BUSINESS PLANNING & MANAGEMENT CONTRACTORS & …€¦ · BUSINESS PLANNING & MANAGEMENT TOP Board of Directors & Shareholders Certificates & Notices ... Affinity Diagram Assessing

Visit our secure online store at: www.envision-sbs.com/store/

1

BUSINESS PLANNING & MANAGEMENT

131 documents

. . . . . . . . . . . . . . . . . . . . . . page 2

CONTRACTORS & CONSULTANTS

18 documents

. . . . . . . . . . . . . . . . . . . . . . page 5

CREDIT & COLLECTION

104 documents

. . . . . . . . . . . . . . . . . . . . . . page 5

FINANCE & ACCOUNTING

174 documents

. . . . . . . . . . . . . . . . . . . . . . page 7

HUMAN RESOURCES

268 documents

. . . . . . . . . . . . . . . . . . . . . page 12

INTERNET & TECHNOLOGY

70 documents

. . . . . . . . . . . . . . . . . . . . . page 18

LEGAL

109 documents

. . . . . . . . . . . . . . . . . . . . . page 20

OPERATIONS & LOGISTICS

95 documents

. . . . . . . . . . . . . . . . . . . . . page 23

REAL ESTATE

65 documents

. . . . . . . . . . . . . . . . . . . . . page 26

SALES & MARKETING

230 documents

. . . . . . . . . . . . . . . . . . . . . page 27

http://www.envision-sbs.com/store/


2

BUSINESS PLANNING & MANAGEMENT TOP

Board of Directors & Shareholders

Certificates & Notices

Certificate of Abandonment Business Name Certificate of Corporate Resolution Certificate of Corporate Vote Certificate of Minutes of Meeting of Directors Checklist_Steps to Planning an Annual Meeting Declaration of Notice of Shareholders Meeting Letter to Stockholders_Holiday Notice of Meeting of Directors Notice of Meeting of Directors_Special Notice of Meeting of Shareholders_Annual Notice of Meeting of Shareholders_Special Waiver of Notice of Meeting of Directors Waiver of Notice to Holding Shareholders Meeting Waiver of Notice_Meeting of Incorporators

Minutes

Minutes for a Formal Meeting Minutes of Meeting of Directors Minutes of Meeting of Directors_First Minutes of Meeting of Directors_Special Minutes of Meeting of Directors_Special_Regular Minutes of Meeting of Incorporators Minutes of Meeting of Shareholders

Proxy

Proxy_Irrevocable Proxy_Revocable Proxy_Revocation

Resolutions & Resignations

Action by Written Consent of Board of Directors Action by Written Consent of Shareholders Board Resolution Affirming Non-Discrimination Policy Board Resolution Appointing Accountants Board Resolution Appointing Officers Board Resolution Approving a Lease Board Resolution Approving a Stock Split Board Resolution Approving Acquisition of Business Assets Board Resolution Approving Agreement Board Resolution Approving Amendment of Bylaws Board Resolution Approving an Acquisition Board Resolution Approving Borrowing Board Resolution Approving Budget Board Resolution Approving Creation of Committee Board Resolution Approving Dividends Board Resolution Approving Employment Contract



3

Board Resolution Approving Financial Statements. Board Resolution Approving Grant of Options Board Resolution Approving Loan of Funds Board Resolution Approving Purchase of Property Board Resolution Approving S Corp. Election Board Resolution Approving Sale of Assets Board Resolution Approving Sale of Common Stock Board Resolution Approving Signing Officers Board Resolution Approving Stock Option Plan Board Resolution Approving the Award of a Contract Board Resolution for Amendment to Incorporation Board Resolution for Sale of Preferred Stock Board Resolution on Annual Shareholders Meeting Board Resolution on Qualification To Do Business Board Resolution Regarding Banking Account Board Resolution Regarding Organization Board Resolution to Adopt a Fiscal Year Board Resolution to Adopt a Trade Name Board Resolution to Commence Litigation Board Resolution to Issue General Release Board Resolution to Lease Motor Vehicle Board Resolution to Negotiate a Specific Contract Board Resolution to Purchase Equipment Board Resolution to Retain a Professional Consultant Board Resolution to Retain an Attorney Board Resolution to Settle Litigation Board Resolution to Terminate a Contract Board Resolution to Terminate an Employee Board Resolution to Terminate Lease Board Resolution Resignation of Directorship Resignation of Officer Shareholders Resolution Appointing Directors Shareholders Resolution Approving an Acquisition Shareholders Resolution Approving an Agreement Shareholders Resolution Approving Sale of Stock Shareholders Resolution Confirming Accountants Shareholders Res. to Ratify Prior Acts of Officers & Directors Shareholders Resolution Shareholders Resolution_Amendment of Bylaws Shareholders Resolution_Articles Amendment Shareholders Resolution_Director to Fill Vacancy Shareholders Resolution_Increase Size of Board Shareholders Resolution_Stock Option Plan



4

Shareholders

Articles of Incorporation Bylaws_Corporation Certificate of Incorporation Pre-Incorporation Agreement Pre-Incorporation Designation of Directors Shareholders Agreement Stock Certificate and Common Stock Stock Ledger and Capitalization Summary

Business Plans

Business Plan Business Plan Guidelines Executive Summary Marketing Plan

General Administration

Memo Office Supplies Request Phone Memo Purchase Order Letter Purchase Order Purchase Order (spreadsheet) Vendor Evaluation

Starting a Business

Checklist_Basic Franchise Agreement Terms Checklist_Start-Up Checklist_Ways to Communicate Evaluating Family Budget Test_Franchise Feasibility Worksheet_Business Selection Worksheet_Franchise Comparison Worksheet_Self-Assessment Worksheet_Start-Up Costs Worksheet_Strengths and Weaknesses

