The Artist Management Toolkit.


A package of 100’s of the most important artist management company templates & comprehensive training you need to start & run a successful artist management operation.

Your Artist Management Company in a [digital] Box.

Managing an artist’s career just got easier, and more organized.

What buyers are saying:

The Templates.

Launch your artist management business with one click: Download these pre-made systems, budgets, checklists, release plans, contracts, and much more.








Sign new artists. Start an artist management company.

This startup kit will help you sign and onboard new artists properly. And if you’re a novice, it’ll help you get started as a manager 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.

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.

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.

Contact Directory Template

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


Prepare for profitable tours.

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

Booking Advance Sheet

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

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!

DIY Tour Management Guide

Learn how to manage your own tours.

Tour Itinerary Template

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

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.

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.

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.

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!

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.

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.

“I’ve done management for over 15 years and I don’t know how I made it this long without something like this. "

“I had a short 4-5 yr partnership with Scooter Braun (Bieber and Kanye’s Manager) and now I’m back on my own and for the first time since I was 19 I’m without an assistant and I SUCK at spreadsheets and all things administrative!  […] wanted you to know how excited I am to have found your site.”

Anonymous for privacy


Release records like a record label.

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

Album Budget Template

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

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)!

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.

Distribution Guide

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

The Artist Cycle

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

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.

Lyric Sheet Template

An example of the layout of a lyric sheet.

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.

Publishing Admin Agreement

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


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.

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.

ISRC & UPC Code Guide

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

Producer Agreement

2 examples of legally binding producer agreements!


Be a professional music marketer.

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.

One Sheet Example

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

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.

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.

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.

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!

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.


Bank your hard-earned money.

Learn about the various music business revenue streams, where royalties come from, and how to register for them.

Use our cash flow 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!

Ready to Save 7 Years?

(Take the entire Dropbox of a very organized artist manager that took 7 years to build.)

There’s More.
v.3.0 Includes:
The Training.

Your step-by-step road map to signing, launching, marketing, and managing artists to success, with more confidence.

The Artist Management Toolkit 3.0 is your ultimate self-study program with 77 bite-sized, real-life, video lessons + 7 bonus guest expert masterclasses + 100’s of company templates & industry guides, to help you make your artist’s dreams come true, faster.

Save Time.
Save Face.
Make More Money.

  • Make your artist’s dreams come true.
  • Build a successful career that you love.
  • Become that confident, high demand music professional you desire to be.

You have what it takes. We’ve got your back.

  • Increase your industry connections.
  • Increase your artist roster and their fanbases.
  • Increase yours AND your artists revenue streams.

You Deserve To Reach Your Dreams.

We don’t just care about artists; we care about managers.

SmartistU and all of its products and programs are created by, run by, and taught by managers, including former managers, newer managers, and GRAMMY-level managers- who get it.

A manager’s #1 goal is to help make their artist’s dreams come true.

We believe you deserve to reach your dreams too while helping artists reach theirs.


This is for you if you are struggling with:

  • A lack of time (you’re super busy).
  • A lack of artist clients (or reliable + paying ones).
  • A lack of artist management company knowledge.
  • A lack of contacts.

This is for you if you are feeling:

  • Self-doubt and overwhelmed.
  • Afraid of failing your artist’s.

You are ready to fix this problem now because you know if you continue like this, you might:

  • Waste too much time and not get any results.
  • Make mistakes, get fired, or let people down.
  • End up burning out.

Your Road Map

Your step-by-step plan to becoming a high demand, full-time artist manager & music professional (with more confidence).

Module 1

Master Your Mindset

By the end of this module, you’ll let go of any blocks you have, any fears of rejection, or putting yourself “out there”; gaining the confidence, optimism, motivation, and strength needed to give you a winning mentality.

Module 2

Increase Your Earning Potential

At the end of this module, you’ll understand exactly what it takes to manage an artists’ career, you’ll identify where you’re at right now and where you can strengthen your abilities, how to increase your income streams as well as your acts income streams, to become a full-time music business pro.

