Try a small, useful workflow
Download a free sample for your next board update, workshop review, customer interview or renewal follow-up. Each resource includes editable files, a clearly labeled fictional example and setup notes. No email signup or checkout.
Choose by the task you need to complete. Each resource solves one specific task. Choose the file that fits your workflow.
Prepare a board update · Plan one customer interview · Plan a renewal follow-up
Working with clients? Compare the studio kits and read actual working pages. The free preview is a read-only PDF; the editable kits are sold separately.
FREE · POWERPOINT
Prepare a SaaS board update
Use a small slide sample to organize metrics and the decisions your board needs to discuss.
- 6 editable PowerPoint slides, including fictional examples and blank working pages.
- ARR and retention examples, with a preparation checklist on the resource page.
- Designed for Microsoft PowerPoint. Update the figures and narrative yourself.
This is a slide sample, not an Excel financial forecast. Fictional figures are teaching examples, not benchmarks.
Learn the process: SaaS board update guide.
A PAGE-BASED INTERVIEW BRIEF
Question → Story →
Evidence → Next step
Blank HTML page + fictional filled example
FREE · HTML FOR NOTION IMPORT
Plan one customer interview
Frame a learning question, ask about a specific past experience and keep observations separate from interpretations.
- Editable blank HTML brief and a clearly fictional filled example.
- README with setup notes and an included license: 4 files in the ZIP.
- Read the pages in a browser or follow the instructions for Notion HTML import.
This is a page-based brief, not a native Notion database or a one-click duplicate. Live Notion import has not been tested.
Learn the process: Customer interview evidence guide.
FREE · EXCEL
Plan a renewal follow-up
Calculate a follow-up date from a renewal date and your chosen lead calendar days.
- One editable XLSX with Blank and fictional Example sheets; 10 prepared rows each.
- Overdue, due-today, upcoming and completed states, based on a manual check date.
- Start guide, README and license: 4 files in the ZIP.
Manual planning only. No CRM sync or reminders. Lead days are not legal notice requirements. Native Office has not been tested.
Learn the process: Renewal-rate worked example.
FREE · POWERPOINT
Review a workshop decision and result
Summarize a dated ticket plan, confirmed bookings and the completed event result in two editable slides.
- Two-slide blank file and separate two-slide fictional example.
- Editable native tables, setup notes and licence.
- All figures update manually. The slides do not calculate or synchronize.
Download the free PowerPoint ZIP
Read the workshop break-even and refund example.
When you need a fuller workflow
Start with the free resource when it fits your task. Consider a paid product when you need the additional working files:
- SaaS Board Update PowerPoint Template adds a larger presentation pack and an Excel metrics workbook. Figures move between files manually.
- Customer Interview Evidence Workbook links multiple interviews, evidence items and manual decisions in Excel. It does not transcribe or analyze interviews with AI.
- Customer Renewal Cohort Workbook adds a selected due-date cohort review, recurring-value calculations and pending-outcome checks in Excel.
Download and use the files
- Choose a ZIP above, then extract it on your device.
- Read the included notes and keep an untouched copy before editing.
- Replace fictional examples with information you are permitted to use.
Check each package’s license for permitted use. Do not redistribute or resell the source files. See the license overview and download help for general guidance.
For more worked examples, browse the business template guides.