Templates Scaling Teams Need to Get Things Done Quickly

Use this template to create a playbook for any standard operating procedure. It can literally be used for anything!

This template is perfect for teaching your team how to glide seamlessly through your sales process. Include tips and tricks as a bonus!

Use this template to showcase your product. Cover key facts, differentiators, testimonials, plus more!

Use this template to send to new employees so they know exactly what to do during the first week. This makes your onboarding process run super smooth!

If you are in the process or are planning on making changes to your organization, this template is for you. This will help optimize success and make the changes go as smooth as possible!

Send this template to new employees so they can learn your personality style, the way you prefer to communicate, plus your hobbies outside of work.

Are you looking for a way to introduce new, remote employees to your team? This template is perfect for you! Get to know your employees without ever meeting them in person.

Use this template to share data supported ideal customer profiles based on current customers with your team. Be sure to update it each quarter!

Use this template to create stellar job descriptions. Easily provide prospective employees with clear expectations and key job functions before the first interview!

Show the importance of company diversity and provide fun team stats to prospective employees with this template.

With this how-to guide, walks non-designers through creating mockups and annotated graphics in minutes using Mac Preview.

If your marketing team schedules out social posts, you'll want to use this playbook template. Written for Buffer, it can be customized for any social scheduling platform.

Use this template to learn how to take screenshots on your Mac without always saving them to your device.

Do you take a lot of screenshots to explain your processes better? This template is for you!

Did you know you can take screenshots with the exact pixels you want? Use this template to see how!

Use this template to introduce yourself to new clients. It's easily a "wow" factor that your client will enjoy!

Use this playbook template to ensure your clients are always in the loop. Send updates, resources, and next steps with a single link.

This template makes it easy to keep client information organized. Keep track of contact info, purchase reasons, and important milestones all in one place.

Tips on where to setup auto-payments and pull statements, including a breakdown of payments - interest vs principal.

When onboarding new employees, their first question is how do they get paid. This playbook template can be customized for how your company processes payroll, when they'll get paid, and how.

This template is every team's go-to guide for company branding. You no longer have to search for color codes, high-res, low-res, and transparent logos, or company fonts.

Your marketing team can create a GIF from anywhere with this how-to.

If your team is on a lot of video calls, you'll want to use this playbook template. Written for Zoom, it can be customized for any video call platform.

Tired of searching for the company address, social profiles, and other basic company info? With this template, you can have everything in one place.