What Are Business Templates?

Business templates are pre-formatted documents in digital format that provide a structure and outline for various business-related tasks. They act as a starting point, saving you time and effort by establishing a framework you can customize to fit your specific needs.

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Here are some of the most common types of business templates:

  • Business plan templates: These templates guide you through the process of creating a business plan with for instance the AI-Model Canvas, a fundamental document that outlines your business goals, strategies, and financial projections. They typically include sections for your company description, products or services, market analysis, marketing plan, and financial forecasts.
  • Financial templates: These templates help you manage your business finances, including income statements, cash flow statements, and balance sheets. They can also include budgeting templates and financial forecasting tools.


  • Marketing templates: These templates can streamline your marketing efforts. Examples include marketingplans, social media content calendars, email marketing templates, and customer relationship management (CRM) templates.
  • Operational templates: These templates help with day-to-day business operations, such as project management templates, employee onboarding checklists, and inventory management spreadsheets.

Business templates can be found online from a variety of sources, including business software companies, government websites, and professional organizations.

Or you can produce business templates for yourself and/or as digital information products, also called digital knowledge products for your customers.

Reach out.

If you want to learn how to produce business templates for yourself and/or for your clients, contact us here today and we wil contact you for an free intake call to identify your needs including your learning objectives and provide a quote for yourself or your whole company, department or virtual team:

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