Make Your Best Process the Default
Templates capture how your best analyst runs a deal — and make it the default for everyone else. Task templates, site detail templates, and scoring criteria templates ensure consistency without slowing anyone down.
Why Best Practices Stay Tribal
Without templates, every analyst reinvents the workflow.
Knowledge in one person
When your best analyst leaves, the workflow leaves with them.
Inconsistent execution
Every deal runs differently. Quality varies. Comparison is broken.
Templates that nobody uses
Most "template" systems are too rigid to actually adopt.
What MyDealTeams Does
Templates are first-class objects across every workflow.
Task templates
Pre-built task playbooks for common workflows (Contractor Communication, Site Selection, Testing).
Site detail templates
Standardize the data captured on every candidate site.
Scoring criteria templates
Reuse scoring criteria across evaluations for cross-deal comparison.
One-click apply
Spin up a templated task list or site detail in one click.
Customizable on apply
Templates are starting points, not straitjackets — analysts adapt as needed.
Versioned
When you update a template, history is preserved.
How Teams Use It
Onboard new analysts
New team members run the same playbook as senior staff from day one.
Scale the org
Multi-region teams use the same templates — quality stays consistent.
Standardize site data
Every candidate site has the same captured fields — comparisons stay clean.