All Business Templates

All in One Go – Bundle Templates

Easy to use, practical in 1 go sets.

• • Full Set of 10 Premium Templates for Business Startup – 10 Bundle
  • Marketing Essentials – Bundle
  • Digital Marketing Essentials – Bundle
  • Social Media Essentials – Bundle
  • Customer Insights Essentials – Bundle

Strategy Frameworks

Work with proven strategy frameworks.

• Mission / Vision / Purpose sheet / Why?
• PESTEL Trend Analysis – Complements SWOT by exploring external macro factors
• Porter’s Five Forces – Competitive Industry Analysis
• Ansoff Matrix – Strategic Growth Planning
• Blue Ocean Strategy Canvas – Identifying Uncontested Markets
• Business Model Canvas – Template
• SWOT Analysis – Template
• Value Proposition Canvas – Template
• Business Startup Checklist
• OKR Framework (Objectives & Key Results) – Focuses Strategy on Measurable Goals
• Management Team (MT) – Skill Sheets Overview / Gap Analysis
• Founders Bio
• Cap Table Template – Equity structure and dilution
• Annual Strategic Roadmap

Startup

Startup gear.

• Startup Checklist Template – Check all the parts you need for your startup

Business Plan Templates

Create the business plan.

• One Page Business Plan 1 A4
• The Full Set of all these 5 Business Templates
• Business Plan Template (PDF, DOC)
• Business Plan + Financial Plan – Bundle Offer (PDF, DOC, XLS)
• Business Plan Checklist 
• Investor Pitch Deck (PPT)
• Business Plan for Investors
• Bank Loan Grade Business Plan
• Lean Startup Plan
• Business Plan Review – Audit Sheet

Financial Templates

Have a financial system in place.

• Financial Plan Template (Excel)
• Financial Template for Business Plan
• Make or Buy – Framework
• Financial Forecasting – Example
• Cashflow – Template
• Profit & Loss Statement – Template
• Break-even Analysis – Template
• Budget vs Actual – Tracker
• Monthly Financial Dashboard – Template
• Investment Decision – Framework
• Startup Valuation Framework (e.g., Berkus, Scorecard, VC Method)
• Personal Expenses Sheet

Market Analysis  

Map your market and competitors.

• BCG Matrix
• Competitive Analysis – Template
• Competitor Monitoring Sheet
• Trend Analysis – Forecasting Deck 
• Technology Roadmap Readiness – Sheet
• Technology Landscape – Framework
• Value Chain Analysis – Framework
• Segmentation Analysis – Sheet

Customer Intelligence

Know your customer deeply.

• Customer Insights Essentials – Bundle
• Persona – Template (ICP)
• Customer Journey – Template – Touch Points 
• Customer Research – NPS Questionnaire
• Customer Satisfaction Survey
• Jobs to be Done (JTBD) Framework – For identifying core user needs
• CLTV Calculations
• CAC – Framework

Product Development & Innovation

Build your product pipeline & roadmap.

• Product Roadmap – Template
• RICE/ICE Prioritization – Frameworks: Product Feature prioritization
• Value Proposition Canvas – Template
• Innovation Roadmap – Framework Stage Gates
• Design Thinking – Framework: Empathize, define, ideate, prototype, test
• Jobs to be Done (JTBD) – Framework: For identifying core user needs
• User Story Mapping – Template:  Visual product planning based on user journeys

Sales

Create a structured sales system.

• Client Intake – Checklist
• Sales Action Plan – Template
• Sales Script Template
• Hiring Sales Rep – Checklist
• Opportunity Scoring Matrix
• Customer Retention Plan

Service / Customer Success

Provide better customer success.

• Onboarding – Checklist
• FAQ Structure
• Most Asked Service Questions
• Service Protocol
• Escalation Schedule
• Customer Complaint Handling Process
• Customer Service KPI Dashboard

Marketing Templates

Build and structure your marketing.

• Marketing Plan – Template
• Go to Market Plan (GTM)
• Brand Design – Checklist
• Marketing Budget – Framework
• Press Release – Example
• Marketing Campaign Briefing – Template
• Marketing Activities – Calender
• Marketing KPI Sheet – Template
• Business Event – Checklist

Branding

Create a powerful brand.

