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 business planning, marketing, finance, customer research, websites, and project planning. You can save time, work more professionally, and follow proven methods that support clear goals and steady growth.
- 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
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? – 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
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 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
- 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
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
Know your customer deeply.
- 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
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
- Scrum Thinking – Methodology
Marketing Templates
Build and professionalize 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
- Customer Acquisition Funnel
Branding
Create a powerful and strong brand.
- Brand Design – Checklist
- Brand Archetype – Sheet
- Tone of Voice – Sheet
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
- Sales Pipeline Tracker
- Lead Generation Plan
- Qualification – Framework
- Sales Forecast
- Proposal – Template
- Follow-up Sequence
- Account Plan
- Win/Loss Analysis
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
- Service Delivery – Checklist
- Customer Success Plan / Account Review Template
Business Growth & Scaling
Grow your business and scale smarter.
- 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
- 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
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
Quality / Risk Management
Manage risk. Build resiliency.
- 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
Build the basic legal framework for your business.
- 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
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
Manage social media.
- Content Strategy – Template
- Social Media Plan – Template
- Channel Mix – Overview
- Social Media Content Calender – Template
- Social Media KPI – Deck
Website
Manage and build 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
- AI Readiness / AI Opportunity Assessment
- AI Use-Case Prioritization Matrix
- Cybersecurity – Checklist
- Technology / Software Selection Framework
- IT Asset / Software License Register
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
- Data Backup / Recovery Checklist, Data Retention Schedule
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
- Delegation / Responsibility Matrix
- Performance Review – Template
- Capacity Planning Sheet
- Change Management Plan
- Skills / Competency Matrix
- Employee Goal/Development Plan
- Leave/Absence Tracker
Execution & Focus
Execute better. Task removal. Prioritize.
- 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
Processes / Operations
Map your processes. Be more resilient.
- 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
- 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
Run a community.
- Stakeholder Engagement Plan
- Theory of Change Template – Especially for social enterprises
- CSR Action Plan – Corporate Social Responsibility
CEO / Business Management
- Weekly CEO / Founder Dashboard
- Business Health Scorecard
- 90-Day Priorities
- Annual Operating Plan
- Weekly CEO Dashboard
- Monthly Management Review
- Quarterly Business Review
- Decision Log
- Issue/Priority Tracker
- Management Meeting Agenda
- KPI Tree
- Resource Allocation Sheet
- Scenario Planning
Personal Development
Develop yourself. Build capabilities. Improve your leadership.
- 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
Valuation / Exit
What is my company worth?
- Valuation Sheet
- Business Succession Plan
- Exit Strategy – Template (IPO, Acquisition, MBO)
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.
