Form templates for small businesses
Running a small business means doing the back office yourself, usually for the first time. Most of the forms here are enquiries an owner sends out — to a lender, an accountant, an attorney, a designer. The rest the business runs for itself, for staff, customers and press.
On paper the owner and the business are rarely separate. A community lender's microloan form asks for business age alongside owner income; a personal loan covers the sole proprietor who does not qualify for business credit yet; a tax questionnaire has to split owner's draw from salary.
Many are firsts: first payroll, with equity comp to treat; a first offer letter carrying a vesting cliff; a first logo. At the local end: service area, Google Business profile, and whether nearby residents have heard of you at all.
31 forms small businesses actually build
Each one starts from a template you can open and edit. Grouped by the kind of form it is.
Finance form templates
- Startup Departmental Spending Request FormGives early-stage teams a lightweight way to request discretionary spend approval from a founder or CFO without a formal ERP system.Start fromBudget Approval Request
- Startup Founder Expense Reimbursement FormLets founders and early employees submit personal expenses advanced before the company had a corporate card, with founding period date range.Start fromEmployee Reimbursement Request
- Small Business Microloan Application FormGathers business age, owner income, and loan purpose from small business owners applying for microloans from a community development financial institution.Start fromCredit Application Form
- Franchise Startup Financing Application FormCaptures net worth, liquidity, and franchise concept from prospective franchisees applying for SBA-backed or franchisor-sponsored startup financing.Start fromCredit Application Form
- Small Business Owner Financial Planning FormCollects business revenue, owner compensation structure, exit timeline, and personal financial goals from entrepreneurs whose business and personal finances are intertwined.Start fromFinancial Planning Questionnaire
- Startup Accounting Onboarding FormCaptures investor reporting needs, equity structure, and burn rate tracking goals from early-stage companies seeking their first outsourced accountant.Start fromAccounting Client Intake Form
- Small Business Owner Tax QuestionnaireCollects pass-through income details, owner's draw vs. salary structure, and business asset purchases for Schedule K-1 and S-Corp return preparation.Start fromTax Organizer Questionnaire
- Startup Bookkeeping Inquiry FormCaptures funding stage, investor reporting needs, and burn rate tracking requirements from early-stage companies setting up their books for the first time.Start fromBookkeeping Services Inquiry
- Startup First-Time Payroll Setup InquiryGuides early-stage companies through their first payroll setup by capturing equity comp treatment, founder pay structure, and benefits integration needs.Start fromPayroll Services Inquiry
- Startup Founder CPA Consultation RequestGathers funding stage, equity compensation structure, R&D credit eligibility questions, and investor reporting needs from early-stage founders seeking first CPA guidance.Start fromCPA Consultation Request
- Small Business Starter Personal Loan InquiryFor sole proprietors and side businesses that need startup capital but don't yet qualify for business lending — captures intended use and estimated monthly revenue.Start fromPersonal Loan Inquiry Form
- Tech Startup Revenue-Based Financing InquiryCaptures MRR, churn rate, and months of runway for early-stage SaaS or app companies seeking non-dilutive revenue-based financing.Start fromBusiness Loan Inquiry Form
- Small Business Owner Credit Union InquiryExplores credit union business account and business lending eligibility for sole proprietors and small business owners with a family membership.Start fromCredit Union Membership Inquiry Form
- VAT-Registered Small Business OnboardingUses the registration status, scheme and deadline fields to get the first return right rather than discovering the scheme after the period closes.Start fromBookkeeping Client Onboarding Form
Legal form templates
- Startup Brand Name Trademark InquiryCaptures the startup's funding stage so the attorney can recommend the right scope of protection and prioritize classes most likely to attract investor scrutiny.Start fromTrademark Inquiry Form
- Startup First Employee Offer Letter FormCaptures equity vesting schedule preferences, cliff period, and at-will language needs so the attorney can draft a seed-stage-appropriate offer letter.Start fromEmployment Contract Request
- Small Business Legal Services Inquiry FormGathers the business structure, primary legal need (contracts, disputes, compliance), and whether the business has had prior legal counsel.Start fromLegal Services Inquiry Form
- Startup Investor NDA FormCollects the investor's name, the nature of proprietary technology being disclosed, and whether the NDA should cover pitch deck content and financial projections.Start fromNDA Inquiry Form
Professional Services form templates
- Startup Founder Strategy Session FormAsks founders about product-market fit confidence, funding runway, team gaps, and 18-month growth targets before a scaling session.Start fromStrategy Session Intake Form
- Small Business Needs AssessmentDiagnoses revenue stage, operational pain points, and owner capacity gaps for SMB advisory and coaching engagements.Start fromBusiness Needs Assessment Form
