Business templates for cleaner small-team operations.
Download practical, editable DOCX and XLSX templates for the recurring work small service businesses need to run: onboarding clients, documenting processes, reviewing the week, tracking vendors, following up on invoices, and preparing temporary owner coverage.
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Individual templates
Start with the document you need today.
Single-purpose templates for specific jobs: intake, kickoff, meeting notes, SOPs, weekly review, vendors, and invoice follow-up.
Client onboarding
Client Intake Form
$4.99
Editable intake form for goals, constraints, contacts, decision makers, success criteria, risks, and next steps.
Client onboarding
Client Kickoff Agenda
$4.99
A structured kickoff agenda for scope, cadence, roles, risks, decisions, and first-week actions.
Client operations
Meeting Notes & Action Tracker
$4.99
A meeting notes template that captures decisions, owners, due dates, and open questions.
Processes & SOPs
SOP Builder Template
$4.99
A practical SOP format with purpose, trigger, inputs, steps, quality check, escalation rules, and owner.
Packs and mini-kits
Grouped templates for repeatable workflows.
Use focused packs when one document is not enough: client onboarding, SOP building, weekly operations, admin/finance follow-up, and owner coverage.
Browse all kits$14.99
Client Onboarding Kit
Intake form, kickoff agenda, welcome email pack, and meeting/action tracker in one ZIP.
$9.99
SOP Builder Kit
SOP builder template plus audit checklist for reviewing whether a process is actually usable.
$9.99
Weekly Ops Kit
Weekly operations review document plus a simple XLSX dashboard/action log.
$9.99
Admin & Finance Follow-Up Kit
Vendor/renewal tracker plus a full 4-stage escalation toolkit with email templates, tracking tables, cadence guidance, and hold notices for overdue invoices.
Complete bundle
Small Business Ops Bundle
$24.99
A starter operating library for small service businesses: onboarding, SOPs, weekly ops, admin/finance, meeting follow-up, and owner coverage.
Review the complete bundleFree resources
Try a few free templates first.
Use the free resources to sample the style, then buy the focused template or kit that matches the work you need to organize.