Free small business templates
Copy them, print them, adapt them. No sign-up and nothing to download.
Standard operating procedure (SOP) template
- Procedure name and ID
- Owner (one named person) and last reviewed date
- Purpose: what this procedure achieves, in one sentence
- Trigger: what starts it
- Tools, logins and documents needed
- Steps: numbered, one action per step, with who does it
- Done looks like: the checkable end state
- Common mistakes and how to avoid them
- Escalation: who to ask when something doesn't fit
Client onboarding checklist
- Signed agreement and scope saved
- First invoice or deposit sent and paid
- Kickoff call booked within 5 working days
- Main client contact and decision-maker confirmed
- Access, logins and assets collected
- Goals and success measures written down and agreed
- Communication channel and update rhythm agreed
- First deliverable and date confirmed
- Internal owner assigned and introduced
- 30-day check-in booked
Weekly business review agenda (45 minutes)
- 5 min — Last week's commitments: done or not done
- 10 min — Numbers: cash, sales, pipeline, key KPIs vs target
- 10 min — Customers: wins, complaints, churn risks
- 10 min — Blockers: what is stuck and who unblocks it
- 5 min — Top 3 priorities for this week, each with one owner
- 5 min — Decisions made and actions written down