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Do you need to pick the right editable business plan template? Our options have an exceptional design yet comprehensible concept. Keep in mind that you can edit and customize these samples using Google Docs, Slides, or Sheets. You can find options for any startup idea on our website. Our samples are 100% unique. Designers are creating free business plan templates from scratch.

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Free Business Plan Templates Google Docs

Ajay Jagtap

• December 29, 2023

12 Min Read

We know you—this may be your first visit to our site, but we know exactly who you are.

You must be an aspiring entrepreneur, small business owner, or perhaps a business student looking for a customizable Google Docs business plan template to draft your very first business plan— but no luck so far .

Since you’ve already been down that road—you know preparing a detailed business plan from scratch is no walk in the park.

It requires thorough market research, validated data, and thoughtful analysis of various aspects of an enterprise to put together a well-written plan.

A well-written plan that’s no paper stack collecting dust on your desk, but a business document that helps strategize business growth and secure funds.

Although it’s no easy feat—using a Google Docs template can make things a lot easier.

A professional business plan template can help you refine your strategies, organize ideas, and outline the structure of your plan through step-by-step instructions.

In this article, we’ll discuss the top 5 free business plan templates available in Google Docs, their features, benefits, and how you can use them to simplify your business planning process.

Ready to get started? Let’s dive right in.

Understanding Business Plan Templates

As you already know—your business plan is a document that summarizes your business objectives and outlines strategies or plans to achieve them.

In contrast, a business plan template is a format that helps entrepreneurs prepare a structural outline while drafting a perfect business plan.

It’s not that you can’t create a plan without using a business plan template.

However, having a well-structured template can help you develop a detailed and visually appealing plan and make sure you won’t miss out on any critical information.

Let’s quickly overview the key components of a business plan template:

Key components of a business plan template

While there could be multiple types of business plans, the standard outline is almost similar for business plans across industries. The following are the key components of a business plan template.

Executive Summary:

Company overview:, market analysis:, products and services:, sales and marketing strategies:, operations plan:, management team:, financial plan:.

That’s pretty much it about the components of a business plan template. Let’s move ahead and discuss the top #5 Google Docs templates for business planning.

Download Top Business Plan Templates in Google Docs

Considering different business plan types, multiple templates are available in Google Docs, but do you know which one you need?

Well done if you do, and don’t worry if you don’t.

The following are the top Google Docs business plan templates you can download for free. While we will share access to them, we’ll also discuss which will suit your requirements the best.

So let’s cut to the chase.

Template #1: Startup Business Plan Template

As its name suggests, a startup business plan template is specifically designed to meet the specific needs of new startups.

This ultimate template can help new-age entrepreneurs predict challenges, achieve their business objectives and goals, understand business financials, and revise strategies—in short, it is a roadmap for them to get started.

The primary objective of a startup business plan is to put forth the steps to get a business up and running.

A startup business plan template emphasizes providing detailed information about the startup, its product or service offerings, a thorough industry, market, SWOT, and competitive analysis, marketing strategies, management team, operational plan, and financial projections.

Best for : New entrepreneurs and small business owners seeking investment or bank loans.

Template #2: Lean Business Plan Template

Consider a lean business plan template as a condensed version of a traditional one—that’s the best way to put it. It’s a shorter version of a business plan highlighting and summarizing all its sections.

A lean business plan primarily focuses on critical elements, including strategies, tactics, metrics, and finances.

Since it’s comparatively shorter, drafting a lean business plan is easier, quicker, and efficient compared to a traditional plan. It’s flexible enough to update and revise, providing sufficient room for improvisation.

It consists of short texts and mainly represents relevant information using bullet points.

While a lean business plan template is for businesses uncertain about the business planning process, it’s ideal for everyone to use a lean business plan template to create the first draft of their business plan—and then move ahead with creating a detailed one.

Best for: Businesses in fast-changing industries, startups with limited resources, sole proprietors, and internal planning.

Template #3: One Page Business Plan Template

A one-page business is a condensed, simplified, and one-page version of a standard business plan. Consider this as an outline of a lean business plan.

(that we discussed earlier)

A one-page plan is often used to present a quick overview of your business to your employees, partners, and vendors and as a summary to banks and investors.

It’s just a one-page plan, so it doesn’t mean it’s only for a specific group of people or businesses—no.

In fact, a one-page plan can be a viable option in multiple scenarios. It can be used by idea-stage businesses, startups & pre-revenue businesses, and businesses planning to expand for various purposes.

If you need a plan for internal use or don’t intend to share lots of details while sharing with outside vendors—a one-page business plan will do.

However, companies seeking outside investment or bank loans must prepare a detailed business plan—there’s no other way around.

Best for : Idea stage startups, side-hustlers, solopreneurs, micro-businesses, and business idea testing.

Template #4: Business Plan Template For Small Business

If you plan to start a small business or grow an existing one, this is the free business plan template you need for your small business.

This template gives you a layout for your business plan to get started that you can easily customize depending on your requirements, ensuring you won’t miss out on any critical information.

Similar to a traditional business plan, the key elements of a small business plan template include an executive summary, company overview, products and services, sales and marketing strategy, operations plan, management team, and financial projections.

Best for : Small business owners seeking funding or bank loans.

Template #5: Restaurant Business Plan Template

Every successful business requires a business plan, and your restaurant is no exception. Whether you plan to open a new restaurant or grow an existing one, this template can help you lay out a perfect plan for your business.

This restaurant business plan is specifically designed for restaurant businesses, so it’s a no-brainer; it covers all the essential elements of a restaurant business plan that go into making a restaurant a success.

These elements include restaurant concept, target market, sample menu, marketing strategy, and others.

That’s not it—this comprehensive restaurant business plan template comes with step-by-step instructions, so you can start writing a plan in no time.

Best for : Small to medium-sized restaurant and food-based business owners

That was the list of top Google Docs business plan templates, but that’s not it. Let’s move forward to discussing the Google Sheets financial forecast template.

Download the Financial Forecast Template In Google Sheets

You must be like— yeah, got a Google Docs template to write a business plan , but what about financial forecasts and statements? Worry not—we’ve got you covered.

Since we can’t prepare financial statements in Google Docs, we’ve created a Google Sheet for you. This financial statement template includes a balance sheet, income, and cash flow statement.

You can download and use this template to forecast cash flow, create balance sheets, and prepare income statements that provide detailed information about your revenue and expenses. So what are you waiting for?

How to Use a Google Docs Business Plan Template

We talked about so many things in this article so far—business plan template, its key elements, top Google Docs templates, and so forth. It’s time we learn how to use a Google Docs template to create a business plan.

Ready? Here’s how to use a Google Docs business plan template:

Download a Google Docs Template

You need to download the template first to use it, right? So, download one of the top 5 templates we discussed earlier in the article.

Make sure you have a Google Account to open this document.

(That’s obvious, of course!)

We can proceed to the next step once you download and access the template.

Customize the Template

It’s time to customize the template to turn it into a business plan.

You can make modifications to the design, update the logo and company details, and follow step-by-step instructions and the outline while modifying text.

We never said that customizing it would be an easy deal—there will be some serious legwork. However, there’s another way around it.

Need a way out from manual editing and business plan writing work?

Get Upmetrics’ business plan template, import data directly into the editor, and start editing using Upmetrics AI Assistant.

Start Planning Now

Understood how to use a Google Docs template? Great. Let’s discuss the benefits of using these templates to prepare a business plan.

Benefits of Using Google Docs Business Plan Templates

Following are the key benefits of using a Google Docs template to prepare a business plan.

Real-time Collaboration

Google Docs makes collaborating with your team members or partners in real-time while working on your plan easier.

The real-time collaboration feature helps team members make the most of available resources and develop a business plan in the present moment, ensuring the best results.

Access Control

In extending to real-time collaboration, Google Docs allows you to control your team members’ access. So, you can grant role-based access to your team members (view, edit, or comment)

Comments and Suggestions

Google Docs also allows readers or reviewers to comment or suggest any changes in the document. So, you can share your plan with your partners or mentors, asking for their suggestions or input.

Version History

Remember the days when we had to start over if we forgot to save a Word file or could not recover it if it was altered unnecessarily? Well, that’s not the case with Version history.

This incredible feature enables you to revisit the previous version of your documents and even restore them. So, don’t worry if you made any unnecessary changes—you can always go back in time.

Offline Access

Although Google Workspace is a cloud-based solution, you can access and update your document offline with “Offline Access”. Just make sure your browser is up-to-date, and you’ve installed and turned on the Google Docs offline access extension.

Ease of Use

Using a Google Docs template for business planning is one of the easiest methods for creating a business plan. There’s no extraordinary learning curve, and you won’t need any technical skills to get started—it’s pretty simple and easy to use.

Cost Efficient

Upmetrics offers free business plan templates, while Google Docs is free for individual users. This is what makes this business planning method ideal for beginners.

That’s it, now you know the benefits too. This brings us to the conclusion.

To conclude, using these Google Docs templates is an easy and cost-effective way to develop your business plan. Is it the best? Not sure. These templates are free versions of Upmetrics’ comprehensive business plan templates, so you may not make the most of them.

Google Docs may also fall short when forecasting financials or preparing complex sections and visual reports— business plan software is necessary for detailed business planning by all means.

A business planning tool like Upmetrics could be an incredible choice, it comes with 400+ business plan examples and an AI writing assistant to write sections of your plan.

Anyway, I hope you found what you were looking for. Start planning!

Make your plan in half the time & twice the impact with Upmetrics

Fill-in-the-blanks, AI-assistance, and automatic financials make it easy.

Frequently Asked Questions

How do i create a business plan using google docs.

Using any one of Upmetrics’ business plan templates could be an easy way to create a business plan using Google Docs.

Can I customize a business plan template in Google Docs to fit my specific needs?

Indeed. Once you download a Google Docs business plan template, you can easily customize it to fit your specific business needs.

Can I share my business plan with others using Google Docs?

Of course, you can easily share your business plan with others using Google Docs. All you need to do is enter the email address of the person you want to share it with under the section “share with people and groups”.

Are there any free business plan templates available in Google Docs?

Yes, Upmetrics offers 5 free Google Docs business plan templates to download and use. You can easily download any one of them that best fits your needs and start writing your plan.

About the Author

Ajay is a SaaS writer and personal finance blogger who has been active in the space for over three years, writing about startups, business planning, budgeting, credit cards, and other topics related to personal finance. If not writing, he’s probably having a power nap. Read more

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Business Plan Template in Google Docs

Unlock your business potential with our comprehensive Business Plan Template in Google Docs, available exclusively on Template.net. Craft professional plans effortlessly with included templates for financial projections, market analysis, and executive summaries.

• Google Docs
• Business Action Plan
• Business Activity Plan
• Business Agenda
• Business Agreement
• Business Analysis
• Business Analyst
• Business Analyst Cover Letter
• Business Analyst Resume
• Business Apology Letter
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• QR Code Business Card

Putting up a business is challenging. You need to layout steps, procedures and strategies to start up. You also need to think of a marketing strategy for your business to be known. If you wish to put up a business, we offer a variety of business plans that are ready-made and 100% customizable and printable. Get to prepare a proposal template for your future business here with us now! These are compatible with google docs and can be shared with Gmail users. So what are you waiting for? Create schemes with our Business plan Guidelines Templates by downloading them here at Template.net

How to Make Business Plan Template In Google Docs

What is a business plan? A business plan is a written description of your future business. There states what your future plans are for your business. In business, you can make a living by selling or buying a product for you to earn decent money. You cant be a well-known businessman without having a business and to do so, you should have a small business to start off with. As a businessman, you will deal with a lot of aspiring entrepreneurs who will challenge your entrepreneurial skills. In line with that, you will have to budget and make presentations and market your products to the public. Studies have shown that 82% of successful business owners think that they possess the right qualification for startup small business.

