Data-Entry Rules & Template Kit
Stop the mess before it starts: a clean template your whole team can follow.
Validation rules, dropdowns and a reusable template built around the kind of sheet you keep, so dates, categories and names go in the same way every time. Delivered as an instant digital download.
Best for: Teams that clean a sheet once and watch it get messy again within a month.
Data-Entry Rules & Template Kit
$49
Fixed price · instant digital download
Digital download
Secure checkout by Stripe. Just your email, no account needed.
Exactly what is covered
Limits: Digital download
In scope
- Data-entry validation rules for your key columns (dates, numbers, required fields)
- Dropdown lists for categories, statuses and other fixed choices
- A reusable, empty template with locked headers and consistent formatting
- A one-page data-entry rules guide your team can follow
- Delivered as an instant digital download
Not included
- Cleaning your existing data (see the cleanup packages)
- Macros / VBA, forms or custom apps
- Templates for more than one sheet layout
- Training sessions or ongoing support
Before and after
Template example: an unvalidated sheet vs a dropdown template. Sample data for illustration.
Before: free-text entry
| Status | Date |
|---|---|
| done | 3/4/24 |
| Complete | April 3 |
| finished!! | last tue |
| — | 04-03-2024 |
After: validated template
| Status | Date |
|---|---|
| Complete ▾ | 2024-04-03 |
| Complete ▾ | 2024-04-03 |
| In progress ▾ | 2024-04-09 |
| Required | Date only |
- Status limited to a dropdown: Not started, In progress, Complete
- Date column accepts real dates only and shows one format
- Required cells highlight if left blank
What is in the kit
Instant digital download. Your secure link is sent by email as soon as your order is paid.
Reusable clean template
An empty, formatted copy of your sheet, ready for new data.
Validation and dropdowns
Built in, so wrong entries are blocked or flagged as they are typed.
One-page entry rules
Plain-English rules your team can read in two minutes.
Your data stays yours
Built on your layout
We only need your column headings, not your real customer data.
Nothing to keep
If you send a sample sheet, we delete it after delivery.
NDA available
Ask and we will sign one before you share anything.
Questions
Is this a generic template or built for my sheet?
It is built around the sheet you describe: your columns, your categories and your rules. Tell us your headings after you buy and we build the kit around them.
What do I need to send?
Just your column headings and the fixed choices for each (for example your statuses). A sample row helps but real customer data is not needed.
How is it delivered?
As an instant digital download. The link is sent by email as soon as your order is paid. The template works in Excel and Google Sheets.
Does it clean my existing data?
No. It prevents new mess. To clean existing data, choose a cleanup package.
Will it work for my whole team?
Yes. Anyone who opens the template gets the same dropdowns and rules, and the one-page guide explains them in plain English.