Lisa Robbin Young

Save your time and sanity with these business templates

Time management. If you've been in my world for any length of time, you know that I believe that you can't really manage time. Time marches on whether we want it to or not. Instead, I try to be intentional about where I invest my time so that I get the most bang for my buck, so to speak.

That's one of the reasons I love me a good template. Why reinvent the wheel when templates can do most of the heavy lifting for us? From tax invoices to pitch decks, a template keeps you from staring at a blank page and often gives you a helpful starting point. And if it's a fill-in-the-blanks style boilerplate, that can make life even easier.! Here are five time-saving templates you'll want to keep on hand in your business toolkit.

Photo by NordWood Themes on Unsplash

Business Plan Templates

Every successful venture begins with an effective business plan. However, staring at an empty document and wondering where to start can be daunting for any entrepreneur. But business plan templates provide an easy solution. They offer predefined structures for outlining goals, market strategies, competitive analysis, financial forecast and more - saving both time and ensuring no essential details are missed out! Plus they're an essential step toward convincing investors your concept is worth their investment!

Financial Templates

How many times has a company asked you for a formal invoice even if you accept electronic payments like Paypal, Venmo, or Cashapp? I don't get them very often, but when I do, an invoice template makes life easy. I just plug in the details for the transaction and send it on over!

A tax invoice template is a standardized document used to record sales transactions and their related taxes - like invoice number, client details, description of goods or services sold or provided, tax applied amount applied to the total amount paid, as well as any additional important details. Plus, if you need to report sales tax, you've got a "paper trail" come tax time. We may not use them a whole lot in digital commerce, but they're still a very much-needed tool for your business. A template makes it easy to just pop in the necessary information and stay on-brand in the process.

Pitch Deck Templates

Whether you're building out a presentation for a webinar or convincing investors to support your start-up, pitch deck templates come in handy to showcase your vision, mission and/or business model in an accessible format. These templates provide a framework for crafting an engaging story about your business, covering key points like problem statement, solution, market size, business model, competitive advantage, team composition and financial projections - and they can be customized for any kind of content. They help maintain an logical flow for your pitch deck, ensuring it is cohesive and convincing to potential investors. A well-prepared pitch deck could mean the difference between walking out with an agreement and leaving empty-handed. So use these templates now and start crafting your winning pitch!

Marketing Plan Templates

Having a groundbreaking product or service is wonderful - now how will you reach the target market with it? That's where a solid marketing plan comes into play. Marketing plan templates provide a structured format for outlining your marketing strategy, outlining key components like target audience analysis, marketing objectives, promotional strategies, budget allocation and key performance indicators. These templates will guide you through the process of planning, executing and measuring marketing campaigns to reach your target audience efficiently and effectively. Remember that an effective marketing plan can be your ticket to startup success - grab these templates now to begin plotting out the path towards market dominance!

Email Templates 

As part of an entrepreneur's toolbox, email templates are an essential piece. As an entrepreneur, your inbox is always buzzing with activity! From engaging potential investors to communicating with customers, suppliers, and your team - emails play a pivotal role in daily operations. However, writing each email from scratch is time consuming and inefficient - enter email templates! These preformatted outlines simplify your correspondence by streamlining various scenarios like sales pitches, customer service responses, team updates and investor communications. By keeping to consistent professional and precise language while saving time - time being money! In today's fast-paced entrepreneurial world, don't allow tedious emails slow you down; use email templates instead and supercharge your communication!

Template Temptation

Entrepreneurial life is no cakewalk, so templates can help ease the strain by providing an outline. Templates serve as guides rather than gospel. Use them as springboards to develop content that represents your brand and vision - not simply copy and paste from someone else. Remember the key here is working smarter not harder! Anything that streamlines your efforts and frees up your time can make a big difference in the workflows of your business.

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