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Daily briefings, meeting prep, deal monitors, AI SDR.

Email Templates

Cold outreach, follow-ups, breakup emails, renewals.

Workflow Templates

Event-driven automations across your revenue stack.

Account plans, deal rooms, meeting notes, playbooks.

Coming soon

Proposal Templates

SOWs, MSAs, branded sales proposals.

Popular templates

Weekly Planner

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]

Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week

Weekly Review

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

What did I accomplish this week?
What didn’t get done and why?
What should I carry forward to next week?
What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

Personal ProductivityOfficial

Change Order Request

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field	Value
CO Number	[CO-001]
Project Name	[Project Name]
Contract Number	[Contract #]
Date Initiated	[YYYY-MM-DD]
Requested By	[Name / Company]
Priority	[Standard / Urgent / Critical Path]

Parties

Role	Name	Company	Contact
Owner / Client	[Name]	[Company]	[Email / Phone]
General Contractor	[Name]	[Company]	[Email / Phone]
Architect of Record	[Name]	[Company]	[Email / Phone]
Subcontractor (if applicable)	[Name]	[Company]	[Email / Phone]

Description of Change

Reason for Change:

[Owner-directed change]
[Design error or omission]
[Unforeseen site condition]
[Code or regulatory requirement]
[Value engineering]
[Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

[RFI #___]
[Drawing Sheet ___]
[Specification Section ___]
[Photo / Sketch attached]

Cost Impact

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item	Description	Qty	Unit	Unit Cost	Total
1	[Labor — trade description]	[X]	[hrs]	[$XX.XX]	[$X,XXX]
2	[Material — description]	[X]	[ea/lf/sf]	[$XX.XX]	[$X,XXX]
3	[Equipment rental]	[X]	[days]	[$XXX]	[$X,XXX]
4	[Subcontractor — name/trade]	[1]	[LS]	[$X,XXX]	[$X,XXX]
	Subtotal				[$X,XXX]
	Overhead & Profit (__ %)				[$XXX]
	Total CO Value				[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]

Schedule Impact

Field	Value
Days Added / Removed	[+/- X calendar days]
Affected Activities	[List critical path activities impacted]
Revised Substantial Completion	[YYYY-MM-DD]
Concurrent Work Possible?	[Yes / No — explain]

Approval Chain

Step	Role	Name	Date	Status
1	Submitted by (Requestor)	[Name]	[Date]	[Submitted]
2	Reviewed by (PM / Superintendent)	[Name]	[Date]	[Pending]
3	Approved by (GC Principal)	[Name]	[Date]	[Pending]
4	Approved by (Architect)	[Name]	[Date]	[Pending]
5	Approved by (Owner)	[Name]	[Date]	[Pending]

Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

📋Construction Change Order

Manage change orders from request through approval with cascading impact analysis and a running CO log.

Construction & EngineeringOfficial

Client Onboarding Hub

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field	Details
Client Name	[Company Name]
Main Contact	[Name, Title, Email, Phone]
Account Manager	[Your team member]
Start Date	[YYYY-MM-DD]
Retainer Value	[$X,XXX / month]
Services	[SEO, Content, Paid Media, Social, etc.]
Communication Cadence	[Weekly calls, bi-weekly reports, monthly reviews]
Contract Length	[6 months / 12 months / ongoing]
Billing Cycle	[Monthly / Quarterly]
Primary Goal	[e.g., Increase qualified leads by 40% in 6 months]

Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff

Key Dates & Milestones

Milestone	Target Date	Owner	Status
Welcome email sent	[Date]	[Name]	Pending
Kickoff call completed	[Date]	[Name]	Pending
All access credentials received	[Date]	[Name]	Pending
Brand guidelines documented	[Date]	[Name]	Pending
Reporting dashboard live	[Date]	[Name]	Pending
First deliverable shipped	[Date]	[Name]	Pending
30-day check-in	[Date]	[Name]	Pending
90-day review	[Date]	[Name]	Pending

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

🚀Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.

claude-sonnet-4-6

You are the Meeting Prep agent. Prepare the user for upcoming meetings. Steps:

searchget_calendar_eventsfind_person+6needs calendar

Before meetings, gathers relevant emails with attendees, past notes, attendee profiles, and HubSpot deal context

Personal ProductivityOfficial

claude-sonnet-4-6

You are the Task Organizer agent. Review and organize the user's tasks. Steps:

searchcreate_taskcreate_page

Reviews open tasks, suggests priority adjustments, identifies stale/duplicate tasks

Personal ProductivityOfficial

Quick question for {{company}}

Hi {{firstName}}, I came across {{company}} and was impressed by what your team is building. We help companies like yours streamline their sales pipeline and close deals faster. Would you be open to a quick 15-minute chat to see if there's a fit? You can grab a time that works here: {{meetingLink}} Either way, I'd love to connect. Best,

{{firstName}}{{company}}{{meetingLink}}

📧Cold Outreach

Initial prospecting email to introduce yourself and start a conversation with a new lead.

