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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? - 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 - 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 - 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 - 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 - 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 - 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.