Templates & Playbooks
About this directorycaret-down
Find 290 reusable templates, checklists and practical guides from established publishers and creator marketplaces. Open the original source to copy, download or follow a resource.
- 290
- Templates & guides
- 6
- Publishers
- 20
- Source formats
- 11
- Work topics
Start with the task you need to finish.
Maintained weekly · October 30, 2026info
Source review: October 30, 2026. This batch adds 250 resources. Existing resources retain their own review dates.
Source review: October 30, 2026. This batch adds 250 resources. Existing resources retain their own review dates.
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Stars are GitHub repository totals, shared by skills from the same repository. Snapshot dates are shown in each guide.
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All templates & playbooks resources
- How to Spot $100M+ Product Ideas [MFM]
HubSpot publishes this guide / toolkit for How to Spot $100M+ Product Ideas [MFM]. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Space Makers: Real Talk on Rising in Marketing
HubSpot publishes this guide / toolkit for Space Makers: Real Talk on Rising in Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- AI Content for Marketers: From Idea to Publish with Jasper
HubSpot publishes this guide / toolkit for AI Content for Marketers: From Idea to Publish with Jasper. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Loop Marketing Landscape Report
HubSpot publishes this guide / toolkit for Loop Marketing Landscape Report. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Andrew Wilkinson's Business Model Tier List [MFM]
HubSpot publishes this guide / toolkit for Andrew Wilkinson's Business Model Tier List [MFM]. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- MATG AI Search Stack [SEO vs AEO]
HubSpot publishes this guide / toolkit for MATG AI Search Stack [SEO vs AEO]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Your Guide to Reddit for B2B Marketing
HubSpot publishes this guide / toolkit for Your Guide to Reddit for B2B Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- The $500 Branding Stunt Playbook
HubSpot publishes this guide / toolkit for The $500 Branding Stunt Playbook. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- The AI Adoption in Email Marketing Report
HubSpot publishes this guide / toolkit for The AI Adoption in Email Marketing Report. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Wealth Guide: 35+ Insights from Top Investors
HubSpot publishes this guide / toolkit for Wealth Guide: 35+ Insights from Top Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- How 50+ Newsletters Got Their First 1000 Subscribers
HubSpot publishes this guide / toolkit for How 50+ Newsletters Got Their First 1000 Subscribers. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- How to Build a Custom Marketing Agent in Perplexity Computer
HubSpot publishes this guide / toolkit for How to Build a Custom Marketing Agent in Perplexity Computer. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- YouTube SEO Masterclass
HubSpot publishes this guide / toolkit for YouTube SEO Masterclass. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- 20+ AI Tools to 10x Your Productivity
HubSpot publishes this guide / toolkit for 20+ AI Tools to 10x Your Productivity. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Mobile App Onboarding Guide
HubSpot publishes this guide / toolkit for Mobile App Onboarding Guide. Use it to document ownership, decisions and follow-up in a small team.
- AI Content Team
HubSpot publishes this guide / toolkit for AI Content Team. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- AI Sales Playbook
HubSpot publishes this guide / toolkit for AI Sales Playbook. Use it to organize prospect or partner work and record the next agreed action.
- Zero-Budget GTM Toolkit
HubSpot publishes this guide / toolkit for Zero-Budget GTM Toolkit. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Build Your Personal AI Wiki
HubSpot publishes this guide / toolkit for Build Your Personal AI Wiki. Use it to organize customer evidence before deciding what to build or how to describe it.
- Hiring Sales Leaders Playbook
HubSpot publishes this guide / toolkit for Hiring Sales Leaders Playbook. Use it to organize prospect or partner work and record the next agreed action.
- Operation Automation: Practical AI Workflows for Growing GTM Teams
HubSpot publishes this guide / toolkit for Operation Automation: Practical AI Workflows for Growing GTM Teams. Use it to document ownership, decisions and follow-up in a small team.
- CRM Template
HubSpot publishes this template for CRM Template. Use it to organize prospect or partner work and record the next agreed action.
- SOP Template
HubSpot publishes this template for SOP Template. Use it to document ownership, decisions and follow-up in a small team.
- Monthly Sales Dashboard Template
HubSpot publishes this template for Monthly Sales Dashboard Template. Use it to organize prospect or partner work and record the next agreed action.
- The Three See's Personal Brand Framework [Masters in Marketing]
HubSpot publishes this guide / toolkit for The Three See's Personal Brand Framework [Masters in Marketing]. Use it to organize customer evidence before deciding what to build or how to describe it.
