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Solve small business challenges
We've gathered small business tailored templates, tools, frameworks, and videos, so you can find the right resources for your business.
Branding & Marketing
Communicate your vision, increase sales, and create content that builds loyalty.
Excelerate America
Email Marketing Analytics
Tips, tricks, and definitions for all things related to enhancing your email marketing.
#METRICS
#EMAIL
Excelerate America
Email Editorial Checklist
Step-by-step list to help you create more effective, error-free emails and conversions.
#CHECKLIST
#EMAIL
Excelerate America
Email Onboarding Trifecta
A brainstorming process and worksheet to create a set of core emails for new customers.
#WORKSHEET
#EMAIL
Excelerate America
Email List Segmentation
Learn the ten best tips to segment email lists and increase open and click-through rates.
#WORKSHEET
#EMAIL
Excelerate America
Sales Script Worksheet
Create a sincere script for sales teams to use when reaching out to potential customers.
#WORKSHEET
Excelerate America
Nail Down a Content Calendar
A 5 step process to help you brainstorm and build a strategic marketing content calendar.
#WORKSHEET
Funding & Financials
Managing the money is crucial to survival, so use these tools to keep the lights on.
Excelerate America
Employee Run Rate Calculator
Calculate employee headcount & basic expenses to project your company-wide run rate.
#SHEET
#EXPENSE
Excelerate America
Loan Application Checklist
A checklist of things to do and consider when preparing your business for funding.
#CHECKLIST
#MONEY
SBA
Break-Even Point Calculator
A calculator that determines your break-even point and provides an in-depth cost analysis.
#CALCULATOR
Employees & Talent
Hire the right people, manage onboarding & goal setting, and keep employees happy.
Excelerate America
Manager/Employee Review
Questions to provide feedback on employee performance, impact, and areas to improve.
#TEMPLATE
#FEEDBACK
Excelerate America
Employee Self-Assessment
Questions for employees to self-assess impact, strengths & weaknesses, and set goals.
#TEMPLATE
#GROWTH
Buffer
Salary Calculator
A tool that estimates employee salaries using role, expertise, and cost of living calculations.
#CALCULATOR
Notion
Hiring Applicant Tracker
An interactive template to track the status of job applicants through the entire hiring process.
#TEMPLATE
#HIRING
Notion
New Hire Onboarding
An interactive template to track the process for onboarding your newly hired employees.
#TEMPLATE
#HR
Excelerate America
Team Weekly Retrospective
A collaborative process for teams to reflect on the week’s goals, challenges, and successes.
#FIGJAM
#GOALS
Personal Growth
Unlock your best-boss-self, set healthy work habits, tap into mentorship and more.
Everest Education
Goal Setting with WOOP
A framework based on the WOOP strategy that motivates you to envision and identify goals.
#FRAMEWORK
#GOALS
Excelerate America
Celebrating Wins Worksheet
A 5 step deep dive to capture, analyze and celebrate your biggest small business wins.
#WORKSHEET
#MINDSET
SCORE
Find a Mentor Program
Connect to a network of 10,000 volunteer business experts and get matched with a mentor.
#CONNECTION
#NETWORK
Planning & Strategy
From big picture goals to micro steps, these tools will make you a strategy master.
Figma
Business Model Canvas
An interactive tool and template to develop business models and document existing ones.
#TEMPLATE
#ANALYSIS
Excelerate America
1-3-9 Planning Tool
Prioritize product launches and their marketing/sales campaigns in 1-3-9 month timeframes.
#FRAMEWORK
#FIGJAM
Excelerate America
Sales Action Plan
A worksheet to create steps, responsibilities, and due dates for critical business goals.
#WORKSHEET
#GOALS
Excelerate America
Business Goals Process
A two-part worksheet to brainstorm, prioritize and take action on year-end business goals.
#WORKSHEET
#BRAINSTORM
GameStorming
Customer Empathy Map
A canvas framework to better understand customer needs, influences, behaviors, and actions.
#WORKSHEET
#CUSTOMER