Templates

Templates

discover our templates.

Category
Industries
Weekly Social Posting
Automate weekly social media planning and content creation for consistent brand engagement.
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Marketing Agent
Marketing

B2B Technology

B2C Technology

DTC & Ecommerce

Small Business

Marketing
Weekly Competitive Tracking
Monitor and analyze weekly competitor updates and news for a consolidated competitive digest.
B2B Technology, B2C Technology, Small Business
Marketing Agent
Marketing

B2B Technology

B2C Technology

Small Business

Marketing
Voice of Customer Analysis
Analyze call transcripts and VoC data to extract roadmap and marketing insights.
B2B Technology, Finance & Professional Services, DTC & Ecommerce, Small Business
Operations Agent
Marketing Agent
Marketing

B2B Technology

Finance & Professional Services

DTC & Ecommerce

Small Business

Marketing
Triage Support Requests
Effectively triage and escalate customer requests
B2B Technology, B2C Technology
Support Agent
Customer Support

B2B Technology

B2C Technology

Customer Support
Slide Deck Writer
Instantly create complete slide decks.
B2B Technology, B2C Technology, Small Business
Marketing Agent
Marketing

B2B Technology

B2C Technology

Small Business

Marketing
PRD Writer
Research and write Product Requirements Docs for new features.
B2B Technology, B2C Technology
Operations Agent
Product

B2B Technology

B2C Technology

Product
New Hire Onboarding
Welcome new hires and introduce them to teammates and IT provisioning.
Small Business, B2B Technology
Operations Agent
Operations

Small Business

B2B Technology

Operations
Monthly SEO Planning & Writing
Plan monthly SEO content, draft outlines, and research/write blog posts.
B2B Technology, B2C Technology, Small Business, DTC & Ecommerce
Marketing Agent
Marketing

B2B Technology

B2C Technology

Small Business

DTC & Ecommerce

Marketing
Lead Enrichment
Research and enrich leads with detailed role data and custom research.
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Sales

B2B Technology

Finance & Professional Services

Small Business

Sales
Inbound Lead Qualification
Research and qualify inbound leads
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Operations Agent
Sales

B2B Technology

Finance & Professional Services

Small Business

Sales
Help Center Builder
Plan and create a help center, from structure to content creation
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Support Agent
Customer Support

B2B Technology

B2C Technology

DTC & Ecommerce

Small Business

Customer Support
Help Center Article Writer
Create and organize help content
B2B Technology, B2C Technology, Small Business
Support Agent
Customer Support

B2B Technology

B2C Technology

Small Business

Customer Support
Events Venue Sourcing
Source venues based on brand and event goals, and reach out for pricing details.
Hospitality, Media & Entertainment, Small Business
Marketing

Hospitality

Media & Entertainment

Small Business

Marketing
Daily Sales Call Prep
Automate daily pre-call preparation by researching prospects and delivering concise sales notes for each meeting.
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Operations Agent
Sales

B2B Technology

Finance & Professional Services

Small Business

Sales
CRM Updater
Instantly update your CRM with an intelligent agent.
B2B Technology, Small Business
Operations Agent
Sales

B2B Technology

Small Business

Sales
CRM Prospect History Researcher
Intelligently pull relevant interaction history for a customer from your CRM.
B2B Technology, Small Business
Operations Agent
Sales

B2B Technology

Small Business

Sales
Copywriter
Write on-brand copy for any format or medium.
B2B Technology, B2C Technology, DTC & Ecommerce, Small Business
Marketing Agent
Marketing

B2B Technology

B2C Technology

DTC & Ecommerce

Small Business

Marketing
Contract Reviewer
Review contracts for problematic terms, and get proposed edits.
Finance & Professional Services, B2B Technology, Small Business
Operations

Finance & Professional Services

B2B Technology

Small Business

Operations
Content Repurposer
Repurpose blog posts and podcast transcripts into dozens of marketing assets.
B2B Technology, B2C Technology, Media & Entertainment, DTC & Ecommerce, Small Business
Marketing

B2B Technology

B2C Technology

Media & Entertainment

DTC & Ecommerce

Small Business

Marketing
Competitive Intel & Battlecard
Deeply research competitors to create battlecards and Sales FAQs
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Marketing

B2B Technology

Finance & Professional Services

Small Business

Marketing
Client Proposal Writer
Create tailored client proposals from discovery to delivery
B2B Technology, Finance & Professional Services, Small Business
Sales Agent
Sales

B2B Technology

Finance & Professional Services

Small Business

Sales
Case Study Writer
Turn client insights into compelling client stories
B2B Technology, Finance & Professional Services, Small Business
Marketing Agent
Marketing

B2B Technology

Finance & Professional Services

Small Business

Marketing
Candidate Assessor Template
Automatically screen, evaluate, and grade candidate qualifications and fit.
B2B Technology, Finance & Professional Services, Healthcare & Wellness, Small Business
Operations Agent
Operations

B2B Technology

Finance & Professional Services

Healthcare & Wellness

Small Business

Operations
Campaign Launch Planner
Plan campaigns, from objectives to positioning to final asset creation.
B2B Technology, B2C Technology, Small Business, DTC & Ecommerce, Media & Entertainment
Marketing

B2B Technology

B2C Technology

Small Business

DTC & Ecommerce

Media & Entertainment

Marketing
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