- 10 AI Prompts for Customer Intelligence + Live AI Interview Demo [MATG]
HubSpot publishes this guide / toolkit for 10 AI Prompts for Customer Intelligence + Live AI Interview Demo [MATG]. Use it to organize customer evidence before deciding what to build or how to describe it.
- SMB Leader's AI Adoption Playbook
HubSpot publishes this guide / toolkit for SMB Leader's AI Adoption Playbook. Use it to organize prospect or partner work and record the next agreed action.
- AI-Powered Modern Marketer's Career Kit [Masters in Marketing]
HubSpot publishes this guide / toolkit for AI-Powered Modern Marketer's Career Kit [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Anti-Cringe Marketing Checklist [Masters in Marketing]
HubSpot publishes this guide / toolkit for Anti-Cringe Marketing Checklist [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Marketing Against the Grain’s AI Marketing Playbook for 2025
HubSpot publishes this guide / toolkit for Marketing Against the Grain’s AI Marketing Playbook for 2025. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- 3-Video SaaS Marketing Stack [Masters in Marketing]
HubSpot publishes this guide / toolkit for 3-Video SaaS Marketing Stack [Masters in Marketing]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Loop Marketing Prompt Library
HubSpot publishes this guide / toolkit for Loop Marketing Prompt Library. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Business Case Template
HubSpot publishes this template for Business Case Template. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Lead Tracker Template
HubSpot publishes this template for Lead Tracker Template. Use it to organize prospect or partner work and record the next agreed action.
- One Page Business Plan Template
HubSpot publishes this template for One Page Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Market Research Kit
HubSpot publishes this guide / toolkit for Market Research Kit. Use it to organize customer evidence before deciding what to build or how to describe it.
- Marketing Dashboard Template
HubSpot publishes this template for Marketing Dashboard Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Marketing Proposal Template
HubSpot publishes this template for Marketing Proposal Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Business Proposal Template
HubSpot publishes this template for Business Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Product Launch Plan Template
HubSpot publishes this template for Product Launch Plan Template. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Social Media Report Template
HubSpot publishes this template for Social Media Report Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Project Schedule Template
HubSpot publishes this template for Project Schedule Template. Use it to document ownership, decisions and follow-up in a small team.
- Startup Business Plan Template
HubSpot publishes this template for Startup Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.
- How to Start a Successful Blog
HubSpot publishes this guide / toolkit for How to Start a Successful Blog. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Ultimate Product Marketing Kit
HubSpot publishes this guide / toolkit for Ultimate Product Marketing Kit. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Social Media Audit Template
HubSpot publishes this template for Social Media Audit Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Website Proposal Template
HubSpot publishes this template for Website Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Email Marketing Kit for Startups
HubSpot publishes this guide / toolkit for Email Marketing Kit for Startups. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Risk assessment Template
HubSpot publishes this template for Risk assessment Template. Use it to document ownership, decisions and follow-up in a small team.
- Investment Proposal Template
HubSpot publishes this template for Investment Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- How to Build a Brand
HubSpot publishes this guide / toolkit for How to Build a Brand. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- 37 Tips for Social Selling on LinkedIn
HubSpot publishes this guide / toolkit for 37 Tips for Social Selling on LinkedIn. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Project Plan Template
HubSpot publishes this template for Project Plan Template. Use it to document ownership, decisions and follow-up in a small team.
- Project Charter Template
HubSpot publishes this template for Project Charter Template. Use it to document ownership, decisions and follow-up in a small team.
- Project Proposal Template
HubSpot publishes this template for Project Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- How to Run an SEO Audit
HubSpot publishes this guide / toolkit for How to Run an SEO Audit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- How to Create Effective Brand Guidelines
HubSpot publishes this guide / toolkit for How to Create Effective Brand Guidelines. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- The Ultimate Guide to Influencer Marketing
HubSpot publishes this guide / toolkit for The Ultimate Guide to Influencer Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Consulting Proposal Template
HubSpot publishes this template for Consulting Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Advertising Plan Kit
HubSpot publishes this guide / toolkit for Advertising Plan Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Process Map Template
HubSpot publishes this template for Process Map Template. Use it to document ownership, decisions and follow-up in a small team.
- 50 AI Tools to 2x Your Productivity
HubSpot publishes this guide / toolkit for 50 AI Tools to 2x Your Productivity. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- A Modern Playbook For Successful Sales Reps
HubSpot publishes this guide / toolkit for A Modern Playbook For Successful Sales Reps. Use it to organize prospect or partner work and record the next agreed action.
