Ten Starter Templates for Small Businesses

As a small business owner, it is crucial to plan for the future, establish a solid foundation at the beginning, and develop a consistent working system. Small businesses often attempt to accomplish big goals with small teams. Therefore, it is vital to be able to organize all the work. Effective planning at the start will assist you in assigning tasks and responsibilities to your team as you build your business units in the future. With these easily customizable templates, you can quickly guide your startup without paying for multiple planning software. Say goodbye to tedious Excel spreadsheets and complex software. Now, everything is straightforward and in one place.

Use these templates as a starting point for your small business, and easily create your own business applications with your own data.

Budget Template

‍This template can help small businesses create a budget and track their expenses. It includes categories for income, expenses, and savings. The budget template is an essential tool for small businesses to keep track of their income and expenses. It helps business owners to plan their spending and make sure that they have enough money to cover their costs. The budget template includes several categories for income, expenses, and savings. It also includes a chart or table to visualize the data, making it easy to identify trends and areas where adjustments need to be made.

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‍Customer Database Template

This template can be used to store and organize information about customers, such as contact information, purchase history, and notes about interactions. It allows small businesses to easily track and manage customer relationships, which can be crucial for building loyalty and repeat business. The template can also include fields for segmenting customers into different groups, such as frequent customers, VIPs, and inactive customers, which can help businesses to target their marketing efforts more effectively. Additionally, this template can be used to generate reports and analyze customer data, which can provide valuable insights for making strategic decisions.

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Sales Tracking Template

This template can be used to track sales and revenue over time. It includes a chart to visualize sales data and a table to track specific sales transactions. The sales tracking template is an essential tool for small businesses to track and analyze their sales performance. It helps business owners to identify trends and make informed decisions about their sales strategy.

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‍Employee Scheduling Template

‍This template can be used to create a schedule for employees. It includes fields for employee names, positions, and schedules. The employee scheduling template is an essential tool for small businesses to create and manage a schedule for their employees. It helps business owners to ensure that their employees are scheduled for the right shifts, at the right times, and that there is adequate coverage for all shifts.

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Inventory Tracking Template

This template can be used to track inventory levels and reorder points. It includes fields for product information, current stock levels, and reorder points. The inventory tracking template is an essential tool for small businesses to keep track of their stock levels and reorder points. It helps business owners to ensure that they have enough inventory to meet customer demand and avoid stockouts, which can lead to lost sales.

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Project Tracking Template

‍This template can be used to track progress on multiple projects. It includes fields for project information, task lists, and completion dates. The project tracking template is an essential tool for small businesses to plan, track and manage their projects from start to finish. It helps business owners to ensure that projects are completed on time, within budget and meeting the desired quality standards.

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Expense Tracking Template

‍This template can be used to create expense reports for reimbursement or for tracking business expenses. It includes fields for date, category, and amount spent. The expense tracking template is an essential tool for small businesses to keep track of their expenses and manage their finances. It helps business owners to ensure that they have enough money to cover their costs and make informed decisions about their spending.

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Marketing Plan Template

This template can be used to develop and organize a marketing strategy for the business. It includes sections for identifying target customers, analyzing the competition, setting marketing goals, and outlining tactics and timelines for achieving those goals. It can also include a budget section for tracking marketing expenses and measuring the ROI of marketing efforts. With this template, small businesses can create a comprehensive plan for promoting their products or services, and can make more informed decisions about where to allocate their resources.

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Meeting Agenda Template

This template can be used to organize and plan the agenda for a meeting, ensuring that all important topics are covered and that the meeting runs efficiently. The template can include sections for the date, time, location, attendees, and agenda items. Additionally, it can also include fields for assigning tasks, setting deadlines, and noting any follow-up actions required. With this template, small businesses can ensure that all important information is communicated and decisions are made in a timely and organized manner. This template is particularly useful for regular meetings, such as team meetings or department meetings, where a consistent format and structure can help to keep the meeting on track and productive.

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Job Application Template

This template can be used to create a standardized and professional form for job applicants to fill out and submit. It can include sections for personal information, education, work experience, skills, and references. Additionally, it can also include fields for uploading a resume and cover letter. With this template, small businesses can easily collect and organize information from job applicants and make more informed decisions about who to hire. This template is particularly useful for businesses that are frequently hiring employees, as it streamlines the process and allows them to easily compare candidates.

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