MOBI Resource Documents

Here are the examples, templates, infographics, and checklists included in MOBI's free online courses organized by the session(s) in which they are referenced: 

General Reference

• Before You Start Your Business Checklist
• MOBI Business Plan Template

Accounting and Cash Flow Session

• Checklist: Action Checklist for Accounting and Cash Flow (PDF)
• Example: Balance Sheet for Landscape Services LLC (PDF) 
• Example: Cash Flow Statement for Landscape Services LLC (PDF)
• Example: Chart of Accounts for Landscape Services LLC (PDF)
• Example: Profit and Loss Statement for Landscape Services LLC (PDF)

Adapting in the Midst of Change Session

• Adapting in the Midst of Change (PDF)

Advanced Digital Marketing Session

• Digital Marketing Strategies for Every Stage of the Customer Journey (PDF)

Business Organization Session

• 7 Steps to Organize Your Business (PDF)
• 8 Types of Business Organizations (PDF)
• When Starting a Business Should You Have a Partner: Pros & Cons (PDF)

The Business Plan Session

• 7 Key Topics to Include in Your Business Plan (PDF)
• Best Practices for Writing Your Business Plan (PDF)

Business Risk and Insurance Session

• 5 Types of Insurance Coverage for Small Businesses (PDF)
• Business Risk Worksheet (PDF)
• What Is Business Risk: The 5 Most Common Types (PDF)

Business Storytelling Session

• Business Storytelling Infographic (PDF)

Buying a Business or Franchise Session

• Franchise Business Preferences Questionnaire PDF
• Questions to Ask Franchisees PDF
• Questions to Ask Franchisors PDF

Choosing a Business Location Session

• Choosing a Business Location: What Homework Should I Do? (PDF)
• Site Location Criteria Table

Choosing the Right Business Session

• 5 Steps to Choose the Right Business (PDF)
• MOBI Focusing on the Right Business Worksheet (PDF)
• MOBI Preferences and Potential of a Business Worksheet (PDF)
• The Entrepreneurial Mindset: 6 Characteristics to Drive Business Success (PDF)

Communication Tools Session

• External vs. Internal Communications for Your Business (PDF)

Controlling Costs Session

• Controlling Costs: 5 Strategies to Manage Costs (PDF)
• Controlling Costs Worksheet (PDF)
• Fixed and Variable Costs Definitions (PDF)

Customer Experience and Feedback Session

• Make a Plan For Your Customer Experience Worksheet (PDF)
• Template for Negative Feedback
• Template for Positive Feedback

Developing Negotiation Skills Session

• 5 Parts of a Negotiation (PDF)
• Getting Ready for Negotiations: 5 Steps (PDF)

Digital Marketing and the Marketing Funnel Session

• MOBI Content Creation Worksheet 

Ecommerce Session

• 5 Steps to Set Up a Business Website (PDF) (also in Marketing session)
• Small Business Ecommerce (PDF)

Financing Your Business Session

• Businesses You Can Start for Little or No Money
• How Much Money Do You Need When Starting a Business (PDF)
• Where to Get the Money when Starting a Business (PDF)

Freelance, Independent, and Home-Based Business Session

• Freelance, Independent, and Home-Based Business Readiness Checklist

Licenses and Permits Session

• Licenses and Permits Checklist

Marketing Session

• 5 Steps to Set Up a Business Website (PDF) (also in Ecommerce session)

Making Ethical Decisions Session

• Common Ethical Dilemmas Important Takeaways (PDF)
• Making Ethical Decisions Worksheet (PDF)

Microfinancing Basics Session

• How to Choose the Right Microfinance Loan for Your Business (PDF)

Selling Session

• Sales Process Infographic (PDF)
• Selling Worksheet (PDF)