Free templates for small businesses
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Updates & reports
Keep clients, your team and yourself in the loop.
Board report
A board-ready summary of results, progress, and the decisions you need.
Project status report
Where a project stands: status, risks, milestones, and next steps.
Weekly report
A short weekly note on progress, blockers, and what is next.
Monthly report
The month in one read: results, highlights, and what changed.
KPI report
Your key numbers in one place, with the trend behind each one.
Investor update
A monthly update on traction, metrics, wins, and asks for your investors.
Sales & customers
Win the work and keep customers coming back.
Quote
A clear price breakdown a client can approve in minutes.
Cold email follow-up
A polite nudge that revives a cold thread without the pushiness.
Sales follow-up email
A timely follow-up that moves the deal to the next step.
Project proposal
Scope, timeline, and price laid out to win the yes.
Client onboarding
Everything a new client needs to start well, in one place.
Case study
A results story that shows prospects what you can do.
Follow-ups & meetings
Run it, then actually close the loop.
Meeting minutes
A formal record of attendance, motions, and outcomes.
Meeting notes
The discussion, decisions, and next steps, captured cleanly.
Team meeting agenda
The topics, owners, and timing to keep a meeting on track.
Action items
Who owes what by when, sent right after the meeting.
One-on-one meeting
A simple 1:1 agenda for a useful one-on-one.
Decision log
A running record of what was decided, and why.
Hiring & people
Hire well and get new people up to speed.
Job description
The role, responsibilities, and must-haves to attract the right people.
Employee handbook
Your policies, culture, and how-we-work in one document.
Onboarding checklist
Every step to get a new hire set up and productive.
Interview scorecard
A consistent way to rate candidates and compare notes.
30-60-90 day plan
Clear goals for a new hire's first three months.
Performance review
A fair, structured look at progress, strengths, and goals.
Plans & processes
Set the direction and keep the business running.
SOP
A step-by-step procedure anyone on the team can follow.
Project brief
The goal, scope, and success measures before work starts.
Roadmap
What you are building and when, at a glance.
OKR
Objectives and the measurable results that show progress.
Risk register
The risks you are tracking, their impact, and the plan.
Business plan
Your model, market, and numbers in one clear document.
Marketing
Get the word out without starting from a blank page.
SWOT analysis
Strengths, weaknesses, opportunities, and threats in one view.
Marketing plan
Your channels, budget, and goals for the quarter ahead.
Content calendar
What you are publishing, where, and when.
Campaign brief
Everything a campaign needs to launch and be measured.
Creative brief
The goal, audience, and message before the work begins.
Press release
An announcement written the way the press expects it.
Personal & family
The personal commitments that slip while you run the business.
Family calendar
Everyone's plans, school, and commitments in one shared view.
Family organizer
The details and dates your household keeps forgetting.
School events calendar
Term dates, plays, and parents evenings, never missed.
Holiday planner
The trip mapped out: bookings, packing, and to-dos.
Renewal tracker
Insurance, subscriptions, and renewals before they lapse.
Birthday tracker
Who, when, and what to give, sorted in advance.
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