Content templates enable your team to create standardized, high-quality messaging that can be personalized for any account. By building templates once, you ensure consistent communication while saving time on content creation.

​
Understanding Content Templates

Content templates are reusable frameworks that combine your messaging with account-specific intelligence. When you generate content from a template, PG:AI pulls relevant data about the company and personalizes your message accordingly. Template Benefits:
  • Maintain consistent brand voice and messaging across your team
  • Scale personalized outreach without starting from scratch each time
  • Ensure key value propositions and talking points are included
  • Reduce time spent on content creation by 70-80%

​
Creating a New Template

Step 1: Access Template Creation
  1. Navigate to the Content tab in your main dashboard
  2. Click New Template to open the template editor
  3. You’ll see the template configuration panel on the left
Step 2: Configure Template Settings
Content Type: Choose the format for your template
  • Email: Outreach emails, follow-ups, introductions
  • Notes: Meeting prep notes, account summaries
  • Document: Proposals, case studies, detailed reports
  • Call Script: Phone conversation guides, discovery frameworks
Word Count: Set the target length
  • Short (50-150 words): Brief emails, social outreach
  • Medium (150-300 words): Standard business emails, LinkedIn messages
  • Long (300+ words): Detailed proposals, comprehensive notes
Language: Select output language (English, Spanish, French, etc.)
Step 3: Write Template Instructions Your instructions are crucial - they guide how PG:AI creates content. Be specific about: Structure Requirements: 
Subject line: [specific format]
Opening: [how to start]
Body: [key points to cover]
Call-to-action: [what you want them to do]
Closing: [how to end]
Content Guidelines:
  • Reference specific account intelligence (priorities, challenges, recent news)
  • Include relevant value propositions from your solution set
  • Maintain professional tone while being conversational
  • Focus on business outcomes, not product features
  • Include clear next steps
Example Instructions: 
Create a personalized outreach email for enterprise prospects:

Subject: Reference their recent [initiative/news] and connect to our value prop

Opening: Congratulate them on [recent achievement/news] and briefly introduce yourself

Body: 
- Reference 2-3 specific business priorities or challenges from their intelligence
- Connect our platform capabilities to their stated objectives
- Include 1 relevant customer success story from similar company
- Quantify potential impact using their business metrics

CTA: Request 15-minute conversation to discuss their specific challenges

Closing: Professional but warm, include calendar link
Step 4: Test Your Template Before saving, test the template quality:
  1. Click Test Content in the template editor
  2. Select 2-3 different companies from your account list
  3. Review the generated content for:
    • Accurate company information and context
    • Appropriate personalization level
    • Clear, compelling messaging
    • Proper tone and structure
  4. Refine instructions based on test results
Step 5: Save and Organize
  1. Template Name: Use descriptive names that indicate purpose and audience
    • “Enterprise_Outreach_CISO_Security_Focus”
    • “Mid_Market_Follow_up_Post_Demo”
    • “Executive_Introduction_CEO_Strategic”
  2. Template Description: Add notes about when and how to use this template
  3. Tags/Categories: Organize templates by persona, use case, or stage

​
Template Best Practices

Writing Effective Instructions:
  • Be specific about structure and content requirements
  • Reference which account intelligence should be included
  • Specify tone, length, and call-to-action clearly
  • Include examples of good vs. poor outputs
Maintaining Template Quality:
  • Review and update templates quarterly based on performance
  • Test templates on new accounts before broad deployment
  • Gather feedback from team members using the templates
  • Update instructions as your messaging and value props evolve
Template Organization:
  • Create templates for each major persona and use case
  • Use consistent naming conventions across your team
  • Document when and how each template should be used
  • Share best-performing templates across your organization
Templates are shared across your entire workspace. Ensure content and messaging align with your company’s brand guidelines and compliance requirements before saving.