Strategic Management

Affinity Diagram Assessing the Primary Activities in the Value Chain Assessing the Support Activities in the Value Chain Characteristics of Competitive Strategies Checklist_Conducting a Brainstorming Checklist_Possible Information Systems Strategies Management Audit One Minute Goal Setting Organization Wide Goals Possible Financial & Accounting Strategies



5

Possible Human Resource Management Strategies Possible Marketing Strategies Possible Production & Operations Management Strategies Possible Research and Development Strategies Worksheet_Evaluating Management Performance Worksheet_Industry & Competitive Forces Analysis Worksheet_Strengths & Weaknesses Analysis

CONTRACTORS & CONSULTANTS TOP

Acknowledgment of Independent Contractor Agreement Between Owner and Contractor Agreement for Professional Services Agreement for Work Change Agreement with Accountant Background Check Permission Checklist_For Outsourcing Agreements Checklist_Temporary Help Agency Screening Confidentiality Agreement for Consultants, Contractors Confidentiality and Invention Agreement Consultant Non-Disclosure Agreement Consulting Agreement_Long Consulting Agreement_Short Employment Agency Agreement Extended Date for Performance Independent Contractor Agreement Request for Contractor References Subcontract Agreement

CREDIT & COLLECTION TOP

Collection

Accounts Receivable Aging Accounts Receivable Monthly Customer Statement Agreement to Compromise Disputed Account Agreement to Extend Debt Payment Assignment of Accounts Receivable_Non-Recourse Assignment of Accounts Receivable_With Recourse Cancellation of Credit Line Checklist_Action to Improve Collection of Accounts Collection Follow-Up on Release of Pending Order Collection History for Delinquent Account Collection Instructions to Lawyers Collection Letter Before Sending to Agency Collection Letter Offering Additional Discount Collection Letter Requesting Contact and Proposal Collection Letter to Eliminate Disputes Collection Letter to Resubmit the Statement Collection Letter_By Collection Agency Collection Letter_Clerical Errors Collection Letter_Final Collection Letter_Following Promissory Note



6

Collection Letter_Follow-Up Collection Letter_Initial Collection Letter_Referral to Agency Collection Report Conversion of Account to COD Conversion of Account to COD 2 Debit Memo Deliveries Held Until Past Due Balance Paid Demand for Payment on Guarantees Demand Future Payments by Certified Check Demand to Endorsers for Immediate Payment Demand to Pay Promissory Note Denial of Request for Additional Discount Denial of Request for Quarterly Billing Denial to Extend Time on Payment of Invoice Discount on Prepayment Option Disputed Account Settlement Disputed Balance Notice Grant of Request for Extension of Time Installment Payment Acknowledgment Installment Payment Agreement Letter Agreement on Repayment Schedule Notice of 10 Day Before Collections on Delinquent Account Notice of Check NSF Notice of Check NSF 2 Notice of Check NSF 3 Notice of Intention to Sell Goods After Breach Notice of Overdue Payment Notice of Payment 60 Days Past Due Notice to Small Businessman in Advance of Collections Offer of 2% Discount for Speedy Payments Request for Information Request for Instructions on Deferred Collections Request for Payment of Unearned Discounts Request for Payment_Credit Line Exceeded Request for Replacement of Check on Pending Order Request for Status Report Request of Extension of Time to Repay Debt Request to Contact Credit Manager on Past Due Account Return of Late Payment and Denial of Discount Return of Purchase Order and Demand for Advance Payment Reward for Prompt Payments Settlement of Disputed Amount_Buyer Settlement of Disputed Amount_Seller Transmittal for Collection Transmittal of Account to Collection Agency

Credit

Apology for Accounting Errors and Past Due Notice Apology for Not Crediting Payment Apology to Customer for Accounting Error Approbation of Financing Application



7

Approbation of New Credit Account Authority to Release Credit Information Business Credit Application Charge Account Limit Raise Notice Charge Account Terms and Conditions Christmas Credit Extension Announcement Company Credit Account Approbation Company Credit Account Denial Company Credit Account Denial for Unfavorable Report Consumer Credit Application Credit Card Billing Authorization Form Credit Extension to Past Due Preferred Customer Credit Information Cover Letter Credit Information Request Credit Memo Credit Memo (spreadsheet) Credit Reference Response Customer Charge Card Approval Denial of Credit Individual Charge Account Denial Inquiry on New Customer Credit Notice of COD Terms Notice of Credit Limit Notice of Credit Limit Increase Notice to Correct Credit Notice to Stop Credit Charge Opening New Credit Account Refund for Returned Merchandise Refund of Duplicate Payment Reply to Request About Credit Rejection Request for Credit Information Request for Refund of Duplicate Payment Restrictions on Credit Withdrawal of Credit on Past Due Account

FINANCE & ACCOUNTING TOP

Banking

Authorization to Debit Account Authorization to Release Account Information Confirmation Requested_Bank Has No Interest Notifying Bank of Additional Signing Officer Notifying Bank of Removal of Signing Officer Pre-Authorized Payment Pre-Authorized Payment_Specific Amount Request Apology for NSF Check due to Error Request Bank to Close Account Request Bank to Stop-Payment Request Bank to Wire Funds Request Deferral of Interest Payment Request Delay to Present Financial Statement Request Increase of Credit Limit



8

Request Proposal for Credit Facility Request Release of Personal Guaranty Request to Bank for Copy of Credit Report Termination of Future Guaranty Wire Transfer Instructions Form

