Resource library

This company presentation template covers company information, organisational charts, product portfolio and market positioning.

This report provide a framework and metrics to track the performance of specific employees.

This KPI report tracks client metrics such as ARR, churn, and new clients.

This document will help you identify your competitors, evaluating the strengths and weaknesses of their business and their products.

This template will help you build buyer personas in order to zero in on your target audience.

This calculator provides an estimate of when you will require additional Sales Representatives and from which month they will be cash positive.

A template for evaluating your existing Sales Strategy and exploring ways to revise, upgrade and improve your sales processes.

A simple campaign proposal, which can be completed once a new client is signed, in order to provide useful onboarding information.

A simple sales overview which can be completed to outline the service you will provide, and details about your company and processes.

A document outlining a formal agreement for the provision of sales and marketing services on a commission basis.

This document provides a template for a shareholders agreement. The agreement establishes the rules that govern shareholders’ relationship with one another and the company.

This template outlines an non-disclosure agreement which can be used to ensure sensitive information is kept confidential.

This document provides a template for website terms and conditions. It can be amended as needed and used on a website.

This document provides a privacy policy and cookie policy template which can be amended as needed and used on a website.

This template outlines the formation of a partnership, covering the agreement between the two parties in detail.

This policy informs employees of their rights relating to training and study leave, and to provide a framework for the decision-making around financial support for training.

This document outlines the smoking policy, ensuring the workplace is smoke free to align with legal requirements.

This policy provides employees with the support needed to help them return to work as soon as they are well enough to do so.

This policy deals with the main features of Shared Parental Leave so that employees understand their eligibility to take this leave should they wish to do so.

This policy sets out the paternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

This policy sets out the maternity benefits and entitlements that eligible employees are entitled to following the birth of their child.

If an employee experiences problems or concerns that cannot be resolved by informal means, the employee should follow the formal grievance procedure outlined in this document.

This document outlines an approach to flexible working. Flexible working is defined as a change to an employee’s hours, times or patterns of working.

This document outlines the equity and diversity policy. The company values and is committed to promoting equal opportunities and diversity in the workplace.

This policy defines acceptable email and internet usage.

The way employees present themselves creates a strong impression with colleagues, visitors, and clients. This policy outlines what is expected of employees.

Sometimes, formal steps may need to be taken to deal with unsatisfactory performance and conduct. This policy outlines the disciplinary procedure the company will follow.

This template helps you brief a branding agency on the brand related work you’d like them to pitch for.

This spreadsheet can help you calculate suitable pricing tiers for your product. Input a wide range of costs to fully understand your business costs, before deciding on pricing structures.

The profit and loss report will track the results of trading and operations over a stated period and the Balance Sheet will provide a statement of financial position.

This business plan template document will help you to focus on SWOT analysis, business vision, mission, and values.

A template that can be completed by board meeting attendees to ensure a smooth a productive meeting.