Here are some tips for you

1. Type of business

It may be difficult to think of a business that will suit you. However, knowing what type of business you want would lead to a new start. It can be a restaurant business , a coffee shop business or a manufacturing business it all depends on you. You can also partner with an established company so that you won't have to pull out a lot of money in your pocket. You can use a planner template to help structure your business.

2.Know your Passion

A person who is passionate about something and putting his passion into business would result in a successful endeavor on the field that he/she chooses. This is one key for a person who wants to start up a business because anyone who has a dedication to what he does, he won't be burden to make an effort to do such task for the sake of his/her business. You can make a business card for your future clients with your business contacts in it.

3. Be Realistic

Knowing your goal and sticking to it would be much harder than imagining it. So in order for you to achieve your goal, act it out. Don't be scared to try and market your plan to people that can help you out. You can come up with commercials and we have marketing templates that can help you market your product to a potential customer or even shareholders for your company.

4. Find Statistics

Before putting up a business, you need to put in mind all the possibilities that you would encounter while you are starting your business. There would be competencies on the increasing amount of entrepreneurs who are also starting their businesses. It may be a challenge for someone who is just starting that's why you need to find credible sources for your business. Have an analysis template to track your marketing situation for your business.

5.Review and Finalize Everything

Your good to go!. You just have to finalize everything that's needed for your business. You can also use forms to manage your employee information. Settle agreements and contracts with your future partners and earn a good partnership in the future.

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Free Download

Business Plan Template for Small Businesses

Business planning can feel complicated. it doesn't have to be. start putting pen to paper today with your free business plan template download..

Available formats:

Downloads: 937,303

Our free template includes:

• Fill-in-the-blanks simplicity

You don't need to be an expert. This template makes business planning easy.

All 100% free. We're here to help you succeed in business, no strings attached.

Why you need a business plan

Writing a business plan can seem like a big task, especially if you’re starting a business for the first time and don’t have a financial background. After all, business plans have changed over the years, and what lenders and investors expect now is different than it was even just 10 years ago.

What hasn’t changed is that writing a business plan will help you:

• Develop a strategy for success
• Reduce the risk of starting a business
• Explore new business ideas
• Attract investors and get funding

Learn more about how you can get value out of your business plan .

What is included in this business plan template?

This template includes definitions, guidance, and examples for every business plan component needed to start, fund, and grow your business.

After downloading the full template, you’ll receive instructions on how to fill out each of the following sections.

Executive summary

The brief summary of your business plan introduces everyone to your business, the problem you solve, and what you’re asking from your readers. It’s the first chapter of your business plan and the last thing you write once you have the details from your full plan.

Problem & solution

More than a simple description of your products and services – here you define the problem you’re solving and the value you provide. It’s also your chance to showcase any initial traction that shows you’re on the right track.

Market analysis and target market

A detailed assessment of the market you intend to enter, including the size and value of the market, potential customer segments, and their buying patterns.

Competition

Show that you know who your competitors are, what advantages you have, and how you’re positioning your business to be competitive.

Marketing & sales

Describe how you’ll reach and sell to potential customers with a detailed sales plan and chosen marketing channels.

What makes your business run? Outline the day-to-day workflows and what needs to be set up for your business to deliver a product or service.

Milestones & metrics

Set goals for your business that include the dates and people responsible for accomplishing them. This is what you’ll use to manage responsibilities, track growth, and execute your larger strategy.

Company overview and team

Provide a brief rundown of the legal and structural components of your company, including your history, current team, and gaps you need to fill.

Financial plan

Create well-structured and accurate financial statements to help you pitch to investors, land funding, and achieve long-term success. All without the help of a financial advisor or a degree in accounting.

While not required, this last section of your business plan is a great place to drop in additional documents that support and strengthen the rest of your plan.

How do you write a simple business plan?

If you’re exploring a business idea and don’t plan to pursue funding, then you actually don’t need to write a traditional business plan. Instead, opt for a one-page plan , which is far easier to create but just as effective.

To write a simple one-page business plan, follow the same core sections as a traditional plan. But instead of lengthy paragraphs and multiple pages covering each area of your business, stick with single sentences and bulleted lists.

If a one-page plan sounds like a better option, download our free simple business plan template to get started.

Start your business plan today

Whether you're writing a business plan to validate your business idea, secure funding, or grow your existing business – our template will help you achieve your goals.

Business plan template FAQ

What file formats are available for this business plan template?

You can download and use this business plan template as a Google Doc, .docx (Microsoft Word), or PDF.

Can you print out this template?

This is a printable business plan template that can be downloaded and printed no matter which format you choose.

Why should you start with a business plan template?

Starting with a good business plan template (like this one) includes everything you need to get started. It helps you organize your thoughts, and provides guidance, instructions, and examples to create an investor-ready and SBA-approved business plan format. It really speeds up the planning process. Oh, and it's 100% free!

Is writing a business plan easy?

Using a business plan template can make writing a business plan easier. Additionally, if you focus on just getting your information down quickly, with the expectation that you'll revisit and revise your plan, you can speed up and simplify the process .

Can someone write your business plan for you?

If you're still struggling to write your business plan even when using a template, you can look into hiring a professional business plan writer. We even have a free resource to help you ask just the right questions  to make sure you find the right plan writer.

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Google Docs Business Plan Template

In today’s fast-paced and ever-evolving business landscape, having a comprehensive and well-structured business plan is crucial for success. Whether you’re a seasoned business owner or just starting your entrepreneurial journey, a Google doc business plan template offers a valuable resource to help you organize your ideas, refine your strategies, and present a compelling roadmap for your business. In this article, we’ll explore the features and benefits of a business plan template using Google docs and how it can enhance your business planning process.

Following a step-by-step business plan creates an all-in-one solution for small business owners and entrepreneurs. And, by using a pre-designed framework, you can craft your business plan to focus on the “why” behind your business and the steps you’ve already taken to make your business a true success. In the following, we’ll show you exactly how to create your compelling plan. Let’s get started: 

Download our Google Docs Business Plan Template here >

Google Doc Business Plan

Executive summary.

The first few pages of your business plan contain the executive summary. It highlights the key points, findings and recommendations inside your business plan google docs template. Why create a summary when the business plan holds all the details? We’re glad you asked. The executive summary allows busy executives to quickly grasp the main ideas and make informed decisions about your business concepts and plans. It serves as a snapshot of the document, capturing its essence and presenting it in a clear and concise manner. By providing an executive summary, you’re allowing decision-makers to first discover a “teaser” bit about your business, and then become more intrigued as the full plan is unveiled. 

Company Overview

The next portion of your free business plan template google docs is composed of a full company overview. You’ll establish facts, explain the company history, outline the services or products to be offered, and detail the milestones you’ve already achieved to get your business started. This is the “big-picture” story and it’s integral to your plan, as it contains the “why” behind your business. You’ll want to provide details in this portion of the business plan, such as descriptions of your products or services, a brief description of your management team, the issues or problems that brought you to the place of finding the best solutions, and other factors that are singular to your business and your vision for the future. You’ll also include any partnerships, you’ll detail innovative products or ideas, and you’ll emphasize that your goal is to drive positive change.

Industry Analysis

The next section of your business plan, the industry analysis, reveals crucial insights into the current state and future prospects of your industry sector. An industry analysis requires market research to help show market trends, competitors, customer preferences and regulatory influences. The analysis within your business plan also provides a solid depth of understanding regarding the dynamics of the industry and it helps identify growth potential, possible risks, and key challenges that may be ahead. And, finally, after reviewing the results of the analysis, a business leader repositions plans as needed and makes informed choices to move ahead with clarity. 

Customer Analysis

In the customer analysis section of the business plan, the vital component of your business strategy is revealed: valuable insights into the behavior, preferences, and needs of customers are detailed. And, with that reveal, a deeper understanding of the target market is gained, enabling your business to better tailor products, services and your initial marketing efforts accordingly. Gathering and analyzing data offers a sneak peek at the purchasing choices of consumers, and with that snippet of knowledge, you’ll be able to better meet that need, solve that pain, or serve that drive for satisfaction. Whether your target market analysis is extensive or defined, you’ll want to include all of the information gleaned from it in the business plan template google docs for optimal results.

Competitive Analysis

With the industry and customer analyses section of the business plan template complete; it’s the right time to examine the competitive analysis, as well. A data-driven study of competitors is a critical component of any business strategy, as it provides valuable insights into the strengths and weaknesses of key competitors operating in the same market. By evaluating and understanding the competitive landscape, businesses can identify opportunities for differentiation to gain that much-desired competitive edge. Your competitive analysis should reveal everything available about your competitors, including their brand reputation, customer loyalty, distribution channels and the financial resources they hold. Because your goal is to capitalize on market opportunities, you’ll want to understand the environment of every competitor your company may have. 

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Marketing Plan

The next step in building the business plan is found in creating a strategic marketing plan. This involves using the data compiled from the analyses to create a targeted and compelling message to consumers. Your marketing plan will outline the goals and tactics to promote your product or service in the most effective marketing strategy possible. And, tailoring marketing efforts to meet the parameters of the data and industry findings guarantees a better result in the marketing strategies utilized. In short, your marketing strategy will encompass various elements such as branding, advertising, digital marketing, public relations, and social media to create a cohesive and impactful marketing campaign. The ultimate objective of marketing plans is to achieve your desired business outcomes. As it should.

Operations Plan

The operations plan outlines the specific actions and strategies required to achieve the goals and objectives of the business. It provides a roadmap for how the business will carry out its daily operations, deliver products or services, and meet customer demands. It typically includes several key components; operational goals and objectives, desired outcomes, and performance metrics. This helps align the activities of different departments or teams with the broader organizational objectives. Processes and procedures are the highlights of the operations plan, along with the timelines and scheduling of implementing those objectives. Knowing how your business will actually conduct business is the perfect starting place for your success. 

Management Team

Comprised of experienced professionals, the management team brings together a shared commitment to excellence. They will understand the collaboration and strong leadership skills needed to effectively manage the entire team, and they will be guided by a customer-centric approach. A brief sketch of the management leaders and their relevant professional backgrounds completes this section of the business plan. 

Financial Plan

The financial plan completes the final section of the business plan template. It is a summary of the financial goals, along with the strategies and actions needed to achieve them. It also outlines key aspects, such as budgeting, savings, investment plans, and debt management that can adapt to changing circumstances and maximize financial stability and growth. Ultimately, the financial plan serves as a roadmap for informed decision-making and long-term financial success. Important financial projections such as a balance sheet and a cash flow statement can be made using google sheets

Crafting a well-thought-out, professional google docs business plan is vital for any entrepreneur or business owner. Using business plan template free google docs makes the effort less stressful, more cohesive, and simply inviting for potential stakeholders to review. We trust the creation of your business plan will lead to new beginnings, new directions and sustained long-term growth in your successful business ahead. 

Best Business Plan Templates for Google Docs

In today’s highly competitive business environment, crafting a well-structured and detailed business plan is essential for success. The significance of these plans extends beyond mere documentation; they are critical tools for strategic planning, securing funding, and guiding business growth. Realizing this need, Google Docs has become a valuable tool for developing many free business plan templates. These templates are designed to cater to a wide array of business needs, enabling entrepreneurs and business owners to develop comprehensive plans with ease and efficiency.

