Templates
Ready-to-use AI resources
Prompt libraries, policies, workflows, and guides. Fill in your details and deploy.
Free Templates
Start using AI today — zero investment.
AI Prompt Library (SMB Pack)
Voice-lock block plus five filled prompts you can paste this week — marketing, support, SOP, follow-up.
- Eight-line voice card
- Voice-lock block
- Five copy-paste prompts
- Printable markdown
AI Usage Policy Template
One-page employee AI policy: traffic lights, approved tools, review rule. Fits on a printed page.
- Traffic-light data rules
- Approved tools (Aug 2026 names)
- Review and report lines
- Printable one-pager
Content QA Checklist
The delete-before-you-ship list: invented stats, leftover years, fake proof, and voice fails.
- Pre-ship delete list
- Voice and claim checks
- Year and model-name sweep
- Printable markdown
Honest FAQ Bot Seed
Starter Q&A pairs plus the refusal lines a bot is allowed to say when it does not know.
- Ticket-sourced question list
- Approved-answer format
- Refusal / handoff script
- Do-not-invent rules
30-Day One-Workflow SOP
Four-week plan and Friday cadence for one AI workflow. No second project until week five.
- Week-by-week plan
- Go / no-go gates
- Friday review agenda
- One-workflow rule
Readiness Trap Worksheet
Translate a quiz 'yes' into evidence. If you cannot point at the file, the yes is a trap.
- Six trap checks
- Evidence column
- Go / no-go line
- Printable markdown
Pro Templates
PROAdvanced resources for serious AI deployment.
Customer Service Bot Setup Guide
Step-by-step guide to deploy and train a service bot. From knowledge base to launch.
- Discovery & knowledge base creation
- Platform selection matrix
- Conversation flow templates
- Integration guide
- Testing script & launch checklist
AI Content Calendar Template
Weekly content plan with AI prompt assignments. Blog, social, email, and repurpose tracking.
- Monthly content buckets
- AI prompt assignments per piece
- Topic cluster mapping
- Performance tracking
- Repurpose tracker
Automated Email Sequences
5 drip sequences with AI prompt templates — welcome, nurture, re-engage, upsell, win-back.
- Welcome (5 emails)
- Nurture (5 emails)
- Re-engagement (5 emails)
- Upsell (3 emails)
- Win-back (3 emails)
AI SOP Integration Pack
Transform existing SOPs into AI-powered decision trees. Audit, build, test, maintain.
- SOP audit template
- Decision tree builder
- SOP → prompt converter
- Testing matrix
- Maintenance schedule
Chatbot Knowledge Base Builder
Structure your FAQ data for chatbot consumption. Categorize, write, update.
- FAQ audit template
- Answer writing guide
- Categorization framework
- Conversation flow mapping
- Update process
AI Lead Gen Playbook
Automated outreach, qualification scoring, follow-ups. Complete system.
- Outreach sequences
- Lead scoring model
- Follow-up automation flow
- Conversation intelligence setup
- A/B testing framework
n8n Workflow Templates (5-pack)
Ready-to-import JSON workflows. Lead capture, email triage, invoice processing, social monitoring, ticket triage.
- Lead capture → CRM → Slack
- Email → AI reply → human review
- Invoice → QuickBooks → thank-you
- Social monitoring → sentiment analysis
- Support ticket → AI triage → assign
AI Compliance Checklist
Privacy, security, disclosure, and audit readiness for small businesses using AI.
- Data handling audit
- Vendor DPA tracker
- Disclosure requirements
- Employee training checklist
- Quarterly review schedule
Need more? Pair these with FreelancePro for automated proposals and Money Mastery for AI bookkeeping.