TemplateAtlasThe TemplateAtlas catalog
Business Plans & Reports
In this collection
47 templates
30-60-90-Day Plan
Set expectations for a new role across three review dates.
5-Year Plan Template
Work backward from a five-year outcome to an action you can start this quarter.
Account Plan
Coordinate the next renewal or expansion conversation for a single customer.
AI Caption Brief & Prompt Worksheet
Write three captions from a verified product fact, then test them against the original brief.
Annual Report
Connect the year's operating results with the decisions planned for the next period.
Balanced Scorecard
Connect an operating measure to a strategic objective and review date.
Bid Proposal
State what you will deliver, what it costs, and how the client can accept the bid.
Business Case
Compare a proposed investment with a workable baseline before asking for approval.
Business Continuity Plan
Set recovery priorities for one business process and assign a fallback owner.
Business Memo
Give a named audience a decision, its rationale, and a deadline.
Business Model Canvas
Map the nine building blocks of a business using an editable one-page example.
Business Proposal
Present a client's problem, a scoped engagement, and the terms for starting work.
Business Report
Explain the change in one business measure and identify an action.
Capability Statement
Show a buyer which problems your firm handles and how to verify the work.
Company profile
Introduce the company, its customers, offering, and operating team in a concise four-slide profile.
Competitive Analysis
Rate competitors against a specific buying criterion and document where the evidence came from.
Competitor Analysis
Compare competing offers against a customer's buying criteria.
Consulting Proposal
Define the client's question, the evidence you will gather, and the decision your work supports.
Consulting Report
Give a client a recommendation linked to evidence and implementation responsibilities.
CRM Contact & Sales Pipeline Workbook
Track sales opportunities from first contact to an agreed next action.
Customer Journey Map
Trace the customer's goal and friction at each stage before deciding what to improve.
Customer List
Maintain the account owner, service terms, and next review for each customer.
Customer Profile Template
Document the customer problem using observed behavior and evidence.
Executive Summary
Give a decision maker just enough evidence to approve or redirect a proposal.