Free Business Templates

Download free templates for Notion, Airtable, and Google Sheets. Professionally designed, ready to use, and fully customizable.

📝 10 Notion
📊 5 Airtable
📗 9 Google Sheets

CRM & Sales

4 templates
📗 Google Sheets

Simple CRM for Small Business

Track leads, deals, and customer interactions in Google Sheets. Perfect for businesses not ready for a full CRM.

Lead trackingDeal pipelineActivity log
📝 Notion

Sales Pipeline Tracker

Visual Kanban-style pipeline to track deals from lead to close.

Pipeline stagesDeal valuesWin/loss tracking
📝 Notion

Client Portal

Share project status, files, and communication with clients in one place.

Project timelineFile sharingFeedback collection
📗 Google Sheets

Lead Scoring Calculator

Score and prioritize leads based on fit and engagement.

Fit scoringEngagement scoringPriority ranking

Project Management

4 templates
📝 Notion

Client Onboarding Checklist

Step-by-step checklist to onboard new clients consistently.

Task checklistDue datesTeam assignments
📝 Notion

Project Management Hub

Full project management system with tasks, timelines, and resources.

Project databaseTask managementTimeline view
📝 Notion

Sprint Planning Board

Agile sprint planning and tracking for development teams.

Sprint backlogStory pointsVelocity tracking
📊 Airtable

Event Planning Tracker

Plan and execute events with task lists, vendor tracking, and timelines.

Task checklistVendor databaseBudget tracker

Marketing

4 templates
📝 Notion

Content Calendar

Plan and track content across all channels.

Content pipelinePublishing schedulePlatform tracking
📊 Airtable

Social Media Planner

Plan, create, and schedule social media content.

Content databasePlatform schedulingHashtag library
📗 Google Sheets

Marketing Campaign Tracker

Track marketing campaigns, budgets, and results.

Campaign databaseBudget trackingROI calculation
📊 Airtable

Influencer Outreach Tracker

Manage influencer partnerships and track collaborations.

Influencer databaseOutreach statusCollaboration tracking

Operations

4 templates
📝 Notion

SOP Library

Document and organize standard operating procedures.

SOP databaseVersion controlTeam access
📊 Airtable

Vendor Management Database

Track vendors, contracts, and renewals.

Vendor databaseContract trackingRenewal alerts
📗 Google Sheets

Inventory Tracker

Track inventory levels, orders, and reorder points.

Inventory databaseReorder alertsOrder tracking
📝 Notion

Meeting Notes Database

Organize meeting notes with action items and follow-ups.

Meeting templatesAction itemsAttendee tracking

Finance

4 templates
📗 Google Sheets

Budget Tracker

Track income, expenses, and budget vs. actual.

Income trackingExpense categoriesBudget comparison
📗 Google Sheets

Invoice Tracker

Track invoices, payments, and outstanding receivables.

Invoice databasePayment trackingAging report
📗 Google Sheets

Expense Report Template

Submit and track employee expense reports.

Expense entryReceipt trackingApproval workflow
📗 Google Sheets

Financial Dashboard

Overview of key financial metrics in one dashboard.

Revenue trackingExpense breakdownCash flow

HR & Hiring

4 templates
📊 Airtable

Applicant Tracking System

Track job applicants through your hiring pipeline.

Applicant databasePipeline stagesInterview scheduling
📝 Notion

Employee Directory

Central database of employee information.

Employee profilesDepartment organizationContact info
📝 Notion

New Hire Onboarding Checklist

Ensure consistent onboarding for new employees.

Day 1 checklistWeek 1 tasksTraining schedule
📗 Google Sheets

PTO Tracker

Track employee time off requests and balances.

PTO requestsBalance trackingTeam calendar

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How to Use These Templates

1️⃣

Download

Click the download button to get access to the template in your preferred platform.

2️⃣

Duplicate

Make a copy of the template to your own workspace. Don't edit the original!

3️⃣

Customize

Modify fields, add your branding, and adjust workflows to fit your needs.