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
- Business Health Scorecard – Assessment
Purpose, Mission & Vision
Define why your business exists, where it is going and the principles that guide it.
- Mission Statement – Template
- Vision Statement – Template
- Purpose / Why – Framework
- Company Values – Framework
- Mission, Vision & Values – Worksheet
- Founder Vision – Sheet
- Long-Term Ambition – Framework
Strategy Frameworks
Content Category: Business Strategy
Build a clear strategy and turn it into focused action.
- 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
- Positioning
- Competitive advantage
- Cap Table Template – Equity structure and dilution
- Annual Strategic Roadmap
Business Model
Content Category: Business Strategy
Build a clear strategy and turn it into focused action.
- Value Creation
- Revenu Model
- Cost Structure
- Partners
- Channels
- 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
Startup
Content Category: Startup
Start your business with the essential foundations in place.
- Startup – Checklist – Check all the parts you need for starting up
- Full Set of 10 Premium Templates for Business Startup – 10 Bundle
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 Scorecard – Assessment
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
- Financial KPI Sheet – 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.
- TAM / SAM / SOM Market Sizing
- BCG Matrix – Framework
- Competitive Analysis – Template
- Competitor Monitoring Sheet
- Trend Analysis PESTEL – Forecasting Deck
- Industry
- Technology Roadmap Readiness – Sheet
- Technology Landscape – Framework
- Value Chain Analysis – Framework
- Segmentation Analysis – Sheet
- 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
- Segmentation
- Persona – Template (ICP)/Needs
- 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 & Succession
Content Category: Investing
Understand your business value and plan your exit.
- Financing
- Valuation Sheet
- Business Succession Plan
- Exit Strategy /Planning – 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
- Business Event – Checklist
- Customer Acquisition Funnel – Framework
- Marketing KPI Sheet – Template
- Marketing Scorecard – Assessment
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
- Idea list
- New products
Branding
Content Category: Marketing
Build a clear, consistent brand that customers recognize and trust.
- Brand Design – Checklist
- Brand Archetype – Sheet
- Brand Strategy
- Identify
- Reputation
- Tone of Voice – Sheet
Sales
Content Category: Sales
Turn leads into customers and grow revenue.
- Sales Action Plan – Template
- Hiring Sales Rep – Checklist
- Opportunity Scoring Matrix
- Sales Forecast
- Lead Generation – Funnel
- Follow-up Sequence
- Qualification – Framework
- Sales Script – Template
- Proposal – Template
- Closing
- Client Intake – Checklist
- Sales Pipeline Tracker
- Customer Retention Plan
- Account Management Plan
- Win/Loss Analysis
Pricing & Revenue Management
Optimize pricing, margins and revenue growth.
- Pricing Strategy – Framework
- Pricing Model – Calculator
- Cost & Margin – Calculator
- Break-Even Price – Calculator
- Discount & Promotion – Framework
- Revenue Forecast – Template
- Revenue & Margin – Dashboard
- Unit Economics – Calculator
- Customer Lifetime Value (CLTV) – Calculator
- Pricing & Revenue KPI Sheet – Template
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
- Support
- Complaint Handling Process
- Service Delivery – Checklist
- Customer Success Plan / Account Review Template
- NPS measurement
- Satisfaction measurement
- Review process
- Service KPI Sheet – Template
Business Growth & Scaling
Content Category: Business Growth
Grow your business and scale with confidence.
- Go to Market – Strategy Sheet
- Scaling – Framework
- Master Franchise Structure
- Stakeholder Analysis – Checklist
- Business Partnership – Framework
- Partnership Evaluation Matrix
- KPI Tree
- Resource Allocation Sheet
- Scenario Planning
Internationalization
Grow your business and scale with confidence.
- Market Entry
- International Expansion – Checklist
- Locatlization
- Country Expansion
- International Operations
- Website Translation/Localization – Checklist
- Business Partnership – Framework
- Partnership Evaluation Matrix
- Scenario Planning
Partnerships & Ecosystem
Grow your business and scale with confidence.
- Business Partnership – Framework
- Partnership Evaluation Matrix
- Alliances
- Strategic Partners
- Channels
- Stakeholder Management
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 Sheet – Template
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
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
- Regulatory Compliance
- Employment Law
- 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 Campaigns – Briefing
- SEO
- SEA
- Email Campaigning
- CRO
- Digital KPI Sheet – Template
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 Sheet – Template
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 Sheet – Template
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
- Cybersecurity – Checklist
- Workflows
- Process automation
- Technology / Software Selection Framework
- IT Asset / Software License Register
AI
Content Category: Technology
Identify, implement and manage AI opportunities across your business.
- AI Readiness – Assessment
- AI Opportunity / Use-Case Discovery – Framework
- AI Use-Case Prioritization – Matrix
- AI Business Case / ROI – Calculator
- AI Tools & Vendor Selection – Framework
- AI Implementation – Plan
- AI Workflow & Process Integration – Map
- AI Agents & Agent Coordination – Framework
- AI Governance, Risk & Responsible Use – Checklist
- AI Performance & Value – Scorecard
Data & 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
- Quarterly Planning – Sheet
- Data Backup / Recovery Checklist, Data Retention Schedule
- Business KPI Sheet – Template
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
Governance
Build clear accountability, oversight and decision-making across the business.
- Governance Structure – Framework
- Roles & Decision Rights – Matrix
- Delegation of Authority – Matrix
- Board / Management Meeting – Template
- Policy Register – Tracker
- Management Reporting – Template
- Internal Controls – Checklist
- Conflict of Interest – Policy
- Shareholder / Ownership – Checklist
- Governance KPI & Compliance – Scorecard
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
Quality Management
- Quality Management Plan
- Quality Control Checklist
- Quality Audit
- Non-Conformance Report
- Root Cause Analysis / 5 Whys
- Corrective & Preventive Action (CAPA)
- Defect / Error Tracker
- Customer Quality Issue Tracker
- Continuous Improvement Log
- Quality KPI Sheet – Template
Continous Improvement
- PDCA
- Kaizen Improvement Sheet
- 5 Whys
- Root Cause Analysis
- A3 Problem Solving
- Waste / Muda Analysis
- Improvement Opportunity Register
- Improvement Prioritization Matrix
- Corrective Action Tracker
- Continuous Improvement KPI
Operations / Production
Turn inputs into products and services efficiently, consistently and at the right quality.
- Production / Service Delivery – Plan
- Production Schedule – Template
- Capacity Planning – Sheet
- Resource Planning – Sheet
- Workflow / Process Flow – Template
- Work Order / Job – Tracker
- Production Cost – Calculator
- Productivity & Efficiency – Tracker
- Production Quality Control – Checklist
- Operations / Production KPI – Dashboard
Logistics & Inventory
Manage inventory, materials and deliveries efficiently.
- Inventory Management – Sheet
- Inventory / Stock Register
- Demand Forecast – Template
- Reorder Point & Safety Stock – Calculator
- ABC Inventory Analysis – Framework
- Stock Count / Cycle Count – Sheet
- Warehouse Management – Checklist
- Order Fulfillment – Checklist
- Delivery & Logistics Planning – Sheet
- Logistics & Inventory KPI – Dashboard
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
- 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
- Company Scorecard – track the critical company KPIs
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.
