Artist Management Toolkit

The most important systems, plans, templates, & guides you need to start & run a successfully organized artist management business.

$197 $97

“Try it for Free” includes the 5 downloads from the Startup Kit below

Startup 

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

Starting a Management Company Guide

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.

Artist Management Agreement

An example of a legally binding artist management contract.

Contact Directory Template

A spreadsheet for you to start collecting contacts of industry people.

Music Business Plan Template

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

Artist On-Boarding Checklist

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

Touring 

From crafting emails to book a tour, to planning the tour production, budget, and itineraries – this kit has everything you need to manage your shows.

Show 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!

Booking Advance Sheet

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

Tour Booking Guide

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!

Merchandise Revenue Tracker

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

Personnel Doc

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

Run Sheet Template

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

Stage Plots & Input List Guide

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

Tour Itinerary Template

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

Asset Inventory Template

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

Email Sign Up Sheet

Print this off to use at your shows to collect emails! Trust us, collecting emails is a MUST.

DIY Tour Management Guide

Learn how to manage your own tours.

Merch Sales Register

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

Promoter Agreement

An example of an agreement between a performer and promoter.

Set List Creating Guide

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

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 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.

Recording

Understand the recording process, budget for, organize, and distribute your recordings like the record labels do.

Album Budget Template

All the most common expenses you may incur in the process of creating and marketing an album.

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.

ISRC & UPC Code Guide

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

Lyric Sheet Template

An example of the layout of a lyric sheet.

Producer Agreement

2 examples of legally binding producer agreements!

Song Master Metadata Sheet

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

Shipping Cost Matrix Sheet

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)!

CANCON & MAPL Guide

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.

Distribution Guide

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

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.

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.

Publishing Admin Agreement

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

SoundScan Guide

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, as well as how to register.

The Artist Cycle

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

Marketing

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.

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.

Album Marketing Plan Template

Use this professional marketing plan template when you are presenting your marketing plan to other industry professionals.

DIY Commercial Radio Promotion Guide

An intensive guide that explains exactly how to get your music on commercial radio.

DIY College Radio Promotion Guide

An intensive guide that explains exactly how to get your music on college radio.

Marketing Forecast Template

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!

Radio Formats 101 Guide

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

Streaming Playlist Target Sheet

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

Social Media 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.

Artist Audience Reports

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

Release Plan Example - Bieber

A detailed breakdown of how Bieber released his Purpose album with highly creative marketing plans.

Release Plan Example - Rihanna

A detailed breakdown of how Rihanna released her ANTI album with highly creative marketing plans.

Marketing Routine Checklist

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.

One Sheet Example

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

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.

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!

Money 

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

Annual Profit & 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.

Artist Finances Template

Managers, give this to your artists to help them keep track of their income and expenses, including your comission.

Daily Bookkeeping Template

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.

Invoice Template

A prepared invoice example for you to invoice your team and/or clients.

Monthly Revenue Template

A spreadsheet to record all of your monthly revenue.

Revenue Streams Checklist

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

Service Record Template

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.

Cashflow Tracking Template

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

Grant Funding for Canadians

A list of the funding organizations available all across Canada!

Personal Budget Template

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

Personal Net Worth Sheet

After all assets and liabilities are taken into account – how much money are you left with? Your Net Worth is far more important than how much you earn.

Royalties 101 Guide

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!

Artist Management Toolkit

The most important systems, plans, templates, & guides you need to start & run a successfully organized artist management business.