We’re excited to roll out one of our most requested features yet—Templates. Whether you're a consultant, advisor, or running strategy internally for your own business, this update is all about helping you build client or team strategies faster, smarter, and more consistently.
What’s New?
With the new Templates functionality, you can now:
Start with 5 built-in Empiraa templates
We’ve included pre-loaded templates to help you kickstart your strategy planning. These cover popular frameworks like EOS, Sales Focus, Balanced SME Growth, Exit Ready and Level Up.Create and save your own custom templates
If you’re a consultant or advisor working across multiple clients, you can now build once and re-use your own frameworks. Just set up your ideal plan structure, save it as a template, and use it to create new client accounts in minutes.Apply a template when creating a new account
When setting up a new client or business strategy, you’ll now see the option to select from default templates or your custom ones—making setup quicker and more consistent than ever.
Why This Matters
If you use repeatable processes or frameworks across clients (think EOS, OKRs, quarterly focus areas, etc.), you no longer need to start from scratch each time. With templates, you can standardize your approach, save time, and maintain consistency in delivery.
For regular business users, our built-in templates offer a guided starting point, helping you hit the ground running—even if you’re new to strategy planning.
How to access templates
When setting up your plan for the first time you will be able to access the default templates once you come to the Create Your Goals step in the plan setup. Here you can build out the plan from a template or choose to build the plan yourself.
Try building your strategy with a default template to get the best idea of how to set up your plan. You can always come back and edit your objectives and goals so nothing is set in stone!
💡 Tip: Make sure when setting up your first plan that you set your access level as Collaborator. This will allow you to access more features and is designed for people that sit over multiple accounts. This will also give you access to the templates tab.
How to create custom templates
Access myPortal in the top menu bar (ensure you have collaborator access to do so), and then move to the templates tab. There you will see all of the Empiraa default templates, plus any you have made yourself. From here you can create new templates, clone templates to make new ones and most importantly, create new accounts using these templates.
Read the full articles linked below to get step-by-step instructions.