Bookkeeping

Checklists & Guides

Audit Information Legal Query Check Disbursements Journal Checklist_Business Deductions Checklist_Key Record Keeping Checklist_Risk Management Essentials Financial Record Storage Guidelines

Spreadsheets

Accounts Receivable Bank Reconciliation Cash Receipts Summary_Daily Cash Receipts Summary_Monthly Depreciation Worksheet Expense Statement Expense Statement_Yearly Expense Statement_Monthly – Quarterly – Yearly Vehicle Mileage Log Worksheet_Escrow Fees

Buying & Selling of Shares Agreement of Purchase and Sale of Business Assets Agreement of Purchase and Sale of Business Assets_Short Agreement of Purchase and Sale of Shares Agreement of Purchase and Sale of Shares by Shareholder Assignment and Transfer of Stock Certificate Assignment of Shares Bill of Sale for Corporations Checklist_Evaluation to Buy a Business



9

Checklist_Sale of a Business Checklist_Sale of a Business_Critical What if Legends for Stock Certificates_US Corporation Letter of Intent to Purchase a Business Option to Acquire Shares from a Shareholder Option to Buy Agreement Proposal to Buy a Business Right of First Refusal Agreement Stock Agreement Stock Certificate and Common Stock Stock Option Agreement Stock Purchase Agreement Stock Subscription Agreement Stock Subscription Package Transfer of Stock Agreement_Short Form

Financial Statements

Advertising Expenses Balance Sheet Balance Sheet_Monthly Balance Sheet_Quarterly Breakeven and Profit-Volume-Cost Analysis Cashflow Forecast_Monthly Cashflow Forecast_Quarterly Daily Cash Sheet Financial Projections_3 Years Financial Projections_12 Months Financial Ratio Calculator Income Statement Income Statement_Monthly Income Statement_Quarterly Salary Policy Sales Projections Stock Ledger and Capitalization Summary Trial Balance



10

Government Grants Programs

Checklist_How to Apply Government Grants Developing a Grant Proposal Writing the Grant Proposal

Insurance

Checklist_Insurance Notice of a Claim to Insurance Company Notice of Insurance Claim Worksheet_Business Insurance Planning

Investments

Investment Calculator Pre-Offering Summary

Investor Relations

Checklist_Dealing with Shareholders and Investors

Invoices and Billing

Bill of Lading Denial of Request for Quarterly Billing Price Quotation Purchase Order Purchase Order (spreadsheet) Receipt for Goods or Services Sales Invoice Sales Invoice (spreadsheet) Sales Receipt

Loans & Borrowing

Debts & Default

Agreement to Compromise Debt Agreement to Extend Debt Payment Terms Assignment of Money Due Denial of Request for Extension of Time Notice and Tender by Debtor Notice of Debt Acknowledgment Notice of Default in Payment Notice of Intention to Foreclose Notice to Account Debtor of Assignment Quitclaim Deed Receipt



11

Guaranties & Collateral

Demand by Secured Party for Possession of Collateral Demand on Guarantor General Continuing Guaranty Guarantee of Account Guaranty Notice of Private Sale of Collateral Notice of Public Sale of Collateral Payment Guaranty Pledge of Personal Property Pledge of Shares of Stock Prior Secured Party Notice Revocation of Guaranty Subordination Agreement to Secured Debt Unlimited Guaranty

Loans

Bank Loan Request for a SMB Collateral Decision_Request for Loan Documents Loan Agreement Loan Agreement_Stockholder to Corporation Loan Application _Review form Loan Calculator Loan Calculator with Extra Payments Offer to Loan Customers to Move December Payment

Promissory Notes

Balloon Note Checklist_Items to Consider for Drafting a Promissory Note Demand for Payment on Installment Promissory Note Demand Note Installment Note_Bank Deposit as Collateral Letter of Default on Promissory Note Promissory Note Promissory Note_Line of Credit Promissory Note_Payable on a Designated Date Promissory Note_Payable on Demand Promissory Note_With Acceleration Clause Promissory Note_With Acknowledgment Renewed Note Request for Extension of Time on Promissory Note Secured Installment Note Time Note



12

Payments to Creditors

Apology to Receiver of NSF Check Cancellation of Stop Payment Order Demand for Extension of Payment Date Escrow Check Receipt Friendly Apology for Late Payment Good Faith Partial Payment to Creditor Late Payment Letter Monthly Partial Payment to Creditor Notice of Cancellation of Contract Notice of Disputed Account Notice of Rescission Notice to Bank to Stop Payment on Check Notice to Stop Credit Charge Payment on Specific Accounts Request for Refund of Duplicate Payment Request for Refund on Undelivered Merchandise Request for Verification of Receivable During Audit Request to Bank for Extension of Time Settlement Offer on Disputed Account

Raising Capital

Bank Loan Application Form and Checklist Checklist_Alternate Term Sheet Provisions Checklist_Due Diligence Investment Analysis Summary Used by VCs Letter of Request for an Equity Investment Statement of Investment Representation Term Sheet Term Sheet for Series A Round of Financing Term Sheet_Important Things to Know Term Sheet_Short-Form Venture Capital Term Sheet_Long-Form

HUMAN RESOURCES TOP

Compensation & Benefits

Checklist_Worker's Compensation Claims Compensable Work Chart Health Reimbursement Arrangement Plan HRA Profit Sharing Plan Reimbursement Form_Medical Expenses Simplified Employee Pensions Plan Stock Option Agreement Stock Option and Incentive Stock Option Plan

Employee Reference Letters



13

A Tactful Way to Decline to Write a Letter of Recommendation Employer's Verification on Loan Applicant I am Most Pleased to Write a Character Reference I Highly Recommend (Person) Letter of Reference Offer of Letter of Recommendation Personal Recommendation and Reference Personal Recommendation of Employee Refusal of Request for Letter of Recommendation Request for Character Reference Request for Employment Reference Request for Reference Response to Inquiry Concerning Former Employee Verification of Employment and Letter of Recommendation

