan out your new business.

Artist Management Agreement

An example of a legally binding artist management contract

Artist On-Boarding Checklist

A 2-page checklist of everything you need to collect from an artist when you start working with them

Contact Directory

A spreadsheet for you to start collecting contacts of industry people

Music Business Plan

The ultimate business plan worksheet for your music business – the true value of a business plan is the work that goes into creating it

Starting & Building an Artist Management Company

A 25-page PDF demonstrating how to become a manager, how to sign artists, good and bad characteristics of managers, qualities to look for in artists and more

2. Touring Kit

From crafting emails to book a tour, to planning the tour production, budget, and itineraries – this touring toolkit has everything you need to manage and organize your live performances.

5 Point Artist Booking Email Template

How to write an email to book your band on a show! 5 things to keep in mind before hand, writing the subject line, and what NOT to do!

Asset Inventory

A spreadsheet to keep track of all your instruments and technology!

Booking Advance Sheet

All the information you need for your show including schedule, venue, merch info, contacts, guest list, payment details and more

Email Sign Up Sheet

Print this off to use at your shows to collect emails! Trust me you NEED to be collecting emails

How to Book a Tour

A 6-page guide explaining when you should go on tour, how to get gigs, exact steps on how to book your tour, promote your tour, and what to do while on tour!

International Buyers Attention

Learn the difference between consumer and industry festivals, how to get festival buyers attention, including email writing tips!

Merchandise Revenue Tracker

Keep track of your monthly and yearly merchandise inventory sales with this spreadsheet

Merch Sales Register

Print this out and bring it to your next show to keep track of inventory and sales per show

Personnel Doc

Keep a copy of this sheet for every person in the band and crew that will be on tour

Promoter Agreement

An example of an agreement between a performer and promoter

Run Sheet

Used by stage managers or live music directors, this sheet helps to run the show from start to finish

Set List Creating

A short guide on how to craft an amazing set list for your show

Stage Plots and Input Lists

Things to include in your stage plot and input list – managers take note!

Tour Budget

Use this excel sheet to budget your tour ahead of time! Broken down by all potential revenue streams, expense streams, and show dates.

Tour Itinerary

Every tour needs an itinerary – it’s probably the most important part for staying organized and on-time

Tour Reference Notes

Use this form to keep track of important information after each show so that you can refer back to it the next time you’re about to book a show in that location

3. Recording Kit

Organize and distribute your recordings like the record labels do!

Album Budget

All the expenses you may incur in the process of creating and marketing your album


Ever heard of the term ‘CCD’ or ‘CANCON’ or ‘MAPL’? This guide explains what rules the Canadian government has put into place to help Canadians get more content on the airwaves and television broadcasts

Co-Writer Split Sheet

A table to keep track of the writers on a track – can also be used as an agreement between the writers

Distribution 101

A 3-page guide on what music distribution is, what distributors do, and ‘digital’ distribution vs. physical distribution

ISRC and UPC Codes

All music releases need ISRC and/or UPC codes – this guide explains what they are and how to get them

Label Copy Template

All record labels keep a ‘label copy’ document of each recording – use this template to keep track of your recordings like the labels do

Lyric Sheet

An example of the layout of a lyric sheet

New Release Checklist

A 2-page checklist of everything you need to do when releasing music – from the artwork to the song registrations and much more

Producer Agreement

2 examples of legally binding producer agreements!

Publishing Admin Agreement

An example of an agreement between an artist and a publisher – where the publisher is the administrator

Purchase Order

An example spreadsheet of a purchase order – can be used for album inventory

Shipping Cost Matrix

When you’re shipping out physical product, it’s important to understand how much that is going to cost you – use this spreadsheet to keep track – so that you can add it into your pricing (especially for crowdfunding projects!)

Song Master Metadata

Most song registration organizations (the ones that pay you your royalties) need the metadata from your songs – keep track of them with this spreadsheet!


SoundScan is the biggest tracking system that keeps track of music sales – where Billboard and other music charts get their stats from – this guide explains further and how to register

The Artist Cycle

A diagram and understanding of the artist album cycle from writing to releasing to touring

4. Money Kit

Learn about the various music business revenue streams, where royalties come from and how to register for them, and use our cashflow and budget tracking sheets to manage all your money!

Accounts Payable

A spreadsheet of who you have to pay and when

Accounts Receivable

A spreadsheet of who owes you money and when they are supposed to pay

Annual Profit and Loss

A breakdown of all income made and expenses paid over former years until now to show you how much you’ve profited or lost each year

Cashflow Tracking - Forecast vs. Actual

A detailed cashflow chart to forecast where your money is coming and going each month – allowing you to prepare for the year ahead

Daily Bookkeeping

Keep track of every single expense item, income item, the day the transaction was made, and what category of expense it is – to give to your accountant when tax season comes and to be aware of how much money you spend each month

Grants Database for Canadians

A list of the funding organizations available all across Canada!

Invoice Examples

2 prepared invoice examples for you to invoice your team and/or clients

Monthly Expenses

Internal monthly expenses list for your business – what you estimate your phone, office, internet, etc. will cost versus what it actually ends up costing

Monthly Revenue

A spreadsheet to record all of your monthly revenue

Personal Budget

The best possible monthly budget to use for your personal income and expenses!

Personal Expenses

Another example of a personal monthly budget

Revenue Streams

A list of over 20 types of revenue streams that you can start working on for your artist

Personal Net Worth

After all assets and liabilities are taken into account – how much money are you left with?

Royalties 101

A 7-page guide where you’ll learn what royalties are, who gets them, where they come from, the different types, and how to collect them!

Service Record

Keep track of all the services you provide for each client so that when it comes time to billing them you can prove what you worked on

5. Marketing Kit

From planning your release, to getting on the radio, to streaming playlist pitching, to social media marketing – these guides will have you marketing like a pro from the start.

Example Release Plans

Learn from the celebs – a 31 page breakdown of how Bieber and Rihanna released their most recent albums

DIY Radio Promotion

An 11-page guide that explains exactly how to get your music on commercial radio

Artist Audience Reports

Keep track of your growth! Use this sheet to record artist audience stats weekly from all social media and streaming platforms

Album Release Plan Timeline

There is no “one-way” to release an album – but for your first time we’ve broken down a suggested timeline over a span of the whole production period to the release date

Marketing Calendar

A spreadsheet of the types of marketing activities you want to be doing on a daily, weekly, monthly, and quarterly basis – plan out your year ahead!

Marketing Routine

A checklist of all the marketing tasks you can do on a daily, weekly, monthly, quarterly, and annual basis – more-so for the management business than for the artist – but can be altered for any purpose

Marketing Strategy

Use this spreadsheet to plan out your marketing routine more strategically in a calendar

Social Media Marketing for Bands

A 9-page guide on what to post and when to post it

Single Release Plan

A project timeline that shows exactly what needs to be completed and when – that can be altered to the next song you’re releasing

Radio Formats 101

A list of all the radio formats in the US and Canada to give you a better understanding of where you may fit

One Sheet Example

An example of a real one sheet – needed for all artists for industry purposes

Social Media Strategy & Calendar

8 sheets to strategize your branding, target audience, annual themes, collect ideas, posting calendar, collect hashtags, keep track of links and passwords and more

Streaming Playlist Targets

Use this sheet to keep track of the songs you’re promoting to playlists, along with the playlists you want to target, per genre

Streaming Promo Report

Use this sheet to keep track of your streaming follower numbers, monthly listeners, cumulative spins, and the locations and playlists you’re discovered on – helps to see growth over time!