Make a Pact. Show Up. Move Forward.
PactMate helps you follow through on your goals with the support of an accountability partner. It also keeps the rest of life organized in one matching system: documents, bills, renewals, household tasks and emergency information.
It’s beginner-friendly and fully undated, so you can reuse it month after month.
📦 What’s included
✅ Accountability System
- Accountability Toolkit: 26 printable worksheets
- Partner Matching Workbook:
- goals questionnaire
- preferences
- boundaries & privacy
- a compatibility scorecard where you choose the factors and weights
- questions to ask
- a selection checklist
- a trial review
- Daily Accountability Check-In, plus a copy-and-paste version for WhatsApp, Messenger or SMS
- Weekly Accountability Review
- 15 templates:
- 30-Day Challenge
- 90-Day Goal Planner
- Habit Tracker
- Missed Commitment Recovery
- Partner Meeting Agenda
- Monthly Review
- Goal Breakdown
- Commitment Tracker
- Communication Scripts
- Encouragement Messages
- Difficult Conversation Guide
- Pause/Closure Template
- Goal Reset
- Reward Planner
- Success Reflection
- Partnership Agreement: a friendly, voluntary agreement for two partners
- Accountability Tracker (Excel, 9 sheets):
- dashboard with 4 live charts
- goal tracker with health flags
- daily check-ins
- habit tracker for up to 20 habits, with streaks
- partner directory
- commitment tracker with overdue alerts
- an automatic weekly review
🏠 Life Admin
- Life Admin Binder: 37 templates in 5 sections
- Personal Information
- Household
- Finance
- Important Documents
- Family Planning
Life Admin workbook (Excel, 14 sheets):
- Opens on a dashboard showing what’s overdue or coming up.
- Calculates bill due dates, document renew-by dates, subscription renewals, maintenance and birthdays automatically.
- Warning periods are customizable.
🚨 Emergency Binder
- Emergency Information Binder: 20 planning sheets
- contacts
- out-of-area plan
- meeting points
- communication plan
- supply & go-bag checklists
- optional medical page
- pets
- utility shutoffs
- fire, flood & earthquake prep
- recovery log
- Emergency Quick Reference: one page to post at home
🗓️ Printable Planners
- 15 planners & checklists: daily, weekly, monthly, goals, habits, check-ins, a 30-day challenge, life-admin checklists and more
📝 Editable Word versions of the toolkit, agreement, both binders and the planners
📘 Quick-Start Guide with a 30-day setup plan, plus a Feature Guide
Every PDF comes in A4 and US Letter.
💡 Why you’ll love it
- ✔ Find a compatible partner and agree expectations up front
- ✔ Daily check-ins take about 5 minutes
- ✔ See overdue bills, renewals and expiry dates before they become problems
- ✔ Keep your household’s emergency information organized in one place
- ✔ Privacy-minded: no fields for passwords, PINs, full card or account numbers, or ID numbers
- ✔ Undated and reusable
👥 Perfect for
Students, freelancers, entrepreneurs, remote workers, couples and friends supporting each other’s goals, and anyone who wants their home admin organized.
💻 Compatibility
- PDF: any PDF reader. Designed for printing.
- Excel: Excel 2016+ / Microsoft 365, with no macros. Also opens in Google Sheets and LibreOffice, though chart styling may differ slightly.
- Word: Microsoft Word, Google Docs, Apple Pages or LibreOffice. These are fully editable.
⚠️ Please note
- This is a digital download. Nothing will be shipped.
- PactMate is an organizational tool. It is not an emergency, medical, legal or financial service, and it does not guarantee results.
- No emergency phone numbers are included. You verify and record your local numbers.
- The Partnership Agreement is voluntary and not legally binding.
- The Excel workbooks update when opened. They can’t send notifications while closed.
- Sample data is fictional.
License: personal and household use only. Please don’t resell or share the files.
Login To Comment