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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.

A woman sits at a desk with a notebook and pen, smiling at a seated cartoon figure holding a puzzle piece. There are books stacked in front of the cartoon figure, illustrating the steps involved in employee training and onboarding.

Move from chaos to clarity with our comprehensive selection of playbooks

Template Gallerys

The Ultimate Action Plan Template

An action plan is essential for any entrepreneur looking to streamline their strategy and accelerate business growth. Let’s explore what an action plan really involves and how you can craft one that unlocks your business’s full potential.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

By following the structured steps outlined in our B2B sales process template, you can streamline your sales efforts, improve customer interactions, and ultimately drive more growth.

The No. 1 Brand Activation Template

This brand activation template will walk you through understanding brand activation, choosing the right strategy, and measuring your success with a playful yet authoritative tone, empowering you to unlock the next level of growth for your business.

A Meeting Minutes Template: How to Supercharge Your Meetings

Let's face it, in business every minute counts. Use this meeting minutes template to supercharge your meeting productivity and turn your meetings into a tool for growth.

Communication Plan Template for Scaling Businesses

This communication plan template will walk you through what a communication plan is, why it's beneficial, how to create one, and the essential components it should include.

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: A Complete 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.

Onboarding Checklist for Managers Template

For a manager, hiring and onboarding a new hire can be daunting. Use our onboarding 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.

Sales Script Template

Our ultimate sales script template will give your sales team all the information they might need in a sales call to take your sales process all the way to closing!

Objection Handling Template

Use our ULTIMATE Objection Handling Template for Sales and get the techniques and strategies you need to address common objections and close deals.

The Ultimate Customer Success Story Template

Use this customer success story template to engage and inspire customers with powerful narratives that highlight the value of what you do.

EOS® Sales Process

Ensure that your organization’s products or services are effectively sold to customers by implementing the EOS® sales process, while maintaining strong customer relationships and generating additional sales opportunities.

Competitive Battlecards Template

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

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.

Finance Process Documentation Template

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

The HR Process Template Every Business Needs

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.

Customer Service Process Template

A roadmap for managing projects efficiently from start to finish.

Event Marketing Template

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

Our Products and 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.

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.

The Ultimate Job Description Template: A Comprehensive Guide

Craft compelling roles that attract the best candidates for your team's success with this ultimate job description template.

People Directory Template: The Company Directory You Need

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

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: The Recruitment Tool You Need

The hiring process template is your guide to hiring AND retaining top talent in your company.