Work

Personal

Documents

Education

Craft For Events

Craft for Freelancers

Craft for HR and People Teams

Craft for Self-Improvement

Craft For Students

Documentation

Friends and Family

Meetings

People of Craft

Tables

Teams

<p>Ever felt your business meetings lack focus or meander aimlessly? In the corporate world, every second counts. An unproductive meeting isn't just a wasted opportunity; it's a drain on valuable resources and time.</p><h2>What is a Business Meeting Agenda?</h2><p>A Business Meeting Agenda is more than just a list—it's your meeting's backbone. It organizes discussions around pivotal topics, sets the tone, and most importantly, drives results. By laying out clear objectives and action items in advance, the agenda ensures that discussions remain impactful, decisions are made effectively, and outcomes are always goal-oriented.</p><h2>Why every business meeting needs an Agenda</h2><p>The stakes in business meetings are high. With diverse teams and intricate topics at play, having an agenda ensures that discussions remain streamlined and decisions are swift. If you aim for meaningful collaborations and tangible results, the right agenda will transform your meetings from painful to productive.</p><h2>How to use a Business Meeting Agenda</h2><p><strong>1. Early drafting:</strong> Create your agenda ahead of the meeting. This gives everyone a chance to prepare and align their thoughts.</p><p><strong>2. Invite input:</strong> Use Craft’s collaborative capabilities to share the agenda and gather feedback or additional points from participants. You can also create a share link to distribute the agenda to external stakeholders.</p><p><strong>3. Prioritize topics:</strong> Begin with high-impact discussions and gradually move to secondary topics, ensuring that pivotal decisions aren't left for the end.</p><p><strong>4. Allocate time wisely:</strong> Assign time limits to each topic. This maintains momentum and ensures all topics get the attention they deserve.</p><p><strong>5. Follow through:</strong> Post-meeting, refer back to the agenda to guide the implementation of action items and track progress.</p>

Maximize the impact of your business meetings with this template. Start hosting more focused, productive and decisive meetings.

Business Meeting Agenda Template in Craft

business-meeting-agenda.jpg

Business meeting agenda

<h3>About this Presentation Memo template</h3><p>This Presentation Memo Template was built by <a href="https://www.linkedin.com/in/magnuswesterberg/">Magnus Westerberg</a> and offers a modernized version of Jeff Bezos' famous 2004 memo structure which encourages deep thinking and more effective communication by replacing PowerPoint with narrative texts. It is an iterated version of the original memo, designed to work for both digital and hybrid meetings. Sections such as the PR/FAQ are included, which are separate tools from the original Amazon memo but a great addition to the memo structure.</p><p>This simple memo format gave birth to billion-dollar ideas like the Kindle, AWS and Amazon Prime.<br>&nbsp;</p><h3>What is a Presentation Memo?</h3><p>A Presentation Memo is a digital-only memo format for collaboration among remote teams and in hybrid meetings, which is based on the Amazonian approach to product development. It includes a narrative structure for presenting ideas which forces you to think more clearly. It’s been said that “PowerPoint is easy for the speaker and hard for the audience. Producing a good narrative text is hard for the writer and easy for the reader.”</p><h3><br>How to use a Presentation Memo Template</h3><p>To use the Presentation Memo template, you will need to follow the instructions and steps outlined in the template itself. The sections included in the template are designed to help you develop an effective narrative for your presentation. It includes sections such as:</p><ul><li>Goals and challenges</li><li>Background and data</li><li>Concept</li><li>What to Execute</li></ul><p>In addition, you’ll find a section for building a Press Release/FAQ about your product which should be used during the product development process. This forces you to work backward from the dream customer experience so you build a product with the customer in mind right from the start.</p><p>&nbsp;</p>

Use this memo-structure template that's helped to birth billion dollar ideas for Amazon.

Screenshot of the Amazon-Style Presentation Memo

Amazon-Style Presentation Memo

<h3>About this <strong>SWOT Analysis Template</strong></h3><p>This SWOT Analysis Template will provide an easy and effective way to assess and analyze the Strengths, Weaknesses, Opportunities and Threats (SWOT) of an organization, project, product or situation. This template is essential in a consultant’s toolkit for brainstorming and evaluating the potential success of a project or idea and identify any potential risks or issues that need to be considered.</p><h3>What is a <strong>SWOT Analysis?</strong></h3><p>A SWOT analysis is a tool used to identify and analyze the strengths, weaknesses, opportunities, and threats of an organization, project, product, or situation. It’s name is an acronym for the four factors listed above which are assessed during the analysis. A successful SWOT analysis will help identify areas that can be improved upon and those that an organization should capitalize on.</p><h3>When to use a <strong>SWOT Analysis</strong></h3><p>The SWOT Analysis can be used in any situation where an organization, product, project, or idea needs to be evaluated. It is an essential tool for strategizing, planning, and achieving desired objectives. It can be used in a variety of situations such as when launching a product, setting up a business, or when looking to expand into a new market. This SWOT analysis template can also be used to facilitate team discussions and to identify potential risks and issues that need to be addressed.</p><h3>How to use the <strong>SWOT Analysis template</strong></h3><ul><li>Start by completing an overview of the project you’re going to be analysing.</li><li>We’ve separated each section of SWOT into different cards. You can start with Strengths and continue completing each section in order. We’ve also included some dummy information as examples.</li><li>This is great for starting discussion points with a consulting client or with your team. You can use the information gathered from the SWOT analysis to see what opportunities you should jump on and which threats you should prepare for.</li></ul>