Email TemplatesOfficial

Project Dashboard

This is the single source of truth for project status. Update weekly at minimum — daily during critical phases.

Project Information

Field	Value
Project Name	[Project Name]
Project Number	[XXX-XXXX]
Location	[Address]
Owner	[Owner Name / Entity]
Architect	[Firm Name]
General Contractor	[GC Name]
Contract Type	[GMP / Lump Sum / Cost Plus / Design-Build]
Original Contract Value	[$XX,XXX,XXX]
Current Contract Value	[$XX,XXX,XXX]
Notice to Proceed	[YYYY-MM-DD]
Substantial Completion	[YYYY-MM-DD]
Final Completion	[YYYY-MM-DD]

Project Health Status

Category	Status	Notes
Schedule	[🟢 On Track / 🟡 At Risk / 🔴 Behind]	[Notes]
Budget	[🟢 / 🟡 / 🔴]	[Notes]
Safety	[🟢 / 🟡 / 🔴]	[Days since last incident: X]
Quality	[🟢 / 🟡 / 🔴]	[Notes]
Permitting	[🟢 / 🟡 / 🔴]	[Notes]
Owner Satisfaction	[🟢 / 🟡 / 🔴]	[Notes]

Key Milestones

Milestone	Planned Date	Actual / Forecast	Status
Notice to Proceed (NTP)	[Date]	[Date]	✅
Permits Approved	[Date]	[Date]	✅
Foundation Complete	[Date]	[Date]	[Status]
Structure Topped Out	[Date]	[Date]	[Status]
Building Enclosed / Dried In	[Date]	[Date]	[Status]
MEP Rough-In Complete	[Date]	[Date]	[Status]
Finishes Begin	[Date]	[Date]	[Status]
Substantial Completion	[Date]	[Date]	[Status]
Punch List Complete	[Date]	[Date]	[Status]
Final Completion / Closeout	[Date]	[Date]	[Status]

Current Risks & Issues

Risk	Impact	Likelihood	Mitigation	Owner
[e.g., Steel delivery delayed 3 weeks]	High	High	[Expedite or re-sequence]	[Name]
[e.g., Permit revision pending on 3rd floor]	Medium	Medium	[Submitted — follow up weekly]	[Name]
[e.g., Subcontractor manpower shortage]	High	Medium	[Backup sub identified]	[Name]

🏗️Construction Project Hub

A centralized command center for construction projects with dashboard, budget tracking, team directory, and document control.

Construction & EngineeringOfficial

Client Retainer Dashboard

[Client Name] · [Month / Year] · Account Manager: [Name]

Retainer Hours Summary

Track hours allocation and utilization across all service categories:

Category	Hours Allocated	Hours Used	Hours Remaining	Utilization %
Strategy & Account Management	[X]	[X]	[X]	[X]%
Content Creation	[X]	[X]	[X]	[X]%
Design & Creative	[X]	[X]	[X]	[X]%
Development	[X]	[X]	[X]	[X]%
Paid Media Management	[X]	[X]	[X]	[X]%
SEO & Analytics	[X]	[X]	[X]	[X]%
Total	[XX]	[XX]	[XX]	[XX]%

Aim for 85–95% utilization. Below 80% may indicate scope underuse — proactively suggest initiatives. Above 100% signals scope creep that needs to be addressed.

Deliverables Completed This Month

[e.g., 4x blog posts published]

[e.g., Monthly SEO report delivered]

[e.g., 2x ad creative sets designed and launched]

[e.g., Email nurture sequence (3 emails) built and scheduled]

[e.g., Social media calendar for next month drafted]

[e.g., Landing page redesign — awaiting client feedback]

[e.g., Quarterly strategy refresh — in progress]

[e.g., Competitor audit — scheduled for next week]

KPI Performance

Metric	Target	Actual	Status	Trend
Website Sessions	[X,XXX]	[X,XXX]	🟢 On Track	↑ +12%
Leads Generated	[XXX]	[XXX]	🟡 Close	→ Flat
Cost Per Lead	$[XX]	$[XX]	🟢 On Track	↓ -8%
ROAS (Paid Media)	[X.X]x	[X.X]x	🔴 Below	↓ -15%
Organic Traffic	[X,XXX]	[X,XXX]	🟢 On Track	↑ +20%
Email Open Rate	[XX]%	[XX]%	🟡 Close	→ Flat
Social Engagement Rate	[X.X]%	[X.X]%	🟢 On Track	↑ +5%
Conversion Rate	[X.X]%	[X.X]%	🟡 Close	↑ +2%

