<aside> 💡 Use this page to store all of your templates, like pitches, proposals, invoices, testimonial requests, and more. Pro tip: Turn templates into synced blocks, then copy those into your templates for new CRM database entries. That way, you can edit them here, and they’ll change wherever you have them copied.

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Basic Pitch

Proposal templates

Rate sheets

Project templates (creative briefs, workflow checklists, style guides, etc.)

Offboarding templates

Testimonial/referral requests