All of our Business Templates
These expert-made business templates help you start fast and grow your company quickly and with less stress, while enhancing the professional feel.
Everything you need to plan, run and grow your business — organized around the way a business actually works.
They include ready-to-use tools for strategy, business planning, finance, customers, marketing, sales, operations, people, technology and performance — helping you run and grow your business more professionally.
- Upgrade your business with professional, easy-to-use templates
- Save time with ready-made tools and documents
- Follow proven strategies to grow your business step by step
All in One Go – Bundle Templates
Get the essential business tools you need in one practical bundle.
- Full Set of 10 Premium Templates for Business Startup – 10 Bundle
- Complete Marketing Planning – Toolkit
- Digital Marketing Essentials – Bundle
- Social Media Essentials – Bundle
- Customer Insights Essentials – Bundle
Strategy Frameworks
Content Category: Business Strategy
Build a clear strategy and turn it into focused action.
- Mission / Vision / Purpose sheet / Why? – Framework
- PESTEL Trend Analysis – Complements SWOT by exploring external macro factors
- Porter’s Five Forces – Competitive Industry Analysis – Framework
- Ansoff Matrix – Strategic Growth Planning- Framework
- Blue Ocean Strategy Canvas – Identifying Uncontested Markets – Framework
- Business Model Canvas – Framework
- SWOT Analysis – Framework
- Value Proposition Canvas – Framework
- Business Startup – Checklist
- OKR Framework (Objectives & Key Results) – Focuses Strategy on Measurable Goals – Framework
- Management Team (MT) – Skill Sheets Overview / Gap Analysis
- Founders Bio
- Cap Table Template – Equity structure and dilution
- Annual Strategic Roadmap
Startup
Content Category: Startup
Start your business with the essential foundations in place.
- Startup – Checklist – Check all the parts you need for starting up
Business Plan Templates
Content Category: Business Planning
Create a professional business plan for your next step.
- 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
Content Category: Finance
Plan, manage and improve the financial health of your business.
- Financial Plan – Template (Excel)
- Financial Template for Business Plan
- Make or Buy – Framework
- Financial Forecasting – Example
- Cashflow Forecast 90 days – 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
- Pricing Strategy
- Profitability / Margin – Calculator
- Unit Economics – Calculator
- Working Capital – Calculator
- Runway – Calculator
- Sales Forecast – Template
Accounting / Bookkeeping
Content Category: Finance
Keep your finances accurate, organized and under control.
- Tax/VAT Calendar
- Month-End Close – Checklist
- Bookkeeping – Checklist
- Invoicing & Accounts Receivable Tracker
- Accounts Payable / Bills Tracker
- Financial Controls – Checklist
- Approval Matrix (Fraud Prevention)
- Payroll – Checklist
- Expense Management / Approval Process
Market Analysis
Content Category: Market Intelligence
Map your market and your competitors.
- BCG Matrix – Frameworki
- Competitive Analysis – Template
- Competitor Monitoring Sheet
- Trend Analysis – Forecasting Deck
- Technology Roadmap Readiness – Sheet
- Technology Landscape – Framework
- Value Chain Analysis – Framework
- Segmentation Analysis – Sheet
- TAM / SAM / SOM Market Sizing
- Product-Market-Fit – Scorecard
- Market Attractiveness – Scorecard
- Market Entry – Assessment
Customer Intelligence
Content Category: Market Intelligence
Understand your customers and what drives their decisions.
- Customer Insights Essentials – Bundle
- Persona – Template (ICP)
- ICP Scoring Sheet
- Customer Journey – Touch Points – Template
- Customer Research – NPS Questionnaire
- Customer Satisfaction – Survey
- Jobs to be Done (JTBD) Framework – For identifying core user needs
- CLTV Calculations
- CAC – Framework
- Customer Interview – Guide
Investment & Ownership
Content Category: Investing
Get organized for funding.
- Investor Pitch Deck — investment story and ask
- Investor Readiness Checklist — what to prepare before fundraising
- Term Sheet Template / Checklist — valuation, investment, rights, governance, liquidation preferences, etc.
