Templates
Frameworks you can copy/paste regardless of which tool you choose. No email, no account.
CRM pipeline template
Stages + required fields + simple follow-up SLA.
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Landing page brief template
Message, offer, sections, and launch QA checklist.
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Client training mini-course outline
Modules + lessons + assignments for onboarding and training.
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Team chat setup checklist
Channel naming + weekly routines that keep work searchable.
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Simple Kanban board template
Columns, WIP limits, and a clean weekly routine.
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Project delivery board template
Statuses, core columns, and a weekly ops routine.
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Proposal outline template
Executive summary, scope, milestones, pricing, terms.
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Team communication channels template
Channel structure + rules to prevent chat chaos.
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Weekly ops checklist template
30-minute routine to keep delivery, time, and billing aligned.
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Tip
If you’re evaluating software right now, open the relevant guide and use the decision helper to match your workflow.
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