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Email feedback from our customers…
16 templates to plan, book & manage your live performances!
15 templates to organize & distribute your recordings like the labels do!
15 templates to learn revenue streams & manage your finances!
12 guides to learn the industry & start building your artists team!
14 templates to strategize, promote & build your audience like a pro!
23 templates to sign an artist, start your business & setup your internal administration!
I get it.
You’re taking courses, attending music conferences, and searching the Internet for hours trying to learn as much as you can about the music business.
You feel like you’re wasting weeks, months, and years of your time wondering day-to-day what you need to run your business efficiently and what you might be missing.
You’re painfully crafting excel sheets and systems, guessing what a contract should entail, and worry that you don’t know enough about the music business to even get started.
I get it. This artist management thing isn’t easy!
Since 2011, I’ve spent my career working in artist management both as an independent manager and with artist management companies of GRAMMY and JUNO Award Winning artists. I’ve worked with artists with countless radio chart-topping and Platinum-selling hits, film and television placements, and international tours.
In the beginning, I had no idea what kinds of contracts, processes, systems, templates, budgets, checklists or any other kind of information I needed to be a manager. Being a super organized person, this drove me crazy.
This is why I’m sharing the exact templates, systems, protocols, plans, checklists, and spreadsheets that I’ve personally been creating, collecting and using in my day-to-day operations as an artist manager for the past 6 years.
Because I want you to get ahead faster (and not go crazy!).
The artist management toolkit was designed to solve the 8 most common challenges that our community of over 90,000 people from 196 countries is dealing with.
“I SUCK at Excel and don’t have time to be crafting my own spreadsheets!”
“I really need help finding all the right budgets, agreements, checklists, systems, templates, timelines, and plans.”
“I have no idea how to start out in this.”
“I’ve been in the music business for years, but am switching over to artist management.”
“What are all the revenue streams, and how do I manage our money?”
“I’m having trouble coming up with an album marketing plan!”
“I just started managing my first act, but I have no experience in the music business!”
“I need to get organized.”
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.
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!
A spreadsheet to keep track of all your instruments and technology!
All the information you need for your show including schedule, venue, merch info, contacts, guest list, payment details and more
Print this off to use at your shows to collect emails! Trust me you NEED to be collecting emails
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!
Learn the difference between consumer and industry festivals, how to get festival buyers attention, including email writing tips!
Keep track of your monthly and yearly merchandise inventory sales with this spreadsheet
Print this out and bring it to your next show to keep track of inventory and sales per show
Keep a copy of this sheet for every person in the band and crew that will be on tour
An example of an agreement between a performer and promoter
Used by stage managers or live music directors, this sheet helps to run the show from start to finish
A short guide on how to craft an amazing set list for your show
Things to include in your stage plot and input list – managers take note!
Use this excel sheet to budget your tour ahead of time! Broken down by all potential revenue streams, expense streams, and show dates.
Every tour needs an itinerary – it’s probably the most important part for staying organized and on-time
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
Organize and distribute your recordings like the record labels do!
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
A table to keep track of the writers on a track – can also be used as an agreement between the writers
A 3-page guide on what music distribution is, what distributors do, and ‘digital’ distribution vs. physical distribution
All music releases need ISRC and/or UPC codes – this guide explains what they are and how to get them
All record labels keep a ‘label copy’ document of each recording – use this template to keep track of your recordings like the labels do
An example of the layout of a lyric sheet
A 2-page checklist of everything you need to do when releasing music – from the artwork to the song registrations and much more
2 examples of legally binding producer agreements!
An example of an agreement between an artist and a publisher – where the publisher is the administrator
An example spreadsheet of a purchase order – can be used for album inventory
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!)
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
A diagram and understanding of the artist album cycle from writing to releasing to touring
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!
A spreadsheet of who you have to pay and when
A spreadsheet of who owes you money and when they are supposed to pay
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
A detailed cashflow chart to forecast where your money is coming and going each month – allowing you to prepare for the year ahead
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
A list of the funding organizations available all across Canada!