Give your business or project the best chance at success with this SWOT analysis template.

swot-analysis.jpg

SWOT analysis template

<h3>About this <strong>Customer Feedback Tracker Template</strong></h3><p>This Customer Feedback Tracker Template is designed to help companies track the feedback they receive from their customers. The template contains fields to enter ratings, comments, and other details that can be used to gain insights into customer satisfaction.</p><h3>What is a <strong>Customer Feedback Tracker</strong>?</h3><p>Good customer feedback is highly valuable for a business as it helps build trust with potential customers. With various sources of customer feedback - from social media to review sites - a Customer Feedback Tracker helps you collect all of these reviews in one place so that they can be used at a later date.</p><h3>When to use a <strong>Customer Feedback Tracker</strong></h3><p>Start collecting positive customer feedback and reviews as soon as you can and you’ll have a continuously growing collection that can prove to be very valuable later. You might consider using these short customer testimonials on pages of your website, included in blog posts and case studies, or even shared on social media.</p><h3>How to use the <strong>Customer Feedback Tracker</strong></h3><ul><li>Whenever you come across exceptional customer feedback - whether that’s on social media, on review sites, or elsewhere - keep a note of it in this Customer Feedback Tracker.</li><li>Customer feedback is really useful for adding to your website or marketing materials as it signals to potential customers that you’re a reputable brand that can be trusted.</li><li>It’s always recommended that you ask customers whether they mind you sharing their quote online.</li></ul>

Keep track of valuable customer feedback and reviews so you can find them easily when you need them.

customer-feedback-tracker.jpg

Customer Feedback Tracker

<h1>Client Proposal Template (rich)</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this rich template.

Proposal Rich

Client Proposal (rich)

<h1>Client Proposal Template (minimalist)</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this minimalist template.

Proposal Template Minimalist

Client Proposal (minimalist)

<h1>Client Proposal Template</h1><p>A client proposal - or pitch - is an essential document that is required when you are trying to win a project or piece of work. It contains vital information that the client will use to assess your offer of work.</p><h2>What to include in your client proposal?</h2><ul><li>A great cover</li><li>An executive summary</li><li>The problem your client has</li><li>The solution you will bring</li><li>The benefits the client will see</li><li>Pricing and timings</li></ul><blockquote><p>Get more tips here: <a href="https://www.craft.do/blog/freelance-pitch-tips" target="_blank" rel="noopener noreferrer">Pitch Perfect: How to create proposals that win work</a></p></blockquote><h2>When should you create a client proposal document?</h2><p>You will need to create and share your proposal with the client as soon as the client has asked for you pitch. Once you have created a great proposal template, you can quickly tailor it for each new pitch you need, saving time.&nbsp;</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create business proposals or pitches that win clients with this impressive template.

Proposal.jpg

Client Proposal

<h1>Client Dashboard Template (swirl)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><p>&nbsp;</p><figure class="media"><div data-oembed-url="https://youtu.be/1tXwaxTLM_g"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/1tXwaxTLM_g" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create a beautiful online dashboard that lets clients stay up to date with project progress

Client Dashboard Swirl

Client Dashboard (swirl)

<h1>Client Dashboard Template (red)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create a gorgeous online dashboard to share updates and important information with clients

Client Dashboard Red

Client Dashboard (red)

<h1>Client Dashboard Template (blue)</h1><p>Creating a dashboard that you can share with your clients online, is an excellent way to keep all information about a project in one, easily accessible place, and keep your client informed, engaged, and even excited about the project.&nbsp;</p><h2>What to include on your client dashboard?</h2><p>You'll first need to find out what information is important to your client. Typically, this would include:</p><ul><li>Project timeline</li><li>Agreed budgets</li><li>Deliverables and dates</li><li>Reports or links to reports</li><li>Milestones and upcoming tasks</li></ul><blockquote><p>Get more advice here: <a href="https://www.craft.do/blog/client-dashboard-tips" target="_blank" rel="noopener noreferrer">How to create killer client dashboards: 5 tips for freelancers</a></p></blockquote><h2>When should you create a client dashboard?</h2><p>Once you have agreed on a project and signed a contract or SLA, you are ready to set up your client dashboard. Share it with them early on in your project to enable them to understand the work laid out and the progress being made.</p><h2>How to use this client proposal template?</h2><ul><li>Tap the <i>Use This Template</i> button&nbsp;</li><li>When prompted, log in or sign-up to Craft</li><li>Edit the template to make it your own</li></ul>

Create an online dashboard that you can share with your client and keep them engaged with your project

Free document templates for Business