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Symphony Core Template Inventory

Purpose: Comprehensive catalog of all templates across the Symphony Core documentation repository for easy discovery and selection.

Total Templates: 72

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Template Directories:

Templates by Directory​

04-operations/templates/​

Count: 43 templates Purpose: Client management, website projects, operational processes, checklists, platform configuration, service delivery, SC operations README: 04-operations/templates/README.md

Client Management Templates (22)​

Note: The 3 required client templates (client-profile, brand-voice, design-kit) are governed by the Client Document Kit manifest, which defines naming patterns, sync rules, and compliance requirements consumed by SC Doc Sync.

TemplatePurposeDestinationFormat
client-profile-template.mdClient data for automated reporting and dashboards09-clients/[client]/Markdown
client-engagement-brief-template.mdProblem statement, strategic goals, success metrics09-clients/[client]/Markdown
brand-voice-template.md(DEPRECATED) Client brand voice — merged into client-profile-template v3.009-clients/[client]/Markdown
design-kit-template.md(DEPRECATED) Client visual identity — merged into client-profile-template v3.009-clients/[client]/Markdown
client-discovery-audit-template.mdCombined discovery and technical audit (replaces digital-footprint + technical-audit)09-clients/[client]/Markdown
business-ai-context-template.mdComprehensive business summary for AI tools09-clients/[client]/Markdown
client-technical-access-template.mdLogin credentials, technical access, account/property IDs09-clients/[client]/Markdown
client-knowledge-graph-template.jsonSearchAtlas-compatible public presence dataClient_Delivery/[client]/work-in-progress/JSON
client-operational-extension-template.mdInternal operational data (references KG)Client_Delivery/[client]/work-in-progress/Markdown
client-assets-combined-view-template.htmlCombined KG + Extension view for PDF exportClient_Delivery/[client]/work-in-progress/HTML
client-training-agenda-template.mdClient onboarding and training schedule09-clients/[client]/Markdown
quarterly-business-review-template.mdQBR meeting structure and reporting09-clients/[client]/Markdown
competitor-analysis-template.mdCompetitive landscape research09-clients/[client]/Markdown
stakeholder-map-template.mdKey contacts and decision-makers09-clients/[client]/Markdown
email-access-request-template.mdEmail subdomain setup request09-clients/[client]/Markdown
kickoff-call-agenda-template.mdInternal agenda for first post-payment client call09-clients/[client]/Markdown
kickoff-booking-email-template.mdEmail templates to schedule the kickoff callClient emailMarkdown
pre-kickoff-checklist-template.mdClient-facing prep checklist shared before kickoff callClient emailMarkdown
client-implementation-checklist-template.csvCSV-importable implementation tasks09-clients/[client]/CSV
whatsapp-profile-template.mdGHL WhatsApp Business profile configuration09-clients/[client]/Markdown
email-theme-config-template.mdPer-sub-account email branding (colors, logo, fonts, footer) for HTML generator09-clients/[client]/Markdown
client-digital-presence-summary-template.mdClient-facing snapshot of online accounts and digital properties09-clients/[client]/Markdown

Website Project Templates (8)​

TemplatePurposeDestinationFormat
website-project-template/Complete folder structure for website projects09-clients/[client]/website-project/Folder
content-audit-template.mdAnalyze existing website content for redesigns09-clients/[client]/website-project/Markdown
website-status-tracker-template.mdClient-facing project progress tracker09-clients/[client]/website-project/Markdown
equipment-service-page-template.mdProduct/service showcase pages with specs09-clients/[client]/website-project/content/Markdown
website-copy-review-instructions-template.mdClient instructions for reviewing copy in Google DocsClient_Delivery/[client]/Markdown
project-start-here-template.mdProject kickoff and orientation document09-clients/[client]/[project]/Markdown
rebrand-project-plan-template.mdComplete rebrand project roadmap09-clients/[client]/website-project/Markdown
site-migration-checklist-template.mdWebsite migration verification steps09-clients/[client]/website-project/Markdown

