Demo Company Templates #
Demo Company Templates allow firms to create reusable company environments that can be used when launching demonstration companies for prospects, training, or internal use.
Only Firm Admins can create, edit, duplicate, and manage templates.
Before You Begin #
We strongly recommend reviewing the Demo Companies Overview before creating or editing templates.
Templates are intended to support demo company creation and provide a repeatable experience based on your firm’s methodology, framework, and client delivery process.
Accessing Templates #
Navigate to:
Settings → Companies → Templates
The Templates dashboard displays all templates currently available to your firm.
From this dashboard, you can:
- View existing templates
- Edit templates
- Duplicate templates
- Create new templates
Understanding Templates #
A template is a complete company instance that can be reused when launching demo companies.
Templates can contain:
- Goals and scorecards
- Initiatives and roadmap items
- Meetings and meeting structures
- Resources
- Organizational structures
- Sample data
- Framework-specific content
Templates allow firms to create a consistent demonstration environment that reflects their coaching methodology and client experience.
Creating a New Template #
To create a template:
- Navigate to Settings → Companies → Templates
- Click Add Template
- Enter a template name
- Select a framework
- Click Add Template
The system will create a new company instance based on your selections.
Because an entire company environment is being created, the process may take several minutes to complete.
Once finished, the template will appear in your Templates list.
Choosing a Framework #
When creating a template, you can select from several preconfigured frameworks available within Propel.
These frameworks are designed to support the methodologies commonly used by firms throughout the Propel network.
Choose the framework that most closely aligns with your firm’s process and client delivery model.
You may also choose to:
Start From Scratch
This option creates a blank template without a framework, allowing you to build a completely custom experience.
Editing a Template #
To edit an existing template:
- Navigate to Settings → Companies → Templates
- Select the template you wish to modify
The template will open in Edit Mode.
From here, you can build and configure the company exactly as you want future demo companies to appear.
Common edits include:
- Creating sample goals
- Building scorecards
- Adding initiatives and roadmap items
- Creating meetings
- Adding resources
- Building organizational structures
- Configuring dashboards
Because a template functions as a full company instance, many of the same setup processes used when configuring a company apply here as well.
Duplicating a Template #
To duplicate an existing template:
- Locate the template
- Click Duplicate
The system will create a copy of the entire template.
Because an entire company instance is being duplicated, this process may take several minutes.
If the duplicated template does not immediately appear:
- Wait a few moments
- Refresh the page
Once processing is complete, the duplicated template will appear in the Templates list.
Duplicating templates is often faster than creating new templates from scratch when only minor changes are required.
Best Practices #
We recommend:
✓ Starting with the framework closest to your methodology
✓ Creating realistic demo data and examples
✓ Including sample initiatives, scorecards, and meetings
✓ Keeping templates current as your process evolves
✓ Using duplication when creating industry-specific variations
✓ Testing templates before using them in client demonstrations
Using Templates for Demo Companies #
Templates are used when launching Demo Companies.
When creating a demo company, available templates will appear as options during setup.
Selecting a template automatically populates the demo company with the content, structure, and configuration contained within that template.
This allows firms to quickly launch consistent demonstrations without rebuilding content each time.
For more information, see the Creating Demo Companies article.