Download the same templates, scorecards, dashboards, and operating documents used to run high-performing businesses. Built for implementation, not decoration.
75+
Templates
8
OS Domains
20+
Dashboards
6
Formats
Monthly
Updated
Template library
Every system. Every role.
Templates organised by the Pextaris OS domain they belong to. Click any category to filter the library.
EXEC
ExecutiveOS™
5 Templates
REV
RevenueOS™
5 Templates
TAL
TalentOS™
5 Templates
AI
IntelligenceOS™
4 Templates
CS
CustomerOS™
4 Templates
OPS
Operations
4 Templates
GLO
GlobalOS™
3 Templates
STRAT
Strategy & Finance
4 Templates
Full collection
The full library.
Every template built for immediate deployment inside your operating rhythm. Filter by domain or tier.
EXEC⬤ Free
ExecutiveOS™
Weekly Executive Dashboard
Track every metric that matters across revenue, operations, talent, and customer success in one command-centre view. Built for weekly leadership reviews.
ExcelGoogle SheetsNotion
⏳ 30 min🎯 CEO, COO, Founders
EXEC⬤ Free
ExecutiveOS™
KPI Scorecard
Monitor company-wide performance with a structured scorecard built for monthly leadership reviews. Tracks leading and lagging indicators across every function.
ExcelGoogle Sheets
⏳ 30 min🎯 Leadership Teams
EXEC★ Pro
ExecutiveOS™
Board Report Template
Structured board reporting pack with financial highlights, strategic updates, decision log, and forward-look section. Investor-ready format.
WordGoogle Slides
⏳ 1 hr🎯 CEO, CFO
EXEC⬤ Free
ExecutiveOS™
Decision Matrix
Prioritise initiatives and decisions objectively using a weighted scoring system. Removes gut-feel from high-stakes choices.
ExcelPDF
⏳ 15 min🎯 Founders, Executives
EXEC⬤ Free
ExecutiveOS™
OKR Planning Template
Align company goals with measurable quarterly outcomes. Cascade from company OKRs to department and individual level.
NotionGoogle Sheets
⏳ 45 min🎯 Leadership Teams
REV⬤ Free
RevenueOS™
Revenue Forecast Model
Predict monthly and quarterly revenue using weighted pipeline and conversion assumptions. Built-in scenario modelling for bear, base, and bull cases.
ExcelGoogle Sheets
⏳ 45 min🎯 Sales Leaders, Founders
REV⬤ Free
RevenueOS™
Sales Pipeline Tracker
Monitor every opportunity from lead to close. Stage-gated pipeline with conversion tracking, deal value, and close-date confidence scoring.
ExcelGoogle Sheets
⏳ 20 min🎯 Sales Teams
REV⬤ Free
RevenueOS™
Lead Qualification Scorecard
Score every inbound lead consistently against ICP criteria. Prevents time wasted on unqualified pipeline and improves handoff to sales.
ExcelGoogle Sheets
⏳ 15 min🎯 Sales, Marketing
REV★ Pro
RevenueOS™
Sales Capacity Planner
Model rep capacity, quota coverage, ramp time, and hiring needs against revenue targets. Essential before any headcount decision.
ExcelGoogle Sheets
⏳ 1 hr🎯 CRO, Sales Ops
REV★ Pro
RevenueOS™
Commission Calculator
Design and model sales commission structures with accelerators, caps, and multi-tier logic. Test before you commit.
Excel
⏳ 45 min🎯 CRO, Finance
TAL⬤ Free
TalentOS™
Hiring Scorecard
Evaluate candidates consistently with role-based criteria, behavioural scores, and a final recommendation engine. Removes gut-feel from hiring decisions.
Google SheetsExcel
⏳ 15 min🎯 HR, Founders
TAL★ Pro
TalentOS™
90-Day Employee Onboarding Plan
Structured onboarding milestone tracker for new hires with manager check-ins, role expectations, and 30-60-90 success criteria.
NotionGoogle Docs
⏳ 30 min🎯 HR, Managers
TAL⬤ Free
TalentOS™
Interview Question Guide
Structured interview question banks by role family and level. Includes behavioural, situational, and competency-based question sets.
PDFGoogle Docs
⏳ 15 min🎯 Hiring Managers
TAL★ Pro
TalentOS™
Performance Review Template
Structured performance review framework with self-assessment, manager feedback, goal alignment, and development planning sections.
NotionWord
⏳ 30 min🎯 HR, Managers
TAL⬤ Free
TalentOS™
Org Chart Builder
Visual org chart template with reporting lines, role descriptions, and headcount planning. Designed for rapid restructuring conversations.
Google SheetsExcel
⏳ 20 min🎯 Founders, COO
CS⬤ Free
CustomerOS™
Customer Onboarding Checklist
Standardise new customer onboarding with a structured, trackable checklist by milestone. Ensures consistent first impressions across every CS rep.
NotionPDF
⏳ 20 min🎯 CS Teams, Ops
CS★ Pro
CustomerOS™
Customer Health Dashboard
Track health scores, NPS, product usage, renewal dates, and expansion opportunities across your entire customer base.