The beauty of these Google Docs Business Plan Templates lies in their blend of simplicity and effectiveness. They are more than mere placeholders for text; they are thoughtfully designed frameworks that guide users through the essential components of a business plan. From market analysis and financial planning to marketing strategies and operational structures, these templates cover all critical aspects of business planning. This article delves into the best business plan templates available on Google Docs this year, highlighting their unique features and suitability for different business scenarios.

1. One Page Business Plan Template

This concise template is ideal when you need to highlight key points succinctly. It includes a single page where you can list up to five main points, covering areas like company activities, values, market analysis, marketing strategies, and expected rewards​​.

Edit Template

2. Marketing Strategy Business Plan Template

The Marketing Strategy Business Plan Template is a comprehensive tool for sculpting your path to success. It includes sections for executive summary, market analysis, and financial planning, providing a detailed framework for crafting an effective marketing strategy​​.

3. Restaurant Business Plan Template

Tailored for the food and beverage industry, this template is perfect for creating business plans for restaurants, cafes, and other catering establishments. It features sections for establishment name, concept, detailed strategy, and allows for photo and text integration​​.

4. Simple Business Plan Template 

Designed for efficiency and ease of use, this template is ideal for entrepreneurs who need a straightforward and concise business plan. It covers the essentials like business goals, target market, and basic financial planning, making it perfect for small startups or solo entrepreneurs looking for a no-fuss approach to business planning.

5. Lean Business Plan Template

The Lean Business Plan Template is versatile, fitting any business sector. It features a large chart, numbered list for structuring information, a gradient background in blue shades, and a low-key style, with ample space for all the important details​​.

6. Business Plan Outline Template

This template is designed to make a strong impression on banks and investors for your business. It’s a well-layered template that is fully customizable and easy to edit in MS Word or Pages. It can be downloaded instantly and features business standard fonts to ensure a fully formal plan with carefully crafted summaries and descriptions​​.

7. Attractive Business Plan Template 

This is a visually appealing template designed for creating a detailed business plan. It’s suitable for presenting your business vision and strategy in a professional manner.

8. Editable Trucking Business Plan Template 

This template is specifically tailored for outlining a trucking venture. It allows you to seamlessly integrate vital details such as company overview, financial projections, and operational strategies. It’s an editable and comprehensive document that provides a clear roadmap for success in the dynamic transportation industry​​.

9. Score Business Plan Template 

Ideal for small business owners, this template guides you through the process of creating a comprehensive business plan. It includes sections for market analysis, company structure, and financial projections, ensuring a well-rounded and professional plan.

10. Marketing Business Plan Template 

This template is designed for marketing professionals and businesses looking to outline their marketing strategies. It features segments for market research, target audience, branding, and a variety of marketing channels, making it a versatile tool for planning.

11. Photography Business Plan Template 

Ideal for photographers and photography businesses, this template helps outline your business goals, strategies, and financial forecasts in an organized way.

12. Business Plan Document Template 

Suitable for both startups and established businesses, this template helps structure your business vision, market strategies, and financial goals. It’s a key tool for attracting investments and presents data in a clear, understandable format. 

13. Trucking Business Plan Template 

Designed specifically for the trucking industry, this template guides you in detailing your business objectives, operational strategies, and financial projections. 

14. Example Business Plan Template 

A perfect starting point for new entrepreneurs, this template provides a standard structure for a business plan with example content. It covers areas like executive summary, market analysis, and operational strategies, offering a solid foundation for customization.

15. Bakery Business Plan Template 

Tailored for bakery owners, this template focuses on the unique aspects of running a bakery. It includes sections for menu offerings, supplier details, and bakery-specific marketing strategies, helping bakers craft a targeted business plan.

16. Construction Strategic Business Plan Template 

Specially designed for the construction industry, this template helps outline a strategic approach to business planning. It covers project management, resource allocation, and risk assessment, essential for construction businesses.

17. Bar Business Plan Template 

This template is perfect for bar owners and entrepreneurs. It includes specialized sections for bar operations, liquor inventory management, and customer engagement strategies, ensuring a comprehensive plan for running a successful bar.

18. Sample Business Plan Template 

A general template suitable for various business types. It provides a basic structure with key sections like company overview, market analysis, and financial planning, offering a flexible framework for different business models.

Each of these Google Docs templates offers unique features and layouts suited to different business needs. Whether you’re drafting a concise one-page summary or a detailed marketing strategy, these templates provide the framework to present your ideas clearly and effectively. They simplify the planning process, allowing you to focus more on strategy and less on formatting. With these tools, crafting a compelling and comprehensive business plan has never been easier.

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50 Google Docs Templates for Business Success (With 60+ Process Checklists)

I go straight to my Google Docs templates folder. As a content writer for Process Street , these templates include planning templates, review templates, and templates designed to record my research .

Suffice to say, my Google Docs templates are the backbone of my content creation process.

As a content writer for Process Street, I’ve built up an extremely efficient writing process that combines the convenience of Google Doc templates (via Google Drive), the clarity and reliability of Process Street workflows and Pages.

By merging Process Street and Google Drive into a simple, repeatable process for content creation, I know I can work productively and consistently meet my deadlines.

For me, Process Street + Google Drive = Success .

That’s why in this article, I’ll show you how you can recreate my process and build your own streamlined automations. I’ll be covering:

What is a Google Docs template? (+ a field guide to process documentation)

Google docs templates: how to use google docs, the benefits of google docs, integrating process street & google docs, 50 google docs templates.

• Integrate Process Street + Google Docs to run smooth and efficient processes

Let’s get started!

Simply put, a Google Docs template is a blueprint for quickly and easily creating documents based on pre-set parameters and structure. For example, you might have a Google Docs template for planning a blog article, with all of the typical sections you’d need to fill out to facilitate that plan. It’s basically a tool you can use to automate part of your writing process.

Google Docs is one of the many tools you gain access to when you create a Google Drive account. As stated by Edward Mendelsohn from PC Magazine speaking on the Google Drive suite:

“Visually elegant with effortless collaboration.” – Edward Mendelson , PC Magazine

Google Docs is completely free, and is primarily a web-based application that stores and creates documents on the cloud. Text documents, slide presentations, spreadsheets , drawings, surveys, you name it; these can all be created using Google Docs.

It’s also a powerful collaboration tool, allowing multiple simultaneous edits in real time across a single file, making it especially suited for remote teams.

Since 2006, Google Docs has been continuously improved upon and polished into a refined document management system.

Every organization needs business processes

It’s here that we determine what Google Docs is as opposed to what Google Docs is not .

Google Docs is a sublime document writing tool. Writing reports, CVs, invoices, or project proposals has never been easier. It’s part of the G Suite ; a suite perfectly suited for document management . But Google Docs is not applicable for process management .

Think about it. Your business processes are an ever-changing and dynamic network of tasks. Tasks need to be completed in a specific order, by specific personnel, at specific times, to get a specific job done. To incorporate something like a Google Docs .doc file into a business process, you need a proper system in place to facilitate automation and integrate these static components together.

So what do we do?

Introducing Process Street .

Process Street is a top Business Process Management (BPM) tool. You can manage your business processes using our refined, adaptable, and dynamic workflows . Once more, you can combine Google Docs within your business processes by setting up a Process Street + Google Docs integration .

To do this:

• Write down your business process.
• Document your business process as a checklist.
• Integrate your Google Docs account with Process Street.
• Enjoy the benefits of faster and more efficient processes and document management .

At the end of this article, you’ll be able to just that.

But first up, let’s find out how you can write and document your processes with Process Street.

What is process documentation?

Process documentation is a detailed description of how you can execute a process. With a documented process the exact steps needed to complete a process from start to finish, are outlined.

With Process Street, these exact steps are recorded in a checklist format.

How to use Process Street to document your processes

There has been a lot of work detailing the profound benefits checklists bring to business ( read : The Checklist Manifesto by Atul Gawande ). Using Process Street, you can incorporate this checklist approach to document your business processes.

Take a look at our New Employee Onboarding Checklist workflow, for example:

As you can see from this workflow, every step during the employee onboarding process has been documented. The user would simply click on this workflow, and run through each step, checking off tasks on completion. At a certain stage in the process, the user may need to create a Google Docs .doc file.

For instance, in the above Employee Onboarding Checklist workflow, the Prepare paperwork task requires the user to record the employee’s information.

This is where Google Docs comes in.

By combining Google Docs with your Process Street workflows, you can create the documents you need at the click of a button. In this instance, the user can prepare paperwork by setting up an integration between Process Street and Google Docs. Once that task is checked off, all employee information can be transferred from the Process Street template into a Google Docs document.

Keep reading and we will show you how you can set this integration up. We will also provide every Google Docs template you will ever need, along with the related business processes to help you make the most of them.

Before all of that though, let’s jump into the basics: How to use Google Docs .

Mouses at the ready!

For those of you who are new to the Google Docs platform, have no fear, Process Street is here. Below we have detailed our 3-step process to help you set up a Google Docs account and understand the ground rules.

Step 1: Create a document

Open Google Doc’s home screen . In the top left corner, under Start a new document , click Blank + .

You can also create a new document using this link here .

Step 2: Edit and format

Once your new document is open, you can type and edit as required. Edit text, paragraphs, spacing and more.

Here are some links that may come in handy:

• Find out how to change paragraphs and fonts here.
• Find out how to add a title or table of contents here.

Step 3: Share and work with others

Sharing is caring, and you can share files and folders using Google Docs. Select whether the user can edit, view, or comment on your documents.

For more information on how to share files from Google Docs, click here.

On top of these three steps, the true value of Google Docs comes with the implementation of the app’s core features:

• Talk instead of type : Say bye-bye to butter-fingers and hello to Google Doc’s built-in speech to text tool. With this feature, words will populate your Google Docs document as you speak. To use this feature, go to Tools > Voice typing . On the right-hand side of your Google Chrome screen, a microphone will appear. Toggle the microphone to control voice activation as required.
• Clear formatting : Text can easily be highlighted and edited to alter font and font size. Remove formatting from pasted text by highlighting the text, and selecting Clear formatting .
• Suggestion mode : Stop, collaborate, and listen. Entering edit mode will track changes as they are made. Opportunity is also provided to accept or reject these changes. On the upper right-hand corner of the document, select Suggesting .
• Add comments and tag others : Draw attention to comments added by tagging relevant individuals. When writing the comment, add a @ or + sign. An email will alert the tagged individuals of the comment made.
• Add bookmarks : For long documents, bookmarks can be added meaning less scrolling. To add a bookmark, select Insert > Bookmark . A small bookmark item will be added to the edge of your document.
• Revision history : Step back in time and return to an earlier version of the Google Docs document by going to File > See revision history . Click the version you want to revert to.

You can keep up to date with Google Doc’s new features here .

Each Google Docs feature has been specifically tailored for you , the user, to give you the most beneficial experience . The question is: What are Google Doc’s fundamental benefits that these features expand upon ?

“Why do anything unless it is going to be great?” – Peter Block

As voiced by Peter Block, an American author, when it comes to business, why do anything that cannot be defined as great ?

Putting Google Docs in the spotlight, we ask you the below questions to deduce the app’s greatness:

• Have you struggled to gain access to documents when working with multiple workstations, mobile devices, and laptops?
• Are your spreadsheets and documents shared within teams of people?
• Is constant collaboration and feedback a priority within your team?
• Do you ask for feedback on projects from people around the globe?

