Free printable templates and checklists
One-page templates for small business owners. Open one, fill it in on screen or print it, and save it as a PDF. No sign-up.
Marketing
Plan your Black Friday, Christmas and New Year promotions on one page. Fill in the key dates, pick one offer per date, decide where you will announce it and check that you can actually deliver. Works for shops, salons, restaurants and service businesses in the US and UK.
Pet care
A one-page agreement for pet sitters and dog walkers. It captures the pet's details, daily care instructions, vet and emergency contacts, fees and consent, so both sides know what to expect. It is a starting template, not legal advice: check local rules and your insurer's requirements before using it.
Starting a business
A practical order of operations for launching a small service business. Rules differ by state and council, so use the checklist to know what to look up, not as legal advice.
Pricing
A clear quote shows what is included, what it costs and what happens next. Fill in the lines, add your terms and send it the same day.
Client acquisition
Most lost sales are not rejections, they are silence. Log every enquiry here with the next step and a date, and check the page every morning.
Beauty
A simple one-page form for new clients: contact details, relevant history, allergies and consent. Add the questions your insurer or local rules require and keep completed forms private and secure.
Local SEO
Everything a local business should set up so customers nearby can find it on Google and Maps. Tick items off as you go and come back every quarter.
Marketing
A one-page routine for the first week of every month. Work through it in about an hour, tick each item, and write down the numbers so you can see what is working.
Real estate
A clean sign-in sheet that captures who visited and what they want next. It includes a short consent line so you can follow up properly. Check your local rules on marketing messages before you contact anyone.
Social media
Plan a whole week of posts on one page. Fill in the post idea, format and call to action for each day, tick it off when it is published, and keep the page by your desk. Works for Instagram, Facebook, TikTok and Pinterest.
Looking for calculators instead? See the free tools, or browse the free guides.