{"title":"Templates \u0026 Planners","description":"\u003cp\u003eReady-to-use business templates, planners and worksheets from TargetAI.us. Fill-in PDFs plus editable Word, Excel and Google files you can make your own. Instant digital download.\u003c\/p\u003e","products":[{"product_id":"client-portal-onboarding-master-kit-checklists-email-templates-forms-sop","title":"Client Portal \u0026 Onboarding Master Kit: Checklists, Email Templates, Forms \u0026 SOP","description":"\u003cp\u003e⚡ Client Portal \u0026amp; Onboarding Master Kit, by TargetAI.us\u003c\/p\u003e\n\u003cp\u003eA ready-to-use client system for freelancers, agencies and service businesses. 18 pages of checklists, client email templates, fill-in forms and a scope \u0026amp; communication SOP, plus an editable DOCX for Word or Google Docs.\u003c\/p\u003e\n\u003cp\u003eWhat's inside:\u003c\/p\u003e\n\u003cp\u003e• 4-phase onboarding checklist (intake → kickoff → production → hand-off)\u003c\/p\u003e\n\u003cp\u003e• 4 client email templates with alternative subject lines and follow-ups\u003c\/p\u003e\n\u003cp\u003e• Client intake questionnaire · Kickoff call agenda\u003c\/p\u003e\n\u003cp\u003e• Milestone tracker · Change request form · Access \u0026amp; login log\u003c\/p\u003e\n\u003cp\u003e• Scope \u0026amp; communication SOP (10 editable policies)\u003c\/p\u003e\n\u003cp\u003e• Client offboarding checklist\u003c\/p\u003e\n\u003cp\u003eFormats: PDF (US Letter) + editable DOCX + README, delivered as one ZIP. Instant digital download; nothing is shipped.\u003c\/p\u003e\n\u003cp\u003eTemplates, checklists and forms only. No AI prompts included. General business templates, not legal advice. No income or results promised.\u003c\/p\u003e\n\u003cp\u003e#AIGENERATED: Cover and product images were made with AI assistance (the TargetAI.us logo is AI-generated). The templates and checklists were written and edited by a person.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169023832225,"sku":null,"price":17.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero.png?v=1792582529"},{"product_id":"the-creator-agency-brand-kit-os-brand-workbook-4-week-content-planner","title":"The Creator \u0026 Agency Brand Kit OS: Brand Workbook + 4-Week Content Planner","description":"\u003cp\u003eA complete brand-and-content system in one download. Define your mission, vision, value proposition and audience with guided worksheets. Lock in your look with a fill-in style guide. Then plan four weeks of content with a daily cadence, weekly planners and ready-to-adapt carousel, hook and caption frameworks.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eYou get:\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e24-page fillable \u0026amp; printable PDF workbook\u003c\/li\u003e\n\u003cli\u003eEditable DOCX version (Word, Google Docs, Pages)\u003c\/li\u003e\n\u003cli\u003eXLSX content calendar with dropdowns, metrics tracker and hook bank\u003c\/li\u003e\n\u003cli\u003eQuick-start README\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eBuilt for creators, freelancers, social media managers and small agencies. No Canva required. All examples are fictional; no income claims. Designed with AI-assisted drafting tools and edited by TargetAI.us. #AIGENERATED\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169038676129,"sku":null,"price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-cover.jpg?v=1792583328"},{"product_id":"debt-payoff-budget-planner-printable-pdf-snowball-avalanche-spreadsheet-calculator","title":"Debt Payoff \u0026 Budget Planner: Printable PDF + Snowball \u0026 Avalanche Spreadsheet Calculator","description":"\u003cp\u003eA clear system for planning debt payoff and your monthly budget, with the math done for you.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eYou get\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003e25-page printable planner (PDF, US Letter, undated):\u003c\/strong\u003e debt inventory, snowball vs. avalanche explainer with a worked example, payoff plan, debt trackers, coloring thermometers and a 100-box chart, 50\/30\/20 and zero-based budgets, cash-leak audit, bill calendar, sinking funds, emergency fund, savings goals, a 30-day money reset, monthly routines and a monthly review.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e8-tab spreadsheet (XLSX for Excel \u0026amp; Google Sheets):\u003c\/strong\u003e enter up to 10 debts and your extra payment to compare snowball and avalanche side by side (payoff order, months to payoff, debt-free month, total interest), plus month-by-month schedules, a minimums-only comparison, and budget, tracker and savings tabs.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eREADME\u003c\/strong\u003e with Google Sheets and Excel setup steps.