What's in the library
Quote templates
- Consulting engagement (scoped + retainer variants)
- SaaS subscription with implementation
- Charter / one-off service
- Multi-tier offer ("Starter / Growth / Enterprise")
- Custom build / development project
Contract templates
- Master Services Agreement (US, MX, bilingual)
- Statement of Work
- Mutual Non-Disclosure Agreement
- Reseller / Partner Agreement
- Independent Contractor Agreement
- Renewal Addendum
Email sequences
- Inbound lead 5-touch nurture
- Post-demo follow-up (3-touch)
- Dunning by stage (reminder → first demand → escalation → pre-legal)
- Renewal warm-up (90/60/30/15 days)
- Win-back campaign (3-touch)
AI agent personas
- Inbound SDR — qualify and book
- Renewal CSM — check in, surface friction
- Support tier-one — answer from KB, escalate
- Content marketing — draft posts and emails
- Operations — data hygiene and reporting
How to use a template
Each template is installable into your tenant in one click. We populate variables from your CRM and brand assets — you review, tweak, ship. Nothing is locked; you can rewrite anything.
How to contribute
Customers send us templates they've built; if they're generally useful, we publish them (credited). Talk to sales to share or request specific templates.