5 Essential Business Process Templates Every Company Needs

Employee Onboarding Template

Help streamline the onboarding process for new employees, including tasks to complete, orientation sessions, and introductions to team members

Sales Process Template

A template outlining the steps in the sales process, from prospecting to closing, with clear instructions for each stage and best practices for each step

Project Management Template

A template to help manage and track projects, including timelines, milestones, budget, and resources, to ensure successful project completion

Customer Service Template

A template for managing customer service interactions, including common customer issues and their resolutions, escalation procedures, and communication protocols

Financial Management Template

A template for managing financial processes, including budgeting, forecasting, reporting, and analysis, to ensure sound financial decision-making