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eHow it works:\u003c\/strong\u003e Download the ZIP, print or annotate the PDF, and open the spreadsheet in Excel or Google Sheets. Type into the yellow cells; everything else calculates.\u003c\/p\u003e\u003cp\u003e\u003cem\u003eEducational tool only. Not financial, investment, tax or legal advice. Results depend on your situation, and no outcomes are promised. Calculator figures are estimates. For investing, refinancing or tax questions, consider talking to a licensed professional.\u003c\/em\u003e\u003cbr\u003e\u003cem\u003e#AIGENERATED: AI tools assisted with parts of this product and its artwork. Pages, examples and formulas were reviewed and tested by us.\u003c\/em\u003e\u003cbr\u003e\u003cem\u003eDigital product for personal use. © Target AI US Digital Media Group. All rights reserved.\u003c\/em\u003e\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169114927265,"sku":null,"price":14.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_ec59c8ee-0a2d-4f47-a788-9fd0c476fd7c.png?v=1792584296"},{"product_id":"investor-pitch-deck-kit-editable-pitch-deck-template-fundraising-guide","title":"Investor Pitch Deck Kit: Editable Pitch Deck Template + Fundraising Guide","description":"\u003cp\u003eA clear story, a clean deck and an organized raise, in one download.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat you get\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e16-slide editable pitch deck (PowerPoint, Google Slides, Keynote) with speaker notes on every slide\u003c\/li\u003e\n\u003cli\u003e15-page fundraising guide (PDF + editable DOCX): worksheets, TAM\/SAM\/SOM with a fictional worked example, unit economics, pitch practice, investor Q\u0026amp;A prep, 4 investor email templates, data room checklist, pipeline tracker\u003c\/li\u003e\n\u003cli\u003eExcel tracker with use-of-funds, runway, unit economics and market-size calculators\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\u003col\u003e\n\u003cli\u003eDownload the ZIP.\u003c\/li\u003e\n\u003cli\u003eFill in the worksheets to draft your story.\u003c\/li\u003e\n\u003cli\u003eReplace every [placeholder] in the deck with your own accurate numbers.\u003c\/li\u003e\n\u003cli\u003eAdd your logo once in the slide master and present.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003eInstant digital download. Template only: not legal, financial or investment advice. Fundraising and securities rules vary; consult a qualified professional. No result or funding is guaranteed.\u003cbr\u003eCreated with AI assistance and reviewed by TargetAI.us. #AIGENERATED\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169294102689,"sku":null,"price":19.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_43e3ce2d-380c-4ed2-9db5-a0ed03fcab8f.png?v=1792585895"},{"product_id":"client-discovery-call-proposal-master-kit-call-script-question-bank-email-templates-and-proposal-template","title":"Client Discovery Call \u0026 Proposal Master Kit: Call Script, Question Bank, Email Templates and Proposal Template","description":"\u003cp\u003e⚡ Client Discovery Call \u0026amp; Proposal Master Kit, by TargetAI.us\u003c\/p\u003e\u003cp\u003eA calm, repeatable process from first inquiry to signed proposal, for freelancers, consultants, agencies and service businesses. 22 pages of prep sheets, call scripts, client emails and a proposal template, plus an editable DOCX and an XLSX proposal tracker.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eWhat's inside:\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003ePre-call prep sheet · Lead qualification checklist\u003c\/li\u003e\n\u003cli\u003eBooking confirmation + reminder emails\u003c\/li\u003e\n\u003cli\u003e30-minute discovery call script (6 timed sections) · 48-question bank\u003c\/li\u003e\n\u003cli\u003eCall notes template · 8 honest responses to common concerns\u003c\/li\u003e\n\u003cli\u003eFollow-up emails: recap, proposal sent, gentle follow-up, closing the loop, not-a-fit referral\u003c\/li\u003e\n\u003cli\u003e3-page proposal template with 2–3 [price] package options, terms and signature block\u003c\/li\u003e\n\u003cli\u003eScope-of-work checklist · Pricing \u0026amp; quote worksheet · Proposal tracker\u003c\/li\u003e\n\u003cli\u003eDiscovery \u0026amp; proposal SOP: recording consent, [14]-day validity, [50%]\/[50%] payment terms (all editable)\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eFormats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.\u003cbr\u003eTemplates only, not legal advice. Ask before recording calls; laws vary. No prices suggested, no income or results promised. No AI prompts included.\u003c\/p\u003e\u003cp\u003e#AIGENERATED: Made with AI assistance (AI-drafted outline; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169703243937,"sku":null,"price":18.