The Blueprint Library houses the best-performing playbooks across your organization. Browse by lifecycle stage, industry, or engagement type to launch consistent experiences quickly.
Start with what works
Templates capture lessons from hundreds of engagements so every new customer benefits from institutional knowledge.
Library Organization
- Lifecycle categories: Prospect, Onboarding, Active Success, Expansion.
- Industry tags: SaaS, Fintech, Healthcare, Professional Services.
- Engagement models: High-touch, self-serve, hybrid, partner-led.
Template Cards
| Element | Description | Why It Helps |
|---|---|---|
| Overview | Purpose, expected outcomes, estimated timeline | Choose the right fit at a glance |
| Phase list | Breakdown of milestones and tasks per phase | Understand structure before applying |
| Resource pack | Recommended documents, AI prompts, and automations | Launch with ready-to-go collateral |
| Performance metrics | Historical success rates, average cycle times | Prioritize templates with proven impact |
Using the Library
Browse & Filter
Use filters for stage, industry, or product line to narrow the selection quickly.
Preview Templates
Open the details panel to review phases, tasks, and associated resources.
Mark Favorites
Bookmark go-to templates so your team can find them instantly.
Apply to Projects
Select "Use Template" to generate phases and tasks when creating or updating a portal.
Track Outcomes
Monitor template performance metrics to see how each blueprint impacts adoption, timing, and satisfaction.
Governance
Keep quality high
Establish review cycles to ensure templates stay current with product changes and customer expectations.
- Assign owners to manage updates and collect feedback.
- Require approvals for publishing new templates or major revisions.
- Communicate changes through release notes or workspace announcements.
Explore Adaptive Templates to see how blueprints tailor themselves per customer.