Your small business clients can download our useful business templates, so they can keep them for ongoing use. PDF’s and Word documents can be printed out and completed, Excel templates are interactive and allow users to experiment with different business scenarios.

Easy to include in your site

If you can embed YouTube videos you’ll be able to embed our content. If not, a little help from our web team and you’ll be done. See How to embed our content for more details.

Examples

Cash flow template

This template is an easy way to quickly project future cash movements.

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Five ways to increase profit

Make big increases in profit by making small adjustments in five key areas.

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  • Advertising break-even calculator
    Work out how much new business an advertising campaign needs to generate for you to break-even.
  • Advertising budget timeline
    Use this template to plan your annual marketing budget.
  • Calculate discounts and loyalty rewards
    Determine the cost of discounts when planning sales, promotions or loyalty discount offers.
  • Calculate your charge out rate
    A quick method to approximate how much you should charge for a person’s time.
  • Collecting debt calculator
    Work out the average number of days it takes you to collect debt.
  • Competitor research
    Record key information about your competitors to help you plan how you can compete.
  • Conducting a SWOT analysis
    Use this Strengths, Weaknesses, Opportunities and Threats template to help gather ideas for your business.
  • Consolidate your debt
    Work out if consolidating all your debt into one loan will be beneficial.
  • Five ways to increase profit
    Make big increases in profit by making small adjustments in five key areas.
  • Lifetime value of your clients
    Calculate your return on investment for the money you spend on retaining customers.
  • Market research survey template
    Gauge market demand for your new business idea.
  • Profile your customers
    Use this customer survey template to profile your customers and better understand their needs and motivators.
  • Ratio analysis
    Quickly work out if your business is improving or declining.
  • Setting your goals
    Record the steps you need to take and plan how you can achieve your long-term goals.

Costs

Each template can be licensed for a low monthly or annual licence fee. The licence covers the following:

  • Unlimited access
  • 24/7 access for users
  • Royalty-free content for users
  • Customer support
  • Technical support
  • Training management console

Available in these countries

  • UK £2.50/month (£30/year) per template *
  • USA $4/month ($50/year) per template *

* Costs are based on our generic localised content

Pricing

Check out our package pricing and FREE TRIAL offer here.