Templates for your industry
Templates for professional services teams
Client onboarding, delivery plans and capacity across engagements. 20 templates from the library apply, each one the same configured workspace it is everywhere else: nothing is watered down per sector.
Start here
The templates professional services teams reach for first.
Project deliveryStandardProject DeliveryA phased delivery plan from initiation to closure with milestones, dependencies, RAG status and a delivery dashboard.GanttBoardCalendarProject deliveryStandardImplementation TimelineDiscovery through Hypercare as one dependency chain: design, build, SIT, UAT, training, cutover and go-live.GanttBoardDashboardMarketingStandardGo-to-Market LaunchPositioning, pricing, enablement and launch communications on one plan, with a launch campaign and a sales readiness gate.GanttBoardDashboardMarketingStandardContent CalendarA month of content on a calendar, each piece moving from Idea through Drafting and Review to Scheduled and Published, with channel, type and owner.BoardCalendarDashboardSalesStandardCRM-LiteContacts and leads with company, email, phone, source and a next step, a lead capture form, and a board from New to Converted.BoardCalendarDashboardSalesStandardSales PipelineOpportunities by quarter with value, probability, close date and stage, a board from Lead to Won, and a dashboard that reads as a forecast.BoardCalendarDashboard
The rest of the library for professional services
Grouped by the kind of work. Every one is the same template it is everywhere else on the site.
Start simple
An empty project, the sample program, or a plain plan.
Project & Program Delivery
Plan complex initiatives with phases, milestones and dependencies.
BasicMilestone TrackerJust the dates that matter: milestones by workstream, linked so a late one pushes the ones after it.GanttBoardDependenciesStandardProject Post-MortemA retrospective that turns into tracked actions: what went well, what did not, the lessons, and who does what by when.BoardDashboardAutomations
Sales & Customer
Pipelines and onboarding.
StandardClient OnboardingA repeatable onboarding runbook from kickoff to go-live and the 30-day review, with owning teams, blockers and doc links.GanttBoardDashboardStandardRenewal TrackerEvery renewal on a calendar with contract value, risk and the 90/60/30-day plays, so nothing churns for lack of a conversation.GanttBoardCalendar
Finance
Budgets and financial workflows.
Legal & Compliance
Contracts and governance.
StandardLegal Request TrackerAn intake form and a queue for everything the business asks legal to do, with request type, priority, requesting team and an SLA date.BoardCalendarDashboardStandardContract ReviewContracts from request to signature: legal and business review, negotiation, approval and archive, with counterparty, value, renewal date and risk rating.GanttBoardCalendar
People & HR
Hiring and onboarding.
StandardRecruiting PipelineCandidates by role from Applied to Hired, with an intake form, interview dates on a calendar, ratings and a dashboard of candidates by stage.BoardCalendarDashboardStandardEmployee OnboardingPre-boarding, day one, the first week and the 30/60/90 plan, with HR, IT and the manager each owning steps the others depend on.GanttBoardCalendar
IT & Technology
IT implementation and delivery.
Resource & Capacity
Capacity and workload.
ProfessionalResource Capacity PlannerCapacity baselines per team, allocation blocks with hours and resources assigned, and a Workload view that flags who is over-allocated.GanttDashboardWorkloadProfessionalProject StaffingA delivery plan staffed with named people and hours, so the Workload view shows who is stretched in which phase and the Budget view what they cost.GanttDashboardWorkload
Strategy & Planning
OKRs, business cases and initiatives.
Start a professional services project from a template
Create a free account, pick a template, and the views, fields, workflow, milestones, dependencies and dashboard are already there.