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25 templates
Email & Outreach

Cold outreach email

Open a door with a stranger without sounding like spam.

Subject: quick idea for [company]

Hi [name],

I noticed [specific, genuine observation about them]. We help [who you help] [achieve outcome] -- usually [concrete result].

Worth a quick 15 minutes to see if it fits [company]? If not, no worries at all.

[Your name]
Email & Outreach

Follow-up (no reply)

A gentle nudge that doesn't guilt-trip.

Subject: re: [original subject]

Hi [name],

Floating this back to the top in case it got buried. Still happy to [offer] whenever the timing's right -- just say the word.

If now isn't it, when should I check back?

[Your name]
Email & Outreach

Meeting request

Get the meeting with a clear ask and an easy yes.

Subject: 20 min on [topic]?

Hi [name],

I'd love 20 minutes to talk through [specific topic] and how it affects [their goal]. I'll come with [what you'll bring].

Does [day/time] or [day/time] work? Happy to fit your calendar.

[Your name]
Email & Outreach

After-call thank you

Lock in momentum right after a good conversation.

Subject: thanks + next steps

Hi [name],

Great talking today. Quick recap of what we landed on:
- [point 1]
- [point 2]

Next step: [owner] will [action] by [date]. I'll [your action]. Anything I missed?

[Your name]
Docs & SOPs

Standard operating procedure

Turn a task in someone's head into a repeatable process.

SOP: [process name]
Owner: [role]  |  Updated: [date]

Purpose: [why this exists]
When to run it: [trigger]
Tools needed: [tools]

Steps:
1. [step]
2. [step]
3. [step]

Done looks like: [definition of done]
Common mistakes: [pitfalls]
Docs & SOPs

Project brief

Align everyone before a single hour is spent.

Project: [name]
Owner: [name]  |  Due: [date]

Problem: [what we're solving]
Goal / success metric: [measurable outcome]
In scope: [what's included]
Out of scope: [what's not]
Milestones: [dates]
Risks: [what could go wrong]
Docs & SOPs

Meeting agenda

Make the meeting earn its place on the calendar.

[Meeting name] -- [date]
Goal of this meeting: [one sentence]

Agenda:
1. [item] -- [owner] -- [mins]
2. [item] -- [owner] -- [mins]
3. Decisions + owners + dates

Pre-read: [link]
Not attending? [async option]
Docs & SOPs

Decision doc

Make a call on the record so it sticks.

Decision: [the decision]
Date: [date]  |  Decider: [name]

Context: [the situation]
Options considered:
- A: [option] -- [tradeoff]
- B: [option] -- [tradeoff]
Chosen: [option] because [reasoning]
What we'll watch: [signal we got it right/wrong]
Marketing

Blog post outline

Skip the blank page; start with a skeleton that sells.

Working title: [title]
Reader + their problem: [who, what pain]
The one takeaway: [single idea]

Hook: [surprising line or question]
Section 1: [point] -- [proof/example]
Section 2: [point] -- [proof/example]
Section 3: [point] -- [proof/example]
Close + CTA: [what they should do next]
Marketing

Landing page structure

The proven order that turns visitors into leads.

Hero: [outcome-focused headline] + [one-line subhead] + [CTA]
Proof bar: [logos / numbers]
3 benefits: [benefit + why it matters] x3
How it works: [3 simple steps]
Social proof: [testimonial / case stat]
Objection handling / FAQ: [top 3]
Final CTA: [repeat the ask]
Marketing

Email newsletter

A simple format people actually open and read.

Subject: [curiosity + value, under 50 chars]

One idea: [the single thing this issue is about]
Why it matters to you: [reader benefit]
The meat: [2-3 short points or a quick story]
Try this: [one concrete action]
P.S. [soft CTA or link]
Marketing

Case study

Tell a customer win in a way prospects see themselves in.

[Customer] -- [headline result]

Before: [the problem + what it cost them]
What they tried: [why it didn't work]
The solution: [what they did with you]
Results: [numbers + timeframe]
In their words: "[quote]"
Who this is for: [ideal-fit reader]
Sales

Discovery call script

Run a call that uncovers the real need.