- Advertising Proposal Template
HubSpot publishes this template for Advertising Proposal Template. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- AI Marketing Toolkit [Mindstream]
HubSpot publishes this guide / toolkit for AI Marketing Toolkit [Mindstream]. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- AI Prompts to Build & Automate Any Sales Funnel
HubSpot publishes this guide / toolkit for AI Prompts to Build & Automate Any Sales Funnel. Use it to organize prospect or partner work and record the next agreed action.
- An Introduction to Lead Generation
HubSpot publishes this guide / toolkit for An Introduction to Lead Generation. Use it to organize prospect or partner work and record the next agreed action.
- An Introduction to Marketing Psychology
HubSpot publishes this guide / toolkit for An Introduction to Marketing Psychology. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- The Final Sprint: 5 Strategic Moves to Finish 2025 Strong
HubSpot publishes this guide / toolkit for The Final Sprint: 5 Strategic Moves to Finish 2025 Strong. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Bid Proposal Template
HubSpot publishes this template for Bid Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Budget Proposal Template
HubSpot publishes this template for Budget Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Complete SEO Starter Pack
HubSpot publishes this guide / toolkit for Complete SEO Starter Pack. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Decision Tree
HubSpot publishes this template for Decision Tree. Use it to document ownership, decisions and follow-up in a small team.
- Free Affiliate Marketing Kit
HubSpot publishes this guide / toolkit for Free Affiliate Marketing Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Free Content Planning Marketing Kit
HubSpot publishes this guide / toolkit for Free Content Planning Marketing Kit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Full Stack AI Marketing Toolkit
HubSpot publishes this guide / toolkit for Full Stack AI Marketing Toolkit. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Getting Started With Co-Marketing
HubSpot publishes this guide / toolkit for Getting Started With Co-Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- How to Expand Your Brand Across Multiple Channels: Lessons from The Hustle
HubSpot publishes this guide / toolkit for How to Expand Your Brand Across Multiple Channels: Lessons from The Hustle. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- How to Hire and Manage a Team of Freelancers
HubSpot publishes this guide / toolkit for How to Hire and Manage a Team of Freelancers. Use it to document ownership, decisions and follow-up in a small team.
- How to Launch a WordPress Website
HubSpot publishes this guide / toolkit for How to Launch a WordPress Website. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Introduction to Marketing Analytics
HubSpot publishes this guide / toolkit for Introduction to Marketing Analytics. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Meeting Agenda Template
HubSpot publishes this template for Meeting Agenda Template. Use it to document ownership, decisions and follow-up in a small team.
- Meeting Minutes
HubSpot publishes this template for Meeting Minutes. Use it to document ownership, decisions and follow-up in a small team.
- PR Proposal
HubSpot publishes this template for PR Proposal. Use it to organize prospect or partner work and record the next agreed action.
- Process Documentation Template
HubSpot publishes this template for Process Documentation Template. Use it to document ownership, decisions and follow-up in a small team.
- Product Roadmap
HubSpot publishes this template for Product Roadmap. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Project Budget Template
HubSpot publishes this template for Project Budget Template. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Project Report
HubSpot publishes this template for Project Report. Use it to document ownership, decisions and follow-up in a small team.
- Reddit Brand Survival Guide
HubSpot publishes this guide / toolkit for Reddit Brand Survival Guide. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Risk Register
HubSpot publishes this template for Risk Register. Use it to document ownership, decisions and follow-up in a small team.
- Sales Interview Kit [Free Download]
HubSpot publishes this guide / toolkit for Sales Interview Kit [Free Download]. Use it to organize customer evidence before deciding what to build or how to describe it.
- Sales Receipt Template
HubSpot publishes this template for Sales Receipt Template. Use it to organize prospect or partner work and record the next agreed action.
- Simple Business Plan Template
HubSpot publishes this template for Simple Business Plan Template. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Small Brands Making Big Waves
HubSpot publishes this guide / toolkit for Small Brands Making Big Waves. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Social Media Diversification Checklist
HubSpot publishes this guide / toolkit for Social Media Diversification Checklist. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Social media marketing for beginners
HubSpot publishes this guide / toolkit for Social media marketing for beginners. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Social Media Resource Vault
HubSpot publishes this guide / toolkit for Social Media Resource Vault. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Sponsorship Proposal Template
HubSpot publishes this template for Sponsorship Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- Startup Fundraising Kit
HubSpot publishes this guide / toolkit for Startup Fundraising Kit. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- Strategic Planning
HubSpot publishes this template for Strategic Planning. Use it to make business assumptions explicit and compare them with your own operating evidence.
