​
When templates become workflows

Simple templates let Endgame choose the output format and level of detail. Advanced templates enforce consistency, ensuring every rep gets the same comprehensive analysis, formatted the same way, covering the same critical points.
  • Simple template: a single question or request; output will vary by context
  • Advanced template: structured briefing with clear sections, consistent detail level, and specific format (same output structure every time)
This consistency matters when you need:
  • Managers reviewing multiple deal inspections
  • Reps following a specific methodology
  • Teams preparing for meetings the same way
  • Leadership getting standardized reports

​
Writing advanced templates

​
Focus on narratives, not lists

Endgame excels at synthesis and analysis, not exhaustive enumeration. Less effective: 
List all opportunities closing this quarter with complete details
More effective: 
Analyze my top 10 opportunities by deal size closing this month. For each, provide a brief narrative on deal health, key risks based on our methodology, and recommended next actions.

​
Declarative over imperative

Tell Endgame what you want to know, not step-by-step instructions. Less effective: 
1. First check Salesforce for the opportunity
2. Then look at Gong for calls
3. Next review emails
4. Finally compile a report
More effective: 
Provide a comprehensive deal analysis for this opportunity, including current status, stakeholder engagement patterns, competitive dynamics, and methodology gaps. Focus on what needs attention for this deal to progress.

​
Structure for consistency

Advanced templates specify exact output structure: 
Analyze this opportunity with the following structure:

## Executive Summary
2-3 sentences on deal status and primary focus area

## MEDDIC Analysis
Table showing each criterion, current status, and gaps

## Stakeholder Engagement
Brief narrative on who's involved and who's missing

## Recommended Actions
Bullet points of specific next steps this week

​
Additional best practices

  • Start with the decision. Before writing a template, ask: “What decision will this enable?” Work backwards from there.
  • Optimize for scanning. Use headers, bullets, and tables to make outputs easy to scan. Busy users need to find information quickly.
  • Keep scope focused. Instead of “analyze everything,” focus templates on specific aspects: deal health, competitive dynamics, or stakeholder engagement.
  • Test with real scenarios. Run templates against 3-5 actual opportunities or accounts. Do the outputs drive clear action?

​
Your next advanced template

  1. Identify a recurring decision that takes significant time
  2. Map the information needed to make that decision well
  3. Define the structure that would make the output most useful
  4. Draft a template that enforces that structure
  5. Test with real data and refine based on output quality
  6. Share with the team once you’ve validated value

​
Examples

This template helps managers have better coaching conversations by ensuring every inspection follows the same format.
Analyze this opportunity from a coaching perspective:

## Deal Narrative
Provide a 2-3 paragraph summary of where this deal stands, including progression history and current momentum.

## Methodology Assessment
Using our MEDDIC framework:
- What's strong and well-documented?
- What's missing or weak?
- Where should the rep focus next?

## Risk Factors
Based on engagement patterns and missing criteria, what are the top 3 risks to this deal?

## Coaching Recommendations
What specific actions should the rep take this week? Include talk tracks or questions they should use.

​
Power user tips

​
Headers and bullets

Use simple markdown to organize information with headers and bullet lists: 
Template: Quarterly Business Review Prep

# Q4 Business Review: [Customer Name]

## Executive Summary
Provide a 3-4 sentence summary of the customer's quarter including health status, key achievements, and any concerns.

## Sentiment and Progress
Show their feedback quotes, milestones achieved, and ROI achieved this quarter in a clear format.

## Relationship Status
- Executive Sponsor: [Name] - Last meeting: [Date]
- Champion: [Name] - Engagement level: [High/Medium/Low]
- Economic Buyer: [Name] - Sentiment: [Positive/Neutral/Negative]

## Recommendations
Based on the above analysis, what are 3-5 strategic recommendations for next quarter?

​
Tables for larger data sets

When comparing data or showing multiple items, tables help: 
Template: Competitive Deal Analysis

# Competitive Analysis: [Opportunity Name] vs [Competitor]

## Feature Comparison
| Capability | Us | [Competitor] | Our Advantage |
|---|---|---|---|
| Integrations |  |  |  |
| Support |  |  |  |
| Security |  |  |  |

## Win Strategy
Based on similar competitive wins, focus on: [List key differentiators]