If you answered Yes to any of the above questions, then Google Docs is a great solution for you. The benefits lying at the core of this platform tackle the above situations and issues head-on. As indicated by TrackVia , I have detailed five of these core benefits below:

• Version control : Controlling which document version your team works on is a huge asset for your company. You can add and remove collaborators whilst editing who can make changes to a document. Multiple users can enter, edit and evaluate one document at a time. This creates a collaborative platform that augments teamwork.
• Easy to learn : If you have experience with other word processing platforms, then you will find Google Docs a breeze. Especially now you have an insight into some of the platform’s top features and functionalities – mentioned above .
• Free : This one is pretty self-explanatory. Google Docs is free.
• Import/Export flexibility : Say good-bye to error messages and incompatibility issues. Most file types can be imported and exported from Google Docs, giving you the flexibility you need to send and receive files within and outside of your team.
• Accessibility : Working remotely, I have a newfound appreciation of the concept of accessibility . With Google Docs, you and your colleagues can collaborate over a coffee, working across two continents. Boundaries are erased. With a strong internet connection, you can access files from teams everywhere. Pretty impressive, huh?

All in all, Google Docs comes into its own when creating, editing and collaborating on documents across the globe. As a business tool, Google Docs can propel the productivity of your business operations. And furthermore, you can use Process Street to drive the creation of your documents. Doing this, you will construct an all-in-one integrated, collaborative, productive process for free. Let me show you how.

In this example, I will work from Process Street’s Hotel Sustainability Audit workflow ( click here to access our Hotel Sustainability Audit workflow! ), part of our Hotel Management workflow pack.

At the end of our Hotel Sustainability Audit workflow, a report is produced detailing your results. You’re presented with the option to export this report as a Google Docs .doc file, or other file type of your choice. By doing so, you can utilize two tools – Process Street and Google Docs – and reap the benefits they bring, in one swift, quick click.

In this case, an effective , efficient and productive audit process has been run with the help of Process Street. The audit report has then been exported from Process Street to Google Docs for sharing, team edits, and collaboration.

Check out these articles if you’d like to learn more about auditing:

• Audit Procedures: A Quick Tour with 19 (Free) Templates
• Audit Process: 5 Expert Steps for You to Get Your Audit Right
• Operational Audit: Best Practices Used by the Experts
• Financial Audits: A Quick Guide with Free Templates
• ISO 19011:2018 Basics (8 Free Management System Audit Checklists)
• What is an ISO Audit? Free ISO 9000 Self-Audit Checklist (ISO 9004:2018)

Below I have detailed the 8-step process to how this automation between Process Street and Google Docs has been created, using the Hotel Sustainability Audit as an example. This automation has been set up using Zapier .

Integrating Process Street with Google Docs: Step 1

Name this document and save it. When the Zap has been created using Zapier, all the relevant information from your final report will populate the form fields in this document.

Integrating Process Street with Google Docs: Step 2

Integrating Process Street with Google Docs: Step 3

Integrating Process Street with Google Docs: Step 4

Integrating Process Street with Google Docs: Step 5

Integrating Process Street with Google Docs: Step 6

Integrating Process Street with Google Docs: Step 7

Integrating Process Street with Google Docs: Step 8

And that’s it! Your automation is set up. Your workflow can be run time and time again, with the automation unchanging. From Zapier, all you have to do is turn the automation on or off when required.

To re-cap what we have covered so far, we have:

• Run through a 3-step process to set up a basic understanding of how to use the Google Docs platform.
• Identified Google Doc’s core features, enabling you to obtain true value from Google Docs.
• Identified the benefits Google Docs can bring to your business.
• Found out how to integrate your business processes with Google Docs using Zapier and Process Street.

With the above, you are now in a sure-fine position to implement our 50 (yes, that’s 50!) free Google Docs templates along with the related Process Street processes.

For ease, I have split these 50 templates into their relevant sections, and added a supplementary section on related Process Street workflows – so you’ll have everything you need to integrate the Google Docs templates with Process Street!

Google Docs templates for marketing

Top challenges for marketers include a lax marketing plan, an unsupported brand image, and a poor professional reputation. Conquering the branding issues, for instance, has been shown to increase revenue by 25% . This demonstrates the extent to which marketing shortfalls can blockade business progression. To help you overcome these marketing challenges, you can use our top marketing Google Docs templates, that have been included below.

⬇️ Click here to see Google Docs templates for marketing Google Docs template #1: Digital marketing template

Google Docs template #2: Simple marketing template

Google Docs template #3: Corporate business card template

Google Docs template #4: Minimalist business card template

Google Docs template #5: Transparent business card template

Google Docs template #6: Basic business card template

Google Docs template #7: Purple tri-fold brochure template

Google Docs template #8: Business tri-fold brochure template

Google Docs template #9: Modern brochure template

Google Docs templates #10: Creative magazine template

Google Docs template #11: Newsletter template

Google Docs template #12: Retail newsletter template

Google Docs template #13: Marketing book cover template

Google Docs template #14: Produce promotion flyer template

Process Street workflows for marketing

Integrate the above Google Docs templates with the following Process Street Marketing workflows to meet all of your marketing needs:

• Ari Meisel’s How to Develop a Content Distribution Machine Guide
• Blog Idea Processing Checklist
• Blog Pre-Publish Checklist
• Content Promotion Checklist
• Creating a Newsletter
• Newsletter Template Process
• Peer-Editing Checklist for Bloggers
• The Ultimate Blog Post Editing Checklist
• Updating Old Blog Content for SEO (Checklist)

Google Docs templates for finance

Inaccurate, incomplete financial documentation in business is a substantial business cost, expressed in the millions . In this vein, the U.S. Securities and Exchange Commission (SEC) imposed penalties above $1.43 million in 2018. Using a Google Docs template for your financial documents can safeguard these documents from fraudulent and negligent activity.

⬇️ Click here to see Google Docs templates for finance Google Docs template #15: Professional invoice template

Google Docs template #16: Basic invoice template

Google Docs template #17: (Another) Basic invoice template

Google Docs template #18: Delivery invoice template

Google Docs templates #19: Business budget template

Process Street workflows for finance

Integrate the above Google Docs templates with Process Street’s related workflows to meet all of your financial process needs:

• Income (Profit and Loss) Statement Process
• Investor Pitch
• ISA Audit Checklist
• Purchase of a Business
• Annual Financial Report Template
• Financial Audit Checklist
• Financial Plan Template
• Financial Planning Process

Google Docs templates for HR

Developing your HR department into an effectual team that supports your employees can be a challenge. Ensuring your HR department is recognizing your employees’ hard work is the first step . Consistent employee recognition has been shown to improve employee engagement by 30%. With that said, the below Google Docs templates will help you deliver this first step.

⬇️ Click here to see Google Docs templates for HR Google Docs template #20: Employee appreciation

Google Docs template #21: Project manager certificate template

Google Docs template #22: Business certificate template

Google Docs template #23: Certificate of experience template

Google Docs template #24: Professional experience certification template

Process Street workflows for HR

Integrate the above Google Docs templates with Process Street’s HR-related workflows to meet your HR-related process needs:

• Accountant Job Description Template
• Call Center Employee Onboarding Checklist
• Code of Conduct Policy Adherence Process
• Copywriter Job Description Template
• Customer Service Manager Job Description Template
• Customer Service Representative Job Description Template
• Editor Job Description Template
• Employee Onboarding Checklist
• HR Manager Job Description Template
• ISO-9000 Structure Template
• IT Manager Job Description Template
• Job Description Template
• Marketing Manager Job Description Template
• Performance Management
• Receptionist Job Description Template
• Sales Manager Job Description Template
• Web Designer Job Description Template
• Web Developer Job Description Template

Google Docs templates for management

Management of any business activity is tricky. Despite this, excess management is costing the U.S. economy $3 trillion a year. It isn’t a case of pumping more managers into the mix to solve your managerial shortfalls. It is about implementing effectual management strategies. Below are some Google Docs templates to help you do just this.

⬇️ Click here to see Google Docs templates for management Google Docs template #25: Consulting agreement template

Google Docs template #26: Business process manual template

Google Docs template #27: Annual board meeting template

Google Docs template #28: Project proposal template

Google Docs templates #29: Sales quote template

Google Docs template #30: Training proposal template

Google Docs templates #31: Software development template

Google Docs template #32: Weekly calendar template

Google Docs template #33: Monthly calendar template

Google Docs template #34: Project timeline template

Google Docs template #35: Project tracking template

Google Docs template #36: Gantt Chart template

Google Docs template #37: Business management book cover template

Process Street workflows for management

Integrate the above Google Docs templates with Process Street’s management-related workflows to meet your management-related process needs:

• GRI Standards 101: Foundation 2016 Checklist Template
• GRI Standards 102: General Disclosure 2016 Checklist Template
• GRI Standards 103: Management Approach 2016 Checklist Template
• ISO 14001 EMS Structure Template
• Environmental Management System (EMS) Implementation Checklist Template
• ISO 14001 Environmental Management Self Audit Checklist
• ISO 19011 Management Systems Audit Checklist
• ISO 26000 Social Responsibility Performance Assessment Checklist
• ISO 27001 Information Security Management System (ISO27K ISMS) Audit Checklist
• ISO 45001 Occupational Health and Safety (OHS) Audit Checklist
• ISO 9001 and ISO 14001 Integrated Management System (IMS) Checklist
• ISO 9001 Internal Audit Checklist for Quality Management Systems
• Risk Management Process
• Diversity Management Monthly Audit
• Environmental Accounting Internal Audit
• Firewall Audit Checklist
• Google Analytics Audit
• Laboratory Safety Procedure Audit
• Network Security Audit Checklist
• PPC Audit Checklist
• SQL Server Audit Checklist
• Technical SEO Audit

Google Docs templates for freelancers & personal use

We, at Process Street, strive to provide business assistance at all levels. That is, from the top end of a business – looking to improve financial and management processes – right down to the personal level. When you consider statistics such as 21% of employees are unsatisfied and unengaged at work, you know something needs to be done.

Below we have provided Google Docs templates to help personnel communicate their ambitions and career needs effectively. This will pair up the right candidate with the right job.

⬇️ Click here to see Google Docs templates for freelancers & personal use Google Docs template #38: Basic resume template

Google Docs template #39: White-blue resume template

Google Docs template #40: Light-dark resume template

Google Docs template #41: The clean CV template

Google Docs template #42: Smart and professional resume template

Google Docs template #43: Laconique resume template

Google Docs template #44: Infographic resume template

Google Docs template #45: Circle-pattern resume template

Google Docs template #46: Professional visual template

Google Docs template #47: Minimalist infographics resume template

Google Docs template #48: Crisp and clean cover letter template

Google Docs template #49: Contemporary cover letter template

Google Docs template #50: Minimalist cover letter template

Process Street workflows for freelancers & personal use

Integrate the above Google Docs templates with Process Street’s related workflows to meet your personal business career needs:

• Self-Evaluation Performance Review Template
• SMART Goal Setting Checklist
• How to Backup your External Hard Drives using Google Drive [CHECKLIST]

Process Street + Google Docs: Smooth & efficient processes

Run efficient and productive processes by combining Process Street with the above Google Docs templates.

Remember Google Docs is not a process management tool. The true value of Google Docs is realized when integrated within your business processes. To do this, you need Process Street.

If you are new to Process Street, and still a little unsure about what it is we do, check out the video below for further insight:

As you already know, Process Street is a Business Process Management tool, used to manage your business operations. Process management is achieved by using workflows. Our workflows are not, however, ordinary workflows.