Process Documentation Templates (6)​

TemplatePurposeDestinationFormat
sop-template.mdStandard Operating Procedure structure04-operations/sops/Markdown
runbook-template.mdTechnical system operational guide04-operations/runbooks/Markdown
checklist-template.mdGeneral checklist format04-operations/checklists/Markdown
troubleshooting-guide-template.mdProblem diagnosis and resolution guide04-operations/sops/Markdown
raci-template.mdResponsibility assignment matrix04-operations/Markdown
change-request-template.mdClient change request tracking with CR numberingdocs/projects/change-requests/Markdown

Platform Configuration Templates (1)​

TemplatePurposeDestinationFormat
ghl-product-template.mdGHL product creation reference (Payments → Products)05-platform/platforms-config/Markdown

Service Delivery Templates (5)​

TemplatePurposeDestinationFormat
rebrand-service-implementation-sop-template.mdService-specific rebrand delivery process04-operations/sops/service-delivery/Markdown
client-implementation-checklist-guide.mdGuide for using implementation checklist04-operations/Markdown
event-handout-template.htmlNetworking event one-page handoutEvent foldersHTML
client-website-change-request-template.mdPer-page website change specification for CRs09-clients/[client]/ or within CR docMarkdown
change-confirmation-email-template.mdBranded confirmation email with payment link for CRsClient email (via GHL or support inbox)Markdown + HTML

SC Operations Templates (1)​

TemplatePurposeDestinationFormat
sc-operations-task-template.mdStandard task description format for non-client SC operations workTask tracker (any platform)Markdown

03-sales/templates/​

Count: 10 templates (5 core + 5 pricing) Purpose: Sales preparation, discovery, proposals, pricing, executive summaries, product briefs README: 03-sales/templates/README.md

Core Sales Templates (5)​

TemplatePurposeDestinationFormat
discovery-call-prep-template.mdPre-call research and talking points03-sales/pipeline/[prospect]/Markdown
prospect-research-brief-template.mdQuick 15-30 minute prospect summary03-sales/pipeline/[prospect]/Markdown
proposal-template.mdGeneral business proposal structure03-sales/proposals/Markdown
executive-summary-template.mdMonthly business executive summary for investors/partners01-strategy/Markdown
digital-product-service-template.mdProduct brief for digital products and service add-ons01-strategy/products/Markdown

Pricing Templates (5)​

Location: 03-sales/templates/pricing/ README: 03-sales/templates/pricing/README.md

TemplatePurposeRelated Service PackageFormat
ecommerce-website-pricing-template.mdE-commerce website build pricingservice-packages/ecommerce-website/Markdown
imessage-crm-integration-pricing-template.mdiMessage + GHL integration pricingservice-packages/imessage-integration/Markdown
seo-services-pricing-template.mdMonthly SEO service pricingservice-packages/seo-services/Markdown
crm-capabilities-proposal-template.mdFull CRM platform proposalservice-packages/crm-implementation/Markdown
domain-transition-explainer-template.mdDomain migration explanationservice-packages/website-rebrand/Markdown

03-sales/prospecting/​

Count: 1 template Purpose: Prospecting outreach email templates for GHL Prospecting pipeline README: 03-sales/prospecting/README.md

Prospecting Templates (1)​

TemplatePurposeDestinationFormat
prospecting-outreach-email-templates.md6 plain-text email templates for prospecting outreach cadence (cold intros, follow-ups, re-engagement)03-sales/prospecting/Markdown

10-people-operations/templates/​

Count: 8 templates Purpose: Hiring, contacts, person research, partner collaboration, contractor engagement and profiles README: 10-people-operations/templates/README.md

TemplatePurposeDestinationFormat
applicant-information-template.mdApplicant tracking and evaluation10-people-operations/hiring/Markdown
symphony-core-role-profile-template.mdRole definition and requirements10-people-operations/roles/Markdown
contact-information-template.mdTeam member contact profile10-people-operations/team/Markdown
contractor-engagement-record-template.mdContractor engagement terms, classification, and payment tracking10-people-operations/employment/Markdown
contractor-profile-template.mdOperational quick-reference for working with a contractor (skills, access, assignments, communication)10-people-operations/contractors/Markdown
partner-contact-template.mdLightweight partner/collaboration contact profilesymphony-core-documents-storage/10-people-operations/partners-team-folders/Markdown
person-context-template.mdComprehensive context about a person10-people-operations/team/ or 09-clients/[client]/contacts/Markdown
person-digital-footprint-template.mdProfessional online presence snapshot03-sales/research/ or 09-clients/[client]/contacts/Markdown

