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12 professionally-built frameworks across procurement, RevOps, legal agreements, and financial tracking. Download and deploy in under an hour.

📊 Trackers & Calculators Most Popular

Sales Forecasting Model

Stop guessing your number. Build a forecast you can defend.

Google Sheets + Excel 11 tabs < 2 hours to set up; live forecasting from day one
  • Monthly and quarterly forecast rollup (by rep, region, segment)
  • Pipeline coverage ratio calculator
  • Stage-weighted forecast (3 methods: weighted, commit, best-case)
  • Historical win rate tracker by stage, segment, and rep
  • +5 more included
$79 one-time
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📈 GTM & RevOps Best Seller

Salesforce RevOps Setup Checklist

Stop guessing at Salesforce. Ship a clean CRM setup in days.

Notion + PDF 12 sections < 1 hour to orient; full setup in 2–5 days with the checklist
  • 220-point setup checklist across 12 Salesforce modules
  • Lead, Contact, Account, and Opportunity field configuration guide
  • Pipeline stage definitions with exit criteria
  • User role and permission set templates
  • +4 more included
$69 one-time
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📋 Procurement & Ops Most Popular

RFP Template Pack

Send professional RFPs in under an hour — not under a deadline

PDF + Word Doc 18 pages < 45 minutes
  • Full RFP document template (18 pages, editable)
  • Vendor scoring rubric with weighted criteria
  • Executive summary cover page
  • Vendor Q&A response sheet
  • +2 more included
$49 one-time
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📈 GTM & RevOps

Clari Revenue Forecasting Configuration Guide

Make your Clari forecast numbers ones you can actually trust

PDF + Notion 8 sections < 2 hours to configure; forecast accuracy improvement within 2 forecast cycles
  • Clari field mapping and CRM sync configuration checklist
  • Forecast category definitions and stage-to-category mapping
  • Rep commit and best-case submission workflow
  • Manager inspection and override protocol
  • +4 more included
$59 one-time
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📈 GTM & RevOps

Gong Implementation Playbook

Get your team actually using Gong — not just paying for it

PDF + Notion 9 sections < 1 hour to plan rollout; full deployment in 1–2 weeks
  • Gong rollout timeline and stakeholder plan
  • Call recording configuration and compliance checklist
  • Tracker and keyword library setup guide (50+ starter keywords)
  • Deal intelligence setup: scorecards and risk signals
  • +4 more included
$59 one-time
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📊 Trackers & Calculators

ROI & Business Case Calculator

Build a business case that gets budget approved — fast

Google Sheets + Excel 7 tabs < 1 hour
  • Universal ROI calculator (time savings, cost reduction, revenue impact)
  • Software/vendor ROI model with TCO analysis
  • Payback period and NPV calculator
  • Headcount vs. tooling cost comparison
  • +3 more included
$59 one-time
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📊 Trackers & Calculators

Ops & GTM Budget Tracker

Know exactly where your budget stands — before your CFO asks

Google Sheets + Excel 9 tabs < 1 hour to set up; live budget tracking from day one
  • Annual budget plan vs. actuals tracker (by department and category)
  • Monthly spend dashboard with variance analysis
  • Software and SaaS subscription tracker
  • Vendor spend summary by category
  • +4 more included
$49 one-time
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📄 Business Agreements

B2B Service Agreement Template

A professional services agreement that protects both sides

PDF + Word Doc 12 pages < 45 minutes
  • Full service agreement template (12 pages, editable)
  • Services description exhibit template
  • Limitation of liability and indemnification clauses
  • Intellectual property ownership provisions
  • +4 more included
$49 one-time
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📋 Procurement & Ops

Vendor Evaluation Matrix

Score vendors objectively. Kill the endless back-and-forth.

Google Sheets + Excel 8 tabs < 20 minutes
  • Weighted scoring matrix (up to 10 vendors, 25 criteria)
  • Criteria category weights (Price, Support, Fit, Security, References)
  • Automated total score + ranking formula
  • Side-by-side comparison view
  • +2 more included
$49 one-time
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📄 Business Agreements

Scope of Work Template

Set clear expectations. Avoid costly project scope creep.

PDF + Word Doc 8 pages < 30 minutes
  • Master SOW template (8 pages, fully editable)
  • Project deliverables table with acceptance criteria
  • Timeline and milestone section with dependency tracking
  • Change order request form
  • +3 more included
$39 one-time
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📋 Procurement & Ops

Source-to-Pay Workflow Diagram

Map your entire procurement process in one afternoon

PDF + Lucidchart/Miro 6 diagrams < 30 minutes
  • End-to-end S2P process flowchart (sourcing through payment)
  • Approval hierarchy diagram with role assignments
  • PO creation and approval workflow
  • 3-way match process diagram (PO, receipt, invoice)
  • +2 more included
$39 one-time
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📄 Business Agreements Free Preview

Mutual NDA Template

A clean, fair NDA that closes faster and doesn't scare counterparties

PDF + Word Doc 4 pages < 15 minutes
  • Mutual NDA (4-page editable template)
  • One-way NDA variant (disclosing party only)
  • Plain-English annotation guide for each clause
  • Common redline scenarios and how to handle them
  • +1 more included
$29 one-time
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