45 templates · 6 document builders

Free business templates

Spreadsheets, documents and checklists for running the business and the paperwork around a job. Most come blank and as a completed example. Message templates copy straight from the page; files download with your email address, which also subscribes you to occasional emails with tools, tips and product recommendations. No account needed.

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
Quotes & PaymentsScope of Work TemplatesSet out what a job does and does not include, in short and detailed versions.TemplateYou get: Word · PDFDownload templates
Money & Cash FlowBalance Sheet TemplateAssets, liabilities and equity at one date, with the difference left visible and missing items listed.SpreadsheetDownload spreadsheet
Money & Cash FlowBusiness Bills & Renewal CalendarTrack regular bills, renewals and cancellation deadlines, with what is due next.SpreadsheetDownload spreadsheet
Money & Cash FlowBusiness Budget & Actuals TemplateSet a 12-month budget, record actuals and see the variance line by line.SpreadsheetDownload spreadsheet
Money & Cash FlowBusiness Mileage LogLog business trips in miles or km, with monthly totals and an amount at your own rate.SpreadsheetDownload spreadsheet
Running Your BusinessBusiness Model & Lean Canvas PackBusiness Model and Lean Canvas templates, with a worked example and assumption tests.TemplateYou get: Word · PDFDownload templates
Quotes & PaymentsChange Order TemplateRecord added or removed work, the price difference and new dates, with a decision record. Word and PDF.TemplateYou get: Word · PDFDownload template
Running Your BusinessClient Content & Asset Request PackRequest logos, copy and images from a client, and track what has arrived.TemplateYou get: Word · PDFDownload templates
Quotes & PaymentsClient Intake & Discovery PackA client intake questionnaire and a discovery-call worksheet, with examples.TemplateYou get: Word · PDFDownload templates
Customers & ReviewsClient Welcome & Onboarding PackA welcome document for new clients and an internal onboarding checklist, in Word and PDF, with two examples.TemplateYou get: Word · PDFDownload templates
Running Your BusinessCommercial Cleaning Walkthrough & Inspection PackA pre-quote walkthrough form and a post-clean inspection checklist.TemplateYou get: Word · PDFDownload forms
Website & SEOContent Calendar & Keyword PlannerPlan content, campaigns and keyword research in one workbook, and record results.SpreadsheetDownload spreadsheet
Marketing & SalesCustomer Case Study TemplateA customer case study built on evidence, with an internal checklist for claims and publication permissions.TemplateYou get: Word · PDFDownload templates
Customers & ReviewsCustomer Complaint & Resolution LogTrack each complaint, who owns it, what you promised and whether it was resolved.SpreadsheetDownload spreadsheet
Quotes & PaymentsCustomer Statement of AccountShow a customer their invoices, payments and credits in date order, and the balance owed.SpreadsheetDownload spreadsheet
Running Your BusinessDelivery Note & Receiving ChecklistA delivery note against the order, and a checklist for checking in deliveries.TemplateYou get: Word · PDFDownload templates
Running Your BusinessEmployee Onboarding & Offboarding PackChecklists for a new starter’s first weeks and for someone leaving.TemplateYou get: Word · PDFDownload templates
Running Your BusinessEquipment Maintenance & Loan PackAn equipment register with a maintenance and fault log, plus an issue-and-return form for lending equipment.SpreadsheetYou get: Word · PDFDownload templates
Money & Cash FlowExpense Reimbursement ClaimA printable expense claim that keeps claimed, approved and reimbursed amounts apart, with a decision record.SpreadsheetDownload spreadsheet
Money & Cash FlowIncome and Expense TrackerRecord money received and paid, with monthly totals and a closing cash balance.SpreadsheetDownload spreadsheet
Running Your BusinessInventory & Reorder SpreadsheetAn Excel workbook that tracks stock in and out, shows what is on hand and on order, and lists what to reorder.SpreadsheetDownload spreadsheet
Running Your BusinessJob Description & Interview Scorecard PackA job description, an internal hiring brief and an interview scorecard.TemplateYou get: Word · PDFDownload templates
Pricing & ProfitJob Profitability SpreadsheetCompare a job’s estimated and actual costs, including your own time, to see its real profit.SpreadsheetDownload spreadsheet
Money & Cash FlowMonthly Sales Forecast & ActualsCompare expected and actual sales by product across 12 months.SpreadsheetDownload spreadsheet
Running Your BusinessOne-Page Business PlanSet out customer, offer, money and next steps on one page, with an assumptions worksheet.TemplateYou get: Word · PDFDownload templates
Pricing & ProfitPrice Increase Letter & Email TemplatesClear, respectful emails, texts and printable letters for telling customers about a price change.TemplateYou get: Copyable textOpen templates
Money & Cash FlowProfit & Loss Statement TemplateA monthly profit and loss statement, from revenue to profit before tax.SpreadsheetDownload spreadsheet
Customers & ReviewsProject Communication PackA client progress report, a feedback sheet and a decision log for projects.TemplateYou get: Word · PDFDownload templates
Running Your BusinessProject Timeline & Milestone PlannerPlan tasks and milestones on a weekly timeline, with overdue and blocked work listed.SpreadsheetDownload spreadsheet
Quotes & PaymentsQuote Follow-up TemplatesPolite emails and texts for following up a quote you have sent.TemplateYou get: Copyable textOpen templates
Marketing & SalesSales Enquiry & Follow-up TrackerTrack enquiries, follow-ups due and overdue, and what you won or lost.SpreadsheetDownload spreadsheet
Quotes & PaymentsSite Visit & Measurement FormRecord measurements, conditions, access and photos on a site visit before you quote.TemplateYou get: Word · PDFDownload form
Running Your BusinessSmall-Business Pitch Deck TemplateA 10-slide editable pitch deck for a local business, with a worked example, speaker notes and a short guide.TemplateYou get: Word · PDF · PowerPointDownload templates
Running Your BusinessSOP & Checklist PackWrite a standard operating procedure and a matching checklist for a task.TemplateYou get: Word · PDFDownload templates
Running Your BusinessStaff Leave TrackerTrack leave requests, allowance used and remaining, and who is away each month.SpreadsheetDownload spreadsheet
Running Your BusinessStaff Training & Competency MatrixTrack who needs which skill, training status, sign-off and reviews due.SpreadsheetDownload spreadsheet
Money & Cash FlowStartup Cost & Funding Gap WorksheetAdd up what opening will cost and see the gap against the money you have confirmed.SpreadsheetDownload spreadsheet
Running Your BusinessSupplier Quote Comparison SheetCompare up to five supplier quotes like for like: upfront, recurring and total cost over the same period.SpreadsheetDownload spreadsheet
Running Your BusinessSWOT & Competitor Analysis PackA SWOT that leads to actions, and a sourced competitor comparison workbook.TemplateYou get: Word · PDF · SpreadsheetDownload templates
Running Your BusinessTeam Meeting & 1:1 PackA weekly team meeting record built around decisions and actions, and a private manager–employee 1:1 template.TemplateYou get: Word · PDFDownload templates
Quotes & PaymentsUnpaid Invoice TrackerTrack outstanding invoices, partial payments, ageing and follow-ups due.SpreadsheetDownload spreadsheet
Running Your BusinessWeekly Employee SchedulePlan a small team’s weekly shifts, with hours per person and overlap checks.SpreadsheetDownload spreadsheet
Running Your BusinessWork Order & Handover PackA work order with a completion record, a customer job handover, and a staff shift handover, in Word and PDF.TemplateYou get: Word · PDFDownload templates

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