08-reference/templates/​

Count: 6 templates Purpose: Quick references, industry context, compliance README: 08-reference/templates/README.md

TemplatePurposeDestinationFormat
quick-reference-template.mdOne-page reference document08-reference/Markdown
industry-context-template.mdIndustry-specific knowledge and patterns08-reference/industries/Markdown
a2p/privacy-policy-template.mdPrivacy policy for A2P registration (standard)Client websitesMarkdown
a2p/privacy-policy-dba-template.mdPrivacy policy for A2P registration (DBA variant)Client websitesMarkdown
a2p/terms-of-service-template.mdTerms of service for A2P registration (standard)Client websitesMarkdown
a2p/terms-of-service-dba-template.mdTerms of service for A2P registration (DBA variant)Client websitesMarkdown

11-engineering/templates/​

Count: 4 templates Purpose: Software development, technical configuration, data standards README: 11-engineering/templates/README.md

TemplatePurposeDestinationFormat
software-dev-project-template.mdNew repository structure and documentationGitHub repositoriesMarkdown
data-dictionary-template.mdField definitions, value maps, and validation rules for system integrations09-clients/[client]/Markdown
data-sync-rules/05-template-user-profile-population.yamlUser profile custom value templategohighlevel-data-sync/rules/YAML
data-sync-rules/templates-equipment-rental.yamlEquipment rental business rule templategohighlevel-data-sync/rules/YAML

Templates by Category​

Client Management & Onboarding​

Count: 22 templates Primary Location: 04-operations/templates/

  • client-profile-template.md
  • client-engagement-brief-template.md
  • brand-voice-template.md
  • design-kit-template.md
  • client-discovery-audit-template.md
  • business-ai-context-template.md
  • client-technical-access-template.md
  • client-knowledge-graph-template.json
  • client-operational-extension-template.md
  • client-assets-combined-view-template.html
  • client-training-agenda-template.md
  • quarterly-business-review-template.md
  • competitor-analysis-template.md
  • stakeholder-map-template.md
  • email-access-request-template.md
  • kickoff-call-agenda-template.md
  • kickoff-booking-email-template.md
  • pre-kickoff-checklist-template.md
  • client-implementation-checklist-template.csv
  • whatsapp-profile-template.md
  • email-theme-config-template.md
  • client-digital-presence-summary-template.md

When to Use: New client onboarding, client management, ongoing account maintenance

Website & Digital Projects​

Count: 8 templates Primary Location: 04-operations/templates/

  • website-project-template/ (folder)
  • content-audit-template.md
  • website-status-tracker-template.md
  • equipment-service-page-template.md
  • website-copy-review-instructions-template.md
  • project-start-here-template.md
  • rebrand-project-plan-template.md
  • site-migration-checklist-template.md

When to Use: Website builds, redesigns, rebrands, content projects

Sales & Business Development​

Count: 11 templates Primary Location: 03-sales/templates/ and 03-sales/prospecting/

Discovery & Research:

  • discovery-call-prep-template.md
  • prospect-research-brief-template.md
  • proposal-template.md
  • executive-summary-template.md
  • digital-product-service-template.md

Prospecting:

  • prospecting-outreach-email-templates.md

Pricing & Proposals:

  • ecommerce-website-pricing-template.md
  • imessage-crm-integration-pricing-template.md
  • seo-services-pricing-template.md
  • crm-capabilities-proposal-template.md
  • domain-transition-explainer-template.md

When to Use: Prospect research, discovery calls, prospecting outreach, proposals, pricing presentations

