While you can use the predefined templates in QuickBooks Online to generate invoices, there are some instances where you need to create your own. We have prepared 10 free downloadable QuickBooks invoice templates that you can customize and import into the software. Each is customized to a specific industry, such as freelancers, law firms, wholesalers,…
Templates
7 Sales Email Templates Examples That Work
Sales email templates are tailorable message scripts reps use to make sales introductions to leads and prospects or follow-ups through email. By using an effective custom template, sales team members can easily plug in identifiable and contextual information to each message, speeding up the communication process. In this article, we provide seven free sales introduction…
Sales Performance Review Templates & Management Software
Sales performance reviews are excellent opportunities to evaluate a sales rep’s production, effort, and other areas for improvement. By using a premade sales performance review template, you can conduct fair, equitable comparisons of each sales member on your team and objectively measure their performance. In this article, we explore how to create a sales performance…
Sexual Harassment Policy Guide + Free Policy Template
A sexual harassment policy defines sexual harassment, prohibits that kind of conduct in your workplace, and describes the discipline that offenders will receive if they violate the policy. It is necessary for small businesses to have sexual harassment policies to ensure compliance with federal and state laws, as well as to create a safe work…
4 Free Retail & Online Store Business Plans
A retail business plan can help entrepreneurs analyze their business concept and explain why it will be successful. Many banks and investors like to see companies’ strategic plans before agreeing to provide funding. All business plans for retail and online stores should showcase their products and services, financial projections, and marketing strategies. Before starting your…
Succession Planning: How Write a Succession Plan (+Template)
A business succession plan includes step-by-step instructions that establish procedures in the event a business owner or key employee leaves the business. Our succession planning template helps business owners as they answer questions like who will take over the business, how long will it take, and what standard operating procedures need to be passed on….
How to Create an LLC Operating Agreement [+ Free Templates]
An LLC operating agreement is a binding contract between members describing how profits and losses are shared and whether your LLC is member- or manager-managed. It serves to resolve member disputes, dictate responsibilities and more. Operating agreements aren’t always required by law but have an attorney or legal service draft one to include in filing…