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Free small business templates and checklists
Editable operating documents for small service businesses. Every template downloads directly in PDF and DOCX with no account, no email gate and no trial.
Operations
All operationsSOP Template
A standard operating procedure template gives you a fixed structure for writing down a repeatable task: what the procedure covers, who owns it, what is needed before starting, the numbered steps, and how you know the work was done correctly. Fill it in once for a job you repeat weekly and anyone on your team can run that job the same way.
Open PDF · DOCXMeeting Notes Template
A meeting notes template captures the three things that matter after a meeting: what was decided, what happens next, and who owns each action by when. Discussion detail is optional; decisions and actions are not.
OpenPeople
All peopleEmployee Onboarding Checklist
An employee onboarding checklist tracks everything that has to happen from the moment an offer is accepted through the first 90 days: paperwork, equipment, access, introductions, training and check-ins. It stops the common failure where a new hire spends week one waiting for a laptop and a login.
Open PDF · DOCXNew Hire Checklist
A new hire checklist is the short setup list a manager works through so a new employee arrives to a working desk, van or account on day one. It covers equipment, system access, day one logistics and the first week of supervised work.
Open PDF · DOCXJob Description Template
A job description template structures a role in a way that helps you hire and manage: the purpose of the role, the outcomes it owns, the day-to-day responsibilities, the requirements that genuinely matter, and the practical working conditions. Outcomes are what make it useful after the hire.
Open PDF · DOCXPerformance Review Template
A performance review template gives a small team a fair, repeatable structure for a review conversation: what the person is accountable for, what actually happened with evidence, what they should keep doing, what needs to improve, and the two or three commitments for the next period.
OpenSales & Clients
All sales & clientsClient Onboarding Checklist
A client onboarding checklist covers everything between a signed agreement and productive work: welcome message, kickoff meeting, required assets and access, points of contact, communication expectations, schedule and the first deliverable. It removes the stalled first two weeks that damages otherwise good engagements.
Open PDF · DOCXClient Intake Form
A client intake form collects the information you need before quoting or starting work: who the client is, what outcome they want, the constraints, budget range, timeline and who decides. Used consistently it shortens your sales cycle and stops you writing proposals against guesses.
Open PDF · DOCXBusiness Proposal Template
A business proposal template gives you a repeatable structure for pitching work: a short summary of the client's situation, your recommended approach, exactly what is delivered, what is excluded, pricing, timeline and the next step. It should be readable in five minutes by someone who was not in the meeting.
Open PDF · DOCXScope of Work Template
A scope of work document states exactly what will be delivered, what will not, who does what, when each milestone lands and how changes are handled. It is a project-scoping tool that makes expectations explicit before work begins.
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