- Cap Table — founders, investors, employees and ownership %
- Equity Dilution Calculator — before/after investment scenarios
- Company Valuation Model — valuation methods and assumptions
- Funding Requirements / Use of Funds — amount needed and allocation
- Investor Due Diligence Checklist / Data Room Index — documents and evidence investors expect
- Shareholder Agreement Checklist — voting, transfer, governance, founder/investor rights
- Investor Update / Board Reporting Template — KPIs, cash, milestones, risks and asks
Valuation / Exit
Content Category: Investing
Understand your business value and plan your exit.
- Valuation Sheet
- Business Succession Plan
- Exit Strategy – Template (IPO, Acquisition, MBO)
Marketing Templates
Content Category: Marketing
Build a structured marketing system that attracts customers and drives growth.
- Marketing Plan – Template
- Go to Market Plan (GTM) – Template
- Brand Design – Checklist
- Marketing Budget – Framework
- Press Release – Example
- Campaign Brief – Template
- Marketing Activities – Calender
- Marketing KPI Sheet – Template
- Business Event – Checklist
- Customer Acquisition Funnel – Framework
Product Development & Innovation
Content Category: Product Development
Turn customer needs into better products and innovation.
- 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
- Scrum Thinking – Methodology
Branding
Content Category: Marketing
Build a clear, consistent brand that customers recognize and trust.
- Brand Design – Checklist
- Brand Archetype – Sheet
- Tone of Voice – Sheet
Sales
Content Category: Sales
Turn leads into customers and grow revenue.
- Client Intake – Checklist
- Sales Action Plan – Template
- Sales Script – Template
- Hiring Sales Rep – Checklist
- Opportunity Scoring Matrix
- Customer Retention Plan
- Sales Pipeline Tracker
- Lead Generation Plan
- Qualification – Framework
- Sales Forecast
- Proposal – Template
- Follow-up Sequence
- Account Plan
- Win/Loss Analysis
Service / Customer Success
Content Category: Running the business
Deliver better service and build stronger customer relationships.
- Onboarding – Checklist
- FAQ Structure
- Most Asked Service Questions
- Service Protocol
- Escalation Schedule
- Customer Complaint Handling Process
- Customer Service KPI Dashboard
- Service Delivery – Checklist
- Customer Success Plan / Account Review Template
Business Growth & Scaling
Content Category: Business Growth
Grow your business and scale with confidence.
- 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
- Partnership Evaluation Matrix
- KPI Tree
- Resource Allocation Sheet
- Scenario Planning
Company Type
Find practical tools for your type of business.
- Freelance – Checklist
- Freelancer Business Plan
- Agency – Checklist
- Agency Business Plan
- Restaurant Business Plan – Example
- Coffeeshop Business Plan – Example
NGO
Content Category: Non-profit
Fund your mission and grow your impact.
- Grant Application – Checklist
- Crowdfunding Campaign Plan
- Fundraising Tracker – Template
Sustainability / ESG
Content Category: Sustainability
Build a more sustainable business and measure your impact.
- ESG Strategy – Template
- Sustainable Business Model Canvas – Template
- Carbon Footprint – Tracking Sheet
- Circular Economy Business Plan – Add-on
- Sustainability KPI – Dashboard
Quality / Risk Management
Content Category: Running the Business
Reduce risk and build a more resilient business.
- Risk Management – Plan
- Standard Operating Procedure (SOP)
- Toyota Concepts
- Cybersecurity Checklist
- Data/AI Governance Checklist
- Crisis Communication Plan
- Business Insurance Needs Checklist
- Compliance Register / Annual Compliance Calendar
Legal Templates
Content Category: Legal / Administrative
Protect your business with essential legal foundations.
