Templates for real work
Not blank canvases with a title. Each of these is a complete plan — a marketing campaign, an SEO project, a website build — mapped the way a pro would actually run it. Start from one and make it yours.
Marketing Campaign
A complete, run-it-tomorrow campaign plan — objective and KPIs, audience, message, every channel with real tactics, a content calendar, budget split, and a measurement loop. The kind of map you’d actually present to a client.
- 🎯 Objective & KPIs— One sentence the whole team can repeat. Tie every tactic back to this.
- Primary goal
- North-star KPI
- Secondary KPIs
- Guardrails
- 👥 Audience
- Primary persona
- Secondary persona
- Exclusions
- 💬 Message & hook
- Single-minded message
- Proof points
- Hook variations
- 📡 Channels & tactics
- Organic social
- Content / SEO
- Paid
- Partnerships
- 🗓 Content calendar
- Weeks 1–2: Awareness
- Weeks 3–5: Consideration
- Weeks 6–8: Conversion
- 💰 Budget
- Paid media
- Creator partnerships
- Tools & production
- Contingency
- 📈 Measure & iterate
- Weekly dashboard
- Kill / scale rule
- Retro
SEO Project
A full SEO engagement mapped end to end — technical audit, keyword research and clustering, on-page, content production, authority building, and reporting. Mirrors how an agency actually runs a project.
- 🔎 Audit & baseline
- Technical crawl
- Core Web Vitals
- Baseline metrics
- Analytics health
- 🧩 Keyword research
- Seed list
- Clusters
- Prioritise
- 📄 On-page
- Title & meta
- Headings & structure
- Internal linking
- Schema
- ⚙️ Technical fixes
- Sitemap & robots
- Render & speed
- Mobile & a11y
- ✍️ Content production
- Briefs
- Calendar
- Refresh old content
- 🔗 Authority
- Digital PR
- Guest & partnerships
- Unlinked mentions
- 📊 Reporting
- Monthly report
- Dashboards
- Next-sprint plan
Website Build
A web project from kickoff to post-launch — discovery, information architecture, design, content, development, QA, launch, and the things everyone forgets afterward. A real delivery plan you can hand a team.
- 🧭 Discovery
- Goals
- Audience & jobs
- Success metrics
- Constraints
- 🗂 IA & sitemap
- Page inventory
- Navigation
- User flows
- URL structure
- 🎨 Design
- Wireframes
- Design system
- Hi-fi mockups
- Responsive
- Accessibility
- 📝 Content
- Copy
- Media
- SEO metadata
- 💻 Development
- Setup
- Build
- Performance
- ✅ QA
- Cross-browser & device
- Functional
- Lighthouse
- Content proof
- 🚀 Launch
- Pre-flight
- Go-live
- Announce
- 🔧 Post-launch
- Monitor
- Submit sitemap
- Iterate
- Handoff
Product Launch
A go-to-market launch mapped across pre-launch, launch day, and the follow-through — positioning, an asset checklist, the channel plan, and the metrics that tell you if it worked.
- 🧠 Positioning
- Who it’s for
- Category
- Differentiator
- One-liner
- ⏳ Pre-launch
- Waitlist / teaser
- Beta & testimonials
- Press & creators
- Asset production
- 🎬 Launch day
- Sequencing
- Owned channels
- Earned & social
- War room
- 📦 Asset checklist
- Landing page
- Demo video
- Screenshots / GIFs
- Email copy
- Social copy + visuals
- FAQ
- Press kit
- 🔁 Post-launch
- Nurture
- Collect feedback
- Sustain
- 📈 Metrics
- Launch-day
- 30-day
- Learnings
Content Strategy
A content engine on one canvas — goals, pillars, personas, formats, a production calendar, distribution, repurposing, and measurement. Built to show how content compounds, not just a list of post ideas.
- 🎯 Goals
- Business goal
- Content KPIs
- Brand role
- 🏛 Pillars— 3–5 themes you can own. Everything ladders up to one.
- Mind mapping
- ADHD & focus
- Productivity
- 👤 Personas
- The overwhelmed pro
- The team lead
- 🧱 Formats
- Long-form guides
- Comparisons
- Short social
- Video / demo
- 🗓 Calendar
- Cadence
- Backlog
- Seasonal
- 📣 Distribution— Spend as long promoting as creating.
- Owned (email, social)
- Earned (PR, communities)
- Paid (boost winners)
- SEO (compounding)
- ♻️ Repurposing
- 1 → many
- Refresh
- 📊 Measure
- Per-piece performance
- Pillar-level trends
- What to double down on
Creative Brief
The classic agency creative brief, mapped — background, the single objective, audience insight, the one message, deliverables, mandatories, tone, timeline, budget, and how success gets judged. Fill it in and it’s ready to brief a team.