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_44071bb9-dde7-4447-8612-563d48ddc14e.png?v=1792586954"},{"product_id":"client-offboarding-review-master-kit-hand-off-checklists-ip-release-template-client-emails-and-testimonial-forms","title":"Client Offboarding \u0026 Review Master Kit: Hand-Off Checklists, IP Release Template, Client Emails and Testimonial Forms","description":"\u003cp\u003e⚡ Client Offboarding \u0026amp; Review Master Kit, by TargetAI.us\u003c\/p\u003e\n\u003cp\u003eA calm, repeatable way to finish every client project, for freelancers, consultants, agencies and service businesses. 22 pages of checklists, a client hand-off guide, client emails and feedback forms, plus an editable DOCX and an XLSX offboarding tracker.\u003c\/p\u003e\n\u003cp\u003eWhat's inside:\u003cbr\u003e• 3-phase offboarding workflow and hand-off timeline\u003cbr\u003e• Project wrap \u0026amp; deliverable audit · Asset packaging \u0026amp; folder guide\u003cbr\u003e• Access \u0026amp; permissions audit with safe credential hand-over\u003cbr\u003e• Final invoice \u0026amp; balance checklist\u003cbr\u003e• IP \/ rights release template (have a professional review it)\u003cbr\u003e• Client hand-off \u0026amp; maintenance guide template\u003cbr\u003e• 10 emails: hand-off, invoice reminder, archive reminder, support check-in, 30-day check-in, honest review request, video testimonial (with consent), referral ask, retainer offer, difficult close-out\u003cbr\u003e• Honest reviews \u0026amp; testimonials ground rules\u003cbr\u003e• Testimonial capture form with written permission to publish · Feedback survey · Project retro\u003cbr\u003e• Offboarding tracker \u0026amp; SOP: [90]-day archive, [14]-day support, retainer terms (all editable)\u003c\/p\u003e\n\u003cp\u003eFormats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.\u003cbr\u003eTemplates only, not legal advice. Review requests ask every client for honest feedback, with no incentives; publish testimonials only with written consent. No prices suggested, no income or results promised. No AI prompts included.\u003c\/p\u003e\n\u003cp\u003e#AIGENERATED: Made with AI assistance (AI-drafted outline; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48169949495457,"sku":null,"price":16.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_0198e22a-ccd9-48d9-aa8d-ab3b5a7b3d78.png?v=1792590194"},{"product_id":"agency-operations-template-kit","title":"Agency Operations Template Kit: SOP Template, Status \u0026 Client Reports, Scope Tracker, SLA Checklist and Tools Inventory","description":"\u003cp\u003e⚡ Agency Operations Template Kit, by TargetAI.us\u003c\/p\u003e\n\u003cp\u003eTen simple templates to document how your team works, keep projects in scope and report clearly to clients, for small agencies, freelancers with subcontractors and service teams. A 16-page PDF, an editable DOCX and an XLSX workbook.\u003c\/p\u003e\n\u003cp\u003eWhat's inside:\u003cbr\u003e• 5-day rollout plan: one step a day\u003cbr\u003e• SOP template + filled-in example (publishing a client blog post)\u003cbr\u003e• Weekly team status report · Monthly client report with % change\u003cbr\u003e• Client feedback meeting agenda (60 minutes) + intake form with 1-5 ratings\u003cbr\u003e• Project scope \u0026amp; deliverables tracker with status key\u003cbr\u003e• SLA \u0026amp; scope boundaries checklist (not legal advice)\u003cbr\u003e• Task handoff checklist · Recurring tasks calendar\u003cbr\u003e• Tools \u0026amp; logins inventory with cost totals (never store passwords)\u003cbr\u003e• Practical tips on every template\u003c\/p\u003e\n\u003cp\u003eFormats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.\u003cbr\u003eTemplates only, not legal advice. No prices suggested, no income or results promised. No AI prompts included.\u003c\/p\u003e\n\u003cp\u003e#AIGENERATED: Created with AI assistance by Atlas for TargetAI.us (AI-drafted first version; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.\u003c\/p\u003e\n\u003cp\u003e© 2026 Target AI US Digital Media Group LLC (TargetAI.us). All rights reserved.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48183806525601,"sku":null,"price":16.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_6bb98fcf-c63d-4ab0-891b-700dc42da71c.png?v=1792671786"},{"product_id":"gumroad-seller-playbook","title":"Gumroad Seller Playbook: Store Setup Guide, 30-Day Launch Plan, Pricing \u0026 Discount Planner, Email Calendar and Metrics Workbook","description":"\u003cp\u003e⚡ The Gumroad Seller Playbook, by TargetAI.us\u003c\/p\u003e\u003cp\u003eA practical, step-by-step guide to setting up and running a Gumroad store for digital products, with fill-in templates, worked examples and a 30-day launch plan. A 21-page PDF, an editable DOCX and an XLSX workbook. Feature names checked against Gumroad's Help Center in October 2026.