Module 3

Master the Industry & Its Gatekeepers

By the end of this module, you’ll understand the roles of the gatekeepers in the industry, how much it’ll cost you to get through to them, and how to do their jobs yourself until you’re ready to work with them.

Module 4

Discover & Sign Hardworking Talent

By the end of this module, you’ll have discovered potential talent, narrowed them down to the best possible clients to take on, commenced the ‘dating phase’, begun contract negotiations, and taken the first steps in your new artist-manager partnership.

Module 5

Develop Artist Career Strategies

By the end of this module, you’ve set your career bucket list, your goals, and have confidently planned the writing, recording, marketing, promotion, and touring phases of your artist’s next album release cycle, including budgets and timelines.

Module 6

Build Your Winning Team

By the end of this module, you’ll understand who makes up the core partner team around an artist, who makes up the creative team, how to build an independent service-based team, and how exactly to reach out and pitch your act the way the industry gatekeepers want you to.

Module 7

Gain Fans & Make Music They Love

By the end of this module, you’ll be able to confidently direct your artists’ creative endeavors, book their songwriting sessions, work with producers and publishers to create stronger albums, and understand how to earn money even when your artists have smaller fanbases.

Module 8

Market & Monetize Worldwide

At the end of this module, you’ll be implementing plans to your artist’s songs to as many fans as possible around the globe through streaming playlists, getting on the radio, booking shows and going on tour, getting in the media, getting songs in film and television, and getting the funding to make it all happen.

Module 9

Make Friends, Network, & Delegate

By the end of this module, you’ll have become a professional friend-maker and entrepreneur who really understands building relationships and becoming a CEO through delegating.

Module 10

Optimize for Stability & Longevity

By the end of this module, you’ll be managing cash flow and business systems like a pro. You’ll have created balance and implemented processes and standards that will keep you in the business you love for many years to come.

Plus, real-life action tasks. 

Most lessons end with real-life activities, challenges, and workbooks to get you moving ahead 100x faster.

Including our Music Industry Gatekeeper Pitchbooks:

  • Agent Pitchbook
  • Publisher Pitchbook
  • Record Label A&R Pitchbook
  • Show Promoter Pitchbook
  • Tour Manager Hire Book
  • Publicist Hire Book
  • Radio & Streaming Promoter Hire Book
  • Manager Pitchbook* BONUS

Meet Your Mentor.


As the founder of SmartistU (Est. 2013), the top educational platform for artist managers, the creator of The Artist Management Toolkit and The Managers Club, a former college teacher, and the author of “The Music Business For Artist Managers”, Jamie has helped hundreds of thousands of people around the globe to create the careers of their dreams in music.

Jamie holds a Bachelor’s Degree in Arts & Culture and a college certificate in Art & Design, she has a 20-year teaching history including one year as a professor of Artist Management for 3rd-year students of the Music Business Management College Diploma program at Durham College outside of Toronto, Canada, and has been invited to speak at colleges, on various podcasts, and at nationally and globally recognized music conferences such as Indie Week, Music NL Week, and MIDEM Digital.

Starting in the artist management world as the Operations Manager of the Music Managers Forum Canada and shortly after becoming a manager, Jamie has represented world-touring, radio chart-topping, JUNO Nominated artists, and has worked for, interviewed, and been mentored by GRAMMY-winning artists’ managers since 2011.

Through SmartistU, Jamie helps connect hundreds of thousands of people annually with the music industry’s top executives, with long lists of superstar artists on their rosters including everyone from The Rolling Stones to Dolly Parton to Lady Gaga.

Student Success Stories:

We’ve Taught thousands how to build professional, high-demand artists & businesses.

Now it’s your turn.

“I wanted to go full time but lacked the knowledge and resources it takes to make it.

