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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

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.