Business Operations Form Templates

Use our business form templates to support your operations as your business grows. Collect important client information, hire and manage employees, receive files, sell products and services, and more.
Templates › Business Operations

25 Business Operations Form Templates

Anonymous Employee Satisfaction Survey Form Template

Anonymous Employee Satisfaction Survey Form

Get anonymous feedback from your employees.

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Exit Interview Form Template

Exit Interview Form

Get feedback from an employee when they decide to hand in their notice.

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New Hire Orientation Survey Template

New Hire Orientation Survey

Let employees send over information about their onboarding experience with your business.

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Multi-step Office Survey Form Template

Multi-step Office Survey Form

Collect people's contact details and opinions on your office culture and more.

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Simple Candidate Interview Form Template

Simple Candidate Interview Form

Effectively analyze a potential job candidate with a Likert Scale survey.

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Coaching Feedback Form Template

Coaching Feedback Form

Collect feedback from attendees about your coaching sessions.

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Customer Satisfaction Survey Form Template

Customer Satisfaction Survey Form

Find out whether your customers are satisfied with the service they received.

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Employee Engagement Survey Form Template

Employee Engagement Survey Form

Gather employee feedback quickly and easily.

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How Did You Hear About Us Survey Template

How Did You Hear About Us Survey

Learn about the marketing channels that are working best for you and your audience.

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Meeting Availability Poll Template

Meeting Availability Poll

Use the meeting availability poll template to quickly determine the best time to hold your meeting or event.

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30-Day Feedback Form Template

30-Day Feedback Form

Use the 30-day feedback form template to assess employees after one month of employment.

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Timesheet Form Template

Timesheet Form

Use the timesheet form template to let employees submit their weekly timesheets from your website.

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Demographic Form Template

Demographic Form

Get a snapshot of your audience or clientele by using our customizable demographic form template.

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Google Sheets Survey Template

Google Sheets Survey

Use the Google Sheets survey template with the Google Sheets addon to track survey results.

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Career Interest Survey Template

Career Interest Survey

Use the Career Interest Survey to gather information about career interests quickly and easily.

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Feedback Form Template

Feedback Form

Get feedback from staff, customers, or other stakeholders regarding their experiences.

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90-Day Feedback Form Template

90-Day Feedback Form

Get feedback from employees after the first three months in a new role to assist in 90-day reviews.

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Supervisor Evaluation Form Template

Supervisor Evaluation Form

Streamline your organization's performance reviews with our comprehensive template.

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Equality and Diversity Monitoring Form Template

Equality and Diversity Monitoring Form

A powerful tool formulated to capture and assess comprehensive demographic data effortlessly.

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Social History Form Template

Social History Form

Assess health risk and gain insight into social and cultural context.

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NPS Calculation Form Template

NPS Calculation Form

Use this functional template to calculate the Net Promoter Score for your business.

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Customer Service Survey Form Template

Customer Service Survey Form

Designed to garner invaluable insights and enhance your service offerings.

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CRM Implementation Feedback Form Template

CRM Implementation Feedback Form

Collect detailed feedback on your CRM implementation to understand your team's experience.

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Meeting Feedback Form Template

Meeting Feedback Form

Gather and analyze participant views for continuous improvement of meeting outcomes.

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Tips for Creating Business Operations Forms That Convert

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Frequently Asked Questions and Resources

Do you have a question about WPForms? See the list below for our most frequently asked questions. If your question is not listed here, then please contact us.
How can business form templates help me to streamline my workflow?

Our business form templates make it easy for you to create forms to collect the data you need.

Whether you’re looking for lead generation forms to get more sales, or evaluation forms to manage your employees, we’ve created templates that will act as a great starting point.

WPForms also has a library of addons that make it easy to work with your data, export it, and integrate with other services. For example, it’s easy to create a newsletter signup form and connect it to your email marketing platform in minutes.

Ready to build your form? Get started today with the easiest WordPress form builder plugin. WPForms Pro includes hundreds of free templates and offers a 14-day money-back guarantee.

Can I get free business forms from WPForms?

Yes! Many of our WordPress form templates will work with WPForms Lite, the free version of WPForms. This is a perfect way to publish simple forms when your business is just starting out and creating its first business plan.

When you’re ready to upgrade to WPForms Pro, you’ll unlock extra fields and addons that allow you to take payments, export your data, make surveys, and more. All of these essential tools will help you to grow your business faster.

Which 5 WPForms features are essential for business operations?

Here are the top 5 features that can significantly improve your operational efficiency:

  • Conditional Logic: This powerful feature allows you to create dynamic forms that change based on user input. It’s perfect for creating complex workflows, decision trees, or personalized user experiences.
  • File Uploads: Easily collect important documents from employees or clients directly through your forms. This feature is invaluable for processes like employee onboarding, project submissions, or collecting client requirements.
  • Payment Integrations: Connect your forms to Stripe to handle transactions smoothly. This is crucial for managing invoices, accepting payments, or setting up recurring billing systems.
  • User Registration: Simplify user management by allowing customers or team members to create accounts directly through your forms. This feature is particularly useful for membership sites or employee portals.
  • Integrations with Business Tools: WPForms integrates with a wide range of business tools and CRMs. This allows you to automatically sync form submissions with your existing systems, saving time and reducing data entry errors.

These features, along with many others, make WPForms an indispensable tool for managing various aspects of your business operations. To explore how these features can be tailored to your specific needs, check out our business operations solutions.

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