Since joining SmartistU I have started my own management company, built a tiny house and office, signed two artists, and achieved my year-long goals. The resources that SmartistU provides are game-changers for anyone wanting to be a mover and shaker in this industry!

Sarah Fleshner, 362 Entertainment, Nashville

“This has been by far one of the BEST decisions and investments I’ve made. The information, PDF files, and excel spreadsheets have all been a tremendous help in navigating my artist’s careers.

This course and Manager Toolkit has equipped me with the knowledge and tools to start my own business. I started a consulting business; J.K.B. Strategic Consulting, LLC. Since then I’ve had my artists roster increase as well as hold several consultations a month.

Some highlights from my artist have been charting on Billboards, performing at major national events like the National Cherry Blossom Festival, winning independent artist award shows, and several TV appearances.”

JaLil Brown, JKB Strategic Consulting, Virginia

“When I found Smartist University, it was like the information cut right to the chase. No fluff, no fillers – just incredibly detailed actionable steps and a narrative that encouraged, inspired, and shed light on areas of music promotion that I couldn’t find anywhere else online.

In addition to getting my new single on radio, because of SmartistU I registered my titles with Media Base, Nielsen Soundscan, registered with DMDS and tapped into a new territory of DIY radio promotion — insights I previously didn’t have access to.”

Mariami, Artist, New York/LA

Ready to See A Big ROI?

(and save years of wasted time?)

“I thought I already knew a lot about the music industry… but then I started this program and realized how much there still was for Jamie to teach me. Her course is straight to the point and tells you what you need to know without fluff or ego. I left feeling so much more confident in my abilities as an aid to artists. I couldn’t recommend Jamie and her program more highly.

Paige Williams

“I learned how to approach and pitch ideas and collaborations with other artists and industry people, and I am currently in the process of negotiating the exclusive rights to a specific beat my artist used! Through this community and training, I’ve been able to unfreeze myself and address the factors that contributed to my fear of progressing my business plans.

Tayo Ajose

“So far I’ve tried several packages on managing artists and managing yourself as an artist and yours by far, without me even diving deep into the product, is already helping me out tremendously as a self-managed artist.”

Naomi Agosto

Your templates, checklists and spreadsheets alone have given me a huge leg up, and you’ve saved me months of labour. Thank you for doing this. I look forward to sharing my successes (and those of my artists) with you and your other members.”

Steve Parton

“I was recently able to share an “artist win” as one of my artists had his single played on commercial radio. One of the tips that Jamie gave us about Radio Promo was to follow up with every station after you get that one spin. I’ve taken that to heart and this week these other stations are starting to respond about playing the track.”

Felicity Ryan

“This in-depth course covers the entire spectrum of the music industry with straight-to-the-point videos and lots of indispensable documents.

No other program out there compares to it in scope and concept, delivering industry-standard firepower to your music administration workload. 10 out of 10!”

Domingo Cava

“Very much helped me better understand “Failure & Rejection”. That is an area I have struggled with for decades…. Honestly wish I could have addressed this topic 20 years ago! Better late than ever. I am more at peace with regard to this teaching.”

David K Watson

“This in-depth course covers the entire spectrum of the music industry with straight-to-the-point videos and lots of indispensable documents.

No other program out there compares to it in scope and concept, delivering industry-standard firepower to your music administration workload. 10 out of 10!”

Domingo Cava

Frequently Asked Questions

When does the course start and finish?

Though we might suggest completing one module per week, it is a completely self-paced online course – you decide when you start and when you finish.

How long do I have access to the course?

After enrolling in any course, you have unlimited, lifetime access. 

Do you offer refunds?

We would never want you to be unhappy with your purchase. We offer an unconditional 7-day money back guarantee. Get inside and see if it’s for you. No risk.

Can I login from my phone?

Yes. Our website is mobile optimized and easy to use from your smart phone or tablet. Pro tip: add a short cut app to your iPhone or Android home screen, to easily access without typing in your browser.