◆ RESOURCES · TEMPLATES

The templates. Not the inspiration.

Free Notion, Google Doc, and PDF versions of the reports, briefings, and briefs the top-quartile teams ship weekly. Use them as-is.

TEMPLATE

Board-Ready Monthly Growth Report

The exact PDF layout Optimize Pilot ships on the 15th of every month — annotated so you can produce it manually until you switch.

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TEMPLATE

Weekly Competitive Intelligence Briefing

The Friday-afternoon email template: pricing moves, positioning shifts, landing page diffs, recommended responses. The format we use for competitive briefings.

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TEMPLATE

Experiment Brief Template

The one-page brief every test should start from: hypothesis, variants, sample size, success metric, guardrails. Notion + Google Doc versions inside.

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◉ FROM TEMPLATE TO AUTOMATION

Run it manually. Or automate it.

Every template here becomes a live, auto-generated artifact inside Optimize Pilot. The monthly PDF writes itself; the weekly briefing schedules itself.

Book a 15-min stack audit →

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