Open: [rapport + set the agenda]
Context: "Walk me through how [process] works today."
Pain: "What's the hardest part of that?" / "What does that cost you?"
Impact: "If that were solved, what changes?"
Fit: [position your solution to what they said]
Next step: [book the follow-up + owner + date]
Sales

Proposal outline

A proposal that's easy to say yes to.

[Client] -- Proposal

Your goal (in your words): [restate their objective]
What we'll do: [scope, plainly]
Timeline: [phases + dates]
Investment: [pricing + what's included]
Why us: [1-2 proof points]
To start: [simple next step]
Sales

Objection handling

Calm, honest responses to the usual pushbacks.

"It's too expensive": [reframe around value/ROI + smaller start]
"We don't have time": [show the time it saves + light lift]
"We already use [X]": [complement, don't attack; where you add]
"Send me info": [agree + book a specific next step]
Always end with: [a question that moves it forward]
Hiring & HR

Job description

Attract the right person, repel the wrong fit.

[Role] at [company]

Why this role exists: [mission]
What you'll do: [4-5 real responsibilities]
You'll thrive if: [must-have traits/skills]
Nice to have: [bonuses]
How we work: [culture, location, pace]
How to apply: [simple steps]
Hiring & HR

Interview scorecard

Hire on evidence, not vibes.

Candidate: [name]  |  Role: [role]

Must-haves (rate 1-5 + note):
- [skill/trait]
- [skill/trait]
- [skill/trait]
Red flags: [watch-fors]
Standout moment: [what impressed]
Recommendation: [advance / hold / pass] because [reason]
Hiring & HR

Offer / welcome note

Make day-one excitement start before day one.

Hi [name],

We'd love for you to join [company] as [role]. Here's the gist: [start date], [comp summary], [key terms]. Full details attached.

What excites us about you: [genuine line].
Questions before you decide? Grab time here: [link].

[Your name]
Planning & Strategy

One-page strategy

Your whole plan on a single, shareable page.

[Company/Team] -- [timeframe]

Where we're going: [vision in a sentence]
Why now: [the opportunity]
3 big bets: [bet] / [bet] / [bet]
What we won't do: [explicit no's]
How we'll know it's working: [top metrics]
Planning & Strategy

Quarterly OKRs

Goals that are ambitious and measurable.

Objective: [inspiring, qualitative goal]
Key results (measurable):
1. [metric] from [x] to [y]
2. [metric] from [x] to [y]
3. [metric] from [x] to [y]
Owner: [name]
Biggest risk: [what could block it]
Planning & Strategy

Weekly plan

Start the week pointed at what matters.

Week of [date]

The one thing that must happen: [priority]
Top 3 outcomes:
1. [outcome]
2. [outcome]
3. [outcome]
Meetings worth the time: [list]
What I'm saying no to: [list]
Customer Support

Refund / complaint reply

Defuse a tense moment and keep the relationship.

Hi [name],

I'm sorry about [specific issue] -- that's not the experience we want for you. Here's what I can do: [concrete remedy].

I've also [action to prevent repeat]. Does [remedy] work for you? I'm here either way.

[Your name]
Customer Support

Help-center article

Answer a question once, save a hundred tickets.

Title: How to [task]

What this helps with: [one line]
Before you start: [prereqs]
Steps:
1. [step]
2. [step]
3. [step]
Still stuck? [where to get help]
Related: [links]
Social Media

Content calendar

A month of posts planned in one sitting.

Month: [month]  |  Theme: [theme]
Goal: [grow / sell / engage]

Week 1: [pillar] -- [3 post ideas]
Week 2: [pillar] -- [3 post ideas]
Week 3: [pillar] -- [3 post ideas]
Week 4: [pillar] -- [3 post ideas]
Recurring CTA: [what you want followers to do]
Social Media

Launch announcement

Make a release feel like an event.

Hook: [the big, specific promise]
What it is: [plain description]
Why it matters: [the before/after for them]
Proof: [demo, number, or quote]
CTA: [exact next step + link]
First comment: [extra detail or FAQ]
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