Free business toolkit
Free resources for NZ small businesses.
Practical checklists, templates and guides written for New Zealand business owners. Choose a resource to read what it covers, then download it free — no sign-up or membership needed.
Start Here
Start Here — Business Health Check and Pick Your Pathway
New to SBNZ? Start here: a business health check scorecard, a one-page guide to picking your pathway, and a weekly CEO meeting agenda.
Step-by-Step Plans
Choose Your Outcome — Six Step-by-Step 30-Day Pathways
Six step-by-step plans: cashflow rescue, leads to sales, delivery systems, people and hiring, owner step-back, and exit and succession.
HR & Employment Toolkit
HR, Employment & Immigration Toolkit — Hire, Manage and Keep Great People
Twenty templates and guides covering recruitment, employment contracts, onboarding, performance reviews, retention, culture and employment issues.
Quick Wins Toolkit
Quick Wins Toolkit — Fast Improvements for Cash, Sales and Profit
Seven fast-action guides: debtor chase scripts, expense trim checklist, price-rise email, follow-up scripts, review requests and a weekly planner.
Weekly Rhythm & KPI Toolkit
Weekly Rhythm & KPI Toolkit — Know Your Numbers and Run a Tight Weekly Routine
A weekly rhythm and KPI system: KPI builder, scorecard, 90-day priorities, meeting agenda and a dashboard spreadsheet.
Systems & Process Toolkit
Systems & Process Toolkit — Get the Business Out of Your Head and Into Systems
Document how your business runs: process maps, SOP templates, role clarity, handover checklists and a systems register.
Cashflow & Profit Control Toolkit
Cashflow & Profit Control Toolkit — Stay on Top of Cash and Protect Your Profit
Weekly cash and debtor routines, monthly targets, a pricing review checklist, crisis action plan, 13-week forecast and breakeven calculator.
Cashflow Rescue Toolkit
Cashflow Rescue Toolkit — A Done-for-You Pack for When Cash Is Tight
A complete pack for when cash is tight: a 13-week forecast, weekly routine and supplier negotiation scripts.
Lead Generation Toolkit
Lead Generation Toolkit — A Simple Lead System That Creates More Enquiries
A simple lead system that creates more enquiries and improves conversion: offer builder, follow-up sequence, weekly rhythm and lead tracker.
Hiring & Onboarding Toolkit
Hiring & Onboarding Toolkit — Hire Well and Set New Staff Up to Succeed
The complete hiring pack: hiring plan, role scorecard, job ad builder, phone screen, interview questions and scorecard, reference scripts, offer checklist, 30-60-90 day plan and trackers.
Sales Pipeline & Follow-Up Toolkit
Sales Pipeline & Follow-Up Toolkit — Turn More Quotes into Sales
Stop losing quotes to silence: pipeline stages, discovery call notes, follow-up scripts, objection handling and a weekly sales review.
Marketing Engine Toolkit
Marketing Engine Toolkit — Simple, Consistent Marketing That Brings in Work
Build a simple marketing engine: offer one-pager, lead magnet builder, referral and review systems, campaign planner, content calendar and metrics tracker.
Delivery & Job Management Toolkit
Delivery & Job Management Toolkit — Run Jobs on Time, on Budget and Profitably
Run every job smoothly: job pack, pre-start, site diary, variations, quality control, handover checklists, plus scheduling and job profitability spreadsheets.
Exit & Succession Readiness Toolkit
Exit & Succession Readiness Toolkit — Build a Business Someone Will Want to Buy
Get ready to sell or hand over: exit readiness scorecard, value drivers checklist, owner-dependence plan, buyer pack index and a 12-month action plan.
Compliance & Health and Safety Lite Toolkit
Compliance & Health and Safety Lite Toolkit — Practical H&S Basics for Small Business
Cover the health and safety basics: H&S policy, hazard and risk register, incident forms, toolbox talks, inductions and a compliance calendar.
Customer Experience Toolkit
Customer Experience Toolkit — Keep Customers Happy and Coming Back
Map the customer journey, set service standards, handle complaints, request reviews and deliver great handovers with ready-made templates.
Strategy & 90-Day Execution Toolkit
Strategy & 90-Day Execution Toolkit — Turn Your Plan into Action Every Quarter
Put strategy on a page, set 12-month targets, plan quarterly rocks and run weekly execution meetings, plus a 90-day plan spreadsheet.
Financial Reporting & Management Accounts Toolkit
Financial Reporting & Management Accounts Toolkit — Understand Your Numbers Every Month
Run a monthly close, produce a one-page management report, review budget vs actual, find profit levers and manage working capital.
Owner Step-Back & Delegation Toolkit
Owner Step-Back & Delegation Toolkit — Get Out of the Day-to-Day
Audit your time, decide what to stop or delegate, set decision rights, hand over well and build a weekly rhythm that frees you up.
AI Productivity Toolkit
AI Productivity Toolkit — Save Hours Every Week with AI
Use AI safely to save time: a 15-minutes-a-day plan, copy-paste prompt library, meeting-notes-to-actions workflow, safety and privacy rules and a workflow tracker.
Business Exit Readiness Checklist NZ
Could You Sell Your Business Tomorrow? — The 25-Point Exit Readiness Checklist
The 25-point exit readiness checklist. Score your financials, people, customers and legal setup.
Business Succession Planning Checklist NZ
The NZ Business Owner’s Succession Planning Checklist
Plan a handover to family, staff or a buyer — goals, successors, protection and tax.
How to Value a Business NZ
What Is My Business Really Worth? — A Practical Guide for NZ Business Owners
A practical guide to normalised profit, valuation methods and what moves the multiple.
Business Runs Without Owner Checklist
Could Your Business Run Without You? — A 5-Minute Owner Dependence Test
A 5-minute owner dependence test with a score and three quick wins.
Preparing a Business for Sale NZ
Thinking About Selling Your Business? — 21 Things to Fix Before You Talk to a Buyer
21 things to fix before you talk to a buyer — and protect your price.
Staff Assessment Form
Staff Assessment Form
A fair, printable performance review form with scoring, goals and sign-off.
Template
One-Page Business Plan
Your whole plan on a single page — customers, goals, numbers, risks and next actions.
Spreadsheet
12-Month Cashflow Forecast
Enter money in and out each month — totals and bank balance calculate automatically.
Spreadsheet
Simple Pricing Calculator
Work out your price, margin and break-even point from your costs.
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