Business resources and education.

Free Business Resources.

Access our free business documents using the links below, or scroll down to learn more and browse by topic. Need help? Jump to How to Use This Page.

Business Topics.

Scroll on & stay curious.

How to Use our Business Resource Page.

Every worksheet or guide you find on this page is 100% free and yours to use as you wish. Sort by topic or scroll through all the items. We offer different formats based on content:

  • Guides: Our informational content on specific topics. These are educational and can be referenced at any time.

  • Worksheets: Our worksheets are guides with actionable prompts. We recommend you grab a notebook and answer the questions, spending time thinking through our prompts. By the end of the worksheet, you will have clear action items you and your business can work on.

  • Resources: Our list or recommendations of products / tools we’ve found useful. These are tools 100% recommended by Local Union. Sometimes we have promotional discounts but we promise we’re using them ourselves!

We just ask two favors: 1) you give us credit when sharing this information and 2) you do not repurpose, replicate or duplicate this information as your own or any other party besides Local Union LLC.

 

General Business.

Strategy 101: the Building Blocks (Guide)

Purpose: Understand the differences between vision, mission, strategy, and tactics; then, create holistic plan that develops your business, results in more sales, and aligns your employees (and customers).

Guide: Click here to access your PDF version.

Create a Strategic Plan in 30-minutes (Worksheet)

Purpose: Create a strategic framework for internal alignment and more succinct customer messaging. We suggest using this as a daily reference or hanging this up in a visible area for all employees to see.

Guide: Click here to access your PDF version.

Prioritizing Business Tasks (Worksheet)

Purpose: Identify and help prioritize areas of opportunity in your business.

Guide: Click here to access your PDF version.

Customer Messaging.

Online Presence and Social Media Checklist (Guide)

Purpose: Ensure you’re doing the very basics to take control of your digital presence and help new customers learn about you before they ever set foot in your store.

Worksheet: Click here to access your PDF version.

Crafting the Right Customer Messaging (Worksheet)

Purpose: Learn how to craft messaging and content that speaks directly to the customers you want and need.

Worksheet: Click here to access your PDF version.

Email Marketing 101 (Guide)

Purpose: Quick intro to email marketing, statistics, and key steps to getting started.

Guide: Click here to access your PDF version.

Data and KPIs.

Key Performance Management (KPI) 101 (Guide)

Purpose: Intro into using KPIs to track important metrics in your business, identify trends, and get back on track.

Guide: Click here to access your PDF version.

Key Performance Management (KPI) 101 (Worksheet)

Purpose: Develop basic KPIs to steer your business and track actual results to your plan.

Guide: Click here to access your excel version.

Professional Development.

Video Interview & Meeting Tips (Guide + Worksheet)

Purpose: Come to your video meeting prepared. Includes checklist, tips, and practice exercises.

Guide: Click here to access your PDF version.