- The Complete Project Management Kit
HubSpot publishes this guide / toolkit for The Complete Project Management Kit. Use it to document ownership, decisions and follow-up in a small team.
- The Sales Closing Guide
HubSpot publishes this guide / toolkit for The Sales Closing Guide. Use it to organize prospect or partner work and record the next agreed action.
- The Ultimate Video Marketing Starter Pack
HubSpot publishes this guide / toolkit for The Ultimate Video Marketing Starter Pack. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Web Design Proposal Template
HubSpot publishes this template for Web Design Proposal Template. Use it to organize prospect or partner work and record the next agreed action.
- How to Be More Productive
HubSpot publishes this guide / toolkit for How to Be More Productive. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How To Build a Productivity System Guide
HubSpot publishes this guide / toolkit for How To Build a Productivity System Guide. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Launch Your ABM Strategy: A 90-Day Plan
HubSpot publishes this guide / toolkit for Launch Your ABM Strategy: A 90-Day Plan. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Unlocking the Power of Email Marketing
HubSpot publishes this guide / toolkit for Unlocking the Power of Email Marketing. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- Candidate Pipeline (Recruiting Tracker)
Notion Marketplace publishes this template for Candidate Pipeline (Recruiting Tracker). Use it to organize prospect or partner work and record the next agreed action.
- 1:1 Meeting Tracker for Managers
Notion Marketplace publishes this template for 1:1 Meeting Tracker for Managers. Use it to document ownership, decisions and follow-up in a small team.
- Fundraising database
Notion Marketplace publishes this template for Fundraising database. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- Task Prioritizer
Notion Marketplace publishes this template for Task Prioritizer. Use it to document ownership, decisions and follow-up in a small team.
- Partnerships and Integrations Pipeline
Notion Marketplace publishes this template for Partnerships and Integrations Pipeline. Use it to organize prospect or partner work and record the next agreed action.
- Project Tracker
Notion Marketplace publishes this template for Project Tracker. Use it to document ownership, decisions and follow-up in a small team.
- Value Proposition Canvas
Notion Marketplace publishes this template for Value Proposition Canvas. Use it to organize customer evidence before deciding what to build or how to describe it.
- Decision Library
Notion Marketplace publishes this template for Decision Library. Use it to document ownership, decisions and follow-up in a small team.
- Influencer Collab Tracker
Notion Marketplace publishes this template for Influencer Collab Tracker. Use it to plan a focused marketing task and keep its audience, message and next action explicit.
- BUSINESS FINANCIAL MANAGEMENT SYSTEM
Notion Marketplace publishes this template for BUSINESS FINANCIAL MANAGEMENT SYSTEM. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Data Room for Investors
Notion Marketplace publishes this template for Data Room for Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- Rapid Prototyping Flow
Miro publishes this template for Rapid Prototyping Flow. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Destructuring a Prototype
Miro publishes this template for Destructuring a Prototype. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- AI Chatbot
Miro publishes this template for AI Chatbot. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- AI Chatbot UI
Miro publishes this template for AI Chatbot UI. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Grand Prix Sprint Retro
Miro publishes this template for Grand Prix Sprint Retro. Use it to document ownership, decisions and follow-up in a small team.
- 🎃 The Haunted Retro | Spooky Sprint
Miro publishes this template for 🎃 The Haunted Retro | Spooky Sprint. Use it to document ownership, decisions and follow-up in a small team.
- Jack'o'lantern Icebreaker
Miro publishes this template for Jack'o'lantern Icebreaker. Use it to document ownership, decisions and follow-up in a small team.
- Website Development Project Gantt Chart
Miro publishes this template for Website Development Project Gantt Chart. Use it to document ownership, decisions and follow-up in a small team.
- Startup Task Prioritization
Miro publishes this template for Startup Task Prioritization. Use it to document ownership, decisions and follow-up in a small team.
- Sticky Art Lab | Spooky Edition
Miro publishes this template for Sticky Art Lab | Spooky Edition. Use it to document ownership, decisions and follow-up in a small team.
- Measurement Onboarding
Miro publishes this template for Measurement Onboarding. Use it to document ownership, decisions and follow-up in a small team.
- Industrial Skid Project Planner
Miro publishes this template for Industrial Skid Project Planner. Use it to document ownership, decisions and follow-up in a small team.
- Refine Your AHA Moment
Miro publishes this template for Refine Your AHA Moment. Use it to document ownership, decisions and follow-up in a small team.
