Template Gallery

Explore our SOP & Process Template Gallery

Never start from scratch again!

Take a dive into Whale’s SOP, process and policy templates! You’ll find all the fundamental how-do-we-do-thats you need to document your business’s procedures and train your team.

Free Executive Summary Template [PDF + Masterful Examples]

At the heart of presenting your business vision effectively to investors, partners, and stakeholders is the executive summary. Inspire vision and get buy-in from the get-go!

Employee Goal Setting Template: Set Your Team Up For Success

Setting goals is like having a GPS for your business and your team—it shows you where to go and helps you avoid unnecessary detours. And for things to work like clockwork, you need the two to be aligned. This is the employee goal setting template every team needs!

Employee Handbook Template: How to Get Your Team Aligned In 2024

Creating an effective employee handbook is a cornerstone for any thriving business. This guide is designed for entrepreneurs and growing businesses aiming to foster a positive workplace culture and ensure compliance with workplace laws.

Daily Standup Meeting Template: An Essential Tool in 2024

As entrepreneurs and leaders in dynamic environments, you know the importance of swift communication and quick decision-making. A well-structured daily standup meeting can be a game-changer, empowering your team to stay aligned, tackle obstacles efficiently, and maintain a high level of energy and focus.

The Ultimate One-on-One Meetings Template

Welcome to your comprehensive guide on mastering One-on-One Meetings! (Also called one-to-one meetings) Designed for entrepreneurs and growing businesses, this template will serve as your roadmap to harnessing the power of personal interactions within your team.

30-60-90 Day Onboarding Plan [2024] Template

As entrepreneurs and business leaders aiming to scale, you know that the first few months for a new hire are crucial. A well-structured onboarding plan not only propels them towards productivity but also enhances their engagement and commitment to your company's mission.

New Hire Checklist for Managers

For a manager, hiring and onboarding a new hire can be daunting. Use our new hire checklist for managers as the ultimate tool that will streamline your hiring process and set your new team members up for success from day one.

Mission and Vision Statement Template

Are you feeling like you don't have direction in your business? A well-defined mission and vision statement can be your compass. These statements not only clarify your business's purpose and aspirations but also significantly impact your strategy and corporate culture.

Implementing Building Information Modeling (BIM)

Building Information Modeling (BIM) is a digital process that uses intelligent 3D models to plan, design, construct, and manage buildings and infrastructure.

Utilizing Drones for Construction

Streamline surveying, monitoring, inspections, and enhance safety measures with construction drones.

Adopting Construction Management Software

Template to adopt construction management software, from improved project management to enhanced scalability.

V/TO™ building Process in EOS®

With this template outline your process for using the V/TO tool within your company.

Sales Process

Ensure that your organization's products or services are effectively sold to customers, while maintaining strong customer relationships and generating additional sales opportunities

Finance Process

A template to provide a clear and standardized framework for managing financial activities within your organization.

HR Process

A guidebook or reference manual for HR professionals and managers, outlining the steps and procedures to be followed in various HR activities.

Vendor Management Template

Vendor Management Template with cost performance, quality of deliverables, timely delivery & risk management KPIs.

Sales Script Template

A collection of proven sales scripts to guide your sales team towards success.

Our Products & Services Template

An overview of the exceptional products and services your company offers

Accounts Receivable Template

A template for managing and optimizing incoming payments from clients.

Benefits & Perks Template

Detail the perks and benefits that make your company an attractive place to work.

Objection Handling Template

Techniques and strategies to address common objections and close deals.

Competitive Battlecards Template

A template to equip your sales team with competitive insights and strategies.

Customer Service Process Template

A roadmap for managing projects efficiently from start to finish.

Marketing Process Template

Use this template to ensure that your business generates awareness and high-quality leads.

Financial Reporting Template

A template for generating insightful reports that drive data-informed decision-making.

Customer Success Story Template

Inspiring success stories that showcase your company's ability to meet customer needs.

Job Descriptions Template

Craft compelling roles that attract the best candidates for your team's success

People Directory Template

Use our people directory template to get organized and connect your people to their purpose and to each other.

Event Marketing Template

A guide to planning and executing successful events that leave a lasting impact.

Compensation Policies Template

Navigate pay structures and remuneration with this compensation policies template.

Accounts Payable Template

A guide to handling outgoing payments and maintaining healthy vendor relationships.

Welcome to the Company Template

A warm and informative introduction to help new employees feel at home

Hiring Process Template

This template is your guide to hiring the best talent for open roles in your company.