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Asset Library
Every approved deck, template, contract, and pricing sheet — searchable and filterable.
Supports PDF, Word, PowerPoint, Excel, CSV, images, ZIP, and more. Files are saved in your browser.
| Title | Type | Department | Stage | Owner | Status | Visibility | Updated | |
|---|---|---|---|---|---|---|---|---|
| Master Pitch Deck v4.2 | Deck | Sales | Discovery | Marketing | Approved | Internal | 2d ago | |
| Master Pricing (2026 · Tier 1) | HTML | Sales | Proposal | Finance | Approved | Internal | Just now | |
| Pricing Overview | Sales | Proposal | Finance | Approved | Client-facing | 3d ago | ||
| Platform Fees | Sales | Proposal | Finance | Approved | Client-facing | 3d ago | ||
| TB3 Pharmaceutical Proposal | Sales | Close | Maya R. | Approved | Client-facing | 1d ago | ||
| Bodybuilding.com Proposal | Sales | Close | Jordan K. | Approved | Client-facing | 1d ago | ||
| CloudHealth Onboarding — 1-Pager | One-pager | Onboarding | Onboarding | Implementation | Approved | Client-facing | Just now | |
| Client Onboarding Playbook | Word | Onboarding | Onboarding | Implementation | Approved | Internal | Just now | |
| Master Onboarding Tracker | Checklist | Onboarding | Onboarding | Implementation | Approved | Internal | 5d ago | |
| Provider Onboarding Guide | Training guide | Onboarding | Onboarding | Clinical | Approved | Internal | 1w ago | |
| All Documents Archive | ZIP | Sales | Proposal | Sales Ops | Approved | Internal | 1d ago | |
| 30-day Launch Recap Template | Template | Customer Success | Customer Success | CSM Lead | Approved | Internal | 1w ago | |
| 60-day Optimization Plan | Template | Customer Success | Customer Success | CSM Lead | Approved | Internal | 1w ago | |
| 90-day Growth Plan | Template | Customer Success | Customer Success | CSM Lead | Approved | Internal | 1w ago | |
| Risk Recovery Plan | Playbook | Customer Success | Customer Success | VP CS | Approved | Internal | 2w ago | |
| Monthly Client Update Email | Email template | Customer Success | Customer Success | CSM Lead | Approved | Internal | 1w ago | |
| BAA Template v2 | Contract | Compliance | Close | Legal | Approved | Client-facing | 3w ago | |
| HIPAA Overview | Overview | Compliance | Discovery | Legal | Approved | Client-facing | 3w ago | |
| SOC 2 Type II Overview | Overview | Compliance | Discovery | Security | Approved | Client-facing | 3w ago | |
| Security FAQ | FAQ | Compliance | Discovery | Security | Approved | Client-facing | 2w ago | |
| Trust One-pager | One-pager | Compliance | Discovery | Security | Approved | Client-facing | 2w ago | |
| LegitScript Application Pack | Checklist | Compliance | Onboarding | Legal | Approved | Internal | 3w ago | |
| Privacy Policy Template | Template | Compliance | Close | Legal | Approved | Client-facing | 3w ago | |
| Terms of Service Template | Template | Compliance | Close | Legal | Needs Review | Client-facing | 3w ago | |
| Refund & Shipping Policy | Template | Compliance | Close | Legal | Approved | Client-facing | 3w ago | |
| Prescription Disclosure | Template | Compliance | Close | Legal | Approved | Client-facing | 3w ago | |
| QBR Template | Deck | Account Management | Renewal | AM Lead | Needs Review | Internal | 2w ago | |
| Renewal Email Sequence | Email template | Account Management | Renewal | AM Lead | Draft | Internal | 4d ago | |
| CloudHealth Sales Deck | Deck | Sales | Discovery | Marketing | Approved | Client-facing | Just now | |
| CloudHealth Pitch Deck | Deck | Sales | Discovery | Marketing | Approved | Client-facing | Just now | |
| CloudHealth Platform Overview | Sales | Discovery | Marketing | Approved | Client-facing | Just now |