- Purposeful Momentum Board
Miro publishes this template for Purposeful Momentum Board. Use it to document ownership, decisions and follow-up in a small team.
- Colorful Mind Map
Miro publishes this template for Colorful Mind Map. Use it to document ownership, decisions and follow-up in a small team.
- Roadmap Planning AI Template
Miro publishes this template for Roadmap Planning AI Template. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Stakeholder Power Map
Miro publishes this template for Stakeholder Power Map. Use it to make business assumptions explicit and compare them with your own operating evidence.
- AI Website Brief & Planning Board
Miro publishes this template for AI Website Brief & Planning Board. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Team Poster
Atlassian publishes this template for Team Poster. Use it to document ownership, decisions and follow-up in a small team.
- Team Homepage
Atlassian publishes this template for Team Homepage. Use it to document ownership, decisions and follow-up in a small team.
- Design Sprint
Atlassian publishes this template for Design Sprint. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Project Status
Atlassian publishes this template for Project Status. Use it to document ownership, decisions and follow-up in a small team.
- Brainstorming
Atlassian publishes this template for Brainstorming. Use it to document ownership, decisions and follow-up in a small team.
- Business Plan One Pager
Atlassian publishes this template for Business Plan One Pager. Use it to make business assumptions explicit and compare them with your own operating evidence.
- Risk Assessment
Atlassian publishes this template for Risk Assessment. Use it to document ownership, decisions and follow-up in a small team.
- How to Start a Startup: Sales and Marketing; How to Talk to Investors
Y Combinator publishes this playbook / lesson for How to Start a Startup: Sales and Marketing; How to Talk to Investors. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- How to Start a Startup: Legal and Accounting Basics for Startups
Y Combinator publishes this playbook / lesson for How to Start a Startup: Legal and Accounting Basics for Startups. Use it to make business assumptions explicit and compare them with your own operating evidence.
- How to Start a Startup: How to Design Hardware Products
Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Design Hardware Products. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How to Start a Startup: How to Manage
Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Manage. Use it to document ownership, decisions and follow-up in a small team.
- How to Start a Startup: How to be a Great Founder
Y Combinator publishes this playbook / lesson for How to Start a Startup: How to be a Great Founder. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How to Start a Startup: Building for the Enterprise (Aaron Levie)
Y Combinator publishes this playbook / lesson for How to Start a Startup: Building for the Enterprise (Aaron Levie). Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How to Start a Startup: How to Raise Money
Y Combinator publishes this playbook / lesson for How to Start a Startup: How to Raise Money. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- How to Start a Startup: Growth
Y Combinator publishes this playbook / lesson for How to Start a Startup: Growth. Use it to make business assumptions explicit and compare them with your own operating evidence.
- How to Start a Startup: Competition is for Losers
Y Combinator publishes this playbook / lesson for How to Start a Startup: Competition is for Losers. Use it to make business assumptions explicit and compare them with your own operating evidence.
- How to Start a Startup: Building Product, Talking to Users, and Growing
Y Combinator publishes this playbook / lesson for How to Start a Startup: Building Product, Talking to Users, and Growing. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How to Start a Startup: Team and Execution
Y Combinator publishes this playbook / lesson for How to Start a Startup: Team and Execution. Use it to document ownership, decisions and follow-up in a small team.
- How to Start a Startup: Introduction
Y Combinator publishes this playbook / lesson for How to Start a Startup: Introduction. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- This AI Startup Is Taking Over Phone Sales
Y Combinator publishes this playbook / lesson for This AI Startup Is Taking Over Phone Sales. Use it to organize prospect or partner work and record the next agreed action.
- How To Design In The Agent Era
Y Combinator publishes this playbook / lesson for How To Design In The Agent Era. Use it to document ownership, decisions and follow-up in a small team.
- 8 Ways To Improve Your Outbound Sales
Y Combinator publishes this playbook / lesson for 8 Ways To Improve Your Outbound Sales. Use it to organize prospect or partner work and record the next agreed action.
- YC's Head of Design Shows You How To Design With AI
Y Combinator publishes this playbook / lesson for YC's Head of Design Shows You How To Design With AI. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers
Y Combinator publishes this playbook / lesson for Tokenmaxxing: How Top Builders Use AI To Do The Work Of 400 Engineers. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How to Make Claude Code Your AI Engineering Team
Y Combinator publishes this playbook / lesson for How to Make Claude Code Your AI Engineering Team. Use it to document ownership, decisions and follow-up in a small team.
