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General Business · Ingested general business templates auto-classified from the internal Ubuntu BizBox catalogue.

Format intelligence

Every template is auto-tagged with the right file format and a complexity tier so you know what you're downloading before you open it.

DOCX · WordXLSX · ExcelHybrid · Word + ExcelPPTX · PowerPointPDF · PDF

Operational classification

Department: Owning team — who runs this template day-to-day.
Stage: Business lifecycle — Start, Run or Scale.
Frequency: How often it's used — One-off, Recurring or On-demand.
Audience: Who reads it — Internal, External or Regulator.

Workflow bundles

Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.

Lead-to-Cash · 7 stepsHire-to-Retire · 9 stepsProcure-to-Pay · 7 stepsPlan-to-Launch · 6 stepsMarketing Campaign · 5 stepsMonthly Finance Close · 5 stepsGovernance Cycle · 5 stepsCustomer Success · 5 steps

Complete the workflow

These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.

Hire-to-Retire

Job opening → onboarded employee → exit.

7/9

in this category

1. Plan
2. Source
3. Screen
4. Interview
5. Offer
6. Onboard
7. Manage
8. Discipline
9. Exit

Pick up the missing steps

Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)
Discipline: Employee Warning Letter (Human Resources), Disciplinary Notice (Human Resources), Employee Disciplinary Action Policy (Legal Agreements)

Lead-to-Cash

Cold lead → signed deal → paid invoice.

6/7

in this category

1. Prospect
2. Qualify
3. Propose
4. Negotiate
5. Contract
6. Invoice
7. Collect

Pick up the missing steps

Negotiate: Exclusive Negotiation Agreement (Legal Agreements), Term Sheet for Series A Round of Financing (Legal Agreements), Term Sheet (Legal Agreements)

Plan-to-Launch

Idea → registered company → trading.

5/6

in this category

1. Validate
2. Model
3. Plan
4. Register
5. Fund
6. Launch

Pick up the missing steps

Register: Company Registration Checklist (Business Formation & Startup), Founder Agreements (Business Formation & Startup), Shareholders Agreement (Legal Agreements & Contracts)

Procure-to-Pay

Need → purchase order → supplier paid.

3/7

in this category

1. Requisition
2. Source
3. Approve
4. Order
5. Receive
6. Invoice
7. Pay

Pick up the missing steps

Requisition: Purchase Requisition (Procurement & Supply Chain)
Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
Invoice: Credit Note (Legal Agreements), 21 Request to Locate Former Employee 22 Credit Note (Finance & Accounting), Credit Note (Finance & Accounting)

Monthly Finance Close

Daily ledger → monthly P&L → board pack.

3/5

in this category

1. Capture
2. Reconcile
3. Report
4. Budget
5. File

Pick up the missing steps

Reconcile: General Ledger (Finance & Accounting), Bank Reconciliation (Finance & Accounting), How to do Bank Reconciliation (Playbooks & How-To Guides)

Governance Cycle

Board agenda → resolution → audit trail.

2/5

in this category

1. Agenda
2. Pack
3. Minutes
4. Resolve
5. Audit

Pick up the missing steps

Pack: Board Pack (Strategy & Executive Management), Governance Reports (Specialized & Advanced)
Minutes: Minutes of Meeting (Legal Agreements & Contracts), Minutes of Meeting (Most Downloaded), Minutes of Meeting of Directors First (Legal Agreements)
Resolve: Board Resolution (Legal Agreements & Contracts), Board Resolution to Purchase Equipment (Production & Operations), Board Resolution Approving Purchase of Shares (Production & Operations)

Marketing Campaign

Brief → live campaign → measured result.

1/5

in this category

1. Strategy
2. Brief
3. Plan
4. Execute
5. Measure

Pick up the missing steps

Strategy: Marketing Plan (Marketing), Brand Strategy (Marketing), Digital Marketing Plan (Marketing)
Plan: Content Calendar (Marketing), Social Media Plan (Marketing), Digital Marketing Campaign Plan (Marketing)
Execute: Social Media Strategy (Marketing), Press Release (Marketing), Email Campaign Template (Marketing)

Customer Success

Kickoff → adoption → renewal.

1/5

in this category

1. Onboard
2. Train
3. Support
4. Measure
5. Renew

Pick up the missing steps

Onboard: Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides), Customer Onboarding Checklist (Customer Service)
Train: Employee Training Plan (Operational & Strategic Plans), Employee Training Plan (Legal Agreements), Employee Training Plan (HR & People)
Support: Support Ticket Template (Customer Service), SLA Agreement (Customer Service), Support Agreement (Legal Agreements)
Measure: Employee Satisfaction Survey (Human Resources), Customer Satisfaction Survey (Sales), Customer Feedback Form (Legal Agreements)

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