Our workflows are superpowered .

They have functional features that I have detailed below:

• Stop tasks , to ensure task order.
• Dynamic due dates , so no deadline is missed.
• Conditional logic , creating a dynamic workflow that caters to your needs.
• Role assignments , to ease task delegation within your team.
• Approvals , to sign tasks off within your team. Tasks can be assessed by the relevant team member/s. The assigned approver can easily open the workflow and information from the tasks is then used to either approve or reject with a comment.

With these features, Process Street’s workflows are dynamite when it comes to managing your business operations.

Once more, you can integrate Process Street with many different applications, not just Google Drive. Take the time to think about that for a moment…

All of those automations to be created…

Each automation tailored to your specific business process needs. Automations that will save you both time and money.

For more information regarding Process Street integrations, visit our Integrations Help Site .

Using Google Docs for knowledge management could be costing you money Process Street Pages allow you capture, organize, and share your company’s operational knowledge. It’s the best place to host critical documents, such as SOPs or employee onboarding documentation. Basically, any information that may not need to be documented as a dynamic workflow.

You can easily collaborate with your team by sharing pages with them, regardless of which department they’re in.

And best of all, it’s  free to access for your whole team!

For more info about Pages , watch the video below:

Do you use Google Docs templates regularly? Have you tried automating Google Drive with Process Street? If not, why not? Let us know in the comments below!

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Jane Courtnell

Hi there, I am a Junior Content Writer at Process Street. I graduated in Biology, specializing in Environmental Science at Imperial College London. During my degree, I developed an enthusiasm for writing to communicate environmental issues. I continued my studies at Imperial College's Business School, and with this, my writing progressed looking at sustainability in a business sense. When I am not writing I enjoy being in the mountains, running and rock climbing. Follow me at @JaneCourtnell.

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24 Google Docs Templates That Will Make Your Life Easier

Use these time-saving Google Docs templates to help you create your documents quickly instead of wasting time struggling to put them together!

Quick Links

Work templates, health templates, home templates, travel templates, streamline your work with google docs templates.

Formatting Google documents is a time-consuming task. There are already some excellent templates available for your use. Rather than trying to create your documents manually, use these 24 time-saving templates in Google Docs.

These free Google Docs templates are split into four sections: Work, Health, Home, and Travel. So feel free to scroll to the section that's most relevant to you. On to the Google Doc templates.

1. Resumé

Formatting resumes can be a real test of patience (and design skills). You can use this professional template for that. It includes all the sections needed to help you land that dream job. Describe your career objectives, experience, education, skills, and references (you can modify these sections if necessary).

For more options, take a look at these free resources for customizable resume templates .

2. Business Letter

When it comes to any type of business letter, you want the appearance to be professional. You may be writing to a client or customer, contacting a vendor or manufacturer, or creating a cover letter to accompany your resume.

Within Google Docs, there are a number of business letter templates to choose from, and you can even password-protect your docs on Google if they contain confidential information.

3. Presentations

Often, the hardest part of creating a presentation is formatting your slides. Fortunately, Google Docs has a ton of presentation templates that do what they say on the tin and can even be edited offline. Once you've selected your template, to add another slide, right-click the second slide, and select Duplicate slide .

You can choose to show the presentation in a new window, or you can download it as a PowerPoint file or PDF (among other formats). Then, confidently open your presentation wherever you are. There are many other uses for Google Slides presentations .

4. Meeting Agenda

Keep your meetings efficient by having an agenda template in Google Docs ready to roll at a second's notice. This meeting agenda template in Google Docs includes the agenda (obviously), attendees, scribe name, minutes, action items, and next meeting items.

You can also invite other team members to add agenda items directly to the template to streamline the process further.

5. Project Timeline

If you've been tasked with creating a project timeline and have no idea where to start, then this template is a life-saver. Organize the timeline of your project with this straightforward Gantt chart.

With tasks split into different phases, and a weekly timescale, understanding the overall structure of your complex project—at a glance—is a picnic.

6. Project Tracking

Similarly, this spreadsheet offers a fast way of keeping up with which tasks are still open and complete, when they were started, who's responsible, and the task difficulty.

Using this kind of tracking spreadsheet, alongside the project timeline, offers a pretty comprehensive toolkit for keeping everyone on track.

7. Business Plan

Get straight into the nitty-gritty of fleshing out your business propositions with this template. The major sections are all there, from market analysis to financial projections, along with plenty of export options.

Whether you want to add a couple of sparklines to your document or link to full-blown graphs, this is easy to do.

8. Invoicing

If invoicing isn't yet causing a problematic bottleneck in your company, this simple template can save you the hassle of transferring your invoicing to a dedicated, more comprehensive platform. Simply complete the invoice, download it as a PDF, and email it to your client or customer.

9. Newsletter

If you use Google Docs for your business, then you’ll love this newsletter template. You can add your company details in just minutes, insert photographs, and let your clients or coworkers know what’s new.

It’s short and sweet at two pages, which is usually just enough for an informative company newsletter.

10. Brochure

A brochure may not be something you create daily, but this attractive template comes in handy when you need one. It's among several Google Docs options for work-related brochures and more on GooDocs .

Add your own photos, as well as an overview and key features, and wrap up with all the necessary details for your product or service. The template simplifies everything.

1. Weight and Measurement Tracking

For those who are looking to bulk up or become leaner, this fantastic spreadsheet allows you to record any positive or negative changes in body composition, from your weight loss percentage to how much further you need to go to reach your goal.

After each entry, the overall change is calculated automatically. You can use this template to track your weight loss journey with a partner, too.

2. Weight Training

This ready-to-go weight training regimen gives you specific instructions to follow throughout the week. Obviously, the overall weight of each set should be adjusted according to your needs, but as far as set workouts go, you can't go wrong.

1. Household Chores

Prevent arguments around the house by keeping track of household chores (and even offering financial incentives!). This nicely designed template keeps things simple, bold, and clear-cut, helping you always run a tight ship.

2. To-Do List

Using this Google Docs task list template, you can start working on your to-do list as soon as possible while viewing each task's due date, priority, and status.

It's basic, but it does the job, allowing you to get on with crossing things off that list rather than spending time creating it. If you want a simple Google Docs to-do list template, this is it.

3. House Moving Calculator

We all know that moving can cause a huge amount of stress. Much of that stress can come from not properly understanding how the move will affect you financially.

This home cost evaluation template lets you financially assess your new purchase, so you can more effectively weigh your options.

4. Calendars

If, for whatever reason, you'd like to have your calendar stored and managed in Google Sheets, there are a number of great templates that'll get you started in no time.

You can browse them in the gallery or open a new Google Sheet and instead of creating a calendar from scratch, select New > From template gallery . Here, you'll find a whole host of Google Sheet templates, including the current year's calendar.

Each month of these calendars is on a separate worksheet, and it's also designed for print. While the calendar will change each year, there are always new templates being added, so keep your eyes peeled.

5. Family Budget Planner

If you need to keep a closer eye on your family or personal income and expenses, this template works much like a corporate sales forecast but has been adapted for home use.

Overall, you'll know how much cash you'll have at the end of the period and can adjust the plan to reach your saving or spending goals accordingly.

There's also a personal version of the Google Docs spreadsheet (rather than aimed at families) available. Keeping track of your expenses with Google Sheets has never been easier.

6. Wedding Checklist

Weddings: another stressful life event. Help yours go more smoothly with this detailed Google Docs checklist template.

By creating a checklist in Google Docs, you ensure that you don't forget anything crucial, such as arranging childcare or transportation ahead of time.

7. Savings Calculator

This calculator quickly lets you see savings projections in different situations, the aim being to show you how this can lead to early retirement if you save carefully. Simply change the blue numbers around and see the effect on the graph.

8. Guest List

Keep track of your guest list with this handy guest list template in Google Docs. Easily add their contact details and even track who you have already sent invites to and whether they have responded.

9. Car Comparison

Struggling to compare a few different car models? Add their stats and pictures to this spreadsheet, so you can have them competing head-to-head without the need to constantly flick through different tabs to find the relevant information.

1. Vacation Planner and Checklist

Vacations should be a relaxing experience. Use and edit this Google Docs checklist template so that you can keep your packing stress-free, preventing you from arriving at your hotel only to realize you've forgotten your phone charger.

2. Travel Itinerary

If you're heading out on an extended trip or visiting multiple places during one vacation, it's best to get everything out of your head, and written down somewhere reliable.

This template allows you to see the important details of any booked transport, plus the dates of your travel, and where you'll be each day. This will make organizing outings and hotels much less arduous.

3. Road Trip Planner

Road trips have never been particularly easy to plan in detail, which makes this template awesome as it includes fields for planning the distances and costs of your travels.

You fill them in with your estimates, and the spreadsheet automatically calculates the total cost of your journey. You can add dates, destinations, activities, mileage, and more to your trip log.

Hopefully, one or more of these free Google Docs templates have your task covered. The Google Docs templates can also be downloaded and exported into formats like PDF and PowerPoint. If you need additional templates, you can browse the Google Docs template gallery.

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Make your own business templates in Google Docs

Give your team a head start on business documents by creating a set of custom templates they can use over and over again..

Google Docs offers a few dozen templates you can use to get a jump-start on document creation, but maybe you’ve looked through them without finding any that meet your specific needs. No problem: you can build one from scratch.

This could be ideal if you want to design one or more standard document templates for your organization to use. As a bonus, understanding the text, image, and other elements described below can also help you format any of your Google Docs documents better.

Note: If you need help getting started with Google Docs, see our Google Docs cheat sheet .

How to create a template file in Google Docs

Templates are designed to be used over and over, with users adding or changing the text each time. You’ll want to preserve the template itself in its original form so there’s always a pristine version for users to work from.

If your organization has a paid Google Workspace subscription, you can create a template and add it to the company’s template gallery. From there, your co-workers will be able to select the template and create documents based on it — without affecting the template itself.

If you instead have a personal Google account, you can still create a document to act as a template, but you and your colleagues will have to remember to make a copy of it each time to prevent changes to the original.

Either way, get started by creating a new blank document and giving it a descriptive name that includes the word “Template.”

Use the word “Template” when you name a template doc.

Build out the document with placeholder text and other elements such as your company logo, headers or footers, dropdowns, and so on, as described later in this story.

Under an organizational Workspace account, you can add your finished template to the gallery — if your company has enabled custom Google Drive templates and you’ve been granted permission to add templates to the gallery. On the Google Docs home screen, click Template gallery > [organization name] > Submit template . (If you don’t have permission to submit templates, you won’t have access to the “Submit template” option.) On the panel that appears, select your template document, designate a category, and click Submit .

Depending on how your organization’s template gallery is set up, your template might have to be approved by an administrator before it appears in the gallery. See the Google support doc “ Turn custom Drive templates on or off for users ” for details.

If you’re using a personal Google account (or your organization hasn’t enabled custom Drive templates), you’ll need to share your finished template doc with others in your organization or place it in a shared drive that your co-workers can access. When you or others want to use the template, open the file and make a copy of it by selecting File > Make a copy from the menu bar at the top of the page.

On the “Copy document” panel that appears, type in a new document name, select a folder where it will be saved, and click Make a copy . Now users can adapt the copy as needed without altering the original template.

If you don’t have a corporate template gallery, you and your co-workers will need to make a copy of a template each time it’s used.

Tip: Keep at least one backup copy of the original template somewhere safe in case somebody forgets to make a copy and accidentally overwrites the shared template doc.

