Business Tools
This page contains an assortment of business tools and links. Most were designed for small and start-up businesses, but some may be used by very large organizations. Many of the downloads have instructions included. But, if you have questions, feel free to contact us.
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Sales & Marketing Self-Assessment, by Kilpatrick
   (Excel tool for conducting a sales/marketing assessment)
Project/Alternative Selection Matrix, by Kilpatrick
   (Excel tool for choosing between alternate solutions or options)
Issue/Activity Log, by Kilpatrick
   (Excel tool to track project issues or other "to do" lists
Steering Committee Status Report Form, by Kilpatrick
   (Excel tool for reporting project status & issues)
Mini-Business Assessment, by Kilpatrick
   (PDF mini-assessment - one page)
Attrition Cost Calculator, by Kilpatrick
   (Excel tool for calculating the cost of losing employees)
Quiz Template, by Kilpatrick
   (Excel tool for building a 10-question quiz ... you'll like this!)
Soho CRM
   (Free Online CRM Tool ... excellent)
Acquisition Due Diligence Checklist, from www.accountingtools.com
   (As the title implies, 200+ questions)
Automation Assessment Checklist, from www.saveyourfactory.com
   (PDF checklist to determine if automation can improve your facility)


Business Tools & Templates from
www.score.org
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Business Plan for Start-Up Company (MS Word document)
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Business Plan for Established Company (MS Word document)
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Break Even Analysis/Calculator (MS Excel file)
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Profit & Loss Projection (MS Excel file)
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Sales Forecast Template (MS Excel file)




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