Small Business Templates: Professional Documents for Growing Companies

Comprehensive collection of business templates including invoices, contracts, proposals, and forms designed specifically for small businesses.

Essential Small Business Template Categories

Financial Templates

Professional invoices, quotes, receipts, and financial statements for small business accounting.

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Contract Templates

Service agreements, client contracts, vendor agreements, and partnership documents.

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Marketing Templates

Business proposals, marketing plans, social media calendars, and promotional materials.

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Templates by Small Business Type

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Retail & E-commerce

Online stores, retail shops, and e-commerce businesses need specialized templates for orders, shipping, and customer management.

  • • Sales invoices and receipts
  • • Purchase orders and vendor agreements
  • • Return and exchange policies
  • • Customer feedback forms
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Service-Based Businesses

Consultants, agencies, and service providers require detailed service agreements and project documentation.

  • • Service level agreements
  • • Project scope documents
  • • Maintenance contracts
  • • Performance reports
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Professional Services

Law firms, accounting practices, and professional services need formal documentation and compliance templates.

  • • Engagement letters
  • • Compliance documentation
  • • Professional fee schedules
  • • Client intake forms
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Healthcare & Wellness

Medical practices, wellness centers, and healthcare providers need HIPAA-compliant and professional documentation.

  • • Patient intake forms
  • • Treatment consent forms
  • • Appointment scheduling
  • • Insurance claim forms

Business Operations Templates

HR & Employment

Employee handbooks, job descriptions, performance reviews, and HR policies.

Financial Management

Budget templates, cash flow statements, expense reports, and financial projections.

Sales & Marketing

Sales proposals, marketing plans, customer feedback forms, and promotional materials.

Operations & Compliance

Standard operating procedures, compliance checklists, and quality control documents.

Project Management

Project plans, timelines, progress reports, and project completion documents.

Customer Service

Customer service scripts, complaint forms, satisfaction surveys, and support tickets.

Legal & Compliance

Terms of service, privacy policies, compliance audits, and legal agreements.

Planning & Strategy

Business plans, strategic planning documents, SWOT analyses, and goal setting templates.

Popular Small Business Template Collections

Startup Essentials

Foundation documents for new businesses

Essential templates for startups including business plans, pitch decks, and incorporation documents.

  • • Business plan templates
  • • Pitch deck presentations
  • • Incorporation documents
  • • Funding proposals
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Professional Services

Templates for consultants and advisors

Professional templates for consultants, accountants, lawyers, and other service providers.

  • • Consulting agreements
  • • Service level agreements
  • • Professional fee schedules
  • • Client engagement letters
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Retail & Commerce

E-commerce and retail business templates

Templates for online stores, retail shops, and e-commerce businesses including order management.

  • • Order forms and invoices
  • • Shipping and return policies
  • • Customer feedback forms
  • • Inventory management
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