Free Interactive Business Templates – Startup Checklist, Invoice & More

Simply fill out the forms online and download instantly. Perfect for entrepreneurs, freelancers, and small business owners ready to launch and manage their business with confidence.

Use These FREE Interactive Forms Then Download Results Or Save Within This Website

🚀 Startup & Planning

Startup Launch Checklist

Stay organized and launch with confidence using this checklist for everything from name registration to marketing.
Explore Checklist

QuickStart Business Launch Guide

Use our QuickStart Business Launch Guide to efficiently plan and grow your startup with easy step-by-step checklists.
Try QuickStart Guide

QuickStart Business Idea Scorecard

Evaluate your startup’s potential with our Business Idea Scorecard. Score clarity, demand, and value to launch confidently.
Try Idea Score Card

30-Step Startup QuickStart Checklist

Effectively launch and grow your business with our interactive 30-step Startup QuickStart Checklist while tracking your progress.
Try 30-Step Checklist

Business Plan Builder

Build a comprehensive business plan by filling in key details, then download your professional PDF plan in minutes.

Try Business Planner

Marketing Strategy Planner

Outline your channels, set budgets and goals, and create a professional PDF plan to enhance your strategy.
Try Marketing Planner

📣 Marketing

Social Media Content Calendar

Plan & schedule monthly social posts with our free interactive calendar—visualize, set goals, and launch your strategy. Try in today!

Try S/M Calendar

Interactive Editorial Blog Calendar

Easily plan and schedule your blog topics with our free interactive calendar—assign authors, track status, and color-code posts.
Try Blog Calendar

Email Campaign Planner

Plan email campaigns by defining segments, scheduling sends, and setting goals; save progress and export or share as needed.
Try Email Planner

Marketing Funnel Builder

Outline your customer journey with tactics, channels, conversion goals, and a 12-month timeline. Save, export, print, or share your funnel plan.
Try Funnel Builder

SEO Keyword Tracker

Organize your keywords by inputting search volume, difficulty, rankings, and notes, while tracking monthly rank history. Save, export, print, or share your dashboard.
Try SEO Planner

Competitor Analysis Dashboard

Analyze competitors at once to evaluate their messaging, channels, ad creatives, traffic, followers, and ad spend, then save or share your findings.

Try Competitor Analyst

Ad Spend Optimizer

Allocate and optimize your ad budget by setting channel spend, CPC/CPM goals, and conversion rates while visualizing ROI projections in one interactive tool.
Try AD Spend Optimizer

Influencer Outreach Tracker

Manage your influencer outreach details—track profiles, status, terms, compensation, deliverables, and deadlines in one easy-to-use tool.
Try Influencer Tracker

Local SEO Domination

Create a tailored local SEO plan for your business type to succeed in your local market. Dominate your niche today!

Try SEO Dominator

100-Idea Client-Getting Vault

Get 100 tailored marketing ideas to attract clients in your industry. Enter your business type and instantly unlock proven strategies.

Try Client Getting Ideas

Daily Marketing KPI Dashboard

Track daily sessions, engagement, leads, ad spend, and ROI with visual progress bars—set targets and export CSV/PDF.

Try Marketing KPI

Marketing To-Do & Habit Tracker

Track daily marketing tasks, reorder with drag-drop, auto-reset progress each day, and export your history in CSV.

Try Marketing To Do List

The 30-Day Client Magnet

Enter your industry and quickly generate a personalized 30-day action plan to attract ideal clients. Try it now!

Try Client Magnet

💼 Sales & CRM

Free Lead Tracker Mini-CRM

Add, track and manage your leads in one easy mini-CRM. Log new prospects, update sales stages, flag follow-ups. Track your pipeline.

Try Mini CRM

Customizable Quote Template

Impress potential clients with detailed and professional quotes. Customize with your services and pricing to win more business.

Try Quote Template

Professional Invoice Template

Create branded invoices in minutes. Just fill in your details, download, and get paid faster with this clean, client-friendly invoice template.

Get Invoice Template

Service Receipt Generator

Generate professional service receipts quickly with our free tool to customize client details and download your PDF. Try Now.

Try Receipt Generator

Work Order Generator

Create professional work orders online with our free template and download a branded PDF by entering job and client details. Try Now. 

Try Work Order

Free Client Follow-Up Reminder App

Schedule automated email & SMS follow-up reminders for your clients. Input contact details, set date/time and message—never miss a lead again.

Try Client Follow Up

Client Intake Form - Downloadable

Gather client details such as contact info, project scope, and objectives while saving progress and generating a PDF with our Client Intake Form.

Use Client Intake Form

Client Onboarding Checklist

Ensure a smooth start for every client with our free onboarding checklist. Customize steps, track progress, reset defaults, and download as CSV.
Try OB Checklist

📊 Finance & Accounting

Simple Solo Accounting

Log and categorize your income and expenses while tracking payment methods and counterparties; quickly view totals and share your data.
Use Solo Accounting

Subscription Tracker. Manage Renewals

Easily track and budget all your SaaS subscriptions. Add tools, set billing cycles, view total monthly/annual spend, and get alerts for upcoming renewals.