ExcelGoogle Sheets
⏳ 1 hr🎯 CS Leaders, RevOps
CS★ Pro
CustomerOS™
Renewal Tracker
Track every renewal date, health status, owner, and expansion opportunity in a single dashboard. With 90-day advance warning triggers.
ExcelGoogle Sheets
⏳ 45 min🎯 CS Managers
CS⬤ Free
CustomerOS™
NPS Response Playbook
Structured response protocol for every NPS score band. Includes templates for detractor, passive, and promoter responses.
NotionPDF
⏳ 20 min🎯 CS Teams
AI⬤ Free
IntelligenceOS™
AI Prompt Starter Pack
500+ ready-to-use prompts across sales, marketing, operations, customer success, and executive functions. Organised by role and use case.
PDFNotion
⏳ Instant🎯 All Roles
AI★ Pro
IntelligenceOS™
AI Readiness Assessment
Diagnose your team's AI maturity and identify the highest-impact automation opportunities across every business function.
PDFExcel
⏳ 1 hr🎯 Ops Leaders, CTO
AI★ Pro
IntelligenceOS™
Automation Audit Worksheet
Map every repeatable manual workflow across the business, score by automation potential, and prioritise your first three automations.
ExcelGoogle Sheets
⏳ 1 hr🎯 Ops Leaders
AI★ Pro
IntelligenceOS™
AI Workflow Builder
Step-by-step workflow design templates for common AI-powered processes. Includes trigger logic, human review checkpoints, and output specifications.
NotionPDF
⏳ 45 min🎯 Ops, Tech Teams
OPS⬤ Free
ExecutiveOS™
SOP Template
Document business processes consistently with a structured format. Includes sections for purpose, trigger, steps, owner, and review cadence.
NotionGoogle Docs
⏳ 20 min🎯 Ops, All Teams
OPS★ Pro
ClarityOS™
Weekly Operations Dashboard
Track operational KPIs, sprint velocity, team performance, and escalations in one weekly review format for leadership.
ExcelGoogle Sheets
⏳ 45 min🎯 COO, Ops Teams
OPS⬤ Free
ExecutiveOS™
Process Mapping Template
Map any business process end-to-end with swim lanes, decision points, and handoff owners. Identify bottlenecks before they compound.
Structured checklist for entering a new geography — legal, entity, banking, hiring, GTM localisation, and partner activation.
NotionPDF
⏳ 30 min🎯 Founders, Growth Teams
GLO★ Pro
GlobalOS™
GTM Localisation Template
Adapt your go-to-market for a new market — messaging, pricing, channel strategy, and launch milestones in one structured workbook.
Google SheetsNotion
⏳ 2 hrs🎯 Growth Teams, Founders
GLO★ Pro
GlobalOS™
Partner Network Map
Map distribution partners, strategic alliances, and referral networks across target markets. Track status, relationship owner, and activation stage.
ExcelGoogle Sheets
⏳ 45 min🎯 BD, Founders
STRAT⬤ Free
ExecutiveOS™
SWOT Analysis Template
Structured strategic planning framework to assess competitive position and identify growth opportunities. Built for quarterly strategy sessions.
PDFNotion
⏳ 15 min🎯 Leadership, Strategy
STRAT★ Pro
FounderOS™
Annual Planning Workbook
Vision-to-execution annual planning workbook with OKRs, strategic initiatives, owners, resource allocation, and quarterly milestones.
NotionGoogle Sheets
⏳ 2 hrs🎯 Founders, Leadership
STRAT⬤ Free
ClarityOS™
13-Week Cash Flow Model
Weekly cash flow projection model with actuals vs forecast. Essential for any business managing runway or entering a growth phase.
ExcelGoogle Sheets
⏳ 1 hr🎯 CFO, Founders
STRAT★ Pro
ClarityOS™
Unit Economics Calculator
Calculate and track CAC, LTV, payback period, gross margin, and blended ARPU across customer segments and channels.
ExcelGoogle Sheets
⏳ 45 min🎯 Finance, Founders
For Kristie — how to add downloadable files: Each card button opens an email-gate modal that fires to your Make webhook and can trigger an email with the download link. To link a real file: in Make, after the webhook fires, add a step that emails the user the Google Drive / Dropbox / pextaris.com download URL for that specific template. The template_requested field in the webhook payload tells Make which file to send. No code changes needed to add new templates — copy any card block and update the title, description, formats, and category.
Personalised toolkit
Tell us what you need. We’ll build your stack.
Select the areas where your business needs the most support. Your recommended templates appear instantly.
Select one or more areas above and click Generate to see your personalised toolkit.
Template collections
Ready-made bundles.
Related templates grouped by outcome. Deploy a complete system, not just a single document.
01 — RevenueOS™
Launch a Sales Team
Everything you need to build and run a structured revenue operation from day one.
Sales Pipeline Tracker
Revenue Forecast Model
Lead Qualification Scorecard
Commission Calculator
Weekly Revenue Review Agenda
02 — FounderOS™
Build a Leadership Team
Align your leadership layer around shared goals, operating cadence, and accountability.
