It isn’t easy to condense a booklet of information about a company, product, or service into just one page. Fact sheets are an essential and highly underrated tool that can summarize data into a single-page document. 

If you’re looking to save time and money, improve efficiency and streamline your workflow, you’ve come to the right place. With a ready-to-use fact sheet template, you’ll be on your way to a more efficient company in no time.

In this article, we’ll dive into the benefits of a company fact sheet template with helpful tips on creating your own.

Fact Sheet Templates

What is a Fact Sheet

A fact sheet is a short, single-page document summarizing important information. This information could be about a company, its products, its services, an upcoming event, or an issue that needs addressing.

Fact sheet templates allow users to arrange and convey important information in an orderly way that is easy to read and understand.

These single-page documents can inform, educate, persuade, or promote something.

Fact sheets are essential in PR, sales, new hire orientation, investment pitches, and giving shareholders, partners, and clients an overview of the business.

It’s a simple technique to guarantee that each of these businesses can swiftly and efficiently comprehend the essential elements of your company.

Fact Sheet Examples


What is a Fact Sheet Template

A fact sheet template is a ready-to-use document that allows companies and businesses to summarize a lot of information into a single-page document effectively.

A one-page-long fact sheet can be created using headings, bullet points, and tables. They often consist of details on items, technical data, statistical findings, educational materials, in-depth responses to frequently asked questions, and practical guidance.

There are many free fact sheet examples on the web. However, if you can’t find one you like, you can create your own using platforms like Google Docs or Microsoft Word. This way, you can edit text, fonts, key points and tables easily.

Why are Free Fact Sheet Templates Important?

Fact sheets are essential for both small and large businesses. Before creating a fact sheet template or finding a free template online, you’ll need to consider what you need it for carefully.

Ask yourself, “What do I need to accomplish with this fact sheet?” and take it from there. Here are a few other important reasons why people make use of a fact sheet template:

  • To successfully introduce new or potential investors.
  • To increase sales and marketing for clients or partners.
  • As a public relations tactic to educate journalists about a specific topic.
  • To form a presence on social media platforms and connect with potential clients.
  • For administrative reasons that involve HR.
  • For internal reporting (i.e., the marketing team wants to showcase a new product)

Now that you’re better understood where a fact sheet can be used let’s look at its significance and role in a company’s success.

Fact Sheet Designs

Benefits of Fact Sheet Templates

  • Saves time
    Fact sheets are usually only one page long. This makes it easy for readers to assess all the essential information (without missing anything important) on a single page.
    Fact sheets are designed as a visual aid, making it easy for readers to swiftly scan through a lot of information and facts at once.
    For instance, if you were writing a fact sheet for investors, they would be quite appreciative if you took the time to condense all the relevant details onto a single page and assisted them in protecting their most valuable asset – time.
  • Easy to read
    Fact sheets have a lot of white space, bullet points, and bold titles, making it easy on the eyes. In addition, they often contain information portrayed in simple-to-read graphs, charts and tables.
  • Low production costs
    Let’s face it, a simple, single page free fact sheet template made using an online platform can only mean one thing – Free production.
    On top of that, the only thing you’d need to spend money on when it comes to your fact sheet template is potentially printing them out. Which, in today’s digital world, is very rare.

What is Included in a Fact Sheet Template

Depending on your motivation behind utilizing your own fact sheet template, each template will hold different information.

Let’s look at the different types of fact sheet templates and how they differ.

Basic Corporate Fact Sheet Template

  • Header
    Every fact sheet will have a header. This serves as both the page title and a broad direction for what the fact sheet represents.
    You can also add dates and phone numbers in this section to show the reader when the fact sheet was created.
  • Important Details
    In this section, include a brief overview of the business. This will consist of relevant information like the size of your company, the founding date, business industry and location.
    You can also include crucial up-to-date business data, products and services, and development and execution.
  • Mission and Vision
    In this section, you can include information about the history and origin of your company. This includes how, when, where and who founded it, who was involved, and your biggest long-term goals (mission and vision).
    Your mission and vision statement should be sincere and compelling. It should include why the company began, where it’s headed and the impacts it would have on the general population.
    You can also mention the guiding principles and essential values of the organization. Add tags or graphs to your portfolio to give visual cues to your company’s values.
  • Products and Services
    Describe the items and services that your company provides. Use stats and comparisons to show readers how you can do or make something better than your competition.
  • Business Milestones
    Mention your organisation’s most important successes and landmarks—for instance, sales, business growth, annual income, etc. As further evidence, you can include some illustrations or statements your company has received from the press over the years.
  • Market Fit
    This section allows you to present a high-level perspective of the industry ecosystem and illustrate the position of your business in it.
    Use a diagram, scale chart, or graph to portray the business realities and available alternatives to your profession. This gives your viewers a broad overview of your organization.
  • Footer
    This is where you can include your company’s contact details like your phone number, email address, website URL, social media profiles, etc.
    You can also include a strong call to action, encouraging readers to reach out to your business.

