Templates, Blocks & Starter Kits
Start from a kit built for your profession. Build once, reuse forever.
Turn any document, survey, contract, or tracker into a template, or adopt a complete starter kit built for your exact niche, not “creatives in general.”
Every kit covers the full client lifecycle, from proposal to final invoice.
Every proposal starts from a copy of the last one, and it shows. Somewhere on page four there’s still the previous client’s name. The pricing table has a row that doesn’t apply. The timeline references a month that already happened. You catch most of it. Most.
And the deeper problem isn’t the proposal, but everything you know you should have and never built. The intake form. The standard agreement. The kickoff plan. The follow-up emails. Professionals systematize; you’ve been meaning to, for two years, on the weekend that never comes.
Generic templates don’t fix this. A “creative services proposal template” helps nobody, because photography deals live on shot lists and usage rights while podcast deals live on episode retainers. The system has to fit the niche or it doesn’t get used.
One Library, eight kinds of reusable things
The Waco3 Library has two shelves: Your library (everything you save) and Starters by Waco3 (the ready-made starter gallery). Both hold eight template types:
- Documents: proposals, quotes, invoices, agreements
- Surveys: intake, discovery, and feedback forms
- E-signature templates: agreements with signer roles, not hard-coded names
- Trackers: delivery plans stored in relative days, so they re-anchor to each client’s start date
- Emails: reusable messages and follow-up sequences (reminders of what to send and when, as Waco3 never sends them for you)
- Prompts: saved AI briefs that work the way you do
- Blocks: single reusable sections: pricing tables, standard terms, cover pages
- Kits: boxes that bundle all of the above into one adoptable set
The save-anything rule is the engine: one click turns real work into a reusable template, cleaned of client data and real dates automatically. Your best proposal becomes your proposal template. Your smoothest project becomes your delivery plan. The system builds itself out of work you already did.
Starter Kits: your profession, productized
The kits span eight discipline groups (photography, branding, video, writing, social media, coaching, and more), and each one packs a complete client lifecycle into one kit: proposal + quote + invoice + agreement (signature-ready) + intake survey + email sequence + tracker plan + saved AI prompts. Everything is written in that niche’s vocabulary: revision rounds for video editors, usage rights for photographers, kill fees for journalists.
Adopting is safe by design. “Add kit to my library” copies everything in as yours to edit. “Use it now” spins up live artifacts immediately, complete with a preflight that shows exactly what will be created, and never half-applies.
This is the “first week with Waco3” story: adopt your niche’s kit on day one, send a real branded proposal the same day, and have the agreement, intake survey, and kickoff plan waiting for the yes.
Templates that stay alive
Waco3 templates aren’t frozen copies; there’s a real template editor, so when your standard terms change, you fix the template once and every future document inherits it. E-signature templates use roles (“Client”, “Studio”) that fill in per envelope. Tracker plans replay in relative days for every new client. And your brand flows into everything automatically.
Templates are where the Pro plan earns its $30: Free is the document builder forever, while Pro unlocks the Library, the kits, and unlimited documents, e-signatures, and surveys. Compare plans on the pricing page.
Common Questions