Why tags matter
Tags make templates easier to find, not harder to manage. Without tags, templates become a long, unorganized list. With just one simple tag category, your team can quickly filter to find exactly what they need. If you’re spending more than 5 minutes thinking about your tag strategy, you’re overthinking it.Start with one tag category
Most teams only need one way to organize templates. Pick the category that matches how your team thinks:Option 1: By stage
Tag templates by where they fit in your process:prospectdiscoveryactivecustomerrenewal
active. Simple.
Option 2: By purpose
Tag templates by what they do:prepanalyzereviewreportinspect
prep.
Option 3: By scope
Tag templates by what they look at:dealaccountpipelineterritoryteam
pipeline.
When to add a second category
Only add a second tag category if:- You have 10+ templates and finding them gets hard
- Your team naturally uses two dimensions to describe templates
discovery to see all discovery templates, or by prep to see all prep templates across stages.
Keep tags simple
Do:
- Keep it short:
prepnotpreparation - Be consistent: if you use
qbr, don’t also usequarterly - Use single words when possible
- Remember users can only filter by one tag at a time
Don’t:
- Create ultra-specific tags
- Add multiple tags thinking users can filter by combinations
- Overthink it
Common patterns that work
Stage only: Tag by where templates fit in your process (discovery, renewal)
Purpose only: Tag by what templates do (prep, analyze, review)
Role-based: Tag by who uses them (ae, csm, manager)
Making it stick
- Pick one approach
- Tag existing templates consistently
- Show the team how to filter
- Remember: users can only filter by one tag at a time