Business-in-a-Box helps you complete a wide range of activities, from contract writing to daily communications, client acquisition, business management, human resource management, accounting and more!

Planning & Management	Start a Business The following Business-in-a-Box documents will help you complete this task: Business Plan Start-Up Costs Worksheet Business Selection Worksheet Self-Assessment Worksheet Strengths and Weaknesses Worksheet Possible Marketing Strategies Possible Production & Operations Management Strategies Possible Financial & Accounting Strategies Possible Research and Development Strategies Start-Up Checklist Small Business Legal Compliance Inventory etc... Prepare a Board Meeting The following Business-in-a-Box documents will help you complete this task: Meeting Agenda Notice of Meeting of Directors Waiver of Notice of Meeting of Directors Revocable Proxy Irrevocable Proxy Steps to Planning an Annual Meeting (Checklist) etc... Record Meeting Minutes The following Business-in-a-Box documents will help you complete this task: Minutes of Meeting (Master) Minutes of Meeting of Directors Board Resolutions (over 50 included) Shareholders Resolution Certificate of Minutes of Meeting of Directors Certificate of Corporate Vote Certificate of Corporate Resolution etc...
Legal	Incorporate Your Company The following Business-in-a-Box documents will help you complete this task: Pre-Incorporation Agreement Pre-Incorporation Designation of Directors Articles of Incorporation Shareholders Agreement Stock Certificate and Common Stock Bylaws Bylaws for a Not for Profit Corporation Small Business Legal Compliance Inventory etc... Protect Your Business Ideas & Assets The following Business-in-a-Box documents will help you complete this task: General Non-Compete Agreement Mutual Non Disclosure Agreement Confidentiality Agreement Proprietary Information and Inventions Agreement Intellectual Property Sale Agreement Guide for Buying and Selling Intellectual Property Patent License Agreement FAQ about Patents Copyright Assignment Assignment of Copyright Notice of Infringement of Copyrighted Work Email Confidentiality and Disclaimer notice etc... Enter Into or Dissolve a Partnership The following Business-in-a-Box documents will help you complete this task: Partnership Agreement Limited Partnership Agreement Joint Venture Agreement Non Disclosure Agreement Between Two Companies Press Release: New Partnership Collaboration Announcement of Business Merger Partnership Dissolution Agreement Notice of Partnership Dissolution Partnership Agreement Checklist Small Business Legal Compliance Inventory (Checklist) etc...
Human Resources	Hire an Employee The following Business-in-a-Box documents will help you complete this task: Job Description Form Appointment for Employment Interview and Testing Confirmation of Interview Appointment Job Applicant Interview Script Pre-Interview Questionnaire Questions to Avoid During an Interview Request for Reference Request for Character Reference Request for Employment Reference Employment Agreement Cover Letter for Employment Agreement Employee Non-Compete Agreement Employee Non-Disclosure Agreement Non-Disclosure and Non-Compete Agreement Drug Testing Consent Physical Exam Consent etc... Fire an Employee The following Business-in-a-Box documents will help you complete this task: Final Warning Before Dismissal Notice of Termination Employee Dismissal Letter Mutual Termination of Contract Severance Agreement Separation and Release Agreement Termination Certification Board Resolutions (over 50 included) to Terminate an Employee When Should You Fire an Employee (Checklist) etc... Manage & Evaluate Your Workforce The following Business-in-a-Box documents will help you complete this task: Employee Handbook Employee Record Performance Evaluation Peer Improvement Form Employee Satisfaction Survey Motivation Survey Employee Appraisal Form Congratulations on a Job Well Letter of appreciation to Employee Employee Job and Motivation Improvement Meeting Employee Correction Form Warning Notice Reprimand Personal Flexibility Skills Test Giving Job Performance Feedback (Checklist) etc...
Finance & Accounting	Get Financing The following Business-in-a-Box documents will help you complete this task: Business Plan Business Plan Guidelines Executive Summary Market Study Outline Sales Projections Financial Projections Breakeven Cost Analysis Bank Loan Application Form Letter of Request for an Equity Investment Term Sheet Important Things to Know About a Term Sheet etc... Manage Your Business Finances The following Business-in-a-Box documents will help you complete this task: Balance Sheet Breakeven and Profit-Volume-Cost Analysis Cashflow Forecast Income Statement Business Deductions Checklist Expense Statement Depreciation Worksheet Loan Calculator Investment Calculator Financial Ratio Calculator Financial Record Storage Guidelines etc... Issue & Sell Company Shares The following Business-in-a-Box documents will help you complete this task: Agreement of Purchase and Sale of Shares Agreement of Purchase and Sale of Business Assets Bill of Sale for Corporations Stock Certificate and Common Stock Option to Buy Agreement Shareholders Agreement Shareholders Resolution Dealing with Shareholders and Investors (Checklist) etc...
