Browse free business & strategy templates for founders and strategy leads — forms, assessments and AI reports you can customize and use today.
← All templatesScore strategy, operations, market, finance and talent in one weighted self-assessment, see the gap that caps you, and get an AI 90-day action report.
View template →Rate digitization strategy, automation, data, digital CX and skills on 1–5, and get an AI report that sequences your next transformation steps.
View template →Diagnose structure, processes, systems, skills and collaboration speed, and get an AI report pinpointing the capability limiting everything else.
View template →Score strategic clarity, execution, people development, change leadership and self-awareness, and get an AI development plan per leader.
View template →Rate standardization, cycle time, resource use, quality and automation, and get an AI report showing where operations waste concentrates.
View template →Score profitability, liquidity, leverage, cost structure and controls against your own records — a screening snapshot, not financial advice.
View template →Score positioning, demand engine, content, measurement and team capability, with an AI report sequencing marketing spend that pays back first.
View template →Score prospecting, qualification, deal process, enablement and forecasting to pinpoint which part of your sales system leaks revenue.
View template →Score onboarding, health monitoring, proactive engagement, churn handling and expansion to find the CS maturity rung to build next.
View template →Rate discovery, prioritization, delivery cadence, experimentation and alignment against observable behaviour, with an AI strengthening report.
View template →Score the nine business-model canvas blocks as a team and get an AI report on which blocks the model — and your risk — rests on.
View template →A scored SWOT worksheet that forces evidence per item, then cross-matches quadrants into an AI report of concrete paired strategies.
View template →Score differentiation, value-to-price, switching barriers, awareness and perception to test whether your position is actually defensible.
View template →Check whether goals, budgets and daily work line up — five dimensions scored, with an AI report showing where strategy detaches from doing.
View template →Rank candidate growth levers on impact, ease, unit-economics lift, speed and risk, and get an AI report on what to pull, park or drop.
View template →Score each value-chain activity on value added and efficiency, and get an AI report showing which activity and which seam leaks margin.
View template →Founder self-check on problem urgency, solution fit, engagement, retention and willingness to pay, scored into a PMF readiness report.
View template →Score team, traction, market, defensibility and financial readiness the way an early-stage investor scans, with an AI strengthening plan.
View template →Score your pitch narrative on problem, solution, market story, model and ask, and get an AI report pinpointing which beat loses conviction.
View template →A self-check on acquisition cost, lifetime value, payback, contribution margin and expansion economics — is your growth actually profitable?
View template →Score runway visibility, collections, payables, burn efficiency and buffers, and get an AI report flagging your highest cash-risk pattern.
View template →Score how pricing is designed, structured, governed, tested and benchmarked, and get an AI report on the margin you leave on the table.
View template →Score churn patterns, retention programs, health monitoring, renewals and relationship depth to separate fixable churn from accepted churn.
View template →A team-level diagnostic on speak-up comfort, risk-taking, conflict openness, inclusion and mistake support — a how-teams-work check.
View template →Diagnose the gap between stated values and daily behaviour across five cultural layers, with an AI report on what keeps culture off the wall.
View template →Score expectation clarity, skill fit, enablement, recognition and output measurement to find the real blocker behind a slow team.
View template →Score information flow, meeting hygiene, handoffs, tool clarity and escalation to locate the collaboration failure costing the most hours.
View template →Score decision ownership, speed, evidence use, escalation and review — an AI report on the discipline turning decisions into recurring meetings.
View template →Score how you identify, evaluate, mitigate, monitor and own risk, with an AI report ranking the exposures you are most likely leaving blind.
View template →Score policies, obligation tracking, evidenced controls, training and incident handling to see how audit-ready your compliance actually is.
View template →Self-assess access management, data protection, incident readiness, staff awareness and vendor security, with an AI report ranking open doors.
View template →Score supplier concentration, delivery reliability, buffers, cost volatility and visibility to find where one disruption would break you.
View template →Score standards, inspection, corrective action, supplier quality and feedback loops to see if your quality system holds without heroics.
View template →Diagnose satisfaction across product, service, value, ease and loyalty drivers, ranked by influence, with an AI report on what moves the number.
View template →Score awareness, perceived quality, associations, loyalty and positioning clarity to estimate what your brand is actually worth as an asset.
View template →Score every channel on reach, acquisition cost, conversion quality, attribution and scalability, with an AI ranking of where spend should move.
View template →Score content strategy, production system, distribution, measurement and repurposing to see whether your engine is a machine or a mood.
View template →Score technical health, content coverage, intent match, authority and organic conversion, and get an AI report ranking the traffic-capping gaps.
View template →Score idea sourcing, portfolio funding, experiment speed, decision gates and culture to see whether your innovation system can deliver.
View template →Self-assess iteration cadence, delivery flow, feedback loops, adaptability and empowerment against behaviour — how agile do you really operate?
View template →Score data quality, access, literacy, decision integration and governance to see whether data drives your choices — or decorates them.
View template →Score journey knowledge, touchpoint consistency, voice-of-customer, employee capability and measurement to find where the CX promise breaks.
View template →Score environmental practice, governance, materiality, reporting readiness and supply-chain ESG to gauge real readiness for ESG expectations.
View template →Capture the client’s background, symptoms, goals and constraints before a diagnostic session, so hour one starts with facts, not guesswork.
View template →Register diagnostic scope, participants, success definition and logistics before kickoff, so the engagement starts with an agreed written mandate.
View template →Compare intentions with outcomes after a strategy cycle — five dimensions scored, with an AI report extracting lessons and the change implied.
View template →Before launch: score urgency, sponsor alignment, capacity, communication and past-change scars, with an AI report on what to prepare first.
View template →Your executive team privately scores strategy setting, collaboration, accountability, role clarity and external focus, with an AI gap report.
View template →Score where the business actually hurts — strategy, ops, market, finance, execution — and get an AI report on the shape of help that fits.
View template →Score a business plan section by section and test cross-section consistency, with an AI report naming the load-bearing gap reviewers attack.
View template →Evaluate IT infrastructure, security, team skills, and budget for cloud migration. Auto-generate a readiness scorecard and migration roadmap PDF report.
View template →Evaluate security posture across NIST Framework — Identify, Protect, Detect, Respond, Recover. AI generates Security Score, vulnerability heatmap, and remediation roadmap.
View template →Evaluate startup fundability across Team, Market, Product, Traction, and Moat. AI plays virtual VC — roasts your pitch and prepares investor Q&A.
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