The Ultimate Guide to Selling Excel & Google Sheets Templates with WordPress (2024)

Hey there, ambitious entrepreneur! If you‘ve been searching for a proven way to generate extra income online, you‘re in the right place. Selling spreadsheets is a powerful yet often overlooked digital product model with massive profit potential.

Think about it – so many people rely on Excel and Google Sheets to manage their work and personal lives every single day. But most folks are not spreadsheet wizards. They‘re hungry for tools to help them save time and energy.

That‘s where you come in! By packaging your specialized knowledge into a helpful spreadsheet template, you can make people‘s lives easier while getting paid for your efforts. It‘s a win-win.

In this comprehensive guide, I‘m going to show you exactly how to turn that idea into a reality using WordPress. You‘ll learn all the steps and best practices to build a thriving spreadsheet business from scratch.

But first, let‘s explore what makes this opportunity so lucrative.

Why Selling Spreadsheets is a Smart Move

Here are five compelling reasons to start selling spreadsheets online:

  1. Low overhead costs
  2. Create once, sell infinitely
  3. Quick to make (compared to other digital products like courses)
  4. Large existing audience of spreadsheet users
  5. Flexible to serve many different niches and needs

The numbers don‘t lie. Check out these eye-opening digital product statistics:

  • Digital products sales jumped 54% to $13 billion in 2022 (Statista)
  • 5 in 6 working professionals would buy a digital product to save time (Zippia)
  • 96% of consumers have purchased a digital product at least once (Sell The Trend)

As you can see, the demand for digital products like spreadsheets is booming. But there‘s still plenty of room for new creators to stake their claim in this growing market.

Excel vs Google Sheets: How to Choose

One of the first decisions you‘ll face is which spreadsheet format to focus on. Let‘s break down the pros and cons of each:

FeatureExcelGoogle Sheets
InterfaceDesktop appWeb-based
Offline accessYesNo
CollaborationLimitedReal-time
Formulas & functionsRobustGrowing
File sharingDownload linkShareable link

Excel is the legacy leader in the spreadsheets space. Its powerful desktop application makes it ideal for complex workbooks laden with calculations and macros. Many people are already comfortable with the classic Excel interface.

On the other hand, Google Sheets has emerged as a more modern, cloud-based alternative. It‘s highly accessible from any device with an internet connection. Multiple people can also work together on the same Google sheet simultaneously.

For this reason, Google Sheets templates are often better suited for simpler, more visual spreadsheets designed for collaboration.

Ultimately, the right choice depends on your target audience and the type of spreadsheets you want to create. You can also offer both options to maximize your potential customer base. The instructions in this guide will cover the nuances of selling each format.

Sound good? Grab a fresh cup of coffee and let‘s get into the step-by-step process!

Step 1: Build Your WordPress Site

Every successful spreadsheet business needs a place to call home online. While you could try to sell your templates on an existing marketplace, you‘ll have the most control and profit potential with your own self-hosted WordPress website.

Don‘t worry – getting started with WordPress is easier than you might think. Even if you have zero coding skills, you can launch a professional-looking website in less than 30 minutes.

All you need is a domain name and web hosting. I recommend Bluehost for affordable, beginner-friendly WordPress hosting plans. Here‘s an exclusive deal for our readers:

[Bluehost special offer]

For a step-by-step walkthrough, see my complete guide: [How to Make a WordPress Website].

With the technical foundation in place, you‘re ready to turn your WordPress site into a spreadsheet selling machine.

Step 2: Install an Ecommerce Plugin

WordPress is an incredibly powerful content management system. But out of the box, it doesn‘t include any ecommerce functionality.

To list products, process payments, and deliver downloads to customers, you‘ll need an extra plugin.

There are several popular options, but I strongly recommend Easy Digital Downloads (EDD). As the name suggests, this free plugin is tailor-made for selling digital products like spreadsheets.

Not only is EDD easy to use, but it also offers unparalleled flexibility and control. You can use it to sell any type of digital file and even host the downloads on your own site (unlike other platforms that force you to use their servers).

To install EDD:

  1. From your WordPress dashboard, go to Plugins → Add New
  2. Search for "Easy Digital Downloads"
  3. Click Install Now → Activate

Once activated, you‘ll see a new Downloads tab appear in your WordPress sidebar. Hover over it and click Settings to configure a few key preferences:

[Screenshot]

Be sure to select your preferred payment gateway (PayPal, Stripe, etc.), default currency, and any tax settings. You can leave most of the other options as-is for now.

Hit Save Changes and you‘re all set! Your WordPress site is now fully equipped to handle digital sales. Let‘s move on to the fun part – adding products.

Step 3: Add Your First Spreadsheet Listing

Are you ready to turn your spreadsheet into a money-making asset? Here‘s how to add it to your EDD-powered store:

  1. Go to Downloads → Add New

  2. Enter a descriptive, benefit-rich title and description

  3. Upload a thumbnail image to visually represent your spreadsheet

  4. Set your pricing

For Excel files (.xlsx):

  • Scroll to the Download Files section
  • Click Upload a File and select your spreadsheet
  • Enter a user-friendly name for the file

For Google Sheets:

  • Open your spreadsheet and click the Share button
  • Change General Access to "Anyone with the link"
  • Ensure the permissions are set to "Editor" so people can make a copy
  • Copy the generated sharing URL
  • Paste it into a Download Files field
  • Customize the link name

Alternatively, you can create a PDF "certificate of purchase" that includes your Google Sheets link and upload that file instead.

