Template gallery

Pick a play. See it as your company.

Start with one of 12 recommended SaaS plays, or explore the complete library by outcome. Every card has its own sample, storyboard, audience, CTA, and multi-format recipe. Open one and make it yours. No login, no render queue.

60+ templates12 recommended starting points5–7 story beats eachLandscape · vertical · square

Renewals, QBRs, and refresh moments — each account sees its own numbers, its own story. See the “Onboard & retain customers” use case →

★ RecommendedStoryboard preview~90s
Onboarding

Customer onboarding

Show a new customer their first win, the owners, and the milestones that get them there.

Best for Customer success teams starting a new account

5 scenes45–120s3 formats
Preview & customize →
★ RecommendedStoryboard preview~90s
Customer success

Renewal campaign

Reconnect the renewal decision to the customer’s original goal, demonstrated value, and next milestone.

Best for Renewals that need a clear value narrative

6 scenes45–120s3 formats
Preview & customize →
★ RecommendedStoryboard preview~90s
Customer success

Quarterly business review

Turn account progress, gaps, and the next milestone into a review an executive can understand quickly.

Best for Customer success and executive sponsors

4 scenes45–120s3 formats
Preview & customize →
★ RecommendedStoryboard preview~90s
Customer success

Expansion recommendation

Use an existing customer win to show where the same mechanism can create the next measurable result.

Best for Expansion into a new team, workflow, or segment

4 scenes45–120s3 formats
Preview & customize →
★ RecommendedStoryboard preview~90s
Customer success

Customer value report

Show what changed, what it was worth, what remains open, and the next outcome worth pursuing.

Best for Executive sponsors, renewals, and expansion

5 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

Installed-base refresh & renewals

Recover the renewals and refresh revenue leaking from accounts the partner already owns

Best for VP Sales at a vendor partner (VAR/integrator)

5 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Customer advocacy invitation

Ask a happy customer to lend their name — a referral, a reference, a story — by showing exactly what they would be signing up for

Best for Champion at a successful account

5 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Customer health review

Make account health understandable and actionable — what is strong, what is slipping, and the next intervention each side owns

Best for Customer administrator and success owner

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Customer success plan update

Keep a shared success plan alive — progress against outcomes, changed priorities, and the next milestone both teams own

Best for Customer team and executive sponsor

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

End-of-life notification

Run the "End-of-life notification" play for a customer account

Best for IT director

5 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Feature adoption campaign

Move an existing customer into one underused feature by showing the missed value, the workflow, and a low-risk first use

Best for Customer users and administrator

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

Hardware refresh recommendation

Run the "Hardware refresh recommendation" play for a customer account

Best for IT director

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

Installed-base assessment

Map everything the account runs — vendor, model, count, support date — into one estate view that prices the refresh opportunity

Best for IT director at the account

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

License optimization

Read the license estate line by line and hand the CFO the overspend — unused seats, duplicate tools, tiers nobody uses

Best for CFO / IT owner of the software spend

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Renewal risk recovery

Address a renewal risk before procurement takes over — name the gap, show the recovery plan, and agree how success will be measured

Best for Economic buyer and customer champion

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

SmartNet renewal

Run the "SmartNet renewal" play for a customer account

Best for IT director

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
Customer success

Support-to-adoption follow-up

Turn a resolved support case into lasting product confidence — what happened, the fix, and the better workflow to use next time

Best for Customer user after a support case

6 scenes45–120s3 formats
Preview & customize →
Storyboard preview~90s
IT specialist

Warranty renewal

Catch a warranty before it quietly lapses — show what is covered, what stops being covered, and what the gap costs

Best for IT or procurement owner at the account

5 scenes45–120s3 formats
Preview & customize →

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