Small Business Templates

Office Templates & Solutions for Small and Medium Business

Microsoft Office Small Business Edition 2007 includes familiar, easy-to-use software to help you meet the challenges of running a business. This page is filled with Office tools to help tackle your everyday business needs such as Office templates, how-to's, tips, business papers, and interactive demos. Download them today!

Building Your Business

Auto Demo

Sales Process Demo

Business Papers

Sales Process Business Paper | Sales Process Reference Story

Templates

Business Plan Presentation v1 | Business Plan Presentation v2 | Sales Process to Large and Medium Size Businesses
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Attracting Customers

Auto Demo

Sales Process Demo

Business Papers

Sales Process Business Paper | Sales Process Reference Story | Create a Benefits Statement for your Products & Services | Send an Internal e-mail to Solicit Input on a New Customer | Locate Accounts willing to be a customer referral | Attract new customers using Publisher

Templates

Customer Reference Story | Introductory Letter to New Client v1 | Introductory Letter to New Client v2 | Data Sheet Template | Price Quote on Goods to New Customers | Price Quote on Goods to Existing Customer | Price Quote on Services to New Customer | Competitive Points/Strategies List
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Closing the Sale

How To

Defend the pricing of your product/service during negotiations | Prepare your negotiating points ahead of time

Templates

Value Analysis Calculator | Follow-Up to Product/Service Sales Call (formal) | Follow-Up to Product/Service Sales Call (informal)
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Retaining Customers

Auto Demo

Outlook 2003 with Business Contact Manager Demo

Business Papers

Keep Customers Happy and Coming Back for More | Turn Customers into Your Sales Force | Reward Your Best Customers

How to

Using Publisher to keep in touch with loyal customers

Template

Thank-You Letter to New Customer | Customer Management List | Survey of Quality Feedback | Sale Follow-Up Letter | Feedback Postcard
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Developing your Marketing Plan

Business Papers

Five Easy Steps to Creating a Marketing Plan | Is your Marketing Working? | Keep Customers Happy and Coming Back for More | Online Marketing - Building a Web Site the Easy Way | What Does Your Company Stand For? How to Create a Branding Toolkit

How-To

Segment Your Customer Base | Create branded templates for your business from scratch

Templates

Value proposition presentation | Basic Marketing Plan
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Getting Your Message Out

Business Papers

Five Steps to Hitting Your Direct Mail Targets | Sending the Right Message - How to Match a Direct Mailer to Your Marketing | Harness the Sales Power of E-Mail | Online Marketing - Building a Web Site the Easy Way

How-To

Establish a Web presence with Publisher | Create and Send E-mail Publications Using Publisher

Templates

E-Mail Newsletter | Tri-Panel Event Mailer | Oversize Postcard | Referral Postcard | Two-page Newsletter | Coupon | Business Card (Arrows) | Business Card (Offset) | Business Card (Monogram)
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Tracking and Fulfilling Products & Services

Business Papers

Using Microsoft Office Small Business Edition 2003 to Improve Your Order Processing

How-To

Build an evaluation plan for your product/service

Templates

Product Service Satisfaction Tracker | Product/Service Evaluation Plan | Packing slip (Word) | Expense Reporting | Packing slip (Excel) | Weekly Timesheet | Employee Absence Tracker | Acknowledgement of Order | Apology for Delayed Order
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Billing for Products and Services

Business Papers

Using Microsoft Office Small Business Edition 2003 to Improve Your Order Processing

Templates

Invoice with Tax Calculation | Billing Statement | Work Order | First Request for Overdue Payment | Final Request for Overdue Payment | Apology for Billing Error Order
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Managing Your Business

Business Papers

Using Financial Statements and Microsoft Office Small Business Edition 2003 to Monitor the Health of Your Business

Templates

Twelve-Month Cash Flow | 12 month Profit and Loss Projection | Financial Performance Presentation | Break-even Analysis | Balance Sheet with Ratios and Working Capital | 12 month sales forecast | Profit and Loss Statement
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Hiring your Team

Business Papers

What You Need to Know about Recruiting, Hiring and Managing

Templates

Job Description Form | Employment Application | Job Applicant Evaluation Form | Salary Analysis Form
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Managing Your People

Business Papers

What You Need to Know about Recruiting, Hiring and Managing

Templates

Goal Planning Form | Employee Performance Review | Job Performance Review Guide | Payroll Calculator
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