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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.

Discover our templates
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

Employee Handbook Template: How to Get Your Team Aligned In 2025

Create an effective employee handbook to build a strong culture and stay compliant as your business grows.

Daily Standup Meeting Template: An Essential Tool in 2025

Run structured daily standups to keep your team aligned, remove blockers, and maintain focus.

The Ultimate Action Plan Template

Learn how to create a clear action plan to streamline strategy and accelerate business growth.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

Streamline your sales process to improve customer interactions and drive consistent growth.

The No. 1 Brand Activation Template

Understand brand activation, choose the right strategy, and measure success to unlock growth.

A Meeting Minutes Template: How to Supercharge Your Meetings

Capture key takeaways and action items to make meetings more productive and results-driven.

Communication Plan Template for Scaling Businesses

Learn what a communication plan is, why it matters, and how to create one with the essential components for scaling teams.

Free Executive Summary Template [PDF + Masterful Examples]

Craft a compelling executive summary that clearly presents your vision and wins buy-in from investors, partners, and stakeholders.

Employee Goal Setting Template: Set Your Team Up For Success

Set clear goals that align your team and business, helping you stay focused, avoid detours, and drive consistent results.

The Ultimate One-on-One Meetings Template

A complete guide to running effective one-on-one meetings, helping you build stronger relationships and drive team performance.

30-60-90 Day Onboarding Plan: A Complete Template

Structure your onboarding process to boost productivity, engagement, and alignment from the first months of a new hire.

Onboarding Checklist for Managers Template

Streamline hiring and onboarding with a clear checklist that sets new team members up for success from day one.

Mission and Vision Statement Template

Define a clear mission and vision to guide your business, align your strategy, and shape a strong company culture.

Sales Script Template

Equip your team with a structured sales script to guide conversations, handle calls effectively, and close more deals.

Objection Handling Template

Master objection handling with proven techniques to address concerns, build trust, and close deals with confidence.

The Ultimate Customer Success Story Template

Create compelling customer success stories that highlight your value and inspire potential customers.

EOS® Sales Process

Implement the EOS® sales process to sell more effectively, strengthen relationships, and uncover new opportunities.

Competitive Battlecards Template

Equip your sales team with clear competitive insights and strategies to win more deals.

Implementing Building Information Modeling (BIM)

Understand how BIM uses 3D models to plan, design, and manage buildings and infrastructure.

Utilizing Drones for Construction

Use drones to streamline surveying, inspections, monitoring, and improve safety on construction sites.

Adopting Construction Management Software

Adopt construction management software to improve project oversight and scale operations more efficiently.

V/TO™ building Process in EOS®

Outline and implement your company’s process using the V/TO tool within EOS®.

Finance Process Documentation Template

Create a standardized framework to manage and document financial processes across your organization.

The HR Process Template Every Business Needs

A practical guide to standardize HR processes, helping teams follow consistent procedures across activities.

Vendor Management Template

Manage vendors effectively with KPIs for cost, quality, delivery, and risk.

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

Create compelling job descriptions that attract top talent and support your team’s success.

People Directory Template: The Company Directory You Need

Organize your team and connect people across your company with a clear, centralized directory.

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

A clear guide to streamline hiring and retain top talent in your company.