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Business Tools

Downloadable tools to help
your business prosper

Business Tools

Downloadable tools to help your business prosper

Small Business Policy Template

Whether your managing a small or large team, having clearly defined and implemented business policies is essential for ensuring your small business operates efficiently and consistently. This policy template and checklist will help you document and rollout key operational procedures.

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Balance sheet template

Get a snapshot of your bottom line at any point in time with a balance sheet. Use this template to calculate your working capital and liquidity so you can get a better understanding of your business’s assets and liabilities.

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Email lead generation template

Are you using email marketing to generate leads for your small business? This easy-to-use template will help you kickstart and refine your email marketing campaign, from defining your audience to developing an email template.

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SWOT analysis worksheet

A must-have business tool, this SWOT analysis template will help you identify any potential opportunities to help your business grow as well as any potential roadblocks that might stop you in your tracks! Use this tool to get a more holistic view of your business.

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Business strategy template

Business strategy is essential, whether you’re looking to start or buy a business, or just trying to get your house in order. Use this strategy document as a guide, benchmark and overview for potential investors.

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12-month profit and loss projection tool

Use this worksheet to project and record profit and loss throughout the year. This tool will help you monitor your activity and show whether your business model is viable.

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Employee KPI and performance review template

Use this KPI document to assess your employees’ performance and help them develop the skills they need to grow. Get to the bottom of what makes your employees tick and identify areas for improvement and growth.

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The all-in-one EOFY tool

Get on top of your end of financial year (EOFY) plan with this all-in-one EOFY tool! Use this worksheet to record and track your EOFY regulatory requirements maximise your deductions with our expense calculator.

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Marketing Calendar Template

Marketing works best when it’s strategically planned. This marketing calendar will help you create a wholistic marketing plan that meets your objectives, tracks spending, reaches your target audience and increases your customer base.

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