Firing & Termination

Acceptance of Resignation Acknowledgement Of Obligations Announcement of a Retirement Checklist_Pre-Layoff Checklist_Pre-termination Checklist_When Should You Fire an Employee Employee Dismissal Letter Employee Proprietary Rights Acknowledgment Upon Termination Exit Interview Form Final Warning Before Dismissal Letter of Resignation Mutual Termination of Contract Notice of Layoff_1 Notice of Layoff_2 Notice of Revocation of Authority Notice of Termination Notice of Termination_False Employee Information Notice of Termination_Work Rules Violation Resignation Resignation 2 Resignation Letter_Going Back to School Resignation Letter_Moving to Another Company Separation and Release Agreement Severance Agreement Termination Certification Worksheet_Termination of Employment

Hiring Employees

Contracts & Agreements

Acknowledgment Of Obligations Assignment of Pre-Employment Works Authorization, Waiver, & Release_Employee Credit Report Background Check Permission Checklist_Employment Agreements Checklist_Employment Agreements Issues from Employee Commission Sales Agreement



14

Confidentiality and Invention Agreement Cover Letter_Employment Agreement Disclosure Notice Drug Testing Consent Agreement Employee Authorship Certificate Employee Non-Compete Agreement Employee Non-Disclosure Agreement Employee Proprietary Rights Acknowledgment Employment Agreement For Technical Employee Employment Agreement_At Will Employee Employment Agreement_Executive Employment Agreement_Executive2 Employment Agreement_Executive with Car Allowance Employment Agreement_General Employment Agreement_Key Employee Information Release Authorization Letter to New Employer of Former Employee_Non-Disclosure Non-Disclosure and Non-Compete Agreement Physical Exam Consent Proprietary Information and Inventions Agreement Restrictive Covenants for Employment Agreements Sales Representative Agreement

Forms & Checklists

Applicant Appraisal Form_Evaluation Applicant Appraisal Form_Questions Applicant Selection Criteria Record Checklist_19 Strategies for Hiring the Best Checklist_Employment Agreements Checklist_Hiring Employees Checklist_Home-Based Employee Checklist_New-Employee Orientation Checklist_Pre-Employment Checklist_Routine Managerial Duties Driving Record Check Letter Educational Reference Check Letter Employment Application Form Employment Contract Worksheet Job Analysis Job Description Form Job Description_Example for CFO Position Request Form Worksheet_Contingent Worker Worksheet_Delegation Worksheet_Job Requirements Worksheet_Routine Clerical Responsibilities

Interview

Appointment for Employment Interview & Testing Interview Confidential Disclosure Agreement Job Applicant Interview Script Knowledge Worker Interview Questionnaire



15

Pre-interview Questionnaire Questions to Avoid During an Interview

Job Announcement

Notice of Job Opening_Form Notice of Job Opening_Letter

Letters to Applicant

Applicant Confirmation Letters

Letter Confirming Employment Terms Letter Confirming Employment New Employee Welcome Letter

Applicant Rejection Letters

Acknowledgment of Application_Job Position Filled Decline to Interview Referred Job Applicant Negative Response to Job Candidate_Postinterview Negative Response_Experience Negative Response_No Opening Negative Response_Qualifications

Reference Check & Thanks

Application Acknowledgment Personal Reference Check Letter Receipt of Resume Reference Check Letter Reference Check Phone Script Reference Checking Form Reference on Qualifications Reference Request and Release Thank You to Applicant for Testing

Insurance

Announcement of a Change in Health Benefits Coverage Checklist_Directors and Officers Insurance Checklist_Health and Disability Insurance Checklist_Key Employee Life Insurance Employee Request to Participate in Medical Plan Explanation of Insurance Rate Increase Request Immediate Insurance Coverage for New Employee

Managing & Motivating Employees

Discipline & Behavior

Acknowledgment and Waiver About Employee Dating Checklist_Investigating Complaints of Harassment Checklist_Progressive Discipline Checklist_Progressive Discipline Documentation Employee Correction Form



16

Notice to Employees of Unsatisfactory Behavior Record of Disciplinary Action and Proposed Changes Reprimand Warning Notice

Employee Records

Checklist_Personnel File Commission List Commission Summary Employee Absence Tracking Employee Records Employee Shift Schedule Employee Time Record Time Sheet Time Sheet (spreadsheet)

Letters & Memos

Addressing Harassment Christmas Bonus Letter Christmas Employee Discount Offer Commendation and Refusal of Request for Raise Company Bonus Letter Confusion Regarding Sick Leave Policy Discounted Membership for Employees Employee Suggestion for Company Meeting Letter Explaining Family and Medical Leave Letter to Sexual Harassment Complainant Notice of Promotion Notice to Employee Unqualified for Christmas Bonus Notice to Employees of Bonus Cancellation Notice to Employees of New Vacation Policy Offer of Assistance to Family During Employee Illness Please Welcome New Employee Promotion Announcement Refusal of Employee Request for Early Raise Reminder to Employee to Renew Drivers License Request for Leave of Absence Request to Locate Former Employee Retirement Party Invitation_Guest Retirement Party Invitation_Internal Thank You for Submission and Request for Revision Thank You for Support During Illness

Motivation

Certificate of Employee of the Month Complimentary Letter to Employee on Handling of Difficulty Complimentary Letter to Employee on Handling of Emergency Congratulations on a Job Well Done Congratulations on Increased Sales Congratulations on Outstanding Achievement Congratulations on Promotion



