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Free Business and Planning Resources

E-books, checklists, guides, templates, and more to help you grow
How to create a 3-year business plan

How to create a 3-year business plan

Want to create a strategic business plan of up to 3 years? Explore this detailed guide and learn how to organize your company's goals, objectives, and strategies for the next three years.

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How to Create a 5-Year Business Plan in 8 Easy Steps

How to Create a 5-Year Business Plan in 8 Easy Steps

Want to create a long-term business plan of up to 5 years? Explore this detailed guide and learn how to organize your company's goals, objectives, and strategies for the next few years.

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Business Plan Examples for Students

Business Plan Examples for Students

These examples guide students in creating organized business plans, covering financial projections, market analysis, and strategy.

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Free Business Plan Templates Google Docs

Free Business Plan Templates Google Docs

These free Google Docs templates help draft detailed plans, including market analysis and financials, all in a clear, digestible format.

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Free Business Plan Template for Excel

Free Business Plan Template for Excel

Use this free Excel template to create financial projections, including income statements, balance sheets, and cash flow analysis.

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Sales Forecast Templates

Sales Forecast Templates

Download this free sales forecast template to project monthly, yearly, and long-term sales with complete ease. It’s available in Google Docs, Word, and PDF formats.

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Startup Fundraising Checklist Template

Startup Fundraising Checklist Template

Stay organized and ready for investors with this free checklist template. It walks you throughkey documents, tasks, and milestones to hit when raising capital.

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Customer Analysis Template

Customer Analysis Template

Understand your customers better with this free customer analysis template. It helps you identify target demographics, analyze needs, and align your products or services with real customer insights.

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One Page Business Plan Template

One Page Business Plan Template

Plan your business fast with this free, simple one-page business plan template. It helps you organize your goals, strategy, and key numbers on a single page.

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Startup Costs Worksheet

Startup Costs Worksheet

This free startup costs worksheet helps you estimate, plan, and control your initial expenses with zero guesswork. Perfect for new founders and entrepreneurs looking to stay on budget and avoid surprises.

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Small Business Partnership Contract Template

Small Business Partnership Contract Template

Define your partnership clearly with this free small business contract template. It helps you outline roles, responsibilities, and terms. Ideal for small business owners and new partners seeking to establish a professional agreement.

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Investor Pitch Templates

Investor Pitch Templates

Prepare your investor pitch in less time with a clear, proven framework. This free investor pitch template has every section you need to create a compelling story and close funding.

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Positioning Statement Templates

Positioning Statement Templates

Need to communicate your product’s unique value effectively? This free positioning statement template helps you explain your product or service to your target audience with precision.

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Organization Chart Template

Organization Chart Template

Download this free organization chart template to create a professional hierarchy for any business. It's easy to edit, works in Word, PowerPoint, Excel, and Google Slides.

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Company Profile Templates

Company Profile Templates

Create your company profile quickly and professionally with our free company profile template. Customize it and present your company story and value with confidence.

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Marketing Plan Template

Marketing Plan Template

Plan smarter with our free marketing template, available in Google Docs, Word, and PDF formats. This template will help you turn your marketing goals into results.

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Checklist: Test Your Business Idea

Checklist: Test Your Business Idea

This business idea checklist walks you through validating your concept with real data, real feedback, and practical steps. Perfect for early-stage founders, solo entrepreneurs, and side hustlers.

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Market Survey Template

Market Survey Template

Download our free market survey template in Google Docs, Microsoft Word, and PDF formats to gather valuable customer insights and make smarter, data-driven business decisions.

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Business Proposal Template

Business Proposal Template

Use this free template to create winning business proposals with ease. It helps you present your offer clearly and professionally. Ideal for freelancers, consultants, and small business owners.

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The Art of Perfect Pitch

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.

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The Product Marketing Kit

The Product Marketing Kit

Plan, launch, and promote your product with a ready-to-use kit. Ideal for marketers, startups, and SaaS founders managing go-to-market strategy and tracking.

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The Market Analysis Kit

The Market Analysis Kit

Track your market insights using this free, editable market analysis kit. Use it to uncover customer needs, identify growth opportunities, and guide strategic decisions.

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Customer Persona Template

Customer Persona Template

Understand your customers better with this free customer persona template. It helps you map out key traits, needs, and behaviors of your ideal customers. Great for marketers, product teams, founders, and small businesses.

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A SMART Goal Template

A SMART Goal Template

Plan smarter and achieve more with our SMART goal template. It will help you quickly and intelligently develop measurable, actionable goals without making things too complicated.

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Mission and Vision Statement Templates

Mission and Vision Statement Templates

Use this free template to craft your company’s mission and vision with confidence. It helps you define what your business stands for and where it's going.

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Product and Service Description Workbook

Product and Service Description Workbook

Download this product and service description worksheet template to clearly and professionally describe what you're offering. Perfect for startup founders, product managers, and small business owners.

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The Business Model Canvas Template

The Business Model Canvas Template

Download this business model canvas template to map out, visualize, and refine your business ideas with ease. The template offers a clear, structured layout that brings focus to every critical element.

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The Lean Canvas Template

The Lean Canvas Template

Create a one-page plan to validate ideas fast. Perfect for startups and teams, this free lean canvas template brings clarity, speed, and structure in one place.

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An Operations Plan Template

An Operations Plan Template

Set clear goals and streamline daily operations with our free operations plan template. It simplifies planning with built-in structure and clarity, so you can focus on execution.

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The Competitive Analysis Kit

The Competitive Analysis Kit

Use this comprehensive competitive analysis kit to evaluate market position, identify threats, and understand opportunities to make informed business decisions.

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Free Business Plan Template – Download PDF, Word & Google Docs

Free Business Plan Template – Download PDF, Word & Google Docs

Free Download Business Plan Template for Small Businesses Get started with our easy-to-use, SBA lender-approved business plan templates. Perfect for entrepreneurs, small businesses, and startups! Download Now Create your Business Plan Available formats: Download counts: 524,483 All 100% free. We’re […]

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Confidentiality Statement Templates

Confidentiality Statement Templates

Protect your business plan with a free confidentiality agreement template. It helps startups and small businesses share ideas safely without complex legal hassles.

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Business Plan Checklist

Business Plan Checklist

Writing a business plan from scratch? Use this checklist template to organize your plan efficiently and make sure you’re not missing out on any important sections.

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Starting A Business WorkBook

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

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Business Startup Checklist Template

Business Startup Checklist Template

Launch your business with confidence using this free startup checklist template. It helps you organize tasks, set priorities, and track progress from the initial idea to a successful launch.

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Executive Summary Template

Executive Summary Template

Download this free executive summary template to write a short, strong overview of your business. It’s easy to edit, works in Word and Google Docs, and fits any business plan.

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Free Business Plan Covers Pages

Free Business Plan Covers Pages

Make a strong first impression with these free business plan cover templates. They’re professionally designed and easy to customize in Word or Google Docs.

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Financial Statements Template

Financial Statements Template

Track your business finances using this free, editable financial statement template. Available in Google Docs, Word, and PDF formats for your convenience.

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Business Problem Statement Template

Business Problem Statement Template

This free problem statement template helps you clearly outline issues and their impact. It’s easy to edit, works in Word and Google Docs, and suits any business plan or proposal.

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Ultimate Guide On Writing A Business Plan

Ultimate Guide On Writing A Business Plan

Download the e-book that includes a complete business planning guide by experts from Upmetrics

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