Useful Interactive Forms for Small Business Owners

The following interactive forms, from the Make-it-Fly® Advisory Board 101 handbook, can be downloaded to complete on your computer.

Conference Planner
The Conference Planner is designed to make more efficient use of your time. Instead of making several calls to a client or colleague you’re in touch with frequently, you’ll create a list of topics to cover with that person when you do talk. This will save you both time.

Daily Activities Record
It’s been well argued that only 20 percent of what we do accounts for 80 percent of the value, and the remaining 80 percent of all we do yields only 20 percent of the value. This tool will help you identify where you really spend your time and can be used as a basis for improving your time efficiency.

30-Day SMART Goal Achievement Plan
This worksheet is best used with your three-, two- and one-year goals clearly in mind.

Marketing Template
An easy-to-use Marketing Plan Template designed to meet the needs of professionals and small and home business owners. We've included many aspects of a marketing plan that can be applied to your business as or when you need them.

Crisis Log
Much of a business owner's time can easily be spent dealing with crises and putting out fires. The Crisis Log is designed to prevent this time loss by helping you identify "hidden" underlying causes and correct them.

How to Create a Dynamic Elevator Speech*
One of the most powerful marketing tools is a dynamic and enticing elevator speech, audio logo, sound bite or 10-second commercial. In this step-by-step exercise, you will learn how to craft a winning commercial so that listeners will want to know more!

*This form is not interactive. It can be downloaded, printed and used as a worksheet.