17

Congratulations to an Employee on 5-Year Anniversary Employee Job and Motivation Improvement Meeting Letter of Appreciation to Employee Letter of Encouragement to Sales Staff Motivation Survey

Personality & Ability Tests

Test_Personal Flexibility Skills Worksheet_Strengths and Weaknesses

Staff Management

Absence Form Check Request Form Checklist_Harassement Investigation Direct Deposit Enrollment Form Employee Emergency Notification Form Employee Reference Release Agreement Employee Suggestion Form HR Recruiting Guide_US Department of Labor Mediation and Arbitration Agreement Overtime Authorization Form Payroll Deduction Authorization Post-Employment Information Release Agreement Response to Employee Request for Family or Medical Leave Telecommuting Agreement Telephone Tracking Log Tuition Approval for Refund Request Witness Statement Form Worksheet_Telecommuting

Surveys & Evaluations

Checklist_Giving Job Performance Feedback Checklist_Sales Rep Evaluation Employee Appraisal Form Employee Complaint Form Employee Compliance Survey Employee Satisfaction Survey New Employee Survey Peer Improvement Form Performance Evaluation Self-Evaluation Sexual Harassment IQ Test Superior Improvement Form

Policies & Documentation

Absence Policies Business Ethics and Conduct Disclosure Statement Checklist_21 Things to Do for a Safe Workplace Checklist_Emergency Procedures Checklist_Ergonomics



18

Checklist_How to Be an Excellent Employee Code of Ethics Computer Use Policy Copyright Compliance_Photocopying Policy Disability Plan_Long-Term Disability Plan_Short-Term Drug and Alcohol Policy Drug Testing Policies Email Policy_Strict Employee Email Policies_Long Employee Handbook Employee Handbook Receipt Acknowledgement Employment At Will Policy Funeral Leave Policy General Safety Policy General Safety Rules Grievance Policy Jury Duty Policy Military Leave Policy Non-Discrimination Policy Overtime Policy Guidance Paid-Time-Off Policy Personal Leave Policy Policy Letter on Vehicle Expense Reimbursement Policy on Privacy and Employee Monitoring Polygraph Consent

Post-Employment Reference Policy Pregnancy Leave Policy Progressive Discipline Policy Prohibited Activities Sales Commission Policy Sales Expenses Reimbursement Policy Sexual Harassment Policy Sick Leave Policy Smoking Policy Statement and Policy Prohibiting Illegal Discrimination Telecommuting Policy Third Party Confidential Information Policy Time Off Policy Time Off to Vote Policy Vacation Policy Work Rules Workplace AIDS Policy Workplace Violence Prevention Policy

INTERNET & TECHNOLOGY TOP

Advertising & Marketing

Affiliate Program Agreement Agreement for Internet Advertising Services Checklist_Co-Branding Agreement Co-Branding Agreement



19

Free Linking Agreement Press Release_New Website Website Cross Sponsorship Agreement Website Linking Agreement

Content & Copyright Agreements

Assignment of All Rights in Computer Software Assignment of All Rights to Photograph Assignment of Contributor Rights Assignment of Copyright Assignment of Rights in Computer Software_With Reservation Authorship Certificate Content Provider Agreement Copyright Assignment Confirmation Notification Copyright Assignment_For Software IP Sale Agreement Model Release and Permission to Use Photographs Music License Agreement Technology Assignment Agreement Trademark License Agreement_For Software Video Clip License Agreement Website Art License

Hosting Agreements

Checklist_Website Hosting Agreement Domain Name Registration Agreement Equipment Placement Agreement

IT Support & Maintenance

Administrative and Technology Services Outsourcing Service Level Agreement

Software

Checklist_Software Development Contract Checklist_Software License Agreement Provisions Confidential Information Exchange Agreement Consulting Agreement with Sharing of Software Revenues Custom Software Development Agreement Distribution Agreement_Software and Multimedia End-User Software License Agreement End-User Software License Agreement_B2C Independent Contractor Agreement_For Programming Services Licensee Oriented Software License Agreement Licensor Oriented Software License Agreement Limited Warranty Multimedia Publicity-Privacy Release Non-Disclosure Agreement_Beta Tester Non-Disclosure Agreement_Prospective Licensee Software Development and Consulting Services Agreement Trial Software License Agreement



20

Vendor-Oriented Software License Agreement

Web Development

Assignment of Website Creator Checklist_Issues For Website Development Agreements Confidential Information Agreement E-Commerce Solution Providers Comparison Matrix Independent Contractor Agreement_For Programming Services Website Design Agreement Website Design Consultation Agreement Website Design Non-Disclosure Agreement Website Rating

Website Notices & Checklists

A Collection of Website Notices and Disclaimers Anti-Spam Policy Chat Room Agreement Checklist_ Choosing a Domain Name Checklist_For Establishing a Website Clickable Software License Notice Email Disclaimer Notice Freeware License Terms Legal Notice Online Sales Disclaimer Online Subscription Agreement Virus Notice Website Privacy Policy Website Service Agreement_Terms of Use

LEGAL TOP

Affidavit

Affidavit Affidavit of No Creditors Affidavit of No Lien Estoppel Affidavit of Mortgagor

Agreements & Contracts

Accept Option Extension of Agreement Acknowledgement of Modified Terms Administrative and Technology Services Outsourcing Arbitration Agreement Checklist_Contract Terms and Provisions Checklist_Small Business Legal Compliance Inventory Consignment Agreement Contract for the Storage of Goods Convertible Note Agreement Covenant Not to Sue Decline Extension of Agreement Distribution Agreement