Highlights & Wins

[e.g., Blog post "X" ranked #3 for target keyword within 2 weeks]
[e.g., New landing page achieved 8.5% conversion rate (industry avg: 3.2%)]
[e.g., LinkedIn campaign generated 45 qualified leads at $12 CPL]
[e.g., Client featured in industry publication via our PR outreach]
[e.g., Successfully launched new product campaign on time and under budget]

Issues & Blockers

ROAS on Google Ads has declined for 3 consecutive weeks. Root cause: increased competition in core keyword auction + broad match expansion underperforming. Action plan: Pause broad match test, reallocate budget to top-performing exact match campaigns, test new ad copy variants this week.

[e.g., Client approval delays on creative assets — 5-day average turnaround vs. 2-day SLA]
[e.g., CMS access for new team member still pending after 2 weeks]
[e.g., GA4 data discrepancy between platform and dashboard — investigating]

Next Month Priorities

[e.g., Launch Q2 content campaign — 6 new blog posts targeting high-intent keywords]

[e.g., Restructure Google Ads account — new campaign architecture for better ROAS]

[e.g., A/B test email subject lines — goal: increase open rate by 5%]

[e.g., Deliver quarterly business review presentation]

[e.g., Refresh social media creative templates for Q2 brand campaign]

[e.g., Implement new UTM tracking framework across all channels]

Retainer Health Score

Rate each dimension from 1 (poor) to 5 (excellent) to assess overall engagement health:

Dimension	Score (1–5)	Notes
Delivery Quality	[_]	[Are we consistently delivering high-quality work on time?]
Communication	[_]	[Is communication responsive, clear, and proactive?]
Results & ROI	[_]	[Are we meeting or exceeding KPI targets?]
Scope Adherence	[_]	[Are we staying within scope or experiencing creep?]
Relationship Strength	[_]	[How strong is the client relationship? Any tension?]
Client Satisfaction	[_]	[Based on feedback — would they recommend us?]
Growth Potential	[_]	[Is there opportunity to expand the engagement?]

Overall Health: [X/35]. Scoring guide — 30–35: Thriving, explore expansion. 22–29: Healthy, maintain momentum. 15–21: At risk, schedule internal review. Below 15: Critical, escalate to leadership immediately.

📊Client Retainer Dashboard

Track retainer hours, KPIs, deliverables, and relationship health for agency clients at a glance.

Deal Room

This is your single source of truth for this deal. Keep it updated after every interaction so your team and manager always have the latest picture.

Deal Snapshot

Field	Details
Account Name	[Company Name]
Deal Name	[Deal Name]
Deal Value	[$X ARR]
Close Date	[Target Date]
Stage	[Discovery / Demo / Negotiation / Closing]
Deal Owner	[Your Name]
Sales Engineer	[SE Name]
Days in Pipeline	[X days]

MEDDPICC Health Score

Score each criteria as Green (strong), Yellow (developing), or Red (weak/unknown). A deal with 3+ Red scores needs immediate attention.

Criteria	Status	Evidence / Notes
Metrics	[🟢 / 🟡 / 🔴]	[What quantifiable outcomes does the buyer expect?]
Economic Buyer	[🟢 / 🟡 / 🔴]	[Have you identified and engaged the person who signs?]
Decision Criteria	[🟢 / 🟡 / 🔴]	[What criteria will they use to evaluate solutions?]
Decision Process	[🟢 / 🟡 / 🔴]	[What steps and approvals are required to buy?]
Paper Process	[🟢 / 🟡 / 🔴]	[Legal, procurement, security review status?]
Identified Pain	[🟢 / 🟡 / 🔴]	[What specific pain is driving this initiative?]
Champion	[🟢 / 🟡 / 🔴]	[Who is actively selling on your behalf internally?]
Competition	[🟢 / 🟡 / 🔴]	[Who else are they evaluating? What is our position?]

Deal Timeline

Date	Milestone	Status
[Date]	Discovery call completed	✅
[Date]	Demo delivered	✅
[Date]	Technical evaluation	[In Progress]
[Date]	Business case presented to EB	[Upcoming]
[Date]	Contract negotiation	[Upcoming]
[Date]	Target close	[Upcoming]

Key Risks

[Risk 1: e.g., Champion may leave the company]
[Risk 2: e.g., Competitor offering aggressive pricing]
[Risk 3: e.g., Budget approval delayed to next quarter]

A multi-page digital deal room to manage complex B2B sales deals from qualification through close.

Sales & CRMOfficial