- How To Get Your First Users
Y Combinator publishes this playbook / lesson for How To Get Your First Users. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- Inside The Startup Launching AI Data Centers Into Space
Y Combinator publishes this playbook / lesson for Inside The Startup Launching AI Data Centers Into Space. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- The Startup Playbook for Hiring Your First Engineers and AEs
Y Combinator publishes this playbook / lesson for The Startup Playbook for Hiring Your First Engineers and AEs. Use it to organize prospect or partner work and record the next agreed action.
- Startup Advice: AI GTM, Pivoting & How To Hire
Y Combinator publishes this playbook / lesson for Startup Advice: AI GTM, Pivoting & How To Hire. Use it to document ownership, decisions and follow-up in a small team.
- The Sales Playbook For Founders
Y Combinator publishes this playbook / lesson for The Sales Playbook For Founders. Use it to organize prospect or partner work and record the next agreed action.
- How To Design Better AI Apps
Y Combinator publishes this playbook / lesson for How To Design Better AI Apps. Use it to organize a product decision or launch task, then adapt the workflow to your own product.
- How To Get The Most Out Of Vibe Coding
Y Combinator publishes this playbook / lesson for How To Get The Most Out Of Vibe Coding. Use it to document ownership, decisions and follow-up in a small team.
- Startup Playbook
Y Combinator publishes this playbook for Startup Playbook. Use it to prepare a source-backed fundraising process and track the questions you still need to answer.
- Atlassian Customer Interview Playbook
Prepare a customer interview, explore actual needs and capture evidence before deciding what to build. Follow the free source instructions and adapt the exercise to your product.
- Atlassian Project Poster Playbook
Frame the problem, record assumptions and define how to validate a project before committing to delivery. Follow the free source instructions and adapt the exercise to your product.
- Atlassian Pre-Mortem Playbook
Identify possible project failures early and assign actions that reduce the risks before launch. Follow the free source instructions and adapt the exercise to your product.
- Atlassian Empathy Mapping Playbook
Organize what a customer says, thinks, does and feels to expose gaps in your product assumptions. Follow the free source instructions and adapt the exercise to your product.
- Define AI’s Project Role
An Atlassian Team Playbook exercise on Define AI’s Project Role. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Brainstorming to Get Unstuck
An Atlassian Team Playbook exercise on AI Brainstorming to Get Unstuck. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Team Microlearning
An Atlassian Team Playbook exercise on AI Team Microlearning. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- How to Create a Customer Journey Map in 6 Simple Steps
An Atlassian Team Playbook exercise on How to Create a Customer Journey Map in 6 Simple Steps. Use the public steps to prepare customer interviews, map user journeys and identify assumptions before committing product work. Optional software and AI features follow the provider’s plan rules.
- Decision-Making Retro
An Atlassian Team Playbook exercise on Decision-Making Retro. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Dependency Mapping
An Atlassian Team Playbook exercise on Dependency Mapping. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Team goals, signals, and measures
An Atlassian Team Playbook exercise on Team goals, signals, and measures. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Incident Values
An Atlassian Team Playbook exercise on Incident Values. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- IT Project Kick-off
An Atlassian Team Playbook exercise on IT Project Kick-off. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- IT Project Poster
An Atlassian Team Playbook exercise on IT Project Poster. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Kickstart Your New Project
An Atlassian Team Playbook exercise on Kickstart Your New Project. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Managing complex software projects
An Atlassian Team Playbook exercise on Managing complex software projects. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Prioritization matrix for allthethings
An Atlassian Team Playbook exercise on Prioritization matrix for allthethings. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Prioritize, as a team
An Atlassian Team Playbook exercise on Prioritize, as a team. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Project Kickoff
An Atlassian Team Playbook exercise on Project Kickoff. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Sprint Retrospectives
An Atlassian Team Playbook exercise on Sprint Retrospectives. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Roles and Responsibilities
An Atlassian Team Playbook exercise on Roles and Responsibilities. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Stakeholder Project Communication Plan
An Atlassian Team Playbook exercise on Stakeholder Project Communication Plan. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Weekly Project Updates
An Atlassian Team Playbook exercise on Weekly Project Updates. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Accelerate Feedback Loops with Video
An Atlassian Team Playbook exercise on Accelerate Feedback Loops with Video. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- AI Innovation Day
An Atlassian Team Playbook exercise on AI Innovation Day. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Play/Pause Days
An Atlassian Team Playbook exercise on AI Play/Pause Days. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Prompt Engineering
An Atlassian Team Playbook exercise on AI Prompt Engineering. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Your AI Teammate
An Atlassian Team Playbook exercise on Your AI Teammate. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Training Workshop
An Atlassian Team Playbook exercise on AI Training Workshop. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- AI Working Agreements
An Atlassian Team Playbook exercise on AI Working Agreements. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Audit Team Meetings
An Atlassian Team Playbook exercise on Audit Team Meetings. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Capacity planning
An Atlassian Team Playbook exercise on Capacity planning. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Change Management Communication with Video
An Atlassian Team Playbook exercise on Change Management Communication with Video. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Change Management Kick-off
An Atlassian Team Playbook exercise on Change Management Kick-off. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- CheckOps
An Atlassian Team Playbook exercise on CheckOps. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Escalating issues cleanly
An Atlassian Team Playbook exercise on Escalating issues cleanly. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Contextual Inquiry
An Atlassian Team Playbook exercise on Contextual Inquiry. Use the public steps to prepare customer interviews, map user journeys and identify assumptions before committing product work. Optional software and AI features follow the provider’s plan rules.
