How to create a customer profile to reach your target...
Successful business owners and marketing managers share a common understanding — you can’t reach your target customers if you don’t know who they are. That’s why...
Best rental property spreadsheet template for download
Real estate is one of the best long-term investments you can make. But there’s a not-so-glamorous side of real estate investment. And that’s property...
The ultimate dashboard template for businesses
A dashboard isn’t just that part of your car to check you’re going the speed limit. It’s also a useful business tool for displaying information visually — it can...
Customizable client intake form template
Clients are the lifeblood of any service-based business. But every new client brings a challenge — how do you successfully onboard them to achieve both a positive...
Free organizational chart template for HR
Organizational charts are visual aids that help leaders to see, at a glance, the overall management structure in their company. It shows the relationships between each...
All-in-one budget proposal template
Let’s face it — new business projects can require a lot of buy-in and resources. Persuading relevant stakeholders to invest in a new project isn’t easy — and...
Price quote template for speedy sales processes
Price quotes are an integral part of doing business in many industries. They help communicate pricing estimates to customers in a concise and professional manner....
Printable work order templates to manage your work...
When it comes to executing technical tasks, detailed work orders are a must-have. Whether it’s for repair work, routine maintenance, or any other field service task, a...
Customizable profit and loss template for SMBs
Not quite sure what a profit and loss template is or what it does? You’re not alone. A profit and loss statement is known by many different names. You’ll often hear...
How to create an Excel timeline with a template
A missed project deadline can be detrimental to a client relationship. Unfortunately, this happens too often. While rough estimates and guesswork might cut it for...
Free construction bid templates for teams
Use our construction bid template to simplify the way you run your construction business.
Free Excel summary templates for busy professionals
Microsoft Excel is a powerful tool for creating summaries of all varieties. Unfortunately, it can be pretty complex to navigate — especially for those of us who...
Easy home renovation budget template
A renovation budget template could be the perfect remedy for your next project.
7 free Kanban board templates to help visualize your...
Kanban board templates save project managers a ton of time and provide a source of inspiration for structuring workflows. Setting up a new Kanban board with a template...
Get Your Free Excel Spreadsheet for Business Expenses
An Excel spreadsheet for tracking business expenses can significantly improve your financial health by streamlining your expense management. But unless you’re a...
Workflow template for custom project management
Workflow templates have become essential for any project. Whatever task your team is working on, you need a central tool to set up and visualize key components of the...
What is a simple bill of sale and why do you need one?
Whenever you buy or sell something, you have to protect yourself and your business. Even a misunderstanding between two parties during a transaction can lead to future...
A free business plan template to organize your strategy
All successful companies have moving pieces. Whether it’s a brand new venture or a strategical shift in an existing company, there’s a lot to account for to...
Free DMAIC template for rapid process improvement
DMAIC — a structured, five-step approach to process improvement — is integral to the Six Sigma initiative. It’s a popular and robust methodology for...
Land more clients with this bid template
Our bid template sets you up for success to earn a contract with a company.
Nail your USP with the ultimate value proposition...
Value proposition templates provide businesses with a framework for showing potential customers exactly how their company solves customer pain points. In this article,...