21

Extension of Agreement General Non-Compete Agreement Indemnity Agreement Joint Venture Agreement Joint Venture Agreement Agreement Letter of Intent for Joint Venture Limited Partnership Agreement Mediation Agreement Notice of Dissolution_Partnership Partnership Agreement Partnership Agreement_Short Form Partnership Dissolution Agreement Retainer for Attorney Security Agreement Security Agreement and Promissory Note Security Agreement Covering Consumer Goods Security Agreement With Copyright As Collateral Transmittal of Documents for Signature

Assignments

Agreement to Assign Assignment Assignment of a Claim for Damages Assignment of Assets Assignment of Contract Assignment of Lien Notice of Assignment

Confidentiality Agreements

Author-Publisher Non-Disclosure Agreement Confidentiality Agreement Confidentiality Agreement for Consultants, Contractors Customer Confidentiality Agreement Email Disclaimer Notice Non-Disclosure Agreement_Between Two Companies Visitors Non-Disclosure Agreement

Copyright, Patent & Trademark

Application for a License to Display Trademarks Checklist_ FAQ About Patents Copyright Assignment Guide for Buying & Selling Intellectual Property Guide for Registering a Trademark_USA IP Sale Agreement Notice of Infringement of Copyrighted Work Patent Assignment Patent License Agreement Permission Request to Use Copyrighted Material Permission to Use Copyrighted Material Permission to Use Quote or Personal Statement Trade Name License Agreement



22

Trademark Assignment

Deeds

Assignment for Deed Assignment of Deed of Trust Deed Granting Easement Deed In Lieu of Foreclosure Mortgage Deed Quit Claim Deed Transfer of Title Warranty Deed Warranty Deed

Incorporation

Affidavit of Lost, Stolen or Destroyed Stock Certificate Articles of Association Articles of Incorporation Articles of Incorporation_Not for Profit Organization Assignment of Shares Bylaws_Corporation Bylaws_Not for Profit Corporation Certificate of Incorporation Checklist_ For Issuing Stock Checklist_Contents of Private Placement Memorandum Checklist_Drafting Limited Partnership Agreements Checklist_Formation of a Corporation Checklist_Pre-Incorporation Agreement Legends for Stock Certificates_US Corporation Limited Partnership Agreement Offering Memorandum_Limited Partnership Pre-Incorporation Agreement Pre-Incorporation Designation of Directors Private Placement Memorandum Right of First Refusal Agreement Shareholders Agreement Stock Certificate and Common Stock

Litigation

Checklist_Documents to Bring to Your Attorney Checklist_Questionnaire For Hiring a Lawyer Final Notice Before Legal Action Final Notice of Impending Litigation Letter Notice of Litigation Letter of Authorization to Negotiate Notice of Impending Litigation After Unproductive Arrangement Notice of Intent to Exercise Warehouse Lien by Auction

Power of Attorney

Attorney Approval General Power of Attorney Limited Power of Attorney



23

Revocation of Power of Attorney Unlimited Power of Attorney

Release

Employee Photo and Recording Release Mutual Release Notice of Rescission of Release Unilateral Liability Release

OPERATIONS & LOGISTICS TOP

Ordering & Receiving

Acknowledged Receipt of Goods Bill of Lading Cancellation of Purchase Order for Late Delivery Cancellation of Unfulfilled Order Charge Back Application of Discount on Delayed Shipment Claim for Damage on Shipped Goods Conditional Acceptance of Non-Conforming Goods Conditional Payment for Goods Reserving Rights Confirmation of Verbal Order Delivery Rejection Notice Demand for Acknowledgment of Shipping Dates Demand of Delivery Notice for Return of Goods Notice of Buyer's Disposition of Rightfully Rejected Goods Notice of Claim of Defective Goods Notice of Defective Goods Notice of Error in Shipment and Request for Return Authorization Notice of Packing Slip Requirements Notice of Receipt on Incomplete Shipment Notice of Rejection of Goods Notice of Rescission Notice to Cancel Entire Order Notice to Cancel Shipment of B.O. Goods Notice to Suspend Deliveries and Request for Release Partial Rejection of Non-Conforming Goods Positive Answer to Proposal Product Defect Notice Receiving Order Rejection of Non-Conforming Goods Request for Information in Advance of Purchase Order Request for Price Quote Request for Proposal Request for Refund on Undelivered Merchandise Request for Repair of Enclosed Merchandise Request for Replacement of Damaged Merchandise Request Instructions to Return Rejected Goods Return of Goods on Approval Return of Product on Free Trial Vendor Evaluation Welcome to New Supplier



24

Selling & Shipping

Acceptance of Order With Delivery in Lots Acknowledgment and Acceptance of Order Acknowledgment of Cancellation of Back-Order Acknowledgment of Correspondence Indicating Postal Delay Acknowledgment of Merchandise Returned for Repair Acknowledgment of Warranty and Instruction for Product Return Agreement Between Carrier and Shipper Apology and Replacement of Damaged Goods Apology and Request for Extension of Time to Deliver Goods Apology for Over Shipment Delivery of Substituted Goods Demand for Particulars of Rejection of Goods Demand for Shipping Instructions Explanation for Delay of Shipment Inability to Fill Purchase Order Late Return Authorization Notice Following Refusal to Accept Delivery Notice for Unexpected Delay in Shipment Notice of Back-Ordered Item Notice of Credit for Merchandise Damaged in Shipment Notice of Delayed Shipment Notice of Delayed Shipment 2 Notice of Dispatch Notice of Reclamation Notice of Withholding Future Deliveries Notice to Disregard Letter Indicating Inability to Ship Notice to Stop Goods in Transit Notification of Returned Merchandise Credit Packing List of Order Packing Slip Part Arrival Notice With Request to Schedule Service Parts Arrival Notification Refusal of Rejection of Goods Refusal to Accept Late Return of Merchandise Rejected Goods Return Instructions Replacing Rejected Goods Request for Authorization to Substitute Product Request for Proof of Merchandise Return Requisition Slip Return Authorization Sale on Approval Acknowledgment Sale on Consignment Acknowledgment Shipment Schedule Acknowledgement of Purchase Order Shipments Held Until Past Due Balance Paid