2 prepared invoice examples for you to invoice your team and/or clients
Internal monthly expenses list for your business – what you estimate your phone, office, internet, etc. will cost versus what it actually ends up costing
A spreadsheet to record all of your monthly revenue
The best possible monthly budget to use for your personal income and expenses!
Another example of a personal monthly budget
A list of over 20 types of revenue streams that you can start working on for your artist
After all assets and liabilities are taken into account – how much money are you left with?
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!
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
The first step in networking, building industry contacts, and building your artists team, is learning who works in the industry and what their roles are all about.
A guide on what a talent buyer and what a promoter is, what their roles are, who they work with, some possible fees and agreements you can make with them, and how to get noticed by them
A guide on what a Booking Agent is, what their roles are, and what they look for in artists they work with
A 5-page guide on the various Not-For-Profit music associations that are available around the world to help artists and music industry professionals
A guide on what a Manager is, what their roles are, and how much they charge
A short guide on what and who the media are
A guide on what music supervisors are, what they do, and who they work with
A guide on the various types of radio, who works at a radio station, the roles of the music and program directors, and how to send your music to them
A guide on what publishing companies do, the various departments, and potential fees and deals for artists
A guide on what a publicist is, what their roles are, who they work with in the industry, how to pick a good publicist, how much they cost, and how they pick their clients
A guide on how to hire a radio promoter to send your music to radio for you
A guide on what a record label is, and more specifically, what the A&R does, what they look for in artists, and examples of label deals
A guide on the role of the tour manager, who they work with, and what their fees are
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.
Learn from the celebs – a 31 page breakdown of how Bieber and Rihanna released their most recent albums
An 11-page guide that explains exactly how to get your music on commercial radio
Keep track of your growth! Use this sheet to record artist audience stats weekly from all social media and streaming platforms
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
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!
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
Use this spreadsheet to plan out your marketing routine more strategically in a calendar
A 9-page guide on what to post and when to post it
A project timeline that shows exactly what needs to be completed and when – that can be altered to the next song you’re releasing
A list of all the radio formats in the US and Canada to give you a better understanding of where you may fit
An example of a real one sheet – needed for all artists for industry purposes
8 sheets to strategize your branding, target audience, annual themes, collect ideas, posting calendar, collect hashtags, keep track of links and passwords and more
Use this sheet to keep track of the songs you’re promoting to playlists, along with the playlists you want to target, per genre
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!
The Ultimate Artist Management Toolkit will help you get started as a manager and plan out your new business. It includes a music business plan template, artist management contract, a guide to starting, and many questionnaires that all entrepreneurs need to ask themselves.
An example of a legally binding artist management contract
A 2-page checklist of everything you need to collect from an artist when you start working with them
All the major tasks you need to do to get your business started, when it needs to be done, how much it will cost, etc.
Write down your objectives for the year to come, and up to 5-10 years from now
Chart to get you thinking about who your competitors are and where you fit among them
A spreadsheet for you to start collecting contacts of industry people
Forecast statement sheet for new businesses
A list of questions to ask yourself about the existing and future trends of the industry and how they may effect your business
The best resources that we use for crowd funding, tour management, ticketing, digital music distribution, radio distribution, admin, stats tracking, design, marketing, hosting, and websites!
Before you start any business you want to ask yourself about the current market landscape and how you may or may not fit into it
A questionnaire to help you figure out how you will market your business
All the questions you should ask yourself to see how motivated you really are to start and continue with your own business
The ultimate business plan worksheet for your music business – the true value of a business plan is the work that goes into creating it
An spreadsheet for the opening balance of your new business for internal purposes
A checklist that breaks down what should be included in a partnership agreement should you decide to partner with someone for your business
A list of questions to ask yourself about what is important to you personally and professionally
A questionnaire to help you figure out how, where, and when you will get an office space
Review your past, list all your skills, identify gaps, and figure out how you can become the best possible business owner
A list of expenses you may incur when starting your own business
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
Analyze your Strengths, Weaknesses, Opportunities, and any possible Threats to your new business
A general statement of terms and conditions if you’re starting your business with a partner
A 3-page guide on how to be more productive and get the most important items done
Launch your music management business over night!