Templates

Useful templates to help you build up your internal team knowledge base

Project Brief TemplateProject Brief Template
Project Brief Template for Better Communications With Project Stakeholders
Project Proposal TemplateProject Proposal Template
Project Proposal Template to Help You Win More Projects
30-60-90 Day Plan Template30-60-90 Day Plan Template
30 60 90 Day Plan Example to help you better onboard new hires
Standard Operating Procedures (SOPs) TempalteStandard Operating Procedures (SOPs) Template
SOP Template to get teams aligned on business processes
Project Summary TemplateProject Summary Template
Project summary template for more effective project management
OKR templateOKR Template (Objectives & Key Results)
OKR examples to help your team set measurable goals
Employee Handbook TemplateEmployee Handbook Template
Employee Handbook Guide to get everyone in your organization aligned
Ecommerce / Shopify FAQ Page TemplateShopify / Ecommerce FAQ Page Template
Shopify / Ecommerce FAQ Page Template to Improve Customer Service
Product Explanation TemplateProduct Explanation (For Internal Use) Template
Product Tutorials to Guide Your Internal Team Members
knowledge base article templateHelp Desk / Knowledge Base Article Template
Help center article template to help your customers find answers to their common questions
Client Review TemplateClient Review Template
Client Review Meeting for more feedback to serve your clients better
Troubleshooting Guide TemplateTroubleshooting Guide Template
Troubleshooting Guide Template for efficient problem solving
Sales to Customer Success Handoff TemplateSales to Customer Success Handoff Template
Sample onboarding template to promote better customer service and retention
Client Success Story TemplateClient Success Story Template
Client case study template to win trust & ultimately the business
Creative Brief TemplateCreative Brief Template
Advertising strategy / creative template for effective digital marketing campaigns
buyer-persona-templateBuyer Persona Template
Sample buyer persona template to steer your marketing strategy
Performance Review TemplatePerformance Review Template
Performance Review Template with Agenda
Brainstorming TemplateBrainstorming Template
Brainstorming Session Template with Agenda
Interview scorecard templateInterview Scorecard Template
Sample Recruiting / Hiring Scorecard for making better hiring decisions
Product Launch Checklist TemplateProduct Launch Checklist Template
New product launch plan checklist to get your internal teams aligned
Release Notes TemplateRelease Notes Template
Sample product release notes template to communicate updates with customers
Meeting Minutes Template Meeting Minutes Template
Sample meeting minutes template to increase team efficiency
Bug Report TemplateBug Report Template
Bug reporting template to standardize your bug reporting flow
Kick-off Call TemplateCustomer Kick-off Call Template for SaaS
Kick off call template to nail your customer onboarding
Scrum Daily Standup MeetingScrum Daily Standup Meeting Template
Daily standup meeting template to help your coordinate your team’s work
Onboarding Checklist TemplateOnboarding Checklist
Onboarding checklist template to help you nail your employee onboarding
Teammate Profile TemplateTeammate Profile Template
Creating a fun teammate profile to help teammates spark conversations beyond work matters
Sprint Retrospective TemplateSprint Retrospective Template
Agile sprint retrospective template to help you run efficient retrospective meetings
One on One Meeting TemplateOne on One Meeting Template
1-on-1 meeting template to better support employee performance
Competitive Battle Card TemplateCompetitive Battle Card Template
Sales battle card template to help you increase win rates
Sales Call Notes TemplateSales Call Notes Template
Sales call report template to help keep our sales pipeline flowing
Product Requirements Document Template | KipwiseProduct Requirements Document Template
Sample product requirements document (PRD) template to move your product strategy forward
A/B Testing Plan TemplateA/B Testing Plan Template
Template for planning effective A/B tests to improve conversions