People Operations & HR​

Count: 8 templates Primary Location: 10-people-operations/templates/

  • applicant-information-template.md
  • symphony-core-role-profile-template.md
  • contact-information-template.md
  • contractor-engagement-record-template.md
  • contractor-profile-template.md
  • partner-contact-template.md
  • person-context-template.md
  • person-digital-footprint-template.md

When to Use: Hiring, team management, contractor engagement and profiles, stakeholder research, partner collaboration

Process Documentation​

Count: 9 templates Primary Location: 04-operations/templates/

  • sop-template.md
  • runbook-template.md
  • checklist-template.md
  • troubleshooting-guide-template.md
  • raci-template.md
  • change-request-template.md
  • client-website-change-request-template.md
  • change-confirmation-email-template.md
  • sc-operations-task-template.md

When to Use: Documenting processes, creating operational guides, responsibility mapping, tracking client change requests, specifying website changes, client confirmation emails, SC operations tasks

Reference & Compliance​

Count: 6 templates Primary Location: 08-reference/templates/

  • quick-reference-template.md
  • industry-context-template.md
  • a2p/privacy-policy-template.md
  • a2p/privacy-policy-dba-template.md
  • a2p/terms-of-service-template.md
  • a2p/terms-of-service-dba-template.md

When to Use: Creating reference docs, compliance documentation, industry research

Engineering & Technical​

Count: 4 templates Primary Location: 11-engineering/templates/

  • software-dev-project-template.md
  • data-dictionary-template.md
  • data-sync-rules/05-template-user-profile-population.yaml
  • data-sync-rules/templates-equipment-rental.yaml

When to Use: New software projects, data sync rule creation, technical configuration, data standardization

Platform Configuration​

Count: 1 template Primary Location: 04-operations/templates/

  • ghl-product-template.md

When to Use: Creating products in GHL (Payments → Products), documenting product configurations

Event Marketing​

Count: 1 template Primary Location: 04-operations/templates/

  • event-handout-template.html

When to Use: Networking events, trade shows, conferences

Templates by Audience​

Internal Team (All Functions)​

Count: 36 templates

Client Management:

  • All client profile and context templates (13)

Operations:

  • Process documentation templates (5)
  • Website project templates (8)
  • Service delivery templates (3)

Sales:

  • Discovery and research templates (3)
  • Pricing templates (5)

People Ops:

  • Person context and research templates (2)

Client-Facing​

Count: 11 templates

Direct Client Delivery:

  • client-digital-presence-summary-template.md
  • website-copy-review-instructions-template.md
  • quarterly-business-review-template.md
  • website-status-tracker-template.md
  • domain-transition-explainer-template.md
  • kickoff-booking-email-template.md
  • pre-kickoff-checklist-template.md

Proposals & Pricing:

  • All pricing templates (5)
  • proposal-template.md

Engineering Team​

Count: 3 templates

  • software-dev-project-template.md
  • YAML data sync rule templates (2)

HR & People Operations​

Count: 6 templates

  • All people operations templates

Sales Team​

Count: 9 templates

  • All sales, pricing, and prospecting templates

Template Selection Guide​

Decision Tree​

1. What are you creating?

Client documentation → Check Client Management

  • New client? → client-profile-template.md, client-engagement-brief-template.md, brand-voice-template.md, design-kit-template.md
  • Client research? → client-discovery-audit-template.md, competitor-analysis-template.md
  • AI context? → business-ai-context-template.md
  • Access tracking? → client-technical-access-template.md
  • Asset inventory? → client-knowledge-graph-template.json + client-operational-extension-template.md

Website project → Check Website & Digital Projects

  • New website? → website-project-template/ (folder)
  • Redesign? → content-audit-template.md
  • Client meetings? → website-status-tracker-template.md
  • Product pages? → equipment-service-page-template.md

Sales materials → Check Sales & Business Development

  • Prospect research? → prospect-research-brief-template.md
  • Discovery call? → discovery-call-prep-template.md
  • Proposal? → proposal-template.md
  • Pricing? → Check pricing/ subdirectory

Process documentation → Check Process Documentation

  • Procedure? → sop-template.md
  • Technical guide? → runbook-template.md
  • Task list? → checklist-template.md
  • Problem solving? → troubleshooting-guide-template.md
  • SC operations task? → sc-operations-task-template.md

