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.

Download
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.

Download
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.

Download
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.

Download
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.

Download
Sales Forecast Templates

Sales Forecast Templates

Use this template to organize your sales data and manage your resources more optimally.

Download
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.

Download
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.

Download
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.

Download
Startup Costs Worksheet

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.

Download
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.

Download
Investor Pitch Templates

Investor Pitch Templates

A good investor pitch is a must when raising money for your startup. Download high-impact investor pitch templates and presentations.

Download
Positioning Statement Templates

Positioning Statement Templates

Use this templates to write your own positioning statement that explains how it fills a market need

Download
Organization Chart Template

Organization Chart Template

Use this Organization chart template to help illustrate the roles and an organization’s hierarchy.

Download
Company Profile Templates

Company Profile Templates

Get this company profile template to use as a resource to easily create your own company profile.

Download
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.

Download
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.

Download
Cashflow Calculator

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.

Download
Market Survey Template

Market Survey Template

Use this template to find your target audience & competitors to make better decision crafting your product/service.

Download
Business Proposal Template

Business Proposal Template

Use this template to compose a detailed Business Proposal Template faster and easier for winning a prospective client.

Download
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.

Download
The Product Marketing Kit

The Product Marketing Kit

Use these marketing kit templates to define your Go-To marketing strategies for your next product launch

Download
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.

Download
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.

Download
A SMART Goal Template

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.

Download
Mission and Vision Statement Templates

Mission and Vision Statement Templates

Download these templates to get useful tips to write clear vision and mission statements for your business

Download
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.

Download
The Business Model Canvas Template

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.

Download
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.

Download
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.

Download
The Competitive Analysis Kit

The Competitive Analysis Kit

5 Competitive Research and Planning Templates to help you conduct business' competitive analysis

Download
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 […]

Download
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.

Download
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.

Download
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

Download
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.

Download
Executive Summary Template

Executive Summary Template

Download and use this executive summary template to write a summary of your business plan, project or memo

Download
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.

Download
Financial Statements Template

Financial Statements Template

Download financial statements template that includes balance sheets, income statements, cash flow. Use it to help understand your business' financial position

Download
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.

Download
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

Download