Free tools and templates for client-facing teams
Templates and generators for account managers, customer success teams and anyone who answers clients. Everything runs in your browser, and nothing asks for an email address.
QBR template and agenda
The 45-minute agenda, eight sections and a pre-read checklist, as Markdown or CSV.
Open the templateFree templateClient onboarding checklist
Every step from signed contract to first result, by phase, with owner and artifact columns.
Open the templateFree templateCustomer success plan template
Goals, metrics, stakeholders, milestones, risks and cadence, filled from a short form.
Open the templateFree templateAction items template and tracker
The five fields every action item needs, and a tracker that saves in your browser.
Open the templateFree templateAccount plan template
Sections, stakeholder map and whitespace table for key, strategic and client accounts.
Open the templateFree toolWhatsApp QR code generator
A scannable code that opens a chat with your number, with an optional first message, as PNG or SVG.
Open the toolFree toolWhatsApp link generator (wa.me)
The wa.me link, the api.whatsapp.com form and the format rules, with URL-encoded text.
Open the toolFree toolSLA calculator for business hours
Due times for first reply and resolution, counted in business hours around weekends and holidays.
Open the toolFree toolOut of office message generator
Email auto reply, WhatsApp away message and chat offline text from your dates, backup and tone.
Open the toolFree toolEmail reply generator
17 short replies by situation, filled from your details, in a plain, warm or formal tone.
Open the toolThe templates are free. The follow-through is the product.
Sektra tracks every commitment, open question and quiet client from the email and WhatsApp threads your team already has.