CSRD Tools & Templates for SMEs

Fixed-price. Spreadsheet-based. Audit-ready structure. Complete your Double Materiality Assessment and build a 12-month data foundation without paying consultant day rates.

Instant download | Excel + Google Sheets compatible | 30-day email support

No subscription. One-time payment. You own the file.

Choose Your SME CSRD Toolkit Tier

We don’t sell hours, we sell organization. These toolkits translate ESRS requirements into a clear spreadsheet workflow your team can run.

CSRD Basics

€49

The Explorer · Scorecard match 0–40%

Confirm obligations, get leadership buy-in, and set a realistic timeline.

Includes:
✓ Applicability & deadline planner
✓ Leadership briefing template
✓ Materiality assessment + guide
✓ Action tracker + guide
✓ Glossary + resources
✓ Email support (72h)

MOST POPULAR

CSRD Essentials

€147

🔥 Founder’s price (first 20 buyers) · Regular €197

The Reporter · Scorecard match 41–70%

Your core solution to start reporting by building a data foundation.

Everything in Basics plus:
✓ Full Double Materiality template
✓ 12-month audit-ready data tracker (ESRS E/S/G)
✓ Cross-functional action plan
✓ Enhanced glossary + resources
✓ Email support (48h)

CSRD Pro

€297

The Compliant · Scorecard match 71–100%

Highest-value compliance for Scope 3 and supplier engagement.

Everything in Essentials plus:
✓ Scope 3 supplier data request toolkit (VSME/ESRS aligned)
✓ “Win new business” templates to share data credibly
✓ Stakeholder engagement plan + policy library
✓ Advanced materiality methodology + response log
✓ Priority support (24h)

Not sure which tier? Take the free 5-minute assessment →

Perfect for

  • SMEs (50–500 employees) in EU supply chains
  • Suppliers receiving CSRD questionnaires
  • Teams building a reporting foundation fast
  • Sustainability managers on tight budgets
  • Operations leaders who need a system, not theory

Not recommended for

  • Large enterprises needing full CSRD software + integrations
  • Teams requiring certified assurance included
  • Organizations that want fully hands-off consulting

What you can do with the toolkits

✓ Run a Double Materiality Assessment

Prompts + scoring to align decisions and document rationale.

✓ Track 12 months of ESRS data

A structured baseline you can update quarter by quarter.

✓ Respond faster to customer requests

Templates that keep answers consistent and defensible.

✓ Reduce consultant dependency

You’ll know what’s required and how to organize it.

✓ Build repeatable governance

Not a one-off scramble: a system you can maintain.

✓ Understand CSRD without the fog

Plain language guidance. No “compliance theatre.”

Frequently Asked Questions

Can I share with my team?

Yes — internal sharing within your organization is allowed. Public redistribution/resale is not (terms included).

Can I customize it?

Yes. Add rows, adapt fields, and tailor the tracker to your operations.

What format is it?

Excel (.xlsx), compatible with Excel, Google Sheets, and LibreOffice.

Will this make me CSRD compliant?

It prepares your reporting process and data structure. For formal assurance and sign-off, consult qualified auditors. Not legal advice.

What if I need help?

Support included: Basics (72h), Essentials (48h), Pro (24h priority).

Is this a subscription?

No. One-time payment. You own the file forever. Lifetime updates to v1.x included.