- NDA / Confidentiality Agreement
- Independent Contractor / Freelancer Agreement
- Terms & Conditions Template
- Privacy Policy – Template
- Privacy Policy / GDPR – Checklist
- Client / Service Agreement Template
- Founders / Shareholders Agreement Checklist
- Employment Agreement + Hiring Legal Checklist
- Commercial Contract Review Checklist
- IP Protection Checklist (Trademarks, Patents)
- Business Registration / Permits – Checklist
- Contract Register + Renewal Tracker
Personal Development
Content Category: Personal Development
Build your skills and become a stronger leader.
- Personal Development Plan
- Entrepreneur Skills Assessment
- Leadership Style Self-Assessment – Helps founders understand their leadership type
- Founder Energy & Workload Balance
- Decision-Making – Framework
- Delegation Readiness Assessment — Checklist
- Time & Priority Management — Framework
Digital Marketing
Content Category: Digital Marketing
Attract, convert and measure customers online.
- Digital Marketing Plan – Template
- Digital Marketing – Templates Bundle
- Online Marketing – Checklist
- Digital Campaign – Briefing
- Digital KPI – Deck
Social Media
Content Category: Social Media
Grow your audience through social media.
- Content Strategy – Template
- Social Media Plan – Template
- Channel Mix – Overview
- Social Media Content Calender – Template
- Social Media KPI – Deck
Website
Content Category: Digital Marketing
Build a website that attracts and converts customers.
- 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
Content Category: Technology
Build smarter systems with technology, automation and AI.
- IT Architecture – Map
- Marketing Stack – Framework
- CRM Implementation – Checklist
- Marketing Automation – Checklist
- AI Readiness / AI Opportunity Assessment
- AI Use-Case Prioritization Matrix
- Cybersecurity – Checklist
- Technology / Software Selection Framework
- IT Asset / Software License Register
Business Intelligence
Content Category: Business Intelligence
Turn business data into better decisions.
- BBSC (Business Balanced Score Card) – Template
- KPI Framework – Template
- 75 Metrics – Sheet
- Power BI Deck for Startup – Template
- Business KPI – Sheet
- Quarterly Planning – Sheet
- Data Backup / Recovery Checklist, Data Retention Schedule
Execution & Focus
Content Category: Running the Business
Turn priorities into focused action and results.
- 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
- 90-Day Business Action Plan
- Annual Operating Plan
- Capacity Planning Sheet
Team / HR / Organization
Content Category: Organization/team
Build a strong team and 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
- Delegation / Responsibility Matrix
- Performance Review – Template
- Capacity Planning Sheet
- Change Management Plan
- Skills / Competency Matrix
- Employee Goal/Development Plan
- Leave/Absence Tracker
Processes / Operations
Content Category: Running the Business
Build efficient, reliable business operations.
- Standard Operating Procedure (SOP)
- Process Mapping Template
- Daily Operations Checklist
- Weekly Management Review Template
- Meeting Agenda/Decision Log
- 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
Purchasing
Content Category: Running the Business
- Vendor / Supplier Evaluation Matrix
- Supplier Risk Assessment
- Purchase Order – Template
- Procurement / Purchasing – Checklist
- Supplier Performance – Scorecard
- Order Fulfillment – Checklist
- Delivery / Handover – Checklist
- Maintenance Schedule / Office
Community / Impact
Content Category: Organization/team
Engage stakeholders and create lasting impact.
- Stakeholder Engagement Plan
- Theory of Change Template – Especially for social enterprises
- CSR Action Plan – Corporate Social Responsibility
CEO / Business Management
Content Category: Leadership
Run your business with focus, accountability and control.
- Business Health Scorecard – diagnose where the business stands
- Annual Operating Plan – translate strategy into the year
- 90-Day Priorities – focus execution
- Company Scorecard – track the critical company KPIs
- Leadership Accountability Map – clarify ownership
- Weekly Leadership Meeting – run the management rhythm
- Monthly Management Review – deeper performance review
- Quarterly Business Review – strategic review/reset
- Issue/Priority Tracker – identify and resolve constraints
- Decision Log – capture important decisions and follow-through
Can’t find the exact template you need for your business issue / situation? Contact us and we may create it for you. We regularly build new business templates based on entrepreneur feedback.