- DACI Decision-Making Framework
An Atlassian Team Playbook exercise on DACI Decision-Making Framework. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Daily North Star
An Atlassian Team Playbook exercise on Daily North Star. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Demo Trust
An Atlassian Team Playbook exercise on Demo Trust. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Design Labs for User Research
An Atlassian Team Playbook exercise on Design Labs for User Research. Use the public steps to prepare customer interviews, map user journeys and identify assumptions before committing product work. Optional software and AI features follow the provider’s plan rules.
- Developer Experience Survey
An Atlassian Team Playbook exercise on Developer Experience Survey. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- How to create an elevator pitch for your project or idea
An Atlassian Team Playbook exercise on How to create an elevator pitch for your project or idea. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Experience canvas
An Atlassian Team Playbook exercise on Experience canvas. Use the public steps to prepare customer interviews, map user journeys and identify assumptions before committing product work. Optional software and AI features follow the provider’s plan rules.
- Fair Team Meeting Scheduling
An Atlassian Team Playbook exercise on Fair Team Meeting Scheduling. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Feature Kick-off Meeting
An Atlassian Team Playbook exercise on Feature Kick-off Meeting. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- “Fix It Friday” with AI
An Atlassian Team Playbook exercise on “Fix It Friday” with AI. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Modeling Strategic Focus Areas
An Atlassian Team Playbook exercise on Modeling Strategic Focus Areas. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- No meeting day aka Get $#!t Done Day
An Atlassian Team Playbook exercise on No meeting day aka Get $#!t Done Day. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Icebreaker Activities
An Atlassian Team Playbook exercise on Icebreaker Activities. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Incident response communications
An Atlassian Team Playbook exercise on Incident response communications. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Inclusive Meetings
An Atlassian Team Playbook exercise on Inclusive Meetings. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Team Norms: It’s OK to…
An Atlassian Team Playbook exercise on Team Norms: It’s OK to…. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Leader Top-of-Mind Updates
An Atlassian Team Playbook exercise on Leader Top-of-Mind Updates. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Learning circle
An Atlassian Team Playbook exercise on Learning circle. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Maximize meeting impact with AI meeting notes
An Atlassian Team Playbook exercise on Maximize meeting impact with AI meeting notes. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Measure AI ROI
An Atlassian Team Playbook exercise on Measure AI ROI. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Mindmapping
An Atlassian Team Playbook exercise on Mindmapping. Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- My User Manual
An Atlassian Team Playbook exercise on My User Manual. Use the public steps to prepare customer interviews, map user journeys and identify assumptions before committing product work. Optional software and AI features follow the provider’s plan rules.
- Network of Teams
An Atlassian Team Playbook exercise on Network of Teams. Use the public steps to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Optional software and AI features follow the provider’s plan rules.
- Objectives and Key Results (OKRs)
An Atlassian Team Playbook exercise on Objectives and Key Results (OKRs). Use the public steps to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Optional software and AI features follow the provider’s plan rules.