Business Insights Fact Sheet

Apart from including the above information, a business insights fact sheet consists of the following:

  1. Significant achievements – Including this in your fact sheet gives staff and shareholders a sense of the company’s accomplishments.
    This section provides a brief overview of successful product launches, funding rounds, revenue, and sales milestones.
    Use tables and graphs to provide greater details on this section. This concisely summarises your progress and gives your company more creditability.
  2. Business Matrics – Use this section to show your advancement and capture progress. Here, you can display pertinent and comprehensive metrics based on normalized data collected over time.
    These measures, such as conversion, retention, and churn rates, could tell how you will gauge success.
    Use relevant industry-related indicators that highlight the potential of your idea for companies that might not have enough data to work with.
    Consider extending this section to demonstrate your progress and affixing an investment table if you’re writing a fact sheet for investors or internal reporting.

Customer Insights Fact Sheet

With a customer insights fact sheet, you can add the following sections to outline any details about your customers:

  1. Identify your clients – Use this fact sheet to identify your customer base and audience through insights on the value of your product or services.
  2. Ask yourself: Are you working with large companies, small firms, or the public?
    You can also include any Key Customers by uploading their photos into this module and adding them.

Organizational Fact Sheet Template

  1. The team – Give a brief introduction to each member of your team and include links to their individual social media profiles (on LinkedIn, Glassdoor, Indeed, etc.), starting with the important people like the founders and executives.
  2. Organizational structure – For larger businesses with lots of employees and little space to include everyone’s name, you can use an overview of the organizational chart or departmental breakdowns in your company.

After completing your fact sheet, think about the best ways to get it to your target audience.

Do you want the information to reach as many people as possible, or do you want it to be seen by a select group of investors?

You can distribute your completed fact sheet on a variety of different platforms in such a way that you can make it available and searchable on the web or send a link to specific emails to control access levels.

Company Fact Sheet

Things to Consider Before Writing a Business Fact Sheet

Your company fact sheet template is one of the tools used to represent customers, potential partners, and investors.

This is why it’s essential to be as thorough and appealing as possible, with little space for confusion.

Consider the following before creating your own fact sheet template: 

  • Keep it short (typically one page long).
  • Be detailed with the information you provide without dragging anything out.
  • Make it easy on the eye by paying attention to the font, colour, and design.
  • Use tables, graphs, charts, pictures, and key points in your datasheet to make it more visually engaging.
  • Add a call to action and your contact information to conclude the document.

Things to Avoid When Creating a Fact Sheet Template

As with every document your company produces, there are a few things to avoid when creating the perfect fact sheet template. To create an interesting, easy-to-read fact sheet, avoid the following: 

  • Difficult-to-read font
    If you’re stuck choosing a font size, always go with the bigger one. This allows people with different eye strengths to read your document successfully.
    If you run out of space on your fact sheet, consider decreasing the size of the boarder, header, and footer. This will create a bigger middle area for all the information you need to add, allowing bigger fonts and easier readability.
  • Sources over facts
    Adding statistical facts to your fact sheet template is pointless without a source to back it up.
    This is why it’s important to combine your sources with the data so that people can easily understand and follow any relevant links for a greater understanding of the document.
  • Clutter
    The last thing you’d want to do with a fact sheet template is bore the reader with excessive, unnecessary data. Instead, provide short, in-depth explanations and present an argument clearly and concisely.
  • Out-of-date data
    Ensure you’ve done the research you need before filling out your fact sheet template. Without regularly updating your template, leads will be hard to track and are less likely to engage.
    In addition, updated data results in better marketing and makes it easier to streamline business practices.
  • Not considering the reader
    Avoid listing your company’s products, goods and services without giving some background.
    Use language that resonates with the reader and easily grabs their attention. You can explain how you can impact their lives and solve some problems.


Fact sheet templates can be an invaluable asset to your business. If used correctly, this tool can help your company attract new investors, reach a broader clientele, hire new employees, and reach long-term goals.

A fact sheet template allows you to repurpose, revisit and revise your company’s evolving needs.

It allows you to add new information, delete unnecessary sections, and move units around to keep your business up to date.

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Tagged:BusinessFact sheetMarketingProductServiceSheets
TemplateLab February 26th, 2024
Rita Akekelwa
Rita Akekelwa