Playbooks & Templates
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Playbooks & Templates
Helping women discover their wings.
This library gives small businesses ready-to-use playbooks and templates for real work: planning, branding, marketing, sales, finance, operations, customer service, legal, people, and events. Everything is advisory-only—we review, guide, and provide tools; you implement. Files are short, practical, and written in simple English. Formats include PDFs, Docs, Sheets, and one-pagers you can copy and adapt. We update the library monthly and retire anything outdated.
Strategy & Planning
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One-Page Business Plan
Simple plan template for any small business. Open in Google Drive -
90-Day Action Plan
Weekly tasks and milestones for the next quarter. Open in Google Drive -
KPI Map (5 Metrics)
Track the five numbers that matter. Open in Google Drive -
Market Scan Checklist
Quick steps to study your market and customers. Open in Google Drive -
Competitor Snapshot
Side-by-side comparison sheet for top rivals. Open in Google Drive -
Positioning Worksheet
Define your niche, promise, and proof. Open in Google Drive -
Offer Design Framework
Build core, upsell, and bundle offers. Open in Google Drive -
Pricing Calculator
COGS, margin, and breakeven made simple. Open in Google Drive -
Channel Selection Matrix
Pick the best sales and marketing channels. Open in Google Drive -
Expansion Readiness Check
See if you’re ready for a new product or city. Open in Google Drive
Branding & Communication
Basic Brand Guide
Logo use, colors, fonts, and tone.
Company Boilerplate
Approved 100-word brand description.
Founder Bio Template
Short, credible profile for media and partners.
Product Naming Checklist
Rules to choose clear, legal names.
Elevator Pitch Script
30/60-second pitch that lands.
Story Bank Template
Capture wins, lessons, and customer stories.
Design Brief for Creatives
What designers need before they start.
Brand Consistency Checklist
Keep visuals and words aligned.
Social Media & Content
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30-Day Post Planner
Day-by-day post plan with goals.
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Caption Bank (20 Lines)
Reusable lines that convert.
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Hashtag & Keyword Starter
Sector-wise discovery terms.
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Reels/Stories Storyboard
Plan shots, hooks, and captions.
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Community Management SOP
DMs, comments, and response times.
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UGC Request Script
How to ask customers for content.
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Content Schedule Tracker
Who posts what and when.
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Social Page Audit
Bio, links, highlights, and basics checklist.
Sales & Lead Generation
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Sales Script Pack
B2C/B2B talk tracks and prompts.
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Objection Handling Sheet
Answers to the top 10 blockers.
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WhatsApp Sales Flow
Steps from message to payment.
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Lead Capture Form
Fields and copy that raise conversions.
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Follow-Up Cadence
D0/D2/D7/D30 reminders and templates.
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Proposal & Quote Template
Clean offer doc with terms.
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Intro Email Pack
Outreach to partners, retailers, and buyers.
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Demo/Meeting Agenda
Structure for winning meetings.
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Cross-sell/Upsell Matrix
What to offer after the first sale.
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Win/Loss Review Sheet
Learn from every deal.
Website, SEO & Analytics (Advisory Templates)
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Website Audit Checklist
Structure, messaging, UX basics.
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Landing Page Copy Guide
Headline, proof, and CTA blocks.
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SEO Basics Checklist
Titles, metas, H1s, alts—no fluff.
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Speed & Image Checklist
What to hand to your developer.
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Blog Topic Map
Six high-value topics per quarter.
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Local SEO Checklist
NAP, map, and reviews setup.
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Conversion Path Map
Page visit to form to follow-up.
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Analytics Events List
What to track from day one.
Finance & Compliance
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Cashbook + Simple P&L
Track money in, money out, and profit.
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Margin Improvement Checklist
Five levers to lift profit.
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Budget vs Actuals Tracker
Plan vs real spend per month.
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Invoice, Receipt & PO
Ready-to-use business documents.
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Collections Script & Log
How to follow up on payments.
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Tax Registration Guide
Steps and links for Pakistan setup.
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Expense Control Rules
Three-quote and approval process.
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Unit Economics Review
Per-SKU cost and margin view.
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Pricing Revision Protocol
When and how to change price.
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Finance Health Check
Red flags to review quarterly.
Operations & Supply
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Vendor Evaluation Sheet
Compare quality, cost, and reliability.
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Procurement SOP
Request, quotes, and approvals flow.
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Quality Control Checklist
Incoming and outgoing checks.
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Inventory & Reorder Sheet
Minimums and reorder points.
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Courier/Delivery Playbook
Rates, SLAs, and packaging tips.
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Store Opening Checklist
Daily and weekly ops routine.
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Safety & Hygiene Checklist
Basic standards for retail/food.
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Returns & Refunds SOP
Steps, roles, and timelines.
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Peak Season Plan
Stock, staffing, and promotions prep.
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Business Continuity Plan
Backups for suppliers and data.
Customer Experience
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New Customer Onboarding
Welcome steps and first-week touchpoints.
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Service Standards Card
Response times and promises.
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Feedback Survey (NPS)
Quick form with three custom questions.
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Loyalty Program Starter
Tiers, rewards, and rules.
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Complaint Resolution Script
Calm responses and escalation.
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Churn Signals Checklist
Spot and save at-risk customers.
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Review Request Flow
Ask for Google/Facebook reviews.
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After-Sales Care Checklist
Warranty, replacements, and care tips.
Legal & Policy (Lightweight)
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Simple MoU Template
Partnership basics in one doc.
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Services Agreement
Scope, fees, and timelines.
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NDA Template
Keep shared info confidential.
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Refund & Return Policy
Clear rules for customers.
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Privacy Policy Starter
What you collect and why.
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Basic Data Consent
Media and data permission form.
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IP Basics Guide
Brand name, logo, and usage notes.
People & Skills
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Job Description Template
Role, outputs, and KPIs.
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Interview Script
Questions and scoring grid.
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New Hire Onboarding
First-week checklist.
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Performance Review Form
Quarterly feedback and goals.
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Freelancer/Agency Brief
Scope, deliverables, and review points.
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Sales Call Coaching Guide
What to say and what to log.
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Pitch Deck (5 Slides)
Short deck for buyers/partners.
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Public Speaking Checklist
Prep for talks and panels.
Awards & Events
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Awards Nomination Guide
What evidence to collect. Open in Google Drive -
Jury Criteria Explainer
How categories are judged. Open in Google Drive -
Event Media Kit
Boilerplate, photos, and logo rules. Open in Google Drive -
City Bootcamp Checklist
What to bring and expect on day one. Open in Google Drive -
Sponsorship Proposal Template
Options, benefits, and terms. Open in Google Drive
Want More Help to Grow Your Business?
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