Small Business Ops
35 free templates
Pricing, onboarding, SOWs, business plans, sales pipelines.
Service Pricing Calculator
Cost + margin → hourly or project rate.
Break-Even Analysis
Fixed costs, variable costs, price → break-even units.
Profit Margin Calculator
Per-product margin, target price, markup.
ROI Calculator
Investment vs return, payback period.
CAC & LTV Tracker
Customer acquisition cost vs lifetime value by channel.
SaaS Metrics Dashboard
MRR, churn, ARPU, net retention. Monthly.
Lean Business Plan
One-page business plan. Problem, solution, customers, model.
Traditional Business Plan
Full 25-page plan. Bank- and SBA-ready.
Marketing Plan
Audience, channels, budget, monthly themes.
Sales Funnel Map
Stages, conversion %, drop-off points.
Lead Tracker
Leads with source, status, next action, value.
Sales Pipeline Tracker
Deal stages, weighted forecast, close dates.
Sales Commission Tracker
Reps, deals, commission %, payouts.
Client Onboarding Checklist
Welcome, contracts, intake, kickoff.
Statement of Work (SOW)
Scope, milestones, fees, acceptance criteria.
Monthly Client Report
Wins, in-progress, KPIs, next month.
Case Study Template
Customer problem → solution → result. Sales asset.
Testimonial Request Email
Polite ask + prompts so the customer can answer fast.
Social Media Strategy
Audience, voice, pillars, KPIs, monthly themes.
Meeting Agenda + Minutes
Pre-meeting agenda and post-meeting minutes in one doc.
One-on-One Meeting Template
Manager/report agenda. Wins, blockers, growth.
Performance Review Template
Quarterly or annual review. Goals, achievements, growth.
Job Description Template
Title, mission, responsibilities, requirements.
Employee Handbook Outline
Policy outline for small businesses. Customize and adopt.
Exit Interview Template
Reasons for leaving, suggestions, asset return.
OKRs Template
Quarterly objectives and key results.
SWOT Analysis
Strengths, weaknesses, opportunities, threats.
Competitor Analysis
Up to 5 competitors across 10 dimensions.
Customer Feedback Survey
Short survey for SaaS, retail, or services.
NPS Survey + Tracking
NPS survey form plus monthly tracking spreadsheet.
Vendor Comparison Matrix
Side-by-side vendor evaluation with weighted scoring.
Request for Proposal (RFP)
Vendor RFP with scope, evaluation, timeline.
Refund Policy
Refund eligibility, timeframe, process.
Terms of Service
Generic ToS for a website or SaaS.
Privacy Policy
Generic privacy policy for websites.