---
title: Templates Toolkit
description: We put together this set of templates to help you streamline your workflow, get organized, and tackle technical assistance with less stress. You'll find practical, easy-to-customize resources to save you time and offer the best support possible.
---

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# Templates Toolkit

## We put together this set of templates to help you streamline your workflow, get organized, and tackle technical assistance with less stress. You'll find practical, easy-to-customize resources to save you time and offer the best support possible.

**[Getting Started with Initiate: How Does it Work?](https://knowledge-base.initiateprosperity.org/hubfs/Getting%20Started%20with%20Initiate_%20How%20does%20it%20work_%20(1).docx?hsLang=en)** - Review, edit and share this document with your NEW Learners (small businesses) as a brief intro/explanation of how Initiate works.

[**First Email Contact with Learners**](https://knowledge-base.initiateprosperity.org/hubfs/First%20Email%20to%20Learners%20Example%20Template.docx?hsLang=en)- Review, edit and share the content with your NEW Learners (small businesses) as the first email communication you send them.

**[First TA Session with a New Learner](https://knowledge-base.initiateprosperity.org/hubfs/First%20TA%20session%20with%20a%20New%20Learner%20Template.docx?hsLang=en)** - We recommend creating a consistent first TA session plan that all TA staff can follow with ALL new small businesses. Review and edit this per your organization's policies/procedures.

**[Learner Onboarding Checklist](https://knowledge-base.initiateprosperity.org/hubfs/Learner%20Onboarding%20Checklist.docx?hsLang=en)**- Review, edit and integrate this document into organizational systems/SOPs to help all TA staff provide consistent support services with small businesses.

**[TA Session Planning Template](https://knowledge-base.initiateprosperity.org/hubfs/TA%20Session%20Planning%20Template.docx?hsLang=en)** - We recommend following these best practices when planning calls/meetings with your small business clients. Make each session count!

**[Template for the Intake/ Lending Team Handoff to TA Team](https://knowledge-base.initiateprosperity.org/hubfs/Template%20for%20the%20Intake_Lending%20Team%20Handoff%20to%20TA%20Team.docx?hsLang=en)** - Review, edit and integrate this summary of information to help your organization’s teams create a seamless internal handoff for all small businesses that enter the TA program after closing a loan. 

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