Tips for designing a template

Now let’s look at the elements that go into a document template. While the specific components will vary depending on the type of template you’re designing (letter, proposal, agreement, training document, report, etc.), the following tips will guide you through the most common elements.

1. Text: use placeholder copy

A document template is meant for a user to insert their own text. But as you’re designing your template, you should add placeholder text to it. This helps the user visualize how their text will appear in the layout and directs their attention to where they should replace your placeholder copy.

There are several sites, such as loremipsum.io and lipsum.com , that generate lines of placeholder text (in Latin, so it’s obvious that it needs to be replaced) that you can copy and paste into your doc.

Using the menu bar and toolbar running across the top of the document, you can implement various styles for your placeholder text. For example, you can create a placeholder for a heading, which has larger text, by selecting the text, selecting Normal text in the toolbar, and choosing Heading 1 (or Heading 2 or Heading 3 ) from the menu that drops down. Then all someone using your template needs to do is replace the headline text with their own.

Similarly, you can create a placeholder list by clicking the down arrow next to the Bulleted list or Numbered list icon in the toolbar and choosing a style for the bulleted or numbered list.

Format the styles of various text elements in your template. (Click image to enlarge it.)

You can also format blocks of text such as paragraphs in columns and/or set indentation, margins that are narrower than the page margins, and spacing between the lines of text.

Another way to make certain text elements stand out is by changing the color of the text or adding colored highlighting using the Text color and Highlight color icons in the toolbar. But it’s best to stick with black for the color for the main body of text in your template. Colored text and highlights should be used minimally.

2. More text: include boilerplate copy

While placeholder text is helpful to include in most templates, many types of business documents also need standard copy — sometimes called boilerplate — that should appear in every document created from a template. For instance, all press releases should end with an “About” paragraph that gives an overview of the company. And many business contracts use the same language from contract to contract, with only specific details changing.

Both the content and the style of boilerplate text generally need to be approved by company execs (including legal). Including approved boilerplate copy in a template saves time for anyone who uses the template. And if that copy needs to change in the future, updating it in the template ensures that others will be using the most current language when they create documents.

3. Images: add a logo or watermark

If you’re designing business letterhead, you may want to add an image to your template, such as a company logo or a watermark.

To insert an image: place your cursor where you want the image to appear in the document, click the Insert image icon in the toolbar, choose a source (such as Drive or Upload from computer ), and select the image. It will be placed in your document.

To adjust the image: Click the image in your doc, and a frame will appear around it with points at the corners and sides. Drag any of these points to resize the image, or click-and-hold in the center of the image and drag it to reposition it in the document.

To adjust how text works with the image: When you click the image, you’ll also see a small toolbar below it. The first five icons let you control how the text will appear in relation to the image. Options include In line (the bottom of the image will line up with one line of text), Wrap text (the text will automatically flow around the top, sides, and bottom of the image), Break text (the image appears on its own, with text above and below it), Behind text (the text appears over the image), and In front of image (the image appears over the text).

You can have text wrap around the image or choose other layout options. (Click image to enlarge it.)

To make further adjustments: Other options in the toolbar let you control whether the image moves with the text it’s next to or always remains in the same place on the page, rotate the image, and otherwise adjust it. Click the three-dot icon and choose All image options to open a sidebar with all the options for adjusting the image.

To insert a watermark: On the menu bar along the top of your document, click Insert > Watermark . The Watermark sidebar opens, where you can select an image to use as a watermark. See “ Google Docs power tips: How to add charts, citations, and more ” for details about adding and adjusting a watermark in a document.

Adding a watermark to a document template. (Click image to enlarge it.)

4. Headers and footers: add page numbers and other elements

Let’s say you want your business’ documents to include items such as page numbers or your company’s contact info at the top or bottom of every page. That’s where headers and footers come in.

When you create a header or footer for your template, it will automatically appear on all pages of your template, as well as any additional pages that someone using your template creates. (The exception is if you set your template’s first page to be unique, as described below.)

To add a header or footer: Double-click somewhere above or below the main body area of a page in your document template. Or, on the toolbar above your document template, click Insert > Headers & footers and choose either Header or Footer .

To add text to a header or footer: Just begin typing. You can adjust the text style using Docs’ usual text-formatting tools.

Adding a header to a document. (Click image to enlarge it.)

To add an image to a header or footer: Choose Insert > Image , then choose a source and an image to insert. The text wrap settings for an image set inside a header or footer are the same as for an image embedded in the main body of your document template, as described above.

To make the header or footer on the first page unique: Check the Different first page checkbox. The header or footer on the first page will be labeled “First page header” or “First page footer,” and the header/footer on all other pages will be labeled simply “Header” or “Footer.” You can add different elements to the two different headers/footers or leave one the other blank.

This can come in handy if, say, you’re creating a template for documents with a title page or if you want your company logo to appear in the header/footer on the first page only.

To add page numbers to a header or footer: In the header or footer area, click Options > Page numbers . The “Page numbers” panel appears, where you can choose whether to have the page numbers appear in the header or footer, whether to have a page number on the first page, and what number you want to start with.

Setting up page number location and format. (Click image to enlarge it.)

Another way to add page numbers is to select Insert > Page numbers from the top toolbar, then choose from one of four options:

• page number at upper right with numbering starting on first page
• page number at upper right with numbering starting on second page
• page number at lower right with numbering starting on first page
• page number at lower right with numbering starting on second page

Or you can select More options to bring up the “Page numbers” panel.

5. Extras: add dropdowns, tables, and more

In addition to the standard elements and settings covered above, you may find certain extra elements useful for specific types of templates. For instance, you could create a template for project management documents that will live online and are meant for team collaboration. Including some useful interactive elements in that template will help teams work together in any document created from the template.

Smart chips

Smart chips in Google Docs are small buttons that users can click to see more information, update information, or take other actions. We’ve got an in-depth guide to smart chips that covers the main smart chip types and how to use them, so here we’ll simply list some of the most useful smart chips to include in templates.

Dropdown smart chip: When a user clicks a dropdown, it opens a list of prepopulated text options that they can choose from to enter into the document. In a project management document, for example, you could have a status dropdown for a specific task that includes options for Not Started, Blocked, In Progress, and Completed. As the task moves through various stages, users can change the status dropdown accordingly.

Dropdown chips display options for document users to choose from.

Date smart chip: When a date smart chip is clicked, a small calendar opens. The user can then replace the date by clicking on another date on the calendar. So the date that you choose for this smart chip would serve as a placeholder that’s meant to be changed by the user of your template.

To change the date of a date smart chip, hover over the chip, click the date on the panel, and then select a new date on the calendar.

Variable smart chip: Available only with certain paid Google Workspace plans, variable smart chips are text placeholders that repeat throughout a document. For example, in a contract template you could create specific placeholders for Client Name, Address, Start Date, and so on. When the user replaces one Client Name placeholder with the client’s actual name, all the other Client Name placeholders are automatically updated. See our story with advanced tips for smart chips for details about using variable chips.

A very effective element to add to your template, a table invites the user to fill in its boxes with information. You can select the number of columns and rows in the table; set background colors for rows, columns, and/or individual cells; and optionally add column headers. To design your table with more interactive elements for users of your template to customize themselves, add dropdown or date smart chips inside its boxes.

As an alternative to creating a table from scratch, you could use a prebuilt Docs building block that pulls in smart chips. The “Product roadmap” building block, for example, is a simple task-tracking table that incorporates status dropdowns.

The product roadmap building block is a simple table template that you can customize as you like.

As with a table you create yourself, you can edit a building block table to suit your needs. See our smart chips guide for instructions on using building blocks.

6. Page settings: decide your template’s margins and page size

Before you finish your template, be sure to review and adjust its page settings, such as the page size and margins. On the menu bar above your document template, select File > Page setup .

Setting the template’s page margins. (Click image to enlarge it.)

Many printers are not able to print text and images close to the edge of a sheet of paper. So it’s best to set at least half an inch for all of your template’s margins: top, bottom, left, right.

Another thing about margins to keep in mind, particularly if you’ve carefully laid out text or images in the headers or footers: The margin numbers that you enter in the page setup settings affect these areas first. So if you set the top margin at 1 inch, then the top of the header will be 1 inch in from the top edge of the page. The main body of contents in your document template will be automatically set below the header.

But you can override this by setting the top and bottom page margins for your headers and footers separately from the margins for the main body of your document. To do so, select Format > Headers & footers from the menu bar above your document and adjust the header and footer margins.

Adjusting the header and footer margins. (Click image to enlarge it.)

Alternatively, you can set your template to not have margins at all by designating it as “pageless.” This also removes any page breaks, so your document appears as one page that gets longer as more content is added to it. A pageless layout makes sense if you’re designing a template for online documents, with no intention to print them to paper. This format allows more room for tables and graphics, but note that headers, footers, columns, and watermarks will not appear.

Setting a document as “pageless.” (Click image to enlarge it.)

You can also select a background color for all the pages in your template. You probably don’t want to change this from white if your template will be used to print to paper. A colored background is more appropriate for a template that’s in pageless format.

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Howard Wen ( www.howardwen.com ) is a longtime contributor to Computerworld . He specializes in explainer guides, how-tos, and reviews of office applications and productivity tools.

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Free Google Slides Business Model Canvas Templates

By Courtney Patterson | May 8, 2024

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These customizable Google Slides business model canvas templates are tailored for entrepreneurs, startup enthusiasts, and strategic planners. Download any template to help you develop and refine your business model, establishing a solid base for growth and innovation. This collection includes a  Lean business model canvas template , a  social enterprise business model canvas template , a  tech startup business model canvas template , and more.

Google Slides Simple Business Model Canvas Template

Download the Simple Business Model Canvas Template for Google Slides 

When to Use This Template:  Use this streamlined business model canvas template during dynamic strategy meetings or brainstorming sessions. It's particularly useful for entrepreneurs, startups, and educators looking for a fast way to kick-start planning, facilitate workshops, or clarify ongoing business strategies. 

Notable Template Features:  This template efficiently outlines key aspects of a business model, such as value propositions, target customer segments, and critical operations. The user-friendly layout ensures swift updates and engaging team discussions, making it an essential resource for visualizing and refining strategic plans. 

Access this complimentary collection of  free business model canvas templates to effectively visualize your business's fundamental elements. 

Google Slides Lean Business Model Canvas Template

Download the Sample Lean Business Model Canvas Template for Google Slides 

Download the Blank Lean Business Model Canvas Template for Google Slides

When to Use This Template:  Ideal for high-velocity environments, this Lean business model canvas template with or without sample data allows forward-thinking innovators to expedite the testing and validation of their business concepts. It focuses on refining the pivotal aspects of a business strategy to adjust based on real-time market responses. 

Notable Template Features:  This template highlights critical Lean startup principles, including the alignment of solutions with customer problems, compelling value propositions, and key performance indicators (KPIs). Its interactive and flexible design makes it a vital resource for teams striving for continual progress. Download the sample version for a pre-filled template, or try the blank version to fill in the sections with your own data.

Google Slides Business Capability Model Template

Download the Business Capability Model Template for Google Slides  

When to Use This Template:  Use this template to streamline your strategic planning. It is designed to help organizations assess and outline their core business functions and capabilities so that they can synchronize business strategies with operational strengths and identify areas for investment. 

Notable Template Features:  Across multiple dynamic slides, this template facilitates a thorough analysis of business capabilities, from day-to-day operations to customer interaction tactics. Its organized layout allows for a methodical review of your company's strengths, weaknesses, and growth opportunities, improving communication and strategic alignment across teams and sectors. 

