Due Diligence Checklist
Companies must always take steps in order to ensure the safety of the organization. Many companies fall because they fail to comply with legal obligations relating to their particular business model. As a…
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Rolling Business and Budget Forecast
Maintaining an effective budget will help many businesses stay on track towards hitting different profit goals that they have. Many people will be interested in checking out the rolling business and budget forecast…
Expense Estimate Template
Tracking monthly expenses is an integral part of business management. There are many options to choose from to help you track those important business expenses. Few are as user-friendly as our free Excel-based…
Telephone Conversation Tracker
Organizations make and receive dozens of phone calls each day. Keeping track of incoming and outgoing calls and which require follow-up is not something that you want to try to keep in your…
Sales Lead Template
Using a sales lead template can be an essential way for businesses to keep track of their important sales leads throughout the year. While there are other ways of keeping track of leads…
Introduction Email Template
One of the most enjoyable forms of business communication, the introduction email is a way of thanking a new customer and introducing them to your organization. If you are a growing company and…