\u003c\/p\u003e\u003cp\u003eWhat's inside:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eGumroad at a glance: where each tool lives, key terms, published fees\u003c\/li\u003e\n\u003cli\u003eProfile \u0026amp; store setup · Product page anatomy + a worked example (fictional shop)\u003c\/li\u003e\n\u003cli\u003ePricing: fixed, pay what you want, $0+ lead magnets · Versions \u0026amp; bundles\u003c\/li\u003e\n\u003cli\u003eDiscount code planner · Upsell \u0026amp; cross-sell map\u003c\/li\u003e\n\u003cli\u003eWorkflows (automated emails) · Email \u0026amp; post calendar\u003c\/li\u003e\n\u003cli\u003eAffiliates \u0026amp; collaborators tracker · Gumroad Discover: categories and tags\u003c\/li\u003e\n\u003cli\u003eAnalytics \u0026amp; weekly metrics log · Refunds, support reply templates, FAQ builder\u003c\/li\u003e\n\u003cli\u003e30-day launch plan + 16-point product page audit\u003c\/li\u003e\n\u003cli\u003eXLSX workbook: launch checklist, page audit, pricing \u0026amp; codes, Workflows \u0026amp; emails, upsell map, affiliates, weekly metrics with chart\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eFormats: PDF (US Letter) + editable DOCX + XLSX + README, delivered as one ZIP. Instant digital download; nothing is shipped.\u003c\/p\u003e\u003cp\u003eIndependent guide, not affiliated with Gumroad. No prices suggested, no income or results promised. Not legal, tax or financial advice. No AI prompts included.\u003c\/p\u003e\u003cp\u003e#AIGENERATED: Created with AI assistance by Atlas for TargetAI.us (AI-drafted first version; the TargetAI.us logo and cover art are AI-generated). Every page was reviewed and edited by a person.\u003c\/p\u003e\u003cp\u003e© 2026 Target AI US Digital Media Group LLC (TargetAI.us). All rights reserved.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48189673078945,"sku":null,"price":16.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_110e5a83-e61f-4c28-94eb-8dd72a88e903.png?v=1792691974"},{"product_id":"agency-kit-bundle-discovery-call-proposal-client-onboarding-offboarding-review-and-agency-operations-templates","title":"Agency Kit Bundle: Discovery Call \u0026 Proposal, Client Onboarding, Offboarding \u0026 Review, and Agency Operations Templates","description":"\u003cp\u003e⚡ Agency Kit Bundle, by TargetAI.us\u003c\/p\u003e\n\u003cp\u003eFour template kits in one download, covering the whole client journey plus the day-to-day running of your team. 78 pages of PDFs, 4 editable DOCX files and 3 XLSX workbooks, for freelancers, consultants, small agencies and service businesses.\u003c\/p\u003e\n\u003cp\u003eBought separately, the four kits are $70.96.\u003c\/p\u003e\n\u003cp\u003eWhat's inside:\u003c\/p\u003e\n\u003cp\u003e• Client Discovery Call \u0026amp; Proposal Master Kit: prep sheet, 30-minute call script, 48-question bank, follow-up emails, 3-page proposal template, quote worksheet and proposal tracker\u003c\/p\u003e\n\u003cp\u003e• Client Portal \u0026amp; Onboarding Master Kit: 4-phase onboarding checklist, 4 client emails, intake questionnaire, kickoff agenda, timeline tracker, change request form and scope \u0026amp; communication SOP\u003c\/p\u003e\n\u003cp\u003e• Client Offboarding \u0026amp; Review Master Kit: wrap-up and access audits, final invoice checklist, IP release template, hand-off guide, 10 client emails, honest review and testimonial forms and an offboarding tracker\u003c\/p\u003e\n\u003cp\u003e• Agency Operations Template Kit: SOP template and example, weekly status and monthly client reports, scope tracker, SLA checklist, task handoff, recurring tasks and tools inventory\u003c\/p\u003e\n\u003cp\u003eFormats: 4 PDFs (US Letter) + 4 editable DOCX + 3 XLSX + READMEs, delivered as one ZIP with a folder for each kit. Instant digital download; nothing is shipped.\u003c\/p\u003e\n\u003cp\u003eSame files as the four kits sold separately. Templates only, not legal advice. No prices suggested, no income or results promised. No AI prompts included.\u003c\/p\u003e\n\u003cp\u003eQuestions? Email support@targetai.us.\u003c\/p\u003e\n\u003cp\u003e#AIGENERATED: Created with AI assistance by Atlas for TargetAI.us (AI-drafted first versions; the TargetAI.us logo and cover art are AI-generated). Every template was reviewed and edited by a person.\u003c\/p\u003e\n\u003cp\u003e© 2026 Target AI US Digital Media Group LLC (TargetAI.us). All rights reserved.\u003c\/p\u003e","brand":"TargetAI.us","offers":[{"title":"Default Title","offer_id":48190563614881,"sku":null,"price":49.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0752\/1474\/9857\/files\/01-hero_62cbf76e-91d7-4241-b470-20499b3031e7.png?v=1792697922"}],"url":"https:\/\/targetai.shop\/collections\/templates-planners.oembed","provider":"TargetAI.us","version":"1.0","type":"link"}