Google Slides Social Enterprise Business Model Canvas Template

Download the Social Enterprise Business Model Canvas Template for Google Slides

When to Use This Template:  This Google Slides template is ideal for social enterprises and mission-driven organizations that need to strategize how to balance social impact with financial viability. Use this template in brainstorming sessions or strategic planning meetings to navigate the challenges of creating social value and financial stability. 

Notable Template Features:  This template emphasizes integrating social objectives with core business functions. It includes dedicated sections for outlining social missions, evaluating impact, and building community relationships. Its comprehensive design enables you to map out both the social and economic facets of your business. 

Google Slides Customer-Focused Business Model Canvas Template

Download the Sample Customer-Focused Business Model Canvas Template for Google Slides  

Download the Blank Customer-Focused Business Model Canvas Template for Google Slides  

When to Use This Template:  Use this customer-focused template with or without sample data when you're fine-tuning or developing a business strategy with a strong emphasis on customer insights. The template is particularly effective at turning customer needs into unique market positions and customized experiences.

Notable Template Features:  Specially crafted to highlight the role of customer perspectives in strategic planning, this template features dedicated areas for detailing customer journeys, preferences, and the feedback process. It offers a comprehensive examination of how your business model caters to customer demands, prioritizing customer satisfaction and active engagement in every strategic move.

Google Slides E-Commerce Business Model Canvas Template

Download the E-Commerce Business Model Canvas Template for Google Slides  

When to Use This Template:  Try this e-commerce template when you need to elevate your presence in the digital retail space. Ideal for strategizing the launch of a new online store or refining the operations of an existing one, this template facilitates a detailed examination and improvement of an online shopping journey, from the first interaction to follow-up after sales. 

Notable Template Features:  Tailor-made for the nuances of e-commerce, this template provides a guide for strategizing around online consumer behaviors, digital marketing tactics, and logistical operations. It covers crucial strategic e-commerce activities, such as enhancing the customer experience, streamlining payment systems, and ensuring effective customer support. 

Google Slides Tech Startup Business Model Canvas Template

Download the Tech Startup Business Model Canvas Template for Google Slides

When to Use This Template:  Use this tech startup template during critical phases of brainstorming and entering the market or as you adjust your tech enterprise to meet the changing needs of the industry. It's designed to help you better understand the relationship between your technological innovations and market requirements.

Notable Template Features:  Adapted for the unique challenges and opportunities of the tech sector, this template emphasizes research and development, intellectual property management, and strategies for gaining users. It offers a comprehensive layout for mapping out how your tech solutions align with market expectations, with a focus on ensuring scalability, security measures, and innovation.

Related Templates

Explore these complimentary Google Slides templates rooted in business model canvas methodologies. Tailored to boost your strategic business planning, these resources emphasize strategic planning, market analysis, value proposition clarification, and customer journey mapping. 

Free SWOT Analysis Templates for Google Slides

Make use of these  free SWOT analysis templates for Google Slides to better understand your organization's strengths, weaknesses, opportunities, and threats, allowing for new strategic initiatives and insightful decision-making. 

Free Google Slides Project Management Templates

These  free Google Slides project management templates offer users an intuitive way to organize, track, and present project details, timelines, and milestones, enhancing project visibility and team collaboration. 

Free Brand Presentation Templates

See this collection of  free brand presentation templates for resources to help you seamlessly integrate and showcase your brand's identity in your business model canvas, enhancing how you communicate your value proposition and market positioning. 

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11 Best Influencer Templates to Manage Outreach in 2024

Praburam Srinivasan

Growth Marketing Manager

February 13, 2024

Influencer marketing has become a key way for businesses to build brand awareness and connect with their target audiences. But partnering with influencers takes a lot of work—from your influencer outreach strategy to the implementation of your marketing plan .

Not only do you need to connect with the right influencer for your brand, but you also need to maintain a productive and professional relationship along the way.

Use these influencer templates to refine your marketing strategy and cut down on the time it takes to launch a successful influencer marketing campaign .

What Is an Influencer Template?

What makes a good influencer template, 1. clickup influencer contract template, 2. clickup social media content plan template, 3. clickup agency client health tracker by zenpilot, 4. clickup advertisement template, 5. clickup campaign brief template, 6. clickup campaign tracking template, 7. clickup content marketing template, 8. clickup marketing proposal template, 9. clickup start a social media marketing agency template, 10. clickup social media advanced template, 11. clickup social media strategy workflow, how to increase influencer outreach response rate.

An influencer template is any document that you use to streamline and standardize your interactions with influencers. Instead of starting from scratch every time, you can simply personalize your outline or template for each potential influencer you contact.

Some of the most common influencer templates include:

• Influencer outreach email template : Use this template to initiate contact with an influencer for the first time. If you’ll be reaching out to them via direct message, create a DM template instead of an email template
• Follow-up email template : Use this template to follow up with influencers you haven’t heard back from or who have expressed interest in your project
• Influencer campaign brief template: A campaign brief explains the scope, purpose, and timeline of your campaign to prospective influencers
• Influencer contract template: Your influencer contract template should spell out the terms and conditions of your influencer partnership, such as the number of social media posts you’ll expect them to create each week or month 📅
• Social media content plan template: This type of template helps to keep you and your particular influencer on the same page as your campaign moves forward

A good influencer marketing template should include key information while still being easy to tailor to each influencer you contact. For example, you can include the same info about your business in each email but personalize the subject line and influencer name.

Here are four things to include in influencer outreach messages:

• Subject line: The more popular the influencer name, the more email they receive. Use an engaging subject line to get the influencer’s attention and increase open rates
• Brand values : Social media influencers like to partner with brands that align with their values. Increase your chances of success by highlighting how your product or business is a match for their audience
• Free sample : If your brand name isn’t widely known, offer to provide free product samples so they can see for themselves what your product is about 🎁
• Media kit: If your influencer is a blogger or reviewer, provide a media kit with all of your promo materials so they don’t have to go digging them up

11 Influencer Templates to Use in 2024

Chances are you’ll need to contact multiple influencers before establishing a successful partnership for your brand. These free templates will save you time at every step of the way, from initial outreach to creating a social media content calendar .

Simply download the templates you need and customize them for each new marketing strategy.

Use this ClickUp Influencer Contract Template to document a formal agreement with an influencer or content creator. Start by filling in the influencer name, contact details, and home address. Then, fill out the table with their handles on each social media project management platform (Facebook, Instagram, Tiktok, and so on), along with their follower count.

Once you’ve created the contract, you can email it to them for review, and both parties can sign the document digitally. Export your influencer outreach strategy as a PDF for easy record-keeping.

Not only does it serve as a binding agreement, but you’ll find it easy to keep track of all the influencers you’re working with, thanks to the profile pic and social media handles shown right on the front page.

This ClickUp Social Media Content Plan Template helps you track all your social media campaigns in one place, even if you’re working with multiple influencers.

Each task gets a due date and assignee, so you can assign an Instagram story to your Instagram influencer and a TikTok post to someone else. You can also use the Priority column to highlight time-sensitive tasks with a red or orange flag.

Do you have other people involved in your influencer marketing campaign, such as an editor, designer, or copywriter? Add them to one of five custom fields for improved collaboration.

Whether you’re planning a new product giveaway or a sneak peek of an upcoming release, this social media content plan template will keep you organized and productive.

Working with influencers is becoming increasingly popular for businesses, but managing these relationships can be challenging. That’s where the ClickUp Agency Client Health Tracker from Zenpilot Template comes in. This customizable template allows agencies to track the health of their client relationships all in one convenient location, making it easy to manage influencer info and maximize impact.

With the ClickUp Agency Client Health Tracker, agencies can track important data points such as influencer satisfaction levels, touchpoints, and feedback. By logging this information businesses can gain a better understanding of their influencer relationships and optimize their strategy accordingly. This allows them to maintain strong partnerships and drive greater business success.

By incorporating the ClickUp Agency Client Health Tracker into your influencer management process, you’ll be able to streamline your workflows and stay on top of any issues that arise.

This ClickUp Advertisement Template can help you develop a new ad for your digital marketing campaign from start to finish. Start by identifying the marketing objective, marketing materials, and marketing status (such as “In Development”).

Then, break up the development process into stages, such as “First Draft Completed,” “Final Draft Completed,” and “Approved by Legal.” Once your ad is approved by your exec team, legal team, and marketing team, you can send it off to your social media influencers and other affiliates to kick off your marketing efforts.

This advertisement template can be used for most influencer marketing campaigns, as well as affiliate programs and brand ambassador programs.

Before entering into an influencer marketing partnership, use a ClickUp Campaign Brief Template to get everyone on the same page and coordinate your outreach efforts.

Fill out the table with the Driver, Contributors, and Approvers of the project (using their social media handles so you can easily find them online). Include the product name, tagline, and description of the product that you want to advertise.

This template also includes a section for Messaging where you can describe your call to action (CTA). Is your product a perfect fit for families with kids or for pet owners? Add an image of your ideal customer in the Target Audience section.

The Budget section helps you break down your campaign budget into components like copywriting, video production, and analysis, while the Milestone section helps you stay on track with due dates for each step in your campaign.

Finally, wrap up your influencer marketing with a section for Key Deliverables and Additional Resources for your team to consult.

This ClickUp Campaign Tracking Template helps you keep track of how your influencer marketing campaigns are doing. From email marketing to affiliate marketing, use this template to view all of your ongoing campaigns in one place.

Set the Campaign Launch Status to “Scheduled” or “Launched,” and add an Assignee and Campaign Manager to each task so you know who’s responsible for it. Use handy tags like Podcast, Website, Ads, and Social Media so you know which platform each marketing campaign is appearing on.

Once your campaign has launched, track the Budget, Spend, Impressions, Clicks, and Conversion metrics. Switch between List view, Board view, Calendar view, and more depending on how you want to visualize your data.

Content marketing requires coordination between your marketing team, influencers, and other stakeholders. Use the ClickUp Content Marketing Template to streamline content creation, whether that’s videos, articles, blog posts, or infographics. 📹

Use fields like Effort and Output Quality to determine which types of content will be the most cost effective, and mark tasks as Complete, Discarded, or To Do.

This is a great opportunity to ask potential influencers to participate in a product review, giveaway, or another type of marketing campaign.

Be sure to mention it in your influencer outreach email templates so they know what to expect from the collaboration.

See how AI marketing tools can streamline your influencer marketing workflow!

This ClickUp Marketing Proposal Template can be used by solo marketers or influencer marketing teams to pitch their services to potential clients. The front page contains the company name and a brief description, followed by a section introducing the team members and their respective roles.

After the About Us page comes the Proposal itself, along with a Process Walkthrough that describes what it would be like to work with you.

You can use this marketing proposal to pitch an idea for relevant influencers and their content, a hashtag for a social media campaign, or any other content marketing idea.

It’s similar to an influencer outreach email and collaboration template in that its goal is to introduce your team, your skillset, and your vision in a clear and engaging way.

The ClickUp Start a Social Media Marketing Agency Template is a powerful tool to help you ramp up your social media agency from the ground up. This intermediate template is compatible with ClickUp Spaces for even more advanced collaborative features.

You can build a comprehensive dashboard with multiple view types, including Board, List, My tasks, and Due this Week. Make use of 30 color-coded statuses, such as In Review, Active, On Hold, Published, Needs Revision, and more.

You’ll also have access to 12 different ClickApps, which cover everything from Time Tracking and Sprints to Priorities, WIP Limits, and Dependency Warnings.