CEO Weekly Dashboard
OKR Planning Template
Decision Matrix
Quarterly Business Review
Board Report Template
03 — TalentOS™
Hire Your First Team
A structured hiring and onboarding system to attract and retain the right people from day one.
Hiring Scorecard
Interview Question Guide
90-Day Employee Onboarding Plan
Org Chart Builder
Performance Review Template
04 — CustomerOS™
Build Customer Retention
Everything needed to run a proactive customer success operation that reduces churn and grows NRR.
Customer Onboarding Checklist
Customer Health Dashboard
Renewal Tracker
NPS Response Playbook
05 — IntelligenceOS™
Deploy AI Across Your Team
The tools to audit, design, and activate AI and automation across your entire operation.
AI Prompt Starter Pack (500+)
AI Readiness Assessment
Automation Audit Worksheet
AI Workflow Builder
06 — GlobalOS™
Enter a New Market
The operating documents for a structured 90-day market entry — from validation to first customers.
Market Entry Checklist
GTM Localisation Template
Partner Network Map
13-Week Cash Flow Model
Complete toolkit
Everything. One toolkit.
Pextaris Operating Toolkit
Instead of downloading one by one — get the complete execution infrastructure. 75+ professionally designed templates, dashboards, and planning documents across all 8 operating systems.
🔒 Secure. Access link sent to your email within 2 hours.
✓
Request received.
Your download link is on its way. Check your inbox — and spam folder just in case.
75+
Templates
500+
AI Prompts
8
OS Domains
6
Formats
What operators say
Used in the real world.
Templates deployed inside real businesses to solve real operating problems.
“
The CEO Dashboard became our weekly operating rhythm in under a week. We stopped sending update emails and started running reviews from one live view instead.
Head of Operations · Series A SaaS
↪ CEO Weekly Dashboard
“
The Revenue Tracker replaced three different spreadsheets we were maintaining manually. One source of truth changed how we run our weekly pipeline reviews completely.
CRO · B2B Services Company
↪ Sales Pipeline Tracker
“
We implemented the Hiring Scorecard in under an hour. Our interview process changed immediately. The whole team can now articulate exactly why we hire or pass.
HR Director · Growth-stage Startup
↪ Hiring Scorecard
Recently updated
Fresh from the field.
Updated monthly based on new deployment work and market changes. AI templates updated most frequently.
New · July 2026
AI Workflow Builder
IntelligenceOS™ · Pro
v1.0 New
Updated · July 2026
AI Prompt Starter Pack
IntelligenceOS™ · Free
v2.3 +AI agents
Updated · June 2026
Revenue Forecast Model
RevenueOS™ · Free
v2.0 +Scenarios
Updated · June 2026
Customer Health Dashboard
CustomerOS™ · Pro
v3.1 +KPI section
FAQ
Everything you need to know.
Are templates free?▼
We offer a two-tier model. Free templates require only an email address and are delivered to your inbox. The Pro Operating Toolkit ($199, one-time) includes 75+ premium templates across all 8 Pextaris OS domains, in all formats, with all future updates included.
Which formats are available?▼
Templates are available in Notion, Google Sheets, Microsoft Excel, Google Docs, Microsoft Word, PDF, and Airtable (selected templates). The Pro Toolkit includes all formats for every template.
Can I customise them?▼
All templates are fully editable. They are built to be adapted to your business — rename fields, add columns, adjust formulas, update branding. If you want Pextaris to customise and implement them inside your operations as part of a full OS deployment, that is our core service.
Do they work with Notion?▼
Yes. Many templates are available natively in Notion with linked databases and relational properties. The Pro Toolkit includes all Notion versions alongside spreadsheet and document formats.
Can I use them commercially?▼
Yes. All templates are licensed for internal commercial use — deploy them across your business and team without restriction. Reselling or redistribution of the templates themselves is not permitted. Agencies or consultants who want to deploy them inside client businesses should contact us.
How often are they updated?▼
Templates are reviewed and updated monthly based on new deployment work and user feedback. AI templates are updated most frequently. Pro Toolkit buyers receive all future updates at no additional cost.
What is the difference between templates and a Pextaris OS deployment?▼
Templates are the documents and frameworks. A Pextaris OS deployment is the full implementation — configured tools, connected systems, trained teams, and operating infrastructure running inside your business. Templates give you the assets. Deployment gives you the system. The operating infrastructure is what changes the business.
Don’t just download templates
Build an operating system.
Templates are valuable. Templates connected into a complete execution system change your business. Let Pextaris implement them across your operations — configured, connected, and running in 90 days.
No sales sequence. A real conversation about your operating gaps.
✓ Request sent — we’ll be in touch within 2 business days.
📄
Download this template
Enter your details and we’ll send the download link to your inbox.
🔒 No spam. Used only to send your download link.
✓
On its way.
Your download link is heading to your inbox. Check spam if it doesn’t arrive in a few minutes.