Person research → Check People Operations

  • Team member? → contact-information-template.md, person-context-template.md
  • New contractor? → contractor-engagement-record-template.md
  • Hiring? → applicant-information-template.md, symphony-core-role-profile-template.md
  • Stakeholder research? → person-digital-footprint-template.md

Technical project → Check Engineering & Technical

  • New repository? → software-dev-project-template.md
  • Data sync rules? → Check data-sync-rules/ subdirectory

Common Use Cases​

Use CaseRecommended TemplateNotes
Onboarding new clientclient-profile-template.mdStart here first
Onboarding new clientclient-engagement-brief-template.mdCapture problem statement, goals, success metrics
Onboarding new clientbrand-voice-template.mdCreate during discovery
Onboarding new clientdesign-kit-template.mdVisual identity (API-aligned with GHL Brand Boards)
Onboarding new clientclient-implementation-checklist-template.csvImport to task tracker
Scheduling kickoff callkickoff-booking-email-template.mdSend within 24h of payment
Conducting kickoff callkickoff-call-agenda-template.mdInternal agenda with checklist
Preparing client for kickoffpre-kickoff-checklist-template.mdAttach to booking email
Client digital presence snapshotclient-digital-presence-summary-template.mdClient-facing deliverable, portal-ready
Marketing asset trackingclient-knowledge-graph-template.json + client-operational-extension-template.mdKG + Extension system
Prospect research (quick)prospect-research-brief-template.md15-30 minutes
Prospect research (deep)client-discovery-audit-template.mdComprehensive discovery and technical audit
Prospecting cold outreachprospecting-outreach-email-templates.md6 templates for GHL Prospecting cadence
Discovery call preparationdiscovery-call-prep-template.mdIncludes post-call notes
Website build kickoffwebsite-project-template/Copy entire folder
Website redesigncontent-audit-template.mdAssess existing content
Client website meetingwebsite-status-tracker-template.mdTrack progress and needs
Pricing presentationpricing/[service]-pricing-template.mdChoose service type
WhatsApp profile setupwhatsapp-profile-template.mdGHL WhatsApp configuration
New hireapplicant-information-template.mdTrack candidate info
Contractor operational profilecontractor-profile-template.mdDay-to-day contractor quick-reference (skills, access, assignments)
Partner/collaboration contactpartner-contact-template.mdTrack partner objectives and next steps
Role definitionsymphony-core-role-profile-template.mdDefine responsibilities
Process documentationsop-template.mdStandard procedures
Change request trackingchange-request-template.mdClient change management (see sc-change-management-standard.md)
Website change specificationclient-website-change-request-template.mdPer-page change details for website CRs
CR confirmation to clientchange-confirmation-email-template.mdBranded email with scope summary and payment link
Data field documentationdata-dictionary-template.mdSystem integration field definitions
Technical troubleshootingrunbook-template.mdOperational guides
Networking eventevent-handout-template.htmlOne-page handout
Email theme configurationemail-theme-config-template.mdPer-sub-account branding for email generator
GHL product creationghl-product-template.mdPayments → Products
SC operations tasksc-operations-task-template.mdNon-client internal task description
New software projectsoftware-dev-project-template.mdRepository structure

Special Format Templates​

HTML Templates (3)​

Purpose: Print materials and visual presentations requiring custom styling

TemplateUse CaseTools Required
event-handout-template.htmlNetworking event handoutsWeb browser, HTML editor
symphony_financial_templates.htmlFinancial modeling and reportingWeb browser, spreadsheet skills
client-assets-combined-view-template.htmlCombined KG + Extension client assets viewWeb browser, print to PDF

Location:

  • event-handout-template.html: 04-operations/templates/
  • symphony_financial_templates.html: 01-strategy/business-plans/ (special case)
  • client-assets-combined-view-template.html: 04-operations/templates/

Usage Notes:

  • Replace {{PLACEHOLDER}} variables
  • Test in browser before printing
  • Use Chrome for best print rendering

