🎯Great for getting clients45 templates · 2 groups

Turn 'maybe' into 'paid'.

Simple scripts and steps that turn a cold lead into a signed deal this week.

Reach-out & follow-up scripts
Find out what they really want
Pricing & close kits

AI drafting, smart fields & SADC compliance included

Jump to what you needBest for new businesses Best for compliance Best for funding Best for hiring Best for getting clients

Why this section pays for itself

Short on time? Start with the top card.

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What operators are grabbing today.

Price QuotationHybrid · trending

Save time with this bundle

One workflow. Five docs. Done by lunch.

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Battle-tested by 12,000+ SMEs.

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Sales · Operational sales tools from proposal to commission tracking.

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.

Lead-to-Cash

Cold lead → signed deal → paid invoice.

4/7

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)
Invoice: Invoice (Finance & Accounting), Commercial Sales Invoice (Finance & Accounting), Receipt Template (Finance & Accounting)
Collect: How to Setup Online Payment (Playbooks & How-To Guides), Return of Purchase Order and Demand for Advance Payment (Production & Operations), Cancellation of Stop Payment Order (Production & Operations)

Hire-to-Retire

Job opening → onboarded employee → exit.

2/9

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

Plan: Job Description (Human Resources), Marketing Manager Job Description (Marketing), Marketing Director Job Description (Marketing)
Source: Outsourcing Agreement (Legal Agreements & Contracts), Recruitment Plan (Human Resources), Outsourcing Agreement Manufacturing (Production & Operations)
Screen: Employment Application Form (Human Resources), Employee Reference Check Form (Human Resources), Checklist Temporary Help Agency Screening (Legal Agreements)
Interview: Risk Assessment (Business Formation & Startup), Interview Evaluation Form (Human Resources), Candidate Assessment Form (Human Resources)

Customer Success

Kickoff → adoption → renewal.

2/5

in this category

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

Pick up the missing steps

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)
Renew: Data Retention Policy (Governance & Compliance), Records Management and Retention Policy (Production & Operations), Renewal Agreement (Legal Agreements)

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)

Plan-to-Launch

Idea → registered company → trading.

1/6

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)
Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)

Monthly Finance Close

Daily ledger → monthly P&L → board pack.

1/5

in this category

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

Pick up the missing steps

Capture: Receipt Template (Finance & Accounting), Expense Report (Finance & Accounting), Petty Cash Voucher (Finance & Accounting)
Reconcile: General Ledger (Finance & Accounting), Bank Reconciliation (Finance & Accounting), How to do Bank Reconciliation (Playbooks & How-To Guides)
Report: Balance Sheet (Finance & Accounting), Income Statement (Finance & Accounting), Cash Flow Forecast (Finance & Accounting)

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