  1. Preview your listing and make any final tweaks

  2. Hit Publish to make your spreadsheet available for sale!

Congratulations – you‘re officially in business! Repeat this process for each new spreadsheet you want to sell.

[GIF of adding product]

Pro Tip: Optimize your product pages for search engines by including relevant keywords in your title, heading, and description. This will help potential customers discover your spreadsheets through Google.

Step 4: Customize the Checkout Experience

You‘ve done the hard work of creating an irresistible spreadsheet. Now it‘s time to remove any potential friction for people to buy it.

By default, EDD provides a clean, user-friendly checkout experience. But there are a few key ways you can customize it to build trust and increase conversions.

First, navigate to Downloads → Settings → Payment Gateways to configure your checkout. Most stores will want to stick with the default Ajax ("Single Page Checkout") option, which keeps customers on your site.

[Screenshot]

Next, consider enabling a few additional features:

  • Terms of Agreement – require shoppers to accept your terms before purchasing
  • Collect Billing Address – gather customers‘ billing details for your records and email marketing
  • Disable Guest Checkout – encourage people to create an account so you can foster a direct relationship

You‘ll also want to customize your purchase confirmation page and email receipt. Give them some personality! For example:

  • A big, bold headline that says "Your download is ready!" or "Thanks for your order!"
  • Brief instructions reiterating how to access their spreadsheet (especially important for Google Sheets)
  • An eye-catching graphic or GIF to engage visual learners
  • Links to related spreadsheet templates as a cross-sell opportunity
  • A discount code for their next purchase as a reward for their business
  • Your contact information and social media profiles so they can get in touch

To edit these templates, go to Downloads → Settings → Emails. You can use [template tags] to automatically personalize the message for each customer.

The thank you page and email set the tone for your new customer‘s experience with you. Make sure they feel good about their decision and know exactly what to expect next.

With your checkout dialed in, you‘re in great shape to welcome new sales. Now let‘s talk about how to get the word out to your target audience.

Step 5: Promote Your Spreadsheet Shop

It‘s time to drive some serious traffic to your shiny new spreadsheet listings! After all, no one can buy your templates if they don‘t know they exist.

Fortunately, there are many ways to attract potential customers to your WordPress shop. Focus on the channels where your ideal buyers already congregate online.

Here are some of my favorite spreadsheet shop promotion strategies:

  1. Social media. Share eye-catching graphics featuring your spreadsheets on Instagram, Facebook, Twitter, and LinkedIn. Engage in conversations and answer questions to showcase your expertise.

  2. Email marketing. Launch your spreadsheet to your existing email list. Then automate a regular newsletter featuring customer success stories and relevant tips that incorporate your templates.

  3. Paid advertising. Invest in targeted pay-per-click (PPC) ads to get your listings in front of people searching for spreadsheet solutions. Retargeting can also be effective to bring past website visitors back to purchase.

  4. Blogging. Publish keyword-optimized blog posts that educate your audience and naturally lead to your spreadsheets. Establish yourself as a trusted resource and your products as the logical next step.

  5. Partnerships. Reach out to influencers and industry blogs to get your spreadsheets featured or reviewed. You can also set up an affiliate program to incentivize others to promote your products for a commission.

  6. Video. Record short video tutorials showcasing your spreadsheet in action. Optimize them for YouTube search and embed them on your product pages as an extra value-add.

Remember, the goal is to build genuine relationships with your target customers. Focus on providing value and positioning your spreadsheet as the solution to their problems.

Over time, experiment with different marketing channels and double down on what works best for your unique audience.

[Chart of most effective promotion channels]

Advanced Tips to Scale Your Spreadsheet Business

As you start to generate consistent spreadsheet sales, you may be wondering… what‘s next? How can you build on this momentum and take things to the next level?

Here are a few ideas to expand your spreadsheet empire:

  1. Offer a freebie to rapidly grow your email list and pixel data
  2. Raise your prices and position yourself as a premium solution
  3. Create spreadsheet "bundles" or a monthly subscription for access to your full library
  4. Survey past customers to collect testimonials and inform new product ideas
  5. Hire a virtual assistant (VA) to help with customer service and admin tasks
  6. Translate your spreadsheets into multiple languages to reach new markets
  7. Host a virtual workshop teaching people how to get the most out of your templates
  8. Expand into complementary products like printables, courses, or coaching

But wait – what about the competition? What if someone else tries to steal your spreadsheet idea?

I‘ll be honest – that‘s always a risk with digital products. But the more you can differentiate your offer and build a loyal community around your brand, the harder it will be for anyone to replace you.

Focus on serving your customers better than anyone else and you‘ll have no trouble thriving in the long run.

Go Sell Some Spreadsheets!

Phew, that was a lot to cover! But you now have everything you need to start selling spreadsheets with WordPress like a pro.

Whether you want to offer plug-and-play Excel templates or real-time collaborative Google Sheets, the process is the same:

  1. Set up your WordPress site
  2. Install Easy Digital Downloads
  3. Add your spreadsheet listings
  4. Customize the checkout experience
  5. Promote your shop

The beautiful thing about selling spreadsheets is that you can start lean and scale as you grow. You don‘t need a massive team or budget to build a real, profitable business.

So what are you waiting for? Your spreadsheet fortune awaits!

If you have any questions or want to share your results with this system, leave me a comment below. I‘d love to hear from you.

Here‘s to your success!

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