Template Gallery

Explore our SOP & Process Template Gallery

Blank page, meet template. Whale’s library covers the SOPs, processes, and policies most teams need to document. Start documenting how your business actually works and get your team up to speed faster.

Move from chaos to clarity with our comprehensive selection of playbooks

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®.