Skip to content 
Free Business and Planning Resources
E-books, checklists, guides, templates, and more to help you grow
Sales Forecast Templates
Use this template to organize your sales data and manage your resources more optimally.
Startup Fundraising Checklist
Use this checklist as an all-around guide to getting your business funded.
Customer Analysis Template
This template will help you analyze your customer base and design better product/service for them.
One Page Business Plan Template
Use this simple one-page business plan template to immediately get started on your plan.
Startup Costs Worksheet
Use this Worksheet to calculate the startup costs for your small business so you can estimate profits, attract investors and request for funding.
Small Business Partnership Contract Template
The contract template is designed to help small business owners create a partnership agreement between two or more parties.
Investor Pitch Templates
A good investor pitch is a must when raising money for your startup. Download high-impact investor pitch templates and presentations.
Positioning Statement Templates
Use this templates to write your own positioning statement that explains how it fills a market need
Organization Chart Template
Use this Organization chart template to help illustrate the roles and an organization’s hierarchy.
Company Profile Templates
Get this company profile template to use as a resource to easily create your own company profile.
Marketing Plan Template
A marketing plan helps you get the most out of your marketing efforts. Use this template to write an effective marketing plan.
Checklist: Test Your Business Idea
Use this checklist to figure out which ideas are worth investing your time, money, and efforts in.
Cashflow Calculator
Use this simple cash flow calculator to know where you are spending your money, how much cash is available for those vital day-to-day obligations.
Market Survey Template
Use this template to find your target audience & competitors to make better decision crafting your product/service.
Business Proposal Template
Use this template to compose a detailed Business Proposal Template faster and easier for winning a prospective client.
The Art of Perfect Pitch
This E-book gives you a step-by-step guide to writing well-rounded business pitches that win hearts, minds, and new business.
The Product Marketing Kit
Use these marketing kit templates to define your Go-To marketing strategies for your next product launch
The Market Analysis Kit
Market Analysis guide and Planning templates, Use these templates to conduct your market research & analysis.
Customer Persona Template
Use this template to create engaging buyer personas for your market research, sales and customer service.
A SMART Goal Template
Use this template to clarify what goals you want to achieve, the measures taken for the same, and what purpose will be fulfilled if you achieve those goals.
Mission and Vision Statement Templates
Download these templates to get useful tips to write clear vision and mission statements for your business
Product and Service Description Workbook
Use this worksheet to describe products and services, Develop a clear, succinct, and easy-to-understand description.
The Business Model Canvas Template
Use this template to align your business priorities and ideas on one page, this is also called a one-page business model.
The Lean Canvas Template
Use this canvas to quickly define a business plan, pitch your idea to lenders and investors and brainstorm ideas with your team and collaborators.
An Operations Plan Template
An operational plan template will help you set goals for your business and take actionable steps for fulfilling the same.
The Competitive Analysis Kit
5 Competitive Research and Planning Templates to help you conduct business' competitive analysis
Business Plan Template
Download a business plan template that anyone can use to write their Business plan quickly. You just have to fill in the blanks
Confidentiality Statement Templates
Download and use this templates to write confidentiality agreements for your business plan readers
Business Plan Checklist
Download and use this checklist to measure where you are in process of collecting the necessary information and writing your business plan.
Starting A Business WorkBook
Download and use this workbook to learn how to start a profitable business, A complete guide on starting a new business
Business Startup Checklist
Download and use this checklist to follow the basic steps that requires to start a new business
Executive Summary Template
Download and use this executive summary template to write a summary of your business plan, project or memo
Business Plan Cover Pages
Download simple, clean, and good looking business plan cover pages that are used to give an overview of all the key information of your business
Financial Statements Template
Download financial statements template that includes balance sheets, income statements, cash flow. Use it to help understand your business' financial position
Problem Statement Templates
Download 3 free problem statement templates that anyone can use to write their Business Problem Statements quickly. You just have to fill in the blanks
Ultimate Guide On Writing A Business Plan
Download the e-book that includes a complete business planning guide by experts from Upmetrics
Subscribe to Our Resources
Stay up to date with hand-curated business tips & advice weekly.
