> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://katalyz.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Best practices — which rooms should become templates?

Not every room should be a template. Too many templates creates decision fatigue — your reps spend more time picking a template than building the room. Here's how to decide.

## A room is a good template candidate if...

- **You send this kind of room regularly** (at least once a month across the team)
- **The structure is mostly the same every time** — same sections, same rough content flow
- **The best version of it is already built** — you have a room where the structure, copy, and design actually work
- **You want consistency across reps** — so that every buyer gets the same quality experience

## A room is NOT a good template candidate if...

- **It's a one-off** — highly customized for a specific strategic account
- **You're not sure yet what "good" looks like** — templating too early freezes an immature playbook
- **Every deal differs in fundamental structure** — some deals need 3 sections, others 10

## The 3–5 template rule

Most Sales teams converge on **3 to 5 templates**, each mapped to a distinct deal motion:

| Motion | Template |
|---|---|
| Outbound / new logo | Proposal template |
| Account expansion | Upsell / expansion template |
| Implementation | Kickoff / onboarding template |
| Ongoing relationship | QBR template |
| Contract renewal | Renewal template |

CS teams often converge on:
- **Onboarding** template
- **QBR** template
- **Renewal** template
- **Health check** template

Fewer, better-maintained templates > many stale ones.

## Naming templates

Names should answer "**when** would I use this?" — not describe the content.

| ❌ Less useful | ✅ Better |
|---|---|
| "Sales room v2" | "Enterprise proposal (50+ users)" |
| "Standard deck" | "Inbound demo follow-up" |
| "Template 3" | "Mid-market renewal" |

## Templates evolve with your playbook

Schedule a **quarterly template review**:
- What rooms closed well? What did those rooms have in common? → Update templates
- Which sections do buyers skip? → Cut those sections
- Which add-ons are now part of every deal? → Add them to the template

## Start simple

If you're just getting started with Katalyz, **don't build templates on day 1**. Build 3–5 real rooms first, see what works, then templatize the best one. The best templates come from real deals that already closed — not from a theoretical structure drawn up in advance.

## Related articles
- [What is a template?](https://katalyz.crisp.help/en/article/what-is-a-template-16a5tal/)
- [Saving a room as a template](https://katalyz.crisp.help/en/article/saving-a-room-as-a-template-55rls8/)
- [What is the content library?](https://katalyz.crisp.help/en/article/what-is-the-content-library-1ak1e91/)