Types of templates

Workspace templates

Workspace templates are industry-specific templates with a predefined taxonomy and relevant personas. You’ll be prompted to create a Workspace template when you sign up for TheyDo or create a new Workspace. TheyDo’s workspace templates include: 

• Banking customer journey template

• Patient journey mapping template

• Retail and e-commerce customer journey template

• Insurance customer journey map template

• SaaS customer journey template

• Telecom customer journey template

• Utilities experience template

• Student journey mapping template

Journey templates

A Journey template is like the skeleton of a customer journey, with pre-defined lanes and phases. TheyDo’s default Journey templates include: 

• Customer journey

• Customer lifecycle

• Service blueprint

• Marketing funnel (B2B and B2C)

• Jobs-to-be-done timeline

• User story map

• Roadmap

Building block templates

Building block templates allow you to follow established templates for filling in different types of building blocks and can be used when creating a new Insight, Opportunity, or Solution. This standardizes documentation to ensure consistent communication across the team so you can get more done, faster. 

When adding an Insight, Opportunity, or Solution to a lane or step, choose the template option at the very top (rather than selecting an existing one or creating something from scratch). You’ll see a popup with all of the different template options for that building block. Select the template you want to create and begin filling out the card. Each template includes a short explanation of the template, offers a structure for a title and description, and provides a real-life example. 

TheyDo comes with the following building blocks templates:

• Insight templates: Activity; Job to be done; Need; Pain; Gain; Observation; Quote; Trend

• Opportunity templates: How Might We (HMW); Objective; Key result; SMART goal; Big Hairy Audacious Goal (BHAG)

• Solution templates: Pricing plan; Product/Service; Experiment; Marketing campaign; Content; Process; Playbook; Epic; User story; Initiative; Feature; Policy