Templates & Documents

Ready-To-Use Business Templates

Professional documents, checklists, spreadsheets and contracts — download and customise in minutes. No starting from scratch.

16 Free Templates16 Premium TemplatesWord, Excel & PDFInstant Download

32+Total Resources

16Free Downloads

8Categories

7Resource Types

Most Downloaded

Our most popular free resources — start here.

PopularFree

Checklist

Startup Checklist

Everything you need to do before launching your business — in order.

Business Plan Template

A professional, investor-ready business plan with all the key sections.

Cash Flow Forecast Template

Track and forecast your monthly cash flow with this ready-to-use spreadsheet.

3.2k4.9Excel + Google Sheets

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PopularFree

Planner

Tax Deadline Calendar

Never miss an HMRC deadline — all key dates in one place.

Invoice Template

Professional invoice template with all legally required fields.

Social Media Content Calendar

Plan and schedule your social media content for the month.

2.8k4.8Excel + Google Sheets

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PopularFree

Template

Risk Assessment Template

A standard risk assessment template suitable for most small businesses.

32 resources found

Startup Checklist

Everything you need to do before launching your business — in order.

Business Plan Template

A professional, investor-ready business plan with all the key sections.

Business Launch Planner

A week-by-week planner to organise your launch activities.

Business Structure Comparison

Side-by-side comparison of sole trader, limited company and partnership.

Startup Cost Calculator

Estimate your startup costs and funding requirements.

Market Research Template

Structure your market research and competitive analysis.

Cash Flow Forecast Template

Track and forecast your monthly cash flow with this ready-to-use spreadsheet.

3.2k4.9Excel + Google Sheets

Download

PopularFree

Planner

Tax Deadline Calendar

Never miss an HMRC deadline — all key dates in one place.

Invoice Template

Professional invoice template with all legally required fields.

Business Expense Tracker

Log and categorise business expenses for tax purposes.

2.6k4.7Excel + Google Sheets

Download

Premium

Spreadsheet

Profit & Loss Statement

Monthly P&L template to track your business performance.

1.8k4.8Excel + Google Sheets

Preview

Premium

Spreadsheet

VAT Return Preparation Sheet

Organise your figures before submitting your VAT return.

Mileage Log

Record business mileage for HMRC expense claims.

HMRC Registration Checklist

Step-by-step checklist for registering with HMRC as a sole trader or limited company.

Privacy Policy Template

GDPR-compliant privacy policy template for small businesses.

Terms & Conditions Template

Standard T&Cs for service-based businesses.

GDPR Compliance Audit

Self-assessment checklist to check your GDPR compliance.

Marketing Plan Template

A structured marketing plan covering goals, channels and budget.

Social Media Content Calendar

Plan and schedule your social media content for the month.

2.8k4.8Excel + Google Sheets

Download

Free

Template

Customer Persona Template

Define your ideal customer with this structured persona worksheet.

Sales Call Script

A proven structure for sales calls and discovery conversations.

Website Launch Checklist

Everything to check before going live with your business website.

Employment Contract Template

A legally compliant employment contract for full-time and part-time staff.

Job Description Template

Write clear, effective job descriptions that attract the right candidates.

Employee Onboarding Checklist

Everything to do before and during a new employee's first week.

Freelancer / Contractor Agreement

A clear contract for working with freelancers and contractors.

Risk Assessment Template

A standard risk assessment template suitable for most small businesses.

Health & Safety Policy

A compliant H&S policy template for businesses with fewer than 5 employees.

Fire Risk Assessment

Document your fire risk assessment in line with legal requirements.

Business Systems Audit

Identify bottlenecks and inefficiencies in your business operations.

90-Day Growth Planner

Set goals, track progress and plan your next 90 days of growth.

Standard Operating Procedure (SOP)

Document your business processes so anyone can follow them.

8704.6Word + PDF

Preview

Resource Types Explained

Know exactly what you're downloading before you click.

Template

Structured document ready to fill in.

Checklist

Action list to work through step by step.

Spreadsheet

Excel or Google Sheets with formulas.

Policy

Formal policy document for your business.

Contract

Legal agreement between two parties.

Guide

Reference document explaining a topic.

Calculator

Interactive tool to calculate figures.

Planner

Planning tool to organise tasks or time.

Free vs Premium Templates

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16 templates available
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Core business documents
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Contracts & legal documents
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