Vehicles & Equipment

Acknowledgment of Notification of Lease Transfer Bill of Sale for a Motor Vehicle Checklist_ Leasing vs. Purchasing



25

Checklist_Equipment Inventory List Checklist_Equipment Lease Checklist_Purchasing Used Vehicles Computer Lease Agreement Equipment Lease Agreement Equipment Maintenance Agreement Equipment Sales Agreement Letter of Intent for Purchase of Computer Equipment



26

REAL ESTATE TOP

Assignments

Assignment of Lease by Lessee With Consent of Lessor Assignment of Mortgage Assignment of Real Estate Contract Assignment of Real Estate Contract and Sale Agreement Assignment of Rents by Lessor Assignment of Sublease

Contracts, Agreements & Checklists

Addendum to Real Estate Lease_Benefit of the Tenant Addendum to Rent Agreement Agreement for Permission to Sublet Agreement to Cancel Lease Agreement to Lease Agreement to Rescind Contract of Sale Amendment to Lease Application for Zoning Variance Assignment of Lease Buyer's Property Inspection Report Checklist_Office Leases Consent by Lessor to Assignment of Lease Consent by Lessor to Sublease Contract of Sale of Commercial Property Escrow Agreement Exclusive Right to Sell Exercising Option to Renew Lease Extension of a Lease Guaranty of a Lease Lease Agreement License Agreement Modification of Lease Mortgage Mortgage Note Mutual Cancellation of Lease Notice of Breach of Lease Notice of Late Fee Owed Notice of NSF Check Charge and Late Fee Owed Notice_Eviction Will Be Filled in Court Offer to Lease Space Option to Expand Space Leased Option to Lease Agreement Option to Purchase Property Management Agreement Real Estate Salesman Independent Contractor Agreement Receipt for Lease Security Deposit Request to Include Landlord in Tenant's Liability Insurance Sublease Termination of Lease Obligation



27

Worksheet_Location Conditions

Evictions

5-Day Notice to Quit Notice to Pay Rent or Quit Notice to Quit for Non-Payment of Rent Notice To Tenant of Rent Default

Notices

Landlord Notice of Termination of Lease Notice of Bulk Transfer Notice of Change in Rent Notice of Claim of Mechanics Lien Notice of Exercise of Lease Option Notice of Exercise of Option to Purchase Notice of Intention to File a Mechanic Notice of Other Lease Default Notice of Rent Default Notice of Right of Rescission Notice of Unclaimed Property at Auction Notice to Excavate Along a Common Boundary Notice to Terminate Tenancy_At-Will by Landlord Notice to Terminate Tenancy_At-Will by Tenant Welcome From New Landlord

SALES & MARKETING TOP

Agreements & Contracts

Advertising Agency Agreement Amendment to Sales Contract Bill of Sale Bill of Sale_With Encumbrances Bulk Sale Agreement Bulk Sale Notice Checklist_Partnership Agreement Commitment Form Conditional Sale Agreement Contract for the Manufacture and Sale of Goods Contract for the Sale of Goods Distribution Agreement Exclusive Distribution Agreement Letter of Understanding Regarding Terms of Proposed Contract Partnership Agreement Partnership Dissolution Agreement Sales Agency Agreement Termination of Distribution Agreement

Bids and Proposals

Checklist_Sample Format for Responding to RFP Cover Letter for a Cost Quotation



28

Different Option Enclosed in the Following Pages Enclosed Proposal for Review Final Reminder_ Terms and Pricing Good for a Limited Time Inquiry About Last Quotation Letter Enclosing Proposal Positive Answer to Proposal Proposal for Services Reminder_The Prices in This Quotation Are Good for a Limited Resubmission of Proposal Request for Proposal Sales Proposal

Customer Service

Addressing Complaints

Checklist_To Improve Customer Service Customer Complaint Form I Am Sorry You Are Displeased with the Substitute Item Please Forgive the Error Made in Order Refund Request Form Sorry About the Mistake in Invoice We Are Not Taking Your Dissatisfaction Lightly We Received Your Return and Are Happy to Exchange it We're Working on the Missing Shipment We've Credited Your Account_You're Right We've Followed the Warranty to the Letter - and Beyond You Are Absolutely Right - You Owe Us Nothing

Customer Relations

Acknowledgment of Customer Praise of Employee Acknowledgment of Unsolicited Ideas Apology and Tender of Compensation Apology for Delayed Response Apology for Poor Service Rating on Cust. Questionnaire Apology for System Downtime or Irregular Service Christmas Season Thank You to Valued Customers Congratulations on Expansion Congratulations on Formation of a New Company Congratulations on Service Customer Revival, Product Sales Customer Service Action Form Customer Service Request Form I Value Your Business and Regret Losing it Letter to Customer Not Home for Service Appointment Please Complete the Enclosed Questionnaire Recommendation Regarding Repaired Product Record of Purchase Form, Warranty Registration Request for Customer Feedback Request for Pickup of Repaired Merchandise Second Request for Renewal of Service Agreement Spontaneous Good Customer Relations Letter Standard Cover Letter in Response to Inquiry Thank You for Customer Referral Thank You for Evaluation Product, Product Similar, Declined



