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Browse all professions →Startup & Formation · Ingested startup & formation templates auto-classified from the internal Ubuntu BizBox catalogue.
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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.
Plan-to-Launch
Idea → registered company → trading.
2/6
in this category
- 1. Validate
- 2. Model
- 3. Plan
- 4. Register
- 5. Fund
- 6. Launch
Pick up the missing steps
- Validate: Feasibility Study (Business Formation & Startup), SWOT Analysis (Business Formation & Startup), Market Research Report (Business Formation & Startup)
- Model: Business Model Canvas (Business Formation & Startup), Business Model Canvas (Industry Business Plans), Business Model Canvas Worksheet (Playbooks & How-To Guides)
- Register: Company Registration Checklist (Business Formation & Startup), Founder Agreements (Business Formation & Startup), Shareholders Agreement (Legal Agreements & Contracts)
- Launch: Startup Checklist (Business Formation & Startup), Launch Timeline (Business Formation & Startup), Startup Operating Procedures (Business Formation & Startup)
Lead-to-Cash
Cold lead → signed deal → paid invoice.
1/7
in this category
- 1. Prospect
- 2. Qualify
- 3. Propose
- 4. Negotiate
- 5. Contract
- 6. Invoice
- 7. Collect
Pick up the missing steps
- Prospect: Lead Tracking Sheet (Sales), Prospecting Sheet (Sales), How To Be A Leader Not A Boss (Playbooks & How-To Guides)
- Qualify: Request for Proposal (RFP) (Sales), Request for Proposal (RFP) (Proposals & Quotations), Sample Format for Responding to RFP (Checklist) (Proposals & Quotations)
- Propose: Investor Pitch Deck (Business Formation & Startup), Partnership Proposal (Business Formation & Startup), Funding Proposal (Finance & Accounting)
- Contract: Service Agreement (Legal Agreements & Contracts), Sales Contract (Sales), Amendment to Sales Contract (Proposals & Quotations)
Procure-to-Pay
Need → purchase order → supplier paid.
1/7
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)
- Approve: Overtime Approval Form (Human Resources), Expense Approval Form (Administrative), Return of Goods on Approval (Production & Operations)
- Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)
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13 templates
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Term Sheet
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Cap Table
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Term Sheet for Series A Round of Financing
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How To Start An LLC
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Business Idea Validation_startup Blueprints_chapter 2 Worksheet
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9 Ways To Know It_s Time To Give Up On Your Business Idea
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DOCXStandard
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LLC Member Removal Form
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DOCXQuick
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Checklist How To Setup an LLC
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DOCXQuick
R49
Articles of Association
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DOCXQuick
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Articles of Association Long Form
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DOCXQuick
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Term Sheet Important Things to Know
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XLSXEnterprise
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