Sales & Marketing	Acquire New Clients The following Business-in-a-Box documents will help you complete this task: Communicating with Prospective Clients (Checklist) Prospecting Sheet Create a Marketing Brochure (Guide) Introduction Letter Free Business Needs Analysis Proposal for Services or Sales Proposal Contract for the Sales of Goods Agreement for Professional Services Terms of Service Agreement etc... Develop & Launch a Marketing Campaign The following Business-in-a-Box documents will help you complete this task: Marketing Planning Checklist Market Study Outline Marketing Plan Request for Advertising Rate information Advertising Expenses Spreadsheet Advertisement Approval Advertising Agency Agreement Agreement for Internet Advertising Services Website Cross Sponsorship Agreement Marketing Campaign Evaluation Rating Marketing Media etc... Generate Publicity & Media Exposure The following Business-in-a-Box documents will help you complete this task: Press Release: Company has Reached a Milestone Press Release: Company has Formed a New Partnership We are Pleased to Announce our Recent Acquisition Media Relations Policy Multimedia Publicity-Privacy Agreement Responding to Inaccurate Press etc... Expand Distribution Channels The following Business-in-a-Box documents will help you complete this task: Market Development Program Submit Product for Distribution or Resale Distribution Agreement Exclusive Distribution Agreement Consignment Agreement Press Release New Distribution Channel etc... Perform Market Research & Analyze Trends The following Business-in-a-Box documents will help you complete this task: Market Study Outline Brand Loyalty Survey Client Satisfaction Survey Request for Customer Feedback Trend Analysis Checklist Demographic Analysis Worksheet etc...
Operations & Logistics	Handle Orders and Invoicing The following Business-in-a-Box documents will help you complete this task: Price Quotation Acknowledgement and Acceptance of Order (Letter) Purchase Order Packing List of Order Bill of Lading Sales Invoice Sales Receipt Receipt for Goods or Services etc... Sell or Lease Equipment The following Business-in-a-Box documents will help you complete this task: Equipment Lease Agreement Equipment Lease Checklist Equipment Sales Agreement Bill of Sale Equipment Maintenance Agreement Service Level Agreement Limited Warranty Leasing vs. Purchasing Checklist etc... Manage Shipping & Receiving Activities The following Business-in-a-Box documents will help you complete this task: Packing Slip Bill of Lading Requisition Slip Agreement between Carrier and Shipper Acknowledgment and Acceptance of Order Return Authorization Notice of Delayed Shipment Request for Replacement of Damaged Merchandise Notice to Suspend Deliveries and Request for Release Notice for Return of Goods Notice of Receipt on Incomplete Shipment Vendor Evaluation Possible Production & Operations Management Strategies etc...
Internet & Technology	Build a Website The following Business-in-a-Box documents will help you complete this task: Website Design Agreement Website Design Consultation Agreement Independent Contractor Agreement for Programming Services Domain Name Registration Agreement Confidential Information Agreement Website Design Non-Disclosure Agreement Website Privacy Policy Website Terms of Use Online Sales Disclaimer Establishing a Website (Checklist) Website Hosting Agreement (Checklist) etc... Sell or Develop Software The following Business-in-a-Box documents will help you complete this task: Software Development and Consulting Services Agreement Custom Software Development Agreement Consulting Agreement with Sharing of Software Revenues Distribution Agreement for Software and Multimedia Confidential Information Exchange Agreement End-User Software License Agreement Licensee-Oriented Software License Agreement Vendor-Oriented Software License Agreement Trial Software License Agreement Limited Warranty etc... Promote your Website The following Business-in-a-Box documents will help you complete this task: Agreement for Internet Advertising Services Website Sponsorship Agreement Affiliate Program Agreement Co-Branding Agreement Website Linking Agreement Free Linking Agreement Independent Contractor Agreement Press Release Announcing New Website Co-Branding Agreement (Checklist) etc...
Consultants & Contractors	Hire a Consultant/Contractor The following Business-in-a-Box documents will help you complete this task: Consulting Agreement (long version / short version) Agreement for Professional Services Agreement Between Owner and Contractor Independent Contractor Agreement Subcontract Agreement Terms of Service Agreement Sworn Statement for Contractor Confidentiality Agreement for Consultants, Contractors Consultant Non-Disclosure Agreement Request for Contractor References Board Resolutions (over 50 included) to Retain a Professional Consultant Checklist for Outsourcing Agreements etc...
Credit & Collection	Collect Delinquent Accounts The following Business-in-a-Box documents will help you complete this task: Collection History for Delinquent Account Collection Report Notice of Overdue Payment Notice of Payment 60 Days Past Due Request to Contact Credit Manager on Past Due Account Initial Collection Letter Follow-up Collection Letter Final Demand for Payment Letter Referral to Agency Collection Letter Notice of 10 Day Before Collections on Delinquent Account Transmittal of Account to Collection Agency Grant of Request for Extension of Time Disputed Account Settlement Deliveries Held Until Past Due Balance Paid Cancellation of Credit Line etc... Issue Credit to Customers The following Business-in-a-Box documents will help you complete this task: Consumer Credit Application Request for Credit Information Credit Card Billing Authorization Form Authority to Release Credit Information Approbation of New Credit Account Opening New Credit Account Credit Memo Notice of Credit Limit New Restrictions on Credit etc...
Real Estate	Lease, Manage or Sell Your Property The following Business-in-a-Box documents will help you complete this task: Welcome from New Landlord Lease Agreement Assignment of Sublease Property Management Agreement Contract of Sale of Commercial Property Property Inspection Report Mortgage Note Exclusive Right to Sell Agreement Notice to Tenant of Rent Default Eviction Notice etc... Manage a Property The following Business-in-a-Box documents will help you complete this task: Property Management Agreement Real Estate Salesman Independent Contractor Agreement Exclusive Right to Sell Agreement Mortgage Application for Zoning Variance License Agreement Buyer's Property Inspection Report etc... Sell a Property The following Business-in-a-Box documents will help you complete this task: Contract of Sale of Commercial Property Agreement to Rescind Contract of Sale Exclusive Right to Sell Agreement Escrow Agreement Assignment of Mortgage Assignment of Real Estate Contract and Sale Agreement etc...