Articles tagged "Templates"

Customer journey mapping 101 (+ free templates)

Customer journey mapping visualizes how customers interact with your brand. Learn how to create an effective customer journey map, or download our free templates.

The 5 sales forecasting spreadsheets you really need

Learn how to predict revenue, track performance, and optimize your sales with our favorite sales forecasting spreadsheets for Excel and Google Sheets.

How to write a statement of work (SOW template and example)

Use this statement of work (SOW) template and example to help you get on the same page as your client or service provider.

The only Gantt chart template you'll ever need for Excel (and how to automate it)

This free Gantt chart template is easy to customize to suit your unique workflow needs. Download and learn how to use it here.

Stay on track with this Notion goals template

If you're looking for a way to declutter your mind and start making headway on that next ambition, get a head start with this notion goal-setting template.

How to create recurring tasks in Notion with a template

Notion finally introduced the option to create recurring task templates. With a little grunt work on the front end, you can use them to set up recurring tasks and projects.

4 essential fishbone diagram templates for your next brainstorm

Explore our five unique fishbone diagram templates for better project management, more productive team discussions, and quicker problem-solving tactics.

SWOT analysis: A how-to guide and template (that won't bore you to tears)

A SWOT analysis is a technique businesses use to gauge their current state and plan ahead by considering strengths, weaknesses, opportunities, and threats.

9 free SOP templates (and how to write an SOP)

Our guide unpacks how to write stellar SOPs with templates and examples to help you streamline processes and create a document that aligns your team.

How to write a letter of introduction for your freelance business

A letters of introduction (LOI) is one of the best-kept secrets of the freelance world. But this simple, yet effective message can be a powerful marketing strategy for any freelancer looking for clients.