29

Thank You for Evaluation Product, Product Unacceptable Thank You for Favorable Product Review Thank You for Giving Your Time Thank You for Offer to Help Us Campaign Thank You for Payment After Phone Call Thank You for Product, Impressed, Declined Thank You for Substitute Check After Denial of Discount Thank You for Tour Thank You for Your Confidence, Service Business Thank You for Your Inquiry_Price List Enclosed Thank You for Your Kind Comments Thank You for Your Suggestions Thanks for Recommending my Company Thanks for the Meeting and the Consideration Thanks to Customer for Repeat Business Thanksgiving Letter to Customers Welcome Discount for New Enterprise Your Input is Needed on a New Product Being Developed

Response

Customer Return Report Reply and Referral to Distributor Reply Apology and Notice of Shipment in Replacement Reply Notice of Limited Warranty Reply Notice of Reshipment Reply Notice of Shipment Being Traced Reply Notice of Violation of Warranty Exclusion Reply to Inquiry about Discontinued Model Reply to Inquiry and Inability to Offer Substitute Response to Improper Billing after Payment Response to Invoice Received after Payment Response to Request for Service on Expired Warranty Return Authorization

Market Analysis

Checklist_Benchmarking Considerations Checklist_Developing Services Checklist_Industry Analysis Checklist_Manufacturer Analysis Checklist_Service Strategy Checklist_Strategic Planning Checklist_Trend Analysis Checklist_Vendor and Supplier File Cost Analysis of Market Research Methods Market Study Outline Worksheet_Business Analysis Worksheet_Competitor Analysis Worksheet_Demographic Analysis Worksheet_Demographic Comparison Worksheet_Industry & Competitive Forces Analysis Worksheet_Target Market



30

Marketing Planning

Advertisement Approval Checklist_Direct Mail Campaign Checklist_Market Planning Checklist_Planning an Effective Direct Mail Campaign Follow-Up to Personal Meeting_Product Distribution Market Development Program Marketing Campaign Evaluation Marketing Plan Preliminary Acceptance of Product for Resale Rating Marketing Media Request for Advertising Rate Information Worksheet_New Product or Service Worksheet_Products and Services Differentiation

Presentations

For the Record, We'll Be Meeting at (Location) May We Reprint Your Article for our Conference The Presentation You Gave Was Very Helpful Would You Be our Keynote Speaker You Are Highly Recommended as a Speaker for our Banquet

Press and PR

Announcement

Announcement of Business Merger Announcement of Catalogue Price Reductions Announcement of Change of Address Announcement of Free Delivery Limitations Change Announcement of New Area Representative Announcement of New Discount Offer Announcement of New Pricing Policy Announcement of Partnership Buyout Announcement of Price Increase Announcement of Price Reduction Customer Incentive Program Announcement



31

Events

Checklist_Trade Show Checklist_Trade Show Booth Setup Trade Show Exhibit Questionnaire

Press Relations

Acceptation of Invitation to Seminar Confirmation of Interview Appointment Congratulations on Article Media Relations Policy Responding to Inaccurate Press

Press Releases

Press Release_Company Has Completed a Merger Press Release_Company Has Completed an Acquisition Press Release_Company Has Expended its Facilities Press Release_Company Has Reached a Milestone Press Release_Company Has Received Financing Press Release_Company Reports Quarter Results Press Release_Company Won an Award Press Release_Hiring of Key Employee Press Release_New Distribution Channel Press Release_New Partnership-Collaboration Press Release_New Product or Service Press Release_Opening a New Office Press Release_Promotion of Employee

Price Lists

Price Setting

Purchase Orders & Price Quotes

Letter_Purchase Order Issued on Acceptance of Delivery Date Price Quotation Purchase Order Purchase Order (spreadsheet) Sales Receipt

Sales & Marketing Material

Brochure Sample Creating a Marketing Brochure

Sales Force

Checklist_Communicating with Prospective Clients Checklist_Sales Rep Evaluation Commission Summary Memorandum on Sales Seminar Prospecting Sheet



32

Sales Commission Policy Sales Expenses Reimbursement Policy

Sales Letters

A Mutual Friend Suggested I Contact you Apology for Missing Appointment Awarding Contract Letter Confirmation of Purchase Agreement Confirmation of Verbal Order Customer Letter for Departed Employee Expiration of Service Contract Free Business Needs Analysis I Look Forward to Meeting with You I Must Reschedule our Meeting Introduction Letter Invitation to Demo New Product Line Let Me Introduce Myself as Your New Sales Rep Letter Announcing New Product Letter Announcing New Service May I Introduce our New Employee to You New Open Account Welcome and Terms Letter Now is a Great Time to Reorder Our Company Name is Changing Our New Product Line is a Natural Fit for Your Business Permission to Use Unsolicited Testimonial Price Increase Product Literature in Response to Phone Inquiry Soliciting Testimonials from Clients Special Pricing Policy for Repeat Buyers Submit Product for Distribution or Resale Thank You for Your Order Thank You for Your Request for More Information Thanks for Visiting our Exhibit Update on a Few Things We're Doing Visit our New Website!

We Are Pleased to Announce our Recent Acquisition We Have Extended our Business Hours We Have Moved to a Bigger Office We Would Like to Welcome You Back as a Customer Wondering Why You Stopped Purchasing from Us Won't You Join Us For a Party You've Attained Valued Customer Status with our Company



33

Surveys

Brand Loyalty Survey Client Satisfaction Survey General Market Survey Importance Scale Survey Market Survey_B2B Quality Comparison Survey Quality Scale Survey Rate your Company

Telemarketing Scripts

How to Develop a Script Script Sample Telemarketing Report Telemarketing Tips

TOP


http://www.envision-sbs.com