Free tools for business

Resources, Templates, Lists, & More

One Page Personal Plan Template (OPPP)

Where do you see yourself in 10 to 25 years? The OPPP is a handy exercise I like to use with my clients. It helps people formulate an image of where they want to get in their lives, which allows them to establish where they want their business to be.

Sometimes if we think about where we want to be explicitly from a personal perspective before we think about it from a business perspective, it enables us to create the right context when we do start planning for the business.

File Type: PDF

One Page Strategic Plan Template (OPSP)

The OPSP is a simple yet powerful tool that helps you craft an industry-dominating strategy while keeping everyone in your company on the same page. 

The OPSP is a great way to communicate your vision and action-oriented strategic plan. As your coach, I can help guide your team through this process. 

File Type: PDF

Unique Selling Proposition Questionnaire (USP)

A good USP is much more than “we provide good service at a competitive price.”

This questionnaire is designed to get you thinking about your prospects in order to help you discover or develop your competitive advantage or value proposition. 

File Type: Docx

Tactical Marketing Plan

This Tactical Marketing Plan provides you with an actionable and measurable plan to increase your leads, improve your sales conversion rates, and increase your annual revenue per customer so that your profits increase exponentially.

File Type: Excel

MoneyMastery® Tool

A collection of business planning tools specifically designed to help you develop the business of your dreams under the watchful eye and empowering guidance of your business coach! This document will help you make your business serve YOU and every area of YOUR life. 

File Type: Excel

Business Success Checklist

As a business owner, how you think and what you do are often linked to your success in business. This checklist is designed to help you uncover the opportunities and actions needed to get more sales, profit, control and freedom from your small business

File Type: Excel

Weekly Activity Key Performance Tracker

You are a professional advisor (Ranging from lawyers, health professionals, brokers etc.). How do you know if you are doing enough of the right activities at the right levels to get your practice going and to keep it going? Download this tool to find out how.

File Type: Excel

Noble Business Strategies' 13 week Cash Flow Forecast

A 13 week cash flow forecast designed for you to see where your cash movements will be based upon your prediction as to when cash will move in and out of your business. This forecast will highlight where you have a negative cash position. Should you have an overdraft facility, it will also identify any week that you will be at risk in exceeding that.

File Type: Excel

Questions? Book a 15-minute call with noble

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