📚Great for operators199 templates · 4 groups

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Playbooks & How-To Guides · Step-by-step procedures and growth playbooks for operators.

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Operational classification

Department: Owning team — who runs this template day-to-day.
Stage: Business lifecycle — Start, Run or Scale.
Frequency: How often it's used — One-off, Recurring or On-demand.
Audience: Who reads it — Internal, External or Regulator.

Workflow bundles

Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.

Lead-to-Cash · 7 stepsHire-to-Retire · 9 stepsProcure-to-Pay · 7 stepsPlan-to-Launch · 6 stepsMarketing Campaign · 5 stepsMonthly Finance Close · 5 stepsGovernance Cycle · 5 stepsCustomer Success · 5 steps

Complete the workflow

These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.

Hire-to-Retire

Job opening → onboarded employee → exit.

3/9

in this category

1. Plan
2. Source
3. Screen
4. Interview
5. Offer
6. Onboard
7. Manage
8. Discipline
9. Exit

Pick up the missing steps

Plan: Job Description (Human Resources), Marketing Manager Job Description (Marketing), Marketing Director Job Description (Marketing)
Source: Outsourcing Agreement (Legal Agreements & Contracts), Recruitment Plan (Human Resources), Outsourcing Agreement Manufacturing (Production & Operations)
Screen: Employment Application Form (Human Resources), Employee Reference Check Form (Human Resources), Checklist Temporary Help Agency Screening (Legal Agreements)
Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)

Plan-to-Launch

Idea → registered company → trading.

3/6

in this category

1. Validate
2. Model
3. Plan
4. Register
5. Fund
6. Launch

Pick up the missing steps

Register: Company Registration Checklist (Business Formation & Startup), Founder Agreements (Business Formation & Startup), Shareholders Agreement (Legal Agreements & Contracts)
Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)
Launch: Startup Checklist (Business Formation & Startup), Launch Timeline (Business Formation & Startup), Startup Operating Procedures (Business Formation & Startup)

Monthly Finance Close

Daily ledger → monthly P&L → board pack.

3/5

in this category

1. Capture
2. Reconcile
3. Report
4. Budget
5. File

Pick up the missing steps

Capture: Receipt Template (Finance & Accounting), Expense Report (Finance & Accounting), Petty Cash Voucher (Finance & Accounting)

Lead-to-Cash

Cold lead → signed deal → paid invoice.

2/7

in this category

1. Prospect
2. Qualify
3. Propose
4. Negotiate
5. Contract
6. Invoice
7. Collect

Pick up the missing steps

Qualify: Request for Proposal (RFP) (Sales), Request for Proposal (RFP) (Proposals & Quotations), Sample Format for Responding to RFP (Checklist) (Proposals & Quotations)
Propose: Investor Pitch Deck (Business Formation & Startup), Partnership Proposal (Business Formation & Startup), Funding Proposal (Finance & Accounting)
Negotiate: Exclusive Negotiation Agreement (Legal Agreements), Term Sheet for Series A Round of Financing (Legal Agreements), Term Sheet (Legal Agreements)
Contract: Service Agreement (Legal Agreements & Contracts), Sales Contract (Sales), Amendment to Sales Contract (Proposals & Quotations)

Marketing Campaign

Brief → live campaign → measured result.

2/5

in this category

1. Strategy
2. Brief
3. Plan
4. Execute
5. Measure

Pick up the missing steps

Brief: Creative Brief (Marketing), Graphic Design Brief (Marketing), Marketing Campaign Brief (Marketing)
Plan: Content Calendar (Marketing), Social Media Plan (Marketing), Digital Marketing Campaign Plan (Marketing)

Procure-to-Pay

Need → purchase order → supplier paid.

1/7

in this category

1. Requisition
2. Source
3. Approve
4. Order
5. Receive
6. Invoice
7. Pay

Pick up the missing steps

Requisition: Purchase Requisition (Procurement & Supply Chain)
Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
Approve: Overtime Approval Form (Human Resources), Expense Approval Form (Administrative), Return of Goods on Approval (Production & Operations)
Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)

Customer Success

Kickoff → adoption → renewal.

1/5

in this category

1. Onboard
2. Train
3. Support
4. Measure
5. Renew

Pick up the missing steps

Train: Employee Training Plan (Operational & Strategic Plans), Employee Training Plan (Legal Agreements), Employee Training Plan (HR & People)
Support: Support Ticket Template (Customer Service), SLA Agreement (Customer Service), Support Agreement (Legal Agreements)
Measure: Employee Satisfaction Survey (Human Resources), Customer Satisfaction Survey (Sales), Customer Feedback Form (Legal Agreements)
Renew: Data Retention Policy (Governance & Compliance), Records Management and Retention Policy (Production & Operations), Renewal Agreement (Legal Agreements)

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