• Brand Design – Checklist
• Brand Archetype – Sheet
• Tone of Voice – Sheet

Digital Marketing

Manage digital marketing efforts.

• Digital Marketing Plan – Template
• Digital Marketing – Templates Bundle
• Online Marketing – Checklist
• Digital Campaign – Briefing
• Digital KPI – Deck

Social Media

• Social Media Plan – Template
• Content Strategy – Template
• Channel Mix – Overview
• Social Media Content Calender – Template
• Social Media KPI – Deck

Website

Manage your website platform.

• Website – Checklist
• Website – Feature List
• Webshop/E-commerce – Checklist
• Conversion – Framework
• CRO Testing – Framework
• Customer Journey – Framework
• Website Migration – Plan
• Website – Architecture Map
• Website KPI Deck

IT / CRM / Automation

Build your IT infrastructure to deliver.

• IT Architecture – Map
• Marketing Stack – Framework
• CRM Implementation – Checklist
• Marketing Automation – Checklist

Team / HR / Organization

Build your organization.

• Employee Hiring – Checklist
• Employee Onboarding – Checklist
• Employee Handbook – Template
• Employee Offboarding – Checklist
• Organizational Structure Chart – Template: Clear roles & hierarchy
• Company Culture Canvas – Define and align company values and behaviors

Execution & Focus

Execute better. Task removal. Priority.

• Ideation / Priority List
• RICE framework
• Project Plan – Template
• RACI Matrix – Defines responsibilities in projects/tasks
• SCRUM Management – Checklist
• Team Resource – Planning Sheet
• Progress – Report
• Marketing Calender – Template

Business Growth & Scaling

Grow your business concepts.

• Go to Market – Strategy Sheet
• International Expansion – Checklist
• Scaling – Framework 
• Master Franchise Structure
• New Country Expansion
• Stakeholder Analysis – Checklist
• Website Translation/Localization – Checklist
• Business Partnership – Framework

Valuation / Exit

What is my company worth?

• Valuation Sheet
• Business Succession Plan
• Exit Strategy – Template (IPO, Acquisition, MBO)

Company Type

• Freelance – Checklist
• Freelancer Business Plan
• Agency – Checklist
• Agency Business Plan
• Restaurant Business Plan – Example
• Coffeeshop Business Plan – Example

NGO

• Grant Application – Checklist
• Crowdfunding Campaign Plan
• Fundraising Tracker – Template

Community / Impact

Run a community.

• Stakeholder Engagement Plan
• Theory of Change Template – Especially for social enterprises
• CSR Action Plan – Corporate Social Responsibility

Sustainability / ESG

Have an ESG approach. Measure Impact.

• ESG Strategy – Template
• Sustainable Business Model Canvas – Template
• Carbon Footprint – Tracking Sheet
• Circular Economy Business Plan – Add-on
• Sustainability KPI – Dashboard

Business Intelligence

Monitor cycle your business for improved decision making.

• BBSC (Business Balanced Score Card) – Template
• KPI Framework – Template
• 75 Metrics – Sheet
• Power BI Deck for Startup – Template
• Business KPI – Sheet
• Quarterly Planning – Sheet

Processes / Operations

Map your processes. Be more resilient.

• Standard Operating Procedure (SOP)
• Daily Operations Checklist
• Weekly Management Review Template
• Monthly Business Review Deck
• Business Continuity Plan
• PDCA – Framework
• Primary Business Process Flows
• Kanban Board
• Business Process Model Canvas (BPMN) – For visualizing core operations
• Service Blueprint – Template: To map service interactions end-to-end
• Inventory Management Sheet

Quality / Risk Management

Manage risk. Build resiliency.

• Risk Management – Plan
• Standard Operating Procedure (SOP)
• Toyota Concepts

Personal Development

Develop yourself. Build capabilities. Apply to Leadership.

• Personal Energy ‘Balance’ – Sheet
• Personal Development Plan
• MBTI Profile
• Leadership Style Self-Assessment – Helps founders understand their leadership type

Legal Templates

Have the legal framework ready.

• NDA Example
• GDPR Example
• Terms & Conditions / Privacy Policy – Templates
• IP Protection Checklist (Trademarks, Patents)
• Business Registration / Permits – Checklist