85 free tools and templates · No account needed
Free Tools to Start, Run & Grow Your Business
Calculators, document builders, spreadsheets and templates for the numbers and paperwork that run a small business — from pricing and quotes to cash flow, marketing and the team.
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Essential business resources
From pricing a job to getting paid: work out your price, send a professional quote, agree the scope and keep an eye on cash.
- Pricing & ProfitJob / Service Pricing CalculatorPrice a job from its labour, materials and other costs at the margin you want.CalculatorYou get: Copyable textOpen calculator
- Quotes & PaymentsQuote & Estimate BuilderCreate an itemised PDF quote or estimate to send to a customer.Document builderYou get: PDFOpen quote builder
- Quotes & PaymentsScope of Work TemplatesSet out what a job does and does not include, in short and detailed versions.TemplateYou get: Word · PDFDownload templates
- Pricing & ProfitProfit Margin CalculatorCalculate margin and markup, the price for a target margin, and what a discount costs you.CalculatorOpen calculator
- Money & Cash Flow13-Week Cash-Flow ForecastAn Excel workbook that shows your weekly cash balance for 13 weeks, and what happens if customers pay late.SpreadsheetDownload spreadsheet
- Quotes & PaymentsPayment Reminder TemplatesPolite emails and texts for six late-payment situations. Fill in, edit and copy.TemplateYou get: Copyable textOpen templates
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What do you need to do?
Pricing & Profit
Set a price that covers your costs, check the margin and see what each job really made.
All 7 in Pricing & ProfitQuotes & Payments
Quote the job, agree the scope and changes, invoice it and follow up until you are paid.
All 12 in Quotes & PaymentsMoney & Cash Flow
Track income and spending, forecast cash, budget the year and produce your financial statements.
All 12 in Money & Cash FlowMarketing & Sales
Plan a marketing budget, measure ads and campaigns, and follow up every enquiry.
All 19 in Marketing & SalesWebsite & SEO
Work out what your website and SEO must deliver, and plan the content to get there.
All 6 in Website & SEOCustomers & Reviews
Welcome new clients, handle complaints, ask for reviews and know what a customer is worth.
All 7 in Customers & ReviewsRunning Your Business
Suppliers and stock, jobs and procedures, staff and hiring, and planning the business.
- Business Model & Lean Canvas Pack
- Client Content & Asset Request Pack
- Commercial Cleaning Walkthrough & Inspection Pack
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Search every resource, or filter by format and what you take away.
Browse by business
What kind of business do you run?
A short starting selection for each kind of business, in the order the work usually happens.
- Home Services & TradesPlumbers, electricians, builders, cleaners, gardeners and other businesses that work at the customer’s property.13 resources
- Beauty & WellnessSalons, barbers, beauty therapists, massage and wellness practitioners, and personal trainers.12 resources
- Freelancers & ConsultantsIndependent designers, writers, developers, coaches, bookkeepers and consultants working on their own.12 resources
- Agencies & Professional ServicesMarketing, design and web agencies, studios and small professional-services firms with a team.11 resources
- Shops & EcommerceHigh-street shops, online stores and makers who sell products.12 resources
- Food & HospitalityCafés, restaurants, bars, caterers, bakeries and food trucks.13 resources
All 85 free tools and templates
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