- Startup Business Assessment FormEvaluates product-market fit confidence, runway, team completeness, and growth barriers for early-stage startup advisors.Start fromBusiness Needs Assessment Form
- Tech Startup CTO Coaching ApplicationAddresses the people-management challenges of technical leaders moving from individual contribution to engineering team leadership.Start fromExecutive Coaching Application Form
Survey & Feedback form templates
- Startup Culture Pulse SurveyRun by early-stage startups to catch culture drift before it becomes a retention problem as the company scales rapidly.Start fromEmployee Satisfaction Survey
- Local Business Community Awareness SurveyDistributed within a geographic community to measure how well-known a local business is among nearby residents and shoppers.Start fromBrand Awareness Survey
- Startup Ecosystem Meetup Topic VoteLets local founders choose which startup stage topics — fundraising, hiring, product-market fit — the next in-person meetup should cover.Start fromEvent Topic Vote
Event form templates
- Startup Pitch Night RegistrationRecords founder name, company, pitch slot interest, and investor/founder/advisor role for a pitch night mixer.Start fromNetworking Event Registration Form
- Startup Village or Pavilion ApplicationSmall pods within a larger floor, where badge allocation and pitch-slot interest matter more than rigging or three-phase power.Start fromTrade Show Exhibitor Application Form
- Startup Conference Partner FeedbackPartner and in-kind sponsors of an early-stage event, where the walk-away question surfaces the pricing objection before it becomes silence.Start fromEvent Sponsor Feedback Form
Design form templates
- Startup Brand Identity Inquiry FormCaptures founding story, investor audience, and scalable design requirements for companies building their first brand identity from scratch.Start fromLogo Design Inquiry
- Tech Startup App Icon Inquiry FormDocuments app category, platform targets (iOS/Android), brand color hex values, and competitor visual landscape for mobile app icons.Start fromLogo Design Inquiry
- Local Business Website Inquiry FormCollects service area details, Google Business integration preference, review widget needs, and click-to-call conversion goals for brick-and-mortar businesses.Start fromWeb Design Project Inquiry
What small businesses usually collect
Credit and financing forms ask for owner income and business age in the same breath. A franchise startup application wants net worth, liquidity and the franchise concept; a financial planning questionnaire is built around owner compensation structure and an exit timeline.
Funding stage turns up in enquiry after enquiry — to a trademark attorney, a marketing agency, a first accountant. A bookkeeping inquiry wants burn rate and investor reporting needs; revenue-based financing wants MRR, churn and months of runway; a CPA request adds R&D credit eligibility questions.
Discretionary spend that goes to a founder or CFO for approval because there is no ERP to route it through. Expenses a founder advanced before the company had a corporate card, tagged with the founding-period date range. Renewals bring their own numbers — employee count, industry, contribution percentage and census data ahead of a group insurance quote.
Brick-and-mortar businesses answer a different set — trading radius, Google Business profile, review widget, click-to-call goals, named local competitors, and how well shoppers a few streets away recognise the name.
43 templates to start from
- Alumni Employer Partnership Inquiry FormConnect employers led by alumni with your institution's recruiting and career programs.
- Business Needs Assessment FormDiagnose business pain points, growth stage, and urgency at scale.
- Credit Application FormCollect credit applicant details, income, and purpose of credit electronically.
- Logo Design InquiryQualify logo clients and gather the brand details you need before starting.
- Marketing Agency InquiryQualify inbound leads and gather key context before the first discovery call.
- Accounting Client Intake FormOnboard new accounting clients with entity type, services, and goals.
- Bookkeeping Client Onboarding FormTake a signed client's books over cleanly — platform access, opening balances, and the deadlines that cannot slip.
- Bookkeeping Services InquiryQualify bookkeeping prospects with industry, volume, and budget questions.
- Brand Awareness SurveyGauge how well your target audience knows and perceives your brand.
- Branding QuestionnaireCapture everything your designer needs to nail your brand identity.
- Budget Approval RequestFormalize project and department budget requests with full financial detail.
- Business Loan Inquiry FormCapture business loan inquiries with entity, revenue, and loan purpose details.
- Car Rental Inquiry FormCapture car rental leads with pickup dates, vehicle type, and passenger needs in one form.
- Commercial Lease Inquiry FormQualify commercial tenants with space type, square footage, lease term, and move-in date.
- Conference Room Booking FormStreamline conference room reservations with a structured booking request form.
- CPA Consultation RequestLet prospects request a CPA consultation with topic, urgency, and context.
- Credit Union Membership Inquiry FormCollect credit union membership inquiries and check field-of-membership eligibility.
- Employee Referral FormLet employees put forward a candidate, with evidence and consent.
- Employee Reimbursement RequestProcess employee expense reimbursements quickly with structured requests.