JSON Templates (1)​

Purpose: Structured data files for external tool integration

TemplateUse CaseTarget System
client-knowledge-graph-template.jsonSearchAtlas-compatible client public presence dataSearchAtlas, SEO tools

Location: 04-operations/templates/

Usage Notes:

  • JSON syntax must be valid
  • Can be auto-populated from SearchAtlas exports
  • Pair with client-operational-extension-template.md for complete system

CSV Templates (2)​

Purpose: Import into project management and tracking tools

TemplateUse CaseImport To
client-implementation-checklist-template.csvClient onboarding tasksTask tracker (CSV import)
website-tasks-template.csvWebsite project tasksTask tracker (CSV import)

Location:

  • client-implementation-checklist-template.csv: 04-operations/templates/
  • website-tasks-template.csv: 04-operations/templates/website-project-template/tasks/

Usage Notes:

  • Edit in spreadsheet software (Excel, Google Sheets)
  • Maintain column structure for import compatibility
  • Customize task names and due dates

YAML Templates (2)​

Purpose: Configuration files for Symphony Flow data sync system

TemplateUse CaseTarget System
05-template-user-profile-population.yamlUser profile custom valuesgohighlevel-data-sync
templates-equipment-rental.yamlEquipment rental business rulesgohighlevel-data-sync

Location: 11-engineering/templates/data-sync-rules/

Usage Notes:

  • YAML syntax sensitive to indentation
  • Validate with yamllint before deployment
  • See gohighlevel-data-sync repository documentation

Folder Templates (1)​

Purpose: Complete directory structure with multiple files

TemplateUse CaseContents
website-project-template/Website project organizationREADME, inputs/, content/, tasks/

Location: 04-operations/templates/

Usage Notes:

  • Copy entire folder to destination
  • Rename parent folder (remove -template)
  • Update README with project details
  • Includes CSV task list for task tracker import

Template Naming Conventions​

Standard Pattern​

Format: [purpose]-template.[extension]

Examples:

  • ✅ client-profile-template.md
  • ✅ pricing-template.md
  • ✅ sop-template.md
  • ❌ template-client-profile.md (wrong order)
  • ❌ ClientProfileTemplate.md (camelCase)
  • ❌ client_profile_template.md (underscores - legacy only)

File Extensions​

  • .md - Markdown (90% of templates)
  • .csv - Comma-separated values (project management import)
  • .html - HTML (print materials)
  • .yaml - YAML configuration (technical configs)

Using Templates​

Standard Workflow​

  1. Find Template

    • Use this inventory document
    • Check directory README files
    • Search with: **/*-template.* glob pattern

  2. Copy Template

    cp [template-path] [destination-path]

  3. Rename File

    • Remove -template suffix
    • Use descriptive name
    • Follow naming conventions

  4. Customize Content

    • Replace {{PLACEHOLDERS}}
    • Remove instructional comments
    • Add client/project-specific details

  5. Review & Validate

    • Check all placeholders replaced
    • Remove template instructions
    • Validate formatting

  6. Commit

    git add [file]
    git commit -m "Add [description]"

Template Maintenance​

Quarterly Review​

Review Schedule: Every 3 months or when standards change

Review Checklist:

  • ✅ Verify all templates still in use
  • ✅ Update template count in this inventory
  • ✅ Check for new templates not yet documented
  • ✅ Validate template locations haven't changed
  • ✅ Update directory README files
  • ✅ Archive unused templates (see SC Archive & Retention Standard)

Adding New Templates​

Process:

  1. Check this inventory - template may already exist
  2. Follow Template Creation Guide
  3. Place in appropriate functional directory
  4. Update directory README
  5. Add to this inventory document
  6. Update template count

Template Versioning​

Templates use semantic versioning in YAML frontmatter:

  • 1.0 - Initial release
  • 1.x - Minor updates (new sections, clarifications)
  • 2.0 - Major changes (structure overhaul)

Template Standards​

Directory READMEs​

Usage Guides​

Quick Search Commands​

Find All Templates​

find . -name "*-template.*" -type f

Find Templates by Type​

# Markdown templates
find . -name "*-template.md"

# CSV templates
find . -name "*-template.csv"

# HTML templates
find . -name "*-template.html"

# YAML templates
find . -name "*-template.yaml"

Search Template Content​

# Find templates with specific content
grep -r "placeholder-text" --include="*-template.*"

# Find templates for specific use case
grep -r "client onboarding" --include="*-template.*"

Questions?​

Can't find the right template?

