Downloadable Resources

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You now have access to our resources — download them from the links below.

Marketing Plans and Templates

One Page Marketing Plan

Download our one-page marketing plan to quickly define your target market, highlight your unique value, map out how to attract and convert leads, and strengthen your business through customer retention, upselling, and referrals.

400+ Actionable Marketing Strategies

400+ actionable marketing strategies plan shows to help you generate more leads, improve conversions, boost sales value, and control costs so you can increase profit, with practical tactics across online, offline, and customer engagement channels.

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People and Management Downloads

One Page Recruitment Plan

Our one-page recruitment plan helps you identify the right candidate, attract them through the right channels, and retain them with clear processes, strong communication, and long-term development.

The ‘Four Fs’ Principle

Access our Four Fs Principle Guide to improve team management by focusing on Feelings, Facts, Feedback, and Future, helping you support, develop, and engage your staff while fostering open communication and growth.

The Guide to Effective Delegation

Access our Effective Delegation Guide to master how to assign tasks wisely, match the right people to responsibilities, set clear outcomes, provide supportive oversight, and deliver feedback that boosts ownership and performance.

Team Structure Chart

Explore our Team & Organisation Structure Examples Chart to see how roles from Managing Director to department teams can be organised for clear responsibilities, efficient workflows, and effective reporting lines.

Appraisal Guidelines

Access our Appraisal Guidelines to run effective performance reviews that combine clear ratings, constructive feedback, and future-focused development, helping staff feel valued, motivated, and supported while driving business success.

Staff Onboarding and Induction Checklist

Use our Onboarding & Staff Induction Checklist to ensure every new hire has a smooth, well-prepared start, from workspace and technology setup to first-day introductions, first-week tasks, and first-month check-ins, creating a positive and productive onboarding experience.

Personal Development Plan

Use our Personal Development Plan template to help you and your team set clear goals, identify priority areas for improvement, outline actionable steps with deadlines, and track progress with manager support for ongoing growth and development.

Staff Appraisal Sheet

Use our Staff Appraisal Sheet to prepare for productive 1:1 reviews, helping employees and managers review achievements, assess performance against objectives, identify development areas, and agree on actionable steps for future growth.

Staff Objectives Setting Checklist

Use our Staff Objectives Checklist to clearly define and track both company-related and behavioural objectives, set measurable targets and timescales, and ensure alignment between employees and managers for accountability and performance improvement.

Meeting Agenda Planner

Use our Meeting Agendas Sheet to plan and structure meetings efficiently, track previous actions, capture notes, and assign follow-up tasks to ensure productive and accountable discussions.

Master To Do List and Planner

Use our Master To-Do List & Planner to organise, prioritise, and track all your tasks in one place, schedule time for each, and monitor progress from planning to completion for maximum productivity and focus.

Daily Planner

Use our Daily Planner to prioritise tasks by urgency and importance, schedule appointments and actions throughout the day, and keep notes to stay organised, focused, and productive.

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Planning and Strategy Templates

Business Plan Template

Use our Comprehensive Business Plan Templates to guide you in creating a full, structured plan for your business, covering executive summary, background, market analysis, marketing and sales strategy, management team, operations, financial forecasts, and risk assessment, helping you present a professional, detailed roadmap for growth and success.

SmartScale Business Plan

Use our SmartScale Business Plan Example to map out revenue, profit, partners, sales and marketing, lead generation, financial KPIs, market share, people, processes, and quality measures, providing a clear framework to plan, track, and scale your business effectively.

SmartScale Action Plan

Use our SmartScale Action Plan to create a clear timeline for your business initiatives, showing monthly milestones and deadlines so you can track and complete key actions efficiently.

SWOT Analysis

Use our SWOT Analysis Sheet to identify your business’s internal strengths and weaknesses, external opportunities and threats, and gain a clear, structured view to inform strategic decisions and growth planning.

Mission, Vision, Values, and CCA Sheet

Use our Mission, Vision, Values & CCA Sheet to define your business purpose, long-term goals, guiding principles, and unique competitive advantage, helping you clarify why you exist, where you’re going, how you operate, and why customers should choose you.

Understanding Your Business Structures

Access our Business Structure Template to map out your key suppliers, partners, leadership, resources, processes, target markets, competitors, and financials, providing a complete overview to guide strategic decisions, operational planning, and business growth.

Understanding Your Business Model

Use our Business Model Plan to clearly define your key partners, activities, resources, customer segments, value proposition, channels, cost structure, and revenue streams, helping you map out a complete strategy for growth and competitive advantage.

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Financial Templates

Your Business Financial Dashboard

Showcase your business performance with our Financial Dashboard Template: A ready-to-use tool for tracking turnover, gross profit, net profit, KPIs, breakeven sales, and forecasts across months and years. Easily input your business data, monitor cumulative results, and compare against previous years to make informed decisions and stay on top of your financial goals.

The Effects of Reducing Prices Sheet

Our Price Reduction Impact Sheet allows you to see how lowering prices affects gross profit and required sales volume. By entering your current gross margin and proposed price decreases, you can quickly determine the increase in sales needed to maintain profitability. Perfect for making data-driven decisions on promotions, discounts, and competitive pricing.

The Effects of Increasing Prices Sheet

Our Increasing Prices Effects tool helps you understand how adjusting prices affects gross profit and required sales volume. Simply input your current gross margin and proposed price increases to see the percentage decrease in volume needed to maintain the same profit, enabling smarter pricing strategies and more informed decision-making.

Business Dynamics Calculator

Instantly see how small changes in price or sales activity can ripple through your business profits with this Business Dynamics Calculator, helping you make smarter, data-driven decisions to optimise growth and profitability.

Mark Up Vs Gross Profit Calculator

Quickly convert between markup and gross profit percentages with our Markup vs Gross Profit Calculator, helping business owners price products accurately and maximise profitability with confidence.

Profit and Loss, Cashflow, and Forecast Template

Track, forecast, and manage your business finances with our Profit & Loss, Cashflow, and Forecast template, giving business owners a clear month-by-month view of sales, costs, and net profit to make smarter decisions.

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