- Business plan template
BDC’s business plan template helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Marketing plan template
BDC’s marketing plan template helps founders review pricing, acquisition or conversion assumptions and choose a small experiment with a measurable outcome. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Automation project return on investment calculator
BDC’s automation project return on investment calculator helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Balance sheet template
BDC’s balance sheet template helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Bill of lading template
BDC’s bill of lading template helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Business continuity plan template
BDC’s business continuity plan template helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Business model canvas tool
BDC’s business model canvas tool helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Cash flow calculator
BDC’s cash flow calculator helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Cash flow statement template
BDC’s cash flow statement template helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- E-commerce financial model
BDC’s e-commerce financial model helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Employee goal-setting template
BDC’s employee goal-setting template helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Financial plan template
BDC’s financial plan template helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Financial statements template
BDC’s financial statements template helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Income statement template
BDC’s income statement template helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Interview template
BDC’s interview template helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Job description template
BDC’s job description template helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- One-on-one meeting template
BDC’s one-on-one meeting template helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Pitch deck template for start-ups
BDC’s pitch deck template for start-ups helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Projection tool for tech companies
BDC’s projection tool for tech companies helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- RFP template
BDC’s rfp template helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Social media calendar template
BDC’s social media calendar template helps founders review pricing, acquisition or conversion assumptions and choose a small experiment with a measurable outcome. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- SWOT analysis template
BDC’s swot analysis template helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Working capital projection tool
BDC’s working capital projection tool helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Business continuity plan checklist
BDC’s business continuity plan checklist helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Business loan checklist
BDC’s business loan checklist helps founders organize cash-flow, financing or ownership questions before discussing the assumptions with your team and advisers. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Checklist for creating a website
BDC’s checklist for creating a website helps founders review pricing, acquisition or conversion assumptions and choose a small experiment with a measurable outcome. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Checklist for your export project
BDC’s checklist for your export project helps founders structure team decisions, clarify ownership and turn operating discussions into documented next steps. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Checklist to create a technology roadmap
BDC’s checklist to create a technology roadmap helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Checklist to prepare your business for sale
BDC’s checklist to prepare your business for sale helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Checklist to start a business in Canada
BDC’s checklist to start a business in canada helps founders turn a business idea into explicit assumptions, priorities and a plan you can review with your team. The free source download uses a contact form with email-marketing consent; review the source assumptions, especially for Canadian business or financial context.
- Wireframing & prototyping
Wireframing & prototyping provides a visual starting point to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Business Model Canvas
Business Model Canvas provides a visual starting point to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- User Flow
User Flow provides a visual starting point to prepare customer interviews, map user journeys and identify assumptions before committing product work. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- RACI Matrix
RACI Matrix provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Risk Matrix
Risk Matrix provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Entity Relationship Diagram
Entity Relationship Diagram provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Swimlane Diagram
Swimlane Diagram provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Catalyst for AI Use Case Ideation
Catalyst for AI Use Case Ideation provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- The Solo Founder's AI Product Copilot
The Solo Founder's AI Product Copilot provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Introduction: Mermaid Diagramming in Miro
Introduction: Mermaid Diagramming in Miro provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- The Design Sprint by Jake Knapp
The Design Sprint by Jake Knapp provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- AI-Powered User Journey Flow
AI-Powered User Journey Flow provides a visual starting point to prepare customer interviews, map user journeys and identify assumptions before committing product work. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Pricing Page Analysis
Pricing Page Analysis provides a visual starting point to review pricing, acquisition or conversion assumptions and choose a small experiment with a measurable outcome. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Hackathon Project Coach
Hackathon Project Coach provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Card Sorting
Card Sorting provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Experience Mapping
Experience Mapping provides a visual starting point to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Stakeholder Map
Stakeholder Map provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Simple SCRUM Framework
Simple SCRUM Framework provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Keep Drop Start Retrospective
Keep Drop Start Retrospective provides a visual starting point to turn a business idea into explicit assumptions, priorities and a plan you can review with your team. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Stakeholder Expectations Map
Stakeholder Expectations Map provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- AI Bias Discovery & Intervention Workshop
AI Bias Discovery & Intervention Workshop provides a visual starting point to structure team decisions, clarify ownership and turn operating discussions into documented next steps. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Affinity Grouping
Affinity Grouping provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- How Might We
How Might We provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Crazy Eights
Crazy Eights provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- SCAMPER Practice
SCAMPER Practice provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Annual Sales Growth Chart & Graph
Annual Sales Growth Chart & Graph provides a visual starting point to review pricing, acquisition or conversion assumptions and choose a small experiment with a measurable outcome. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Impact Effort Matrix
Impact Effort Matrix provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Assumption Mapping
Assumption Mapping provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
- Weighted Decision Matrix
Weighted Decision Matrix provides a visual starting point to frame a product or interface decision, compare alternatives and adapt the method to your users. Read the public instructions, then adapt a board in Miro; account, plan and optional AI requirements apply.
Adapt the resource to your own company.caret-down
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