Need to create a new template?

  • Check this inventory first (may already exist)
  • Follow Template Creation Guide
  • Request review before adding to repository

Template doesn't fit your needs?

  • Customize the template for your use case
  • Don't modify the template file itself
  • Suggest improvements via pull request

Still unsure?

  • Check directory README for detailed usage
  • Reference CLAUDE.md for repository conventions
  • Ask team in Slack

Document Owner: Symphony Core Operations Team Last Updated: 2026-03-12 Next Review: April 2026 (quarterly) Template Count: 72

Change Log:

  • 2026-03-12: Added contractor-profile-template.md (10-people-operations/templates/) for operational contractor quick-reference (skills, access, assignments, communication). Net: 71 -> 72 total. Added to People Operations section (7 -> 8 templates).
  • 2026-03-04: Added digital-product-service-template.md (03-sales/templates/) for planning and launching digital products and service add-ons. Net: 70 -> 71 total.
  • 2026-03-04: Added executive-summary-template.md (03-sales/templates/) for monthly business executive summaries targeting investors and partners. Net: 69 -> 70 total.
  • 2026-03-02: Added sc-operations-task-template.md (04-operations/templates/) for non-client SC operations task descriptions. Net: 68 -> 69 total.
  • 2026-03-02: Added prospecting-outreach-email-templates.md (03-sales/prospecting/) for GHL Prospecting outreach cadence. Net: 67 -> 68 total. Added 03-sales/prospecting/ as new template directory.
  • 2026-02-27: client-profile-template.md bumped to v2.4 — added "Domain & Email Infrastructure" section (8 new fields: registrar, expiry, DNS, sending domain, forwarding service, alias, MX provider). Supports email-forwarding-sop.md.
  • 2026-02-27: Added privacy-policy-dba-template.md and terms-of-service-dba-template.md (08-reference/templates/a2p/) for DBA A2P compliance. Net: 4 -> 6 reference templates, 65 -> 67 total.
  • 2026-02-25: Added cross-reference note linking 3 required client templates to Client Document Kit manifest
  • 2026-02-24: Added client-website-change-request-template.md and change-confirmation-email-template.md (04-operations) for change request service delivery. Net: 3 -> 5 service delivery templates, 63 -> 65 total.
  • 2026-02-21: Template simplification (PRD Initiative A): Archived 4 templates (business-digital-footprint, client-technical-audit, client-marketing-assets-inventory, client-quick-reference) to sc-documents-archive. Created client-discovery-audit-template.md (merged). Expanded client-technical-access-template.md with account/property IDs. Net: 25 -> 22 client management templates, 66 -> 63 total.
  • 2026-02-20: Added client-digital-presence-summary-template.md (04-operations) for client-facing online accounts inventory
  • 2026-02-20: Added design-kit-template.md (04-operations) for API-aligned client visual identity (GHL Brand Boards)
  • 2026-02-17: Added email-theme-config-template.md (04-operations) for per-sub-account email branding configuration
  • 2026-02-17: Added kickoff-call-agenda-template.md, kickoff-booking-email-template.md, pre-kickoff-checklist-template.md (04-operations) for client onboarding kickoff process
  • 2026-02-12: Added ghl-product-template.md (04-operations) for GHL product creation reference
  • 2026-02-09: Added change-request-template.md (04-operations) and data-dictionary-template.md (11-engineering) for change management pipeline
  • 2026-02-03: Added client-engagement-brief-template.md for problem statements, goals, and success metrics
  • 2026-01-19: Added Knowledge Graph + Operational Extension system (3 new templates)
  • 2026-01-04 v1.0: Initial template inventory created as part of template reorganization project