Free Business Templates

These free business templates will help guide you and your business.  Use them to help manage your growth and achieve success.

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Financial Statements

Financial statements have been developed over the centuries to answer different questions about an organization’s past, current and future performance.  These business templates show the three main financial statements you will need to plan, finance, and operate your business.  These are the Balance Sheet, Profit and Loss Statement, and Cash Flow Statement.[/one-third-first] [one-third]

Business Plan

The planning process should be a productive and challenging process to define the business and ensure its success.  Its main purpose is to identify and develop programs to capitalize on the opportunity.  It must also provide an opportunity to discover and plan for contingencies.  The following is a general template of suggestions to be included in a business plan.[/one-third][one-third]

Operating Profit Model Template

The Operating Profit Model Template is a valuable tool to analyze the total impact of various productions and cost variables on total profit.  Specifically, it allows users to vary price, units, and costs, and to compare outcomes.[/one-third][clear-line]

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Marketing Plan

Marketing seems more complex today with all the tools, complexity, and capabilities. However, developing an integrated plan allows small businesses to understand and simplify the process. The list below provides a simple guide to the components of a business plan.  Use this with the other business templates provided to help market your business successfully.[/one-third-first] [one-third]

Merchandising Plan

A good merchandising plan is essential to insure smooth and stable growth, especially when a company is young and running on slim inventory reserves.  With a merchandising plan, you are able to answer many questions that might arise as sales begin to grow and change.[/one-third][one-third]

Competitive Analysis

You must react to the marketing environment which is changing even faster today.  Do you know what companies like Pinterest, Groupon, Kings Road, EBay, Amazon, Google, Apple, etc., are doing?  Do you know what they are planning?[/one-third][clear-line][one-third-first]

U.S. Demographics Summary

One of the key startup requires is to understand your market niche and demographics. There are about 315 million people in the U.S.  This data which is summarized below is essential to determine your opportunities and constraints. It will help you drill down to identify your niche.[/one-third-first] [one-third]

Internet Sensitivity Marketing

At the end of the day, online marketing boils down to testing and measuring what you’re doing, tracking the results of campaigns, and tweaking the programs.  The following template allows you to identify and compare various internet and marketing strategies in terms of both volume and profit.[/one-third][one-third]

Product Analysis

The following template allows you to analyze sales volume and margins, to avoid wasting time, money, inventory dollars, and frequently adding confusion by adding complexity.  In addition, the opportunities from focusing on winners may even be greater than the losses from eliminating losers.[/one-third][clear-line][one-third-first]

 Sales Analysis Template

The Sales Analysis Template will help you know your product and competition; your advantages and your disadvantages. Understand the buyer, and their needs and constraints. Understand your strengths and weaknesses. Be prepared; listen, set goals, and have an action plan for success.

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Service Income Analysis Form

The service income analysis form template allows you to simply compare and estimate the earnings potential of one provider under different circumstances.

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How to Write a Winning Sales Pitch

Your sales pitch (or “elevator speech”) is as essential as your business card. You need to clearly and rapidly be able to communicate who you are, what you do, what you are interested in doing and how you can be a resource to your listeners. A sales pitch helps you really understand who you are and communicate it to your audience.[/one-third][clear-line]