The template library
Every template is duplicable into your workspace in one click. Filter by category or scroll the full catalog.
SOP Command Center
Centralize every standard operating procedure with owners, review dates, and change history in one searchable workspace.
- 42 pre-built SOP templates
- Owner + reviewer approval flow
- Version log per procedure
- Public share links with permissions
Meeting OS
Weekly team meetings, 1:1s, board decks and retro rituals — all with agendas, notes and follow-ups linked to your task tracker.
- 1:1 agenda + note template
- Weekly team sync framework
- Async status update templates
- Retro (Stop/Start/Continue + 4Ls)
Employee Onboarding Pathways
30/60/90 day onboarding plans with role-based checklists, buddy assignments, and manager check-in cadences.
- 9 role-based tracks
- 30/60/90 milestone tracker
- Culture handbook starter
- Automated new-hire welcome kit
Cash-Flow Forecaster
13-week rolling cash-flow model with scenario planning, AR/AP aging, and instant burn-rate + runway dashboards.
- 13-week rolling forecast
- Scenario tabs (base / bull / bear)
- AR & AP aging automation
- Runway + burn rate dashboard
3-Statement Startup Model
Fully-linked P&L, balance sheet and cash-flow model calibrated for early-stage SaaS, marketplace and DTC businesses.
- 60-month projection horizon
- Cohort-based revenue modeling
- Fundraising cap table
- Investor summary tab
Expense Approval Workflow
Submit → approve → reimburse. Multi-tier approval chains, policy caps per category, and CSV export for your accountant.
- 3-tier approval chain
- Category caps + policy rules
- Receipt upload + OCR ready
- Monthly export for bookkeeping
B2B Sales Pipeline
Full-funnel deal tracker with MEDDPICC qualification, activity logs, next-step reminders, and forecast reporting.
- MEDDPICC qualification fields
- Weighted forecast dashboard
- Activity + touchpoint log
- Won/lost analysis view
Outbound Cadence Library
38 tested cold email, LinkedIn and phone scripts across ICPs, plus a 12-touch sequence template that averaged 6.4% reply rate.
- 38 message templates
- 12-touch multichannel sequence
- Personalization checklist
- A/B subject line variants
Proposal & SOW Kit
Client-ready proposals, statements of work and MSAs with modular pricing tables and legal boilerplate reviewed by counsel.
- 5 proposal frameworks
- Modular pricing table system
- MSA + SOW pair
- Digital signature ready
Content Calendar Pro
Plan, brief, publish and repurpose across blog, newsletter, social and video from one calendar with team hand-offs.
- Multi-channel planner
- Editorial brief template
- Repurpose matrix
- Approval + publishing pipeline
Growth Experiment Log
Prioritize, run and archive growth experiments using ICE scoring, hypothesis writing, and outcome tracking.
- ICE + PIE prioritization
- Hypothesis writing prompts
- Metric baseline + delta
- Learning archive with tags
Brand Guidelines Starter
Editable Figma file for logo usage, color tokens, typography scale, voice & tone, and social templates.
- Logo + spacing rules
- Color + typography tokens
- Voice and tone chapter
- 10 social ad templates
OKR Planning Suite
Company, team and individual OKRs with confidence scoring, weekly check-ins, and quarterly retros — all interlinked.
- Company → team → individual
- Weekly confidence scoring
- Quarterly review workflow
- Executive scorecard view
Quarterly Business Review Deck
Board-ready QBR deck with financial, product, GTM and people sections — 42 slides, editable, with data-bound charts.
- 42-slide master deck
- Data-bound chart placeholders
- Speaker notes per slide
- Board + investor variants
Hiring Scorecards Library
Structured interview scorecards for 24 common roles: engineering, product, sales, ops, marketing and leadership.
- 24 role scorecards
- Behavioral + technical rubrics
- Bias check reviewer notes
- Debrief meeting template
Performance Review Cycle
Semi-annual review cycle with self-review, manager review, 360 peer input, calibration and comp adjustment workflows.
- Self + manager + 360 forms
- Calibration meeting kit
- Comp adjustment memo
- Delivery pack for the employee
Product Discovery Workbook
Opportunity trees, customer interview scripts, JTBD statements, and prioritization frameworks in one PM handbook.
- Opportunity solution tree
- 12 interview scripts
- JTBD statement generator
- RICE + WSJF prioritization
Roadmap & Release Plan
Now / Next / Later roadmap tied to release trains, feature flags, and stakeholder communication cadence.
- Now/Next/Later views
- Release train scheduler
- Feature flag registry
- Stakeholder update generator
Vendor & Contract Tracker
Track every vendor, renewal date, SLA, DPA and NDA — with auto reminders 60 days before renewal.
- Renewal + notice-period alerts
- SLA + DPA repository
- Spend by vendor dashboard
- Termination workflow
US Remote Policy Pack
Employee handbook, remote work, security, IP assignment, code of conduct and expense policies — attorney-reviewed baselines.
- 8 core policy documents
- Handbook builder
- Country-add-on modules
- Annual review checklist
Can't find what you need?
Premium and VIP members can request new templates through the in-dashboard queue. Our team builds two of the most-requested templates every week.
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