- Employee Satisfaction SurveyMeasure employee satisfaction across six key workplace dimensions.
- Employment Contract RequestCapture employment contract needs from employers, employees, and contractors.
- Event Sponsor Feedback FormAsk sponsors what the sponsorship was worth — objectives, lead quality, audience fit and renewal tier.
- Event Topic VoteLet attendees vote on session topics and format before you finalize the agenda.
- Executive Coaching Application FormScreen and qualify senior leaders applying for executive coaching engagements.
- Financial Planning QuestionnaireGather client financial goals, risk tolerance, and situation before planning sessions.
- Health Insurance Quote RequestCollect everything needed to prepare accurate health insurance quotes fast.
- Job Inquiry FormLet proactive candidates introduce themselves before a role opens up.
- Leadership Style AssessmentAssess leadership behaviors across decision-making, communication, and delegation.
- Legal Services Inquiry FormLet potential clients inquire about your legal services before booking a consultation.
- Managed IT Client Onboarding FormDiscovery in one form — sites, users, identity, critical systems, backups, and who to call at 2am.
- Media Press Request FormHandle journalist interview requests and media inquiries from a single organized form.
- NDA Inquiry FormCollect all the details needed to draft or review a non-disclosure agreement.
- Networking Event Registration FormSign up attendees for a business mixer, meetup, or industry happy hour.
- Payroll Services InquiryCapture employee count, pay frequency, and payroll needs from prospects.
- Personal Loan Inquiry FormCollect personal loan inquiries with purpose, amount, and credit details.
- Press & Media Inquiry FormManage media requests professionally with a dedicated press inquiry form.
- Product Manufacturing RFQ FormCollect a buyer's part specification so a supplier can quote it accurately.
- Strategy Session Intake FormCollect strategic priorities, obstacles, and focus areas before a strategy session.
- Tax Organizer QuestionnaireGather income, deductions, and life changes from tax clients before prep.
- Trade Show Exhibitor Application FormTake stand applications from exhibitors, with configuration, rigging, utilities, badges and freight.
- Trademark Inquiry FormCollect trademark type, goods categories, and jurisdiction details from new clients.
- Web Design Project InquiryScope web design projects with a thorough intake form before sending proposals.
- Webinar Speaker Application FormAccept and evaluate speaker proposals for webinars and virtual learning events.
How to set one up
- 1
Open the Budget Approval Request template and cut it to what your business actually approves: amount, vendor, which budget line, and who signs off when there is no finance team.
- 2
Ask the request type first and branch from there — a software subscription asks for seat count and renewal terms, a one-off purchase asks for the vendor quote as an attached file.
- 3
The form has to sit where the spending decision gets made. Two lines of HTML drop it into the internal handbook; the same link, printed as a QR code in the staff room, reaches people who only ever open a phone.
- 4
Build a second form from Employee Reimbursement Request: date range, category, amount, and the receipt uploaded with it, so a founder claiming pre-card expenses has the evidence in one record.
- 5
Filter responses by month before the bookkeeper gets them, export the year at tax time, and push each approved claim onward with a webhook or a Zapier connection.
Frequently asked questions
Is this actually free for a small business?
Yes, free during early access, with unlimited forms and unlimited responses. That matters when the work is spread thin: a budget approval form, a reimbursement form, a culture pulse survey and a press inquiry form are four separate forms, and none of them is worth a per-form fee on its own.
Can I collect tax paperwork and bank statements safely?
File upload is a field type, so a client can attach last year's return or a bank statement and you download it from the submission. Turn on end-to-end encryption for anything carrying owner income or net worth; an attachment on an encrypted form is stored encrypted and opens only on the machine you download it to. The rest is encrypted at rest and in transit, EU hosting can be switched on if the data should stay in the EU, and the service is fully GDPR compliant.
Can an investor or a new hire sign an NDA on the form?
No — there are no e-signature fields. The NDA form does the step before signing: who the investor is, what proprietary technology gets disclosed, whether the pitch deck and financial projections are covered. An offer letter form works the same way, capturing vesting schedule, cliff period and at-will language for the attorney to draft from.
Will submissions reach my bookkeeping or CRM tools?
Every submission can fire a real-time webhook, and 60-plus apps connect through Zapier. An expense claim can open a row in a sheet, a lead from a marketing enquiry can land in the CRM. The flow runs one way only — a submission triggers an action, and nothing syncs back into the form.
How do I find out whether people nearby have heard of my business?
Run a brand awareness survey across your trading area rather than your existing customer list — they already know you. Share it by QR code on receipts and in the window, and by link in a local group. Ask for the street or postcode, then filter responses by that answer to see how far recognition really reaches.
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Build yours in a few minutes
Open any template above, change what you need, and publish. Free during early access — unlimited forms and responses.
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