An employee survey gathers feedback and opinions from your workforce about job satisfaction, workplace culture, engagement, business management, and more. A well-written survey can provide significant insight into your employees’ thoughts, allowing you to improve the workplace with concrete data. To save you time, we’ve created free downloadable employee survey templates that you can customize…
Templates
How to Write a Small Business Mission Statement (+ Template)
A business mission is a short statement describing the “why” behind your vision. It’s the primary reason your business exists and why you do what you do. Download our free mission statement template and follow the steps below to learn how to write a mission statement for your small business. Mission Statement Template (Free Download)…
Non-compete Agreement: Small Business Guide + Free Template
An NCA is an employee document outlining the rules for working for a competing company upon termination.
A non-compete agreement (NCA) safeguards a business’s assets and competitive interests by preventing current employees or other associates, like clients or partners, from seeking similar employment or starting similar businesses and taking customers with them. The agreement, or contract, is also used by a business when it has a unique or well-performing product, service, or…
Applicant Tracking Spreadsheet: Free Excel Templates
A good applicant tracking spreadsheet can help organize your hiring process, allowing you to track applications, multiple interviews, and even test results. Using a candidate tracking spreadsheet is best if you: Need to compare candidates’ resumes, skills, and experience in one place Have more than one open position Can’t afford an applicant tracking software (ATS)…
8 Phone Tree Templates for Small Business (+ Free Download)
Phone trees are automated phone information systems designed to field customer inquiries, allowing callers to reach their desired department or extension. They also serve to send messages and information to groups quickly. If you’re looking for a phone tree template, we created samples, such as a basic phone tree and assertive sales templates, you can…
7 Free Estimate Templates to Help You Win More Deals
Estimate proposal templates let you quickly and consistently detail pricing information for your leads or prospective customers. Templates ensure all product or service options are clearly outlined in your proposal, which builds trust and can be the determining factor on whether or not someone chooses to work with your business. Here are seven free estimate…
Sales Funnel Templates & Examples for Small Business
Sales funnels visualize where prospects are in the buying journey of a sales process and assist in lead generation and sales forecasting. Creating a sales funnel involves understanding your company’s sales process, breaking it down into stages, and designing your funnel visual before entering customer data. Here, we show you how to create a sales…
9 Free Sales Forecast Template Options for Small Business
Using a sales forecast, business owners can create realistic projections about incoming revenue and business performance based on their current data and how they have performed in the past. Sales forecasts may cover weekly, monthly, annual, and multi-annual projections, and can be done using Google Sheets or Excel templates, as well as through customer relationship…