With so many features, it’s easy to move tasks from the idea or suggestion stage all the way through to publication. Keep track of multiple clients and influencers with the same template by tagging each task by client, channel, and content type.

The ClickUp Social Media Advanced Template is an advanced template that can help you level up your social media campaigns. It comes with 16 different status types, such as Design, Posted/Live, Update Required, and Post Withdrawn, so you can keep track of recent posts and upcoming posts at the same time.

Start by creating a list of upcoming content, such as a blog post or an Instagram story. Add a due date and assignee for each task, and use color-coded labels to identify the social media channel and the content category (such as News, Tips, or Tutorial).

Once the post is live, upload the content files and add a link to the live URL so you can review or update it at any time. You can use the same template to track posts made by micro influencers or even a brand ambassador on their own social media profiles.

Not a fan of Kanban boards? Don’t worry: You can easily switch to Schedule view so you can see your upcoming posts on the marketing calendar .

Try out marketing calendar software !

The ClickUp Social Media Strategy Workflow is an intermediate template that simplifies the planning process for social media marketers. Break everything down into tasks and subtasks, and label them with color-coded statuses like Complete, Blocked, Needs Revision, Needs Approval, or In Progress.

In the Role column, identify the team members who are involved in each task, such as Social Media Manager, Marketing Manager, and Content Strategist.

Once your workflow is set up, toggle between the Creation Stage, Mood Board , Branding Guidelines , and Social Media Strategy Steps.

This ClickUp template takes the guesswork out of social media strategy so you can get through your to-do list one task at a time. Don’t forget to include influencer outreach to get more eyes on your marketing campaign! 👀

One of the biggest challenges in influencer marketing is getting a response from potential influencers. With so many brands vying for their attention, it can be hard to stand out and get noticed.

But don’t worry! We have some tips to help you increase your influencer outreach response rate:

• Personalize your messages: Don’t just send a generic email to every influencer on your list. Take the time to research each influencer and personalize your message to them. Mention their recent work or something you admire about their brand.
• Offer value: Influencers are more likely to respond if they see that working with you will benefit them in some way. Whether it’s offering free products, a paid collaboration, or exposure to a new audience, make sure to communicate the value they will receive from working with your brand.
• Keep it short and sweet: Influencers are busy people and get a lot of emails daily. Keep your initial outreach message short and to the point. Save the details for later in the conversation.
• Follow up: If you don’t hear back from an influencer after your initial message, don’t be afraid to follow up with a friendly reminder. Sometimes their inbox can get cluttered and they may have missed your first message.
• Build relationships: Don’t just reach out to influencers when you need something from them. Take the time to build genuine relationships by engaging with their content and supporting their brand. This will make them more likely to respond when you do reach out for a collaboration.

Build Brand Awareness with ClickUp Influencer Templates

The right influencer is someone with a built-in audience whose image aligns with your brand values. But the best influencers are in demand, so it may take time before you hear back from them.

Keep your emails short and snappy to improve your response rate, and use email templates to save time in the drafting process.

By ClickUp templates for outreach emails, follow-up emails, influencer contracts, and campaign briefs, you’ll always have the documents you need ready to go. Plus our collaborative tools make it easy to share information with other members of your marketing team so you know who’s responsible for which tasks.

From influencer outreach to social media strategy, ClickUp has you covered.

Visit the ClickUp Template Library for even more marketing tools to grow your business.

Questions? Comments? Visit our Help Center for support.

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Honey, I Love You. Didn’t You See My Slack About It?

Some couples are using professional project-management software to maintain their relationships. Why does it bother other people?

By Erin Griffith

Ben Lang didn’t expect to get so much hate just for being organized. For the past three years, he and his wife, Karen-Lynn Amouyal, have been using Notion, a popular software tool, to optimize their household and relationship. His version of the tool, commonly used by businesses to manage complex projects, functions like a souped-up Google Doc, with sections for a grocery list, to-do lists and details of upcoming trips.

More unusual is a section Mr. Lang, a venture capital investor who previously worked at Notion, created about principles (“what’s important to us as a couple”). Another section, called “Learnings,” outlines things the couple have discovered about each other, such as their love languages and Myers-Briggs test results. There’s a list of friends they want to set up on dates. They also maintain a log of memories from their date nights. Mr. Lang, 30, was so proud of the creation that last month, he started promoting a template of the setup to others. “My wife and I use Notion religiously to manage our day-to-day life,” he wrote on X. “I turned this into a template, let me know if you’d like to see it!”

The internet responded with a venomous outrage. “People have told me my wife is cheating on me, people have told me I have a dead body in my basement, people have told me I’m autistic,” he said.

But his approach isn’t entirely unusual, especially among people who work in the tech industry and want to manage their personal lives the same way they manage their professional lives. For a class of young workers, it’s only rational to apply the tools of the corporate world to their relationships and families. Businesses have goals and systems for achieving them, the thinking goes. They get things done.

Anastasia Alt, 35, uses Kanban boards — a visual tracking system where tasks progress from left to right — in Trello, a project management tool, for “literally everything.” This includes work at Yana Sleep , her e-commerce start-up, but also planning trips and events with her partner. The two of them also have a dedicated Slack work space, named after a mash-up of their surnames with a logo created using the artificial intelligence software Midjourney. She acknowledged, in jest, that some of her systems were “a little psychopathic,” but said she’s always been an optimizer.

Ms. Alt said the Slack work space has emotional benefits for her relationship, too: freeing up their text messages and in-person conversations for the fun stuff.

“I’m glad, when the workday is over, that I don’t need to address 20 minutes’ worth of semi-urgent logistical items before diving into eating takeout food and hanging out with our dogs,” she said. “Sitting in person and hashing out a schedule together is less high-quality time than sitting in person and, you know, telling jokes.”

A #gratitude channel, where the couple posts messages of appreciation or acknowledgment of what the other person is doing, has become a repository of memories she likes to look back on, almost like a photo album, she said.

Lessons From Business

Relationships are work, but no one wants to admit it.

But this particular flavor of life hacking often causes observers to collectively recoil. It threatens to take the romance and spontaneity out of life, in their view. It feels cold.

“There is a phenomenon whereby the more you try to manage your life, the more you risk squeezing the vibrancy out of it,” said Oliver Burkeman, author of “Four Thousand Weeks: Time Management for Mortals.”

And yet, the crushing overwhelm of modern life, with daily to-do lists and schedules and notifications and digital logistics can feel so never-ending that any solution offering to optimize even the tiniest task — or most meaningful relationship — looks like a lifeline worth grasping for.

Emily Oster, a parenting expert and economist, rose to popularity by promoting a data-based approach to managing pregnancy, including in her latest book “The Unexpected.” She also wrote a book in 2021 called “The Family Firm,” which advises using a “business process” to make family decisions about, for instance, extracurriculars or getting your kid a phone. Some critics have attacked her approach for the same reasons they recoil from a Notion template for married couples — it can feel detached.

Dr. Oster said the problem is not systems like hers — it’s not having difficult conversations about priorities and principles. Her spreadsheets and other tools are designed to set people up for the lives they want, she said.

“Surfacing conflict on purpose is something we don’t generally like to do,” she said. “It’s hard to do at work, also, but it’s even harder to do with someone you want go to sleep with at night.”

Dr. Oster said the lesson she takes from the business world to her personal life is to make thoughtful, deliberate decisions. “I don’t think there is a limit to how far you can take that,” she said.

She’s not alone in that thinking. Even amid the backlash to Mr. Lang’s template, more than 2,400 people liked it enough to download a copy, with an option to pay up to $25.

‘They Are Craving a Solution’

Claire Kart, 40, was among those who bought the template, in part, she said, because she was amused by all the jokes about it. But also, with two kids under the age of 3, the allure of a better, more productive, more organized way of life at home was irresistible.

Ms. Kart, a marketing executive at a cryptocurrency start-up, already has some optimization systems in place with her husband, a start-up founder. They use Google’s Keep app for a shared grocery list and Google calendars to manage their schedule. She has elaborately color-coded Google Sheets for Christmas gifts and vacation planning. (She calls herself the family’s chief creative officer, as well as chief investment officer. Her husband is the chief financial officer and chief technology officer.)

Ms. Kart said systems like hers were necessary for splitting up household management duties. One person can keep everything in their head, she said, but “dividing and co-owning that work” leads to “coordination friction.”

Like Ms. Alt, she believes the systems free up their limited in-person time for more meaningful conversations. “Using that really rare time to talk about a grocery list feels lonely,” she said.

Since her second child was born a little over a year ago, Ms. Kart and her husband have been “cutting scope,” she said, using a project management phrase for doing less. “We’re in survival mode,” she said. “Just cooking dinner feels like a win.”

Mr. Lang’s template could help, she said. The only problem so far? She’s been too busy to set it up.

A smaller subset of people have always used tech tools in their personal lives, but the practice has spread in recent years. Mei Lin Ng, the co-founder of the family tech start-up, Hearth, said that one reason past attempts to create technology for the family have failed was that consumers weren’t as open to it. Her company’s product, a 27-inch screen that families can mount in their homes to display schedules, assign chores and help kids with morning and bedtime routines that became available last year, is being adopted by digitally native millennials.

“Consumers are really, really ready for something like this,” she said. “They are craving a solution.”

After Ms. Alt told her friend and fellow optimizer, Ryan Matzner, about her couples’ Slack, he immediately started his own. It was a bit of an uphill battle to get his fiancée, Kate McKenzie, on board — she is a medical school student and preferred analog tools like a paper planner — but they’re now using Trello, Slack and a shared Google calendar to plan their wedding.

Mr. Matzner, 39, co-founder of a product development agency called Fueled, realized that he had been avoiding responding to text messages from Ms. McKenzie because their thread had turned into a to-do list full of tasks.

So they dumped all their administrative tasks into Slack, which has expanded beyond wedding planning into regular life with more than 40 channels including #house-parties, #travel and #ludwig-the-car.

Being hyper-organized and efficient is a natural outgrowth of having a very active work and social life, Mr. Matzner said. He sends calendar invites the minute he makes plans and saves new friends into his contacts with their city — searchable anytime he’s in town — as well as a note if they’d be fun to invite to a dinner party. He wishes someone would build a “personal C.R.M.” (customer relationship management, the kind of system sold by companies like Salesforce), since none of the options he’s tried are entirely satisfying.

Being the organized person in a relationship can lead to friction. Kate Reznykova, 27, a venture capital investor, used to frequently field random queries like, “How do we log into our internet?” from her partner throughout the day, which tested her patience. She recently started using Mr. Lang’s Notion template to establish a “shared source of truth” for such questions. “If I get a text, I say, ‘Go to the page, it’s all there,’” she said.

Mr. Lang was amused by the attention his template got online. There were memes about divorce rates spiking in San Francisco, about “offboarding” one’s wife and about requiring your partner to submit a “purchase order approval form” to spend money. He posted his own joke version, with quarterly objectives and annual reviews for relationships.

He and Ms. Amouyal used Notion to plan their wedding — a life event that, anecdotally, seems to turn many couples into project managers — and decided to keep it going after their honeymoon. The most hated part of his template, the date night log, was simply a way to follow all the marriage advice he kept hearing, he said. Everyone told him how important it was to keep the connection strong as life gets busier and more complicated. Why not create a journal of all the fun things they’ve done together? The outsized reaction was a surprise.

“I thought a few people would respond and think it’s cute,” he said.

Erin Griffith covers tech companies, start-ups and the culture of Silicon Valley from San Francisco. More about Erin Griffith

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