Try Subscription Tracker

Free Invoice Due Reminder Tool

Never miss a payment—track all your invoices, get visual alerts for upcoming or overdue bills, mark paid/unpaid, and export a CSV for easy reporting.

Try Invoice Reminder

Tax Forms Document Form

Manage tax filings with our interactive Tax Forms Document—enter IDs, select tax types, schedule due dates, and download a PDF.
Use Tax Form Doc

Cash Flow Forecast Simulator

Plan your monthly cash flow by entering income and expenses, and easily track your balances while saving and sharing your forecast.
Try Cash Flow Simulator

Budget vs Actual Tracker

Track your budgeted vs actual spend by category across 12 months—see variances, save your work, export data, print or share with colleagues.

Try Budget Vs Actual

Profit & Loss Statement

Create monthly profit and loss statements by entering revenue, COGS, and expenses, then review your profit before saving or sharing your report.
Use Profit & Loss Tool

Expense Tracker Template

Track your small business expenses effortlessly with this tool that helps you monitor spending for smarter financial decisions. 

Try E/Tracker Template

⚙️ Compliance & Operations

Business Entity Formation Form

Complete your Articles of Incorporation or Organization by entering agent details, setting share structure, and downloading your document.
Use Formation Form

Interactive Insurance Documents Form

Manage insurance policies with our interactive form—enter details, add certificate holders, save progress, and download a PDF.
Use Insurance Doc

Licenses & Permits Form

Easily manage your business licenses and permits with our interactive form—select permits, input details, and download your PDF.
Use Licenses Form

Downloadable Safety Data Sheets Form

Manage safety data sheets by recording hazards and PPE, setting storage and disposal, and tracking progress. Downloadable version. 

Download SDS

Complaint Resolution Form

Efficiently resolve client issues with our interactive Complaint Resolution Form to capture details, track follow-ups, save progress, and export a PDF.
Use Complaint Resolve

Incident Report Form

Capture essential incident details, including witness information and actions taken, with our report form, which allows you to save your progress for easy use.
Use Incident Report

🤝 Service Agreements & Legal

Service Agreement Form

Complete your service agreement interactively by defining parties, scope, payment, and signatures; save your progress and download a PDF.
Use Service Agree Form

Service Agreement Cancellation Form

Cancel service agreements by filling out a form with provider and client details, cancellation date, reason, terms, and digital signature. Try now

Use Cancellation Form

Client Consent & Waiver Form

Collect client details, minor consent, emergency contact, and signatures with our interactive waiver form—save progress and export a PDF.

Use Client Waiver Form

Non-Disclosure (NDA) Form

Draft a Mutual Non-Disclosure Agreement (NDA) online—enter party names, scope, term, and confidential details. Save and download a PDF.

Use NDA Form

Independent Contractor Agreement Form

Generate a custom Independent Contractor Agreement online—define scope, payment, IP, and termination.

Use ICA Form

Subcontractor Agreement Form

Generate a custom Subcontractor Agreement online—define scope, IP, compliance. Save draft, download PDF, print or share.

Use S/A Form

Partnership Agreement Template

Generate a custom Partnership Agreement online—define capital contributions, profit split, decision-making, and exit terms. 

Use Partnership Form

Non-Compete Agreement

Create a Non-Compete & Non-Solicitation Agreement online—define duration, geography, carve-outs. Save & download.

Use Non-Compete Form

👥 HR & Productivity

Employee Onboarding Form

Streamline your HR with our free Employee Onboarding Form—capture new-hire details, manage records online, and export to CSV effortlessly.
Try Employee OB

Time Tracker Tool

Track your work hours with our free Time Tracker stopwatch. Log sessions and export weekly time reports as CSV. Easy-to-use for freelancers, contractors, and teams.

Try Time Tracker

Eisenhower Matrix Task Prioritize

Organize your tasks using this Matrix tool by dragging and dropping them into four categories: Urgent, Not Urgent, Important, and Not Important.

Try Prioritize Tool

Recurring Appoint. Reminder

Never miss a recurring client visit—schedule reminders, track next due dates, mark done, and export your appointments with our free tool.

Try Appoint Reminder

Employee Contract Form

Complete employee contracts—enter employer & employee details, terms, compensation, confidentiality, signatures; save progress, export PDF.

Use Contract From

Employee Application Form

Capture employee applications interactively—collect personal info, education, experience references; share link, save progress, export PDF.

Use Application Form

Background Check Consent Form

Collect background check consent—gather applicant details, select scope, capture signature, save progress and then export a print-ready PDF.

Use Background Check

👥 Management

Inventory Management Tracker

Streamline your inventory with our free Inventory Management Tracker to add items, automatically calculate totals, track low stock, and export as CSV.

Try Inventory Tracker

Project Task & Timeline Tracker

Add tasks, assign owners, set priorities and deadlines, and visualize it all on a 12-month Gantt timeline—then save, export, print, or share your project plan.
Try Inventory Tracker

Team Availability & PTO Calendar

Easily manage team schedules by adding availability and PTO requests, then view and share them on a monthly calendar.
Try Team PTO Calendar

Meeting Agenda & Minutes

Create and manage meeting agendas, record decisions and action items, then save, export or share professional minutes in one seamless interactive form.

Try Meeting Agenda
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