Small business file cleanup guide

Best Files To Clean First

• Menus and rate cards that are hard to read on mobile.
• One-page proposals with unclear pricing or next steps.
• Spreadsheets where important numbers are clipped or buried.
• Slide decks with too much text and weak hierarchy.
• Resumes or portfolios that need clearer structure.

Simple Workflow

• Identify the reader and the next action.
• Remove stale information and private notes.
• Rewrite headings so the file is skimmable.
• Fix spacing, tables, prices, dates, and export format.
• Check the final file on a phone before sharing.

Back to the full starter kit