- 📖 Background— Why are we doing this now? The context in 2–3 lines.
- Business situation
- What prompted the ask
- 🎯 Objective— The ONE thing this work must achieve. Specific and measurable.
- 👥 Audience
- Who
- Insight
- Behaviour: now → desired
- 💬 Single message— If they remember one thing, this is it. One sentence.
- 📦 Deliverables— Exact assets, sizes, and quantities — no ambiguity.
- Format(s)
- Channels
- Specs & sizes
- Quantity
- ⚖️ Mandatories
- Logo / brand rules
- Legal / disclaimers
- Must-include claims
- Things to avoid
- 🎨 Tone & feel— Adjectives + references. Show, don’t just tell.
- Voice
- Visual references
- Mood
- 🗓 Timeline
- Kickoff
- First drafts
- Reviews
- Final delivery
- 💰 Budget— Production + media, with a contingency line.
- ✅ Success— How we’ll judge it — the metric and the gut-check.
Fishbone (Cause & Effect)
The Ishikawa root-cause framework — a problem at the centre and the six classic cause categories (the 6 Ms) branching off, each pre-seeded with prompts. Map why something’s going wrong before you fix the wrong thing.
- People— Skills, training, staffing, communication.
- Skill gaps
- Unclear ownership
- Hand-off errors
- Process— Steps, workflow, policies.
- Missing steps
- Bottlenecks
- No feedback loop
- Tools / Tech— Equipment, software, systems.
- Wrong tool
- Bugs / downtime
- Too manual
- Materials— Data, assets, supplies.
- Bad data
- Late inputs
- Inconsistent quality
- Environment— Context, market, culture.
- Shifting priorities
- External pressure
- Remote friction
- Management— Decisions, incentives, measurement.
- Wrong metric
- Slow decisions
- Bad incentives
2×2 Priority Matrix
The impact-vs-effort grid that cuts a long list down to what matters. Four quadrants — quick wins, big bets, fill-ins, and time sinks — so you can place every idea and act on the top-left first.
- ⚡ Quick wins— High impact · low effort — DO THESE FIRST.
- Item A
- Item B
- 🏔 Big bets— High impact · high effort — plan & resource.
- Item C
- Item D
- 🧹 Fill-ins— Low impact · low effort — do when idle.
- Item E
- 🕳 Time sinks— Low impact · high effort — avoid / drop.
- Item F
Timeline / Roadmap
A Now / Next / Later roadmap — commit to the present, sketch the near term, and park the future without losing it. Each horizon holds its initiatives so stakeholders see direction without false precision.
- ▶️ Now— In flight this cycle. Committed.
- Initiative 1
- Initiative 2
- ⏭ Next— Up soon — shaped but not started.
- Initiative 3
- Initiative 4
- 🔮 Later— Direction, not commitment. Revisit each cycle.
- Idea 5
- Idea 6
- 🧊 Parked— Good ideas, wrong time. Kept on purpose.
- Someday
Kanban Board
A flow board mapped — Backlog → To do → In progress → Review → Done. Pair it with task nodes (press X to tick a card off) to run a lightweight personal or team workflow right on the canvas.
- 📥 Backlog— Everything not yet committed.
- Card 1
- Card 2
- Card 3
- 📌 To do— Pulled in for this cycle.
- Card 4
- Card 5
- 🔨 In progress— WIP limit: keep this short.
- Card 6
- 🔍 Review— Done-ish, awaiting check.
- Card 7
- ✅ Done— Shipped. Tick cards off with X.
- Card 8
More starting points
Project Planning
A complete five-phase project blueprint — define, design, build, launch, measure — with concrete sub-items at each stage so you can see the shape before you fill in your own.
Brainstorm
A central question with seven angle-prompts around it, each pre-seeded with starter ideas so the page never feels blank when inspiration is slow.
Reading List
A living reading log split by status and category — currently reading, queued, finished, fiction, non-fiction, and recommendations — with sample titles to show how it fills in.
Decision Tree
A decision in the middle with explicit criteria, three real options each fleshed out with pros / cons / cost, plus a "do nothing" branch for the option people forget to consider.
Second Brain
A personal knowledge map across six life domains — work, learning, health, relationships, ideas, finance — with two layers of structure inside each so you can drop notes straight in.
Meeting Notes
A meeting-shaped template with attendees, timed agenda, discussion, decisions, actions (with owner + due date), parking lot, and follow-up — ready to fill in live.
Goals & OKRs
An objective with four key results, each fully decomposed into target / current / owner / actions / status, plus quarterly check-ins and a risks branch.
Trip Planning
A trip-planning workspace with logistics, documents, activities, food, packing, budget, and notes — three layers deep so you can drop reservations and dish names straight in.
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