Free templates for small business marketing.

Review Request Email Templates

Three battle-tested email drafts that politely ask happy customers for a Google review — and actually get responses.

3 full email drafts (friendly, professional, post-purchase)
Subject lines tested against 12-month open rate data
Plain-text version for higher deliverability

Welcome Email Sequence Template

A 5-email welcome series that turns new subscribers into buyers within 14 days. Each email has a job — and a measurable goal.

5 complete email drafts with subject lines
Timing schedule (which day to send each)
Personalization placeholders

Abandoned Cart Email Template

Three-email recovery sequence that wins back 18–24% of abandoned carts. Tested across DTC, retail, and B2B.

3 abandoned cart emails (1hr, 24hr, 72hr)
Subject line variations for A/B testing
Dynamic product placeholders

Customer Winback Email Template

Re-engage customers who haven't purchased in 90+ days with a 3-touch winback flow. Recovers an average of 12% of lapsed buyers.

3 winback emails with escalating offers
Sender voice options (founder vs. brand)
Survey email for non-responders

Post-Purchase Follow-Up Email

5-email sequence after a customer buys — delivery updates, education, review request, and a smart cross-sell.

5 post-purchase emails with timing
Order confirmation template (set the tone)
Educational content email (reduce returns)

Social Media

5 templates

Instagram Content Calendar Template

30-day Instagram posting calendar with day-by-day content prompts, hashtag strategy, and engagement targets.

30 days of post ideas (Reels, carousels, single, Stories)
Optimal posting time per day
Content pillar breakdown (4 themes)

TikTok Content Plan Template

60-day TikTok growth plan with daily post prompts, trending audio strategy, and the hook formula that works in 2026.

60 video prompts mapped to content buckets
Hook formulas (5 proven openers)
Trending audio research workflow

Facebook Ad Copy Templates

12 plug-and-play Facebook ad copy templates organized by funnel stage — awareness, consideration, conversion.

12 ad copy templates (4 per funnel stage)
Headline formulas that beat ChatGPT defaults
Image vs. video creative guidance

LinkedIn Post Templates

10 LinkedIn post formats that consistently get 10K+ impressions for B2B founders, consultants, and operators.

10 post templates (story, contrarian, list, etc.)
Hook line library (50+ openers)
Optimal post length and formatting rules

Pinterest Pin Templates

20 high-converting Pinterest pin layouts and SEO-optimized title/description templates for driving traffic to your site.

20 pin design templates (Canva-ready)
Title and description formulas
Pinterest SEO keyword workflow

Strategy

5 templates

Small Business Marketing Plan Template

One-page annual marketing plan template that fits on a single sheet — goals, audiences, channels, budget, calendar.

Annual goals worksheet (SMART format)
Audience persona summary (top 3)
Channel mix recommendation by industry

Customer Persona Template

Build 1–3 sharp customer personas based on real data — not fiction. Includes interview script and synthesis worksheet.

Persona one-pager (printable)
Customer interview script (10 questions)
Data sources checklist

Competitive Analysis Template

Compare your business against 3–5 competitors on positioning, pricing, channels, and customer experience. Find the gap.

Competitor matrix (8 evaluation criteria)
Positioning canvas
Pricing comparison worksheet

SWOT Analysis Template

The classic strengths/weaknesses/opportunities/threats framework — modernized for small businesses and used in a single workshop.

SWOT 2x2 grid (printable)
Prompting questions for each quadrant
Strategy mapping worksheet (SO/WO/ST/WT)

Marketing Budget Template

Annual marketing budget template broken into channels, with formulas for ROI, CAC, and payback period built in.

Annual budget allocator (8 channels)
Monthly burn-down tracker
CAC, LTV, payback formulas

Operational

5 templates

Customer Journey Map Template

Map every touchpoint a customer has with your business — awareness to advocacy — and find the friction killing conversion.

5-stage journey map template
Touchpoint inventory worksheet
Emotion curve overlay

UGC Rights Release Template

Plain-language UGC content rights release for using customer photos and videos in your marketing — without legal trouble.

Short-form DM/email request template
Long-form rights release agreement
Comment reply scripts (Instagram, TikTok)

Influencer Contract Template

Plain-language influencer agreement covering deliverables, timeline, compensation, usage rights, and FTC compliance.

Full contract template (editable sections)
Deliverables specification worksheet
Payment terms (net 30, milestones, etc.)

Customer Feedback Survey Template

Battle-tested customer survey with 8 questions that drive actionable insight — not vanity metrics.

8-question survey (5-min completion)
NPS question with the correct wording
Open-ended question prompts

Loyalty Program Rules Template

Plain-language rules document for a points or perks loyalty program — covering earning, redemption, expiration, and edge cases.

Full program terms (members can actually read)
Earning rules (points per dollar)
Redemption tiers and values

Reporting

5 templates

Monthly Marketing Report Template

One-page monthly marketing report that gets read by busy founders and leadership — KPIs, wins, misses, next steps.

One-page exec summary template
KPI dashboard (8 core metrics)
Channel breakdown table

Social Media Analytics Dashboard Template

Weekly social media dashboard tracking the 6 metrics that actually matter — across Instagram, TikTok, LinkedIn, and Facebook.

Cross-platform metrics table (printable)
6 'core' metrics defined (no vanity)
Top-post analysis worksheet

ROI Tracking Spreadsheet Template

Campaign-by-campaign ROI tracker that calculates true return — including labor, software, and opportunity cost.

Campaign-level ROI calculator
True-cost columns (labor, tools, ad spend)
Attribution model selector

Customer Acquisition Tracker Template

Track every new customer by source, cohort, and CAC — and see exactly which channels are scalable.

Customer-level acquisition log
Source attribution columns
Cohort retention table

Review Management Checklist

Weekly checklist for monitoring, responding to, and learning from customer reviews across Google, Yelp, Facebook, and industry sites.

Daily 10-min check routine
Weekly response template library
5-star, 4-star, 3-star, and 1-2 star reply scripts