Templates

meetings and action items

Prompt template for meeting notes

Stop rewriting the same meeting summary prompt from scratch. This template pack gives you five battle-tested prompts tha…

consult ai tools

Prompt templates for consultants

Consulting deliverables follow patterns. So do good prompts. This pack covers the eight formats you produce most often —…

prd and requirements

Release notes template for product managers

Release notes are the one document every PM writes but nobody teaches. Done well, they keep stakeholders aligned, surfac…

prompt templates

AI prompt templates

Most prompt libraries are either too basic ("write me a summary") or too elaborate to use in practice. This library take…

internal tools

MVP template

Most internal tools fail because they try to do too much before they ship. This MVP template forces the right constraint…

prompt templates

ChatGPT prompt templates

ChatGPT is powerful, but most people use it like a search engine — one-shot questions, inconsistent results. Prompt temp…

prompt templates

Prompt library for status updates

A good status update takes five minutes to write and five seconds to read. This prompt library gives you the starting po…

reporting automation

Consultant project status report template

Status reports are the connective tissue of consulting engagements. Clients who feel informed stay calm. This template g…

reporting automation

Insight report template

An insight is not a data point. It is a finding with a so-what attached. This template forces that discipline: for every…

meetings and action items

ChatGPT prompts for action items

Action items are where meetings go to die. Someone says "I will look into that" and nothing happens. These prompts extra…

prd and requirements

Product requirements template

Product requirements live at the intersection of user needs, business constraints, and technical feasibility. This templ…

ops ai tools

Task routing template

Task routing is one of the highest-value automations an ops team can build — and one of the least structured. Without a …

prompt templates

Prompt library for SOPs

SOPs fail for two reasons: they are written once and never updated, or they are too generic to follow. This prompt libra…

prd and requirements

PRD template for automation

Automation PRDs fail when they skip the failure states. This template is built for automations specifically: it forces y…

prd and requirements

Non-functional requirements template

Non-functional requirements are what get skipped in a rush and what cause outages in production. This template makes the…

meetings and action items

Meeting agenda template

Most meeting agendas are lists of topics. This template forces something different: every agenda item has an objective, …

consult ai tools

Consulting statement of work template

A good SOW prevents 80% of scope creep conversations. It is specific about deliverables, explicit about what is out of s…

prompt templates

Prompt templates for operations

Operations work is repetitive by design. The prompts should be too. This pack covers the recurring outputs that ops team…

prd and requirements

Requirements template for SaaS

SaaS requirements have recurring patterns that generic templates miss: multi-tenancy, role-based access, billing state, …

prd and requirements

Requirements template for automation

Automation requirements need to cover the full state machine, not just the happy path. This template is structured aroun…

consult ai tools

Client reporting template

Client reports that get read have three things in common: they are short, they are structured, and they arrive consisten…

pm ai tools

Competitive analysis template for product managers

Competitive analysis done well gives you three things: an honest view of where you are stronger, where you are weaker, a…

prd and requirements

Requirements template

Vague requirements are the most expensive thing in software development. This template forces specificity: every require…

prd and requirements

Product spec template

A product spec should answer three questions: what problem does this solve, what exactly are we building, and how will w…

prompt templates

ChatGPT prompts for weekly reports

Weekly reports exist to prevent surprises. These prompts turn your scattered notes, Slack threads, and meeting summaries…

ops ai tools

Weekly reporting workflow

Weekly reports take too long because the workflow is manual end to end. Data from multiple sources, summarised by hand, …

intake and routing

AI support intake tool

Support intake is one of the clearest AI automation opportunities in ops. The incoming request has a type, a priority, a…

reporting automation

Client status report automation

Client status reports are the most repeatable deliverable in consulting — and the most time-consuming to produce manuall…

prd and requirements

PRD template

Most PRD templates are either too long to fill out or too short to be useful. This one hits the middle: enough structure…

ops ai tools

SOP template

A good SOP is specific enough to follow, short enough to read, and structured enough to update. Most SOPs fail on all th…

pm ai tools

User research template for product managers

User research is only as good as the synthesis. Most PMs are decent at running interviews; most are bad at turning them …

reporting automation

Monthly report automation

Monthly reports are where most reporting automation efforts stall — not because the automation is hard, but because the …

intake and routing

Support intake template

Support intake forms that ask too little produce incomplete requests that require follow-up. Forms that ask too much pro…

prd and requirements

Requirements template for B2B

B2B tools have requirements that consumer products do not: admin controls, team-level permissions, audit trails, enterpr…

prd and requirements

Requirements template for MVP

MVP requirements have one job: define the minimum viable thing that tests the core assumption. This template forces that…

pm ai tools

Meeting notes template for product managers

PM meeting notes have a specific job: capture what was decided, who owns what, and what questions are still open — so th…

pm ai tools

Stakeholder updates template for product managers

Stakeholder updates are how PMs build trust and manage expectations across the organisation. The format matters as much …

intake and routing

AI project intake tool

Project intake is where poorly scoped requests enter and well-scoped projects need to come out. AI can help with the gap…

meetings and action items

Standup notes template

Standups fail when they turn into status meetings. This template keeps them tight — three fields, no prose, optimised fo…

intake and routing

Client intake template

Client intake done well means you start an engagement with the information you need instead of spending the first two we…

pm ai tools

Product requirements template for product managers

Requirements documents written by PMs get engineering work started quickly or slowly, depending on how complete they are…

prd and requirements

PRD template for internal tool

Internal tool PRDs are different from product PRDs. You have one real user (your team), one clear workflow, and one meas…

meetings and action items

Weekly planning template

Weekly planning works when it is specific enough to guide daily decisions and flexible enough to absorb the unexpected. …

consult ai tools

Stakeholder interview template

Stakeholder interviews surface the real problem — but only if they are structured well enough to get past surface answer…

consult ai tools

Case study template

Case studies are the most persuasive piece of content a consultant can have — and the one most consultants avoid writing…

intake and routing

AI requirements intake tool

Requirements intake is where vague ideas are supposed to become clear specifications. AI can accelerate that conversion …

consult ai tools

Discovery call template

A good discovery call ends with two things clear: whether you can help, and whether they are serious. This template give…

reporting automation

Monthly report template

A good monthly report answers three questions: what happened, what does it mean, and what is the plan. This template for…

meetings and action items

Action items template

An action item without an owner is a wish. This template enforces the basics — every action has an owner, a due date, a …

meetings and action items

Retrospective template

Retrospectives are the most skipped ceremony in most teams. Usually because they feel like a complaints session with no …

meetings and action items

Meeting minutes template

Meeting minutes exist for one reason: so people who were not in the room know what happened, and people who were in the …

intake and routing

Project intake template

Every project starts with a request. Most requests are vague. This template forces clarity at the intake stage — so proj…

reporting automation

Business dashboard template

Most business dashboards fail because they show everything without highlighting what matters. This template is designed …

consult ai tools

Client diagnostic template

A client diagnostic done well sets the entire engagement up. Done poorly, you spend the rest of the project correcting m…

consult ai tools

Delivery tracker template

Consulting engagements slip not because the work is late, but because nobody has a clear view of what is outstanding. Th…

meetings and action items

Meeting notes template

Good meeting notes take five minutes to write and prevent five follow-up emails. This template gives you a structure tha…