Templates, SOPs, checklists, and playbooks. Ten domains, one hub.
SOPs, checklists, documents, designs, sales playbooks, messaging, training, forms, automations, and brand kits. Every operational template in one searchable library.
Procedures, setup standards, policies, safety. Four subdomain layers.
SOPs define how work gets done. Setup standards define what 'ready' looks like. Policies attach compliance context. Safety protocols lock down emergency procedures. Every template version-tracked with snapshot history on each edit.
SOPs
Step-by-step procedures with version history and snapshot tracking on every edit.
Setup Standards
Before-photo requirements and venue preparation guides per room, station, or space.
Policies
Operational policies attached to specific roles, departments, or property types.
Safety Protocols
Emergency procedures and incident response playbooks. Version-locked for regulatory audits.
Operational, compliance, onboarding, transaction. Checked off, tracked.
Four checklist categories covering shift work, regulatory requirements, people onboarding, and deal verification. Each checklist template supports per-location and per-role assignment with completion tracking.
Operational
Opening, closing, turnover, and shift checklists. Attach to specific locations, roles, or time slots.
Compliance
Regulatory and policy compliance checklists. Track completion rates and flag overdue items for audit readiness.
Onboarding
Staff, vendor, and client onboarding step lists. Assign per role or account type with progress tracking.
Transaction
Deal and transaction workflow verification. Ensure every step in a sale, lease, or booking is confirmed before close.
Training, knowledge base, certifications, onboarding flows.
Blueprint stores templates. University runs the LMS, courses, and certifications.
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template domains
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subdomains
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AI endpoints
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Knowledge base, courses, certifications, onboarding flows.
Four training subdomain types. Articles for reference. Courses for structured learning. Certifications for credential tracking. Onboarding flows for day-one sequences. Blueprint stores the templates; University runs the full LMS.
Knowledge Base
Searchable reference articles and internal documentation. Staff look up procedures, product details, and FAQs without leaving the platform.
Onboarding Flows
Step-by-step onboarding sequences for new hires, vendors, and clients. Each flow tracks completion per assignee.
Courses
Structured training curricula with module ordering and completion tracking. Assign by role, department, or property.
Certifications
Certification templates with expiration dates and renewal workflows. Track who holds which credential and when it lapses.
Documents, design templates, and a gallery that searches everything.
Five document types. Five design surfaces. One gallery across all ten domains.
Docs, sheets, slides, signature documents, receipts.
Five document subdomain types covering the full range of business paperwork. Each template carries metadata for vertical assignment, tag filtering, and usage tracking.
Docs
Contracts, memos, policies, and letters with pre-defined layouts.
Sheets
Budget trackers, inventory lists, scheduling grids, and financial models.
Slides
Investor decks, training presentations, property tours, and quarterly reviews.
Sign
Contract and signature document templates with pre-mapped fields and routing rules.
Receipts
Format definitions for thermal printers, email receipts, and PDF invoices.
Signage, kiosks, portals, sites, creative.
Five design subdomain types covering physical displays, self-service interfaces, guest-facing portals, website layouts, and marketing creative. Each template carries vertical and tag metadata for filtered browsing.
Signage
Display board templates for digital screens. Menu boards, welcome displays, event schedules, and leaderboards.
- Menu boards
- Welcome screens
- Wayfinding displays
- Leaderboards
Ten domains, one search. Browse every template in a single view.
The Gallery queries every domain simultaneously. Filter by domain, subdomain, vertical, or tags. Sort by featured status or usage count.
Cross-Domain Search
Query all ten domains at once. Results ranked by featured status and usage count.
Domain Filtering
Narrow results to a single domain or subdomain. Combine with vertical and tag filters.
Featured Templates
Pin top templates to the front of gallery results. Featured status persists across searches.
Usage Sorting
Sort by adoption. Templates with the highest usage count surface first for new users.
Sales playbooks, messaging templates, form definitions.
Five sales subdomains. Five messaging channels. Four form categories.
Discovery scripts, proposals, playbooks, sequences, collateral.
Five sales subdomain types. Discovery templates for qualification. Proposals with line-item pricing. Playbooks with per-stage scripts and objection maps. Sequences for multi-touch outreach. Collateral for competitive positioning.
Discovery
Structured scripts that guide reps through needs analysis and budget qualification.
Proposals
Proposal templates with line items, pricing tables, and terms per vertical.
Playbooks
Stage-based scripts with objection handling, competitor responses, and next actions.
Sequences
Multi-touch outreach cadences with timing rules and variable personalization.
Collateral
Case studies, one-pagers, and battle cards for sales conversations.
Email, SMS, WhatsApp, notifications, responses.
Five messaging channels, each with its own template subdomain. Covers outbound campaigns, transactional alerts, guest communication, review responses, and system notifications. Reputation pulls response templates from Blueprint's API.
Transactional, marketing, and operational email templates.
SMS
Appointment reminders, order updates, and verification codes.
Pre-approved formats for customer outreach and support.
Responses
Review reply templates for Google, TripAdvisor, and Yelp.
Notifications
In-app alerts, push notifications, and webhook payloads.
Intake, surveys, waivers, applications.
Four form template categories. Blueprint stores the template definitions: field layouts, validation rules, and submission routing. The Forms product handles the live form builder and public submission URLs. Command has its own form builder for internal intake.
Intake
Guest and client intake form templates. Collect contact details, preferences, and requirements at first touch.
Surveys
Feedback and NPS survey templates. Post-stay, post-event, and periodic satisfaction questionnaires.
Waivers
Liability waiver and consent form templates. Pre-formatted for activities, events, and facility use.
Applications
Application form templates for jobs, memberships, vendor enrollment, and program registration.
Brand kits consumed by Ethos. Automation recipes. Calisto AI discovery.
Kits define brand specs. Automations define recipes. Calisto AI generates SOPs and ranks templates.
Brand guidelines, physical specs, wallet passes.
Three kit subdomain types. Brand application kits define identity rules. Physical branding kits define print and signage specs. Wallet pass kits define digital pass layouts for Apple and Google Pay.
Brand Application
Brand identity guidelines, color palettes, and usage rules. Define how logos, colors, and fonts apply across touchpoints.
Physical Branding
Signage specifications, packaging templates, and merchandise guidelines. Print-ready specs with bleed, trim, and safe-zone markings.
Wallet Passes
Apple Wallet and Google Pay pass designs. Loyalty cards, event tickets, membership passes, and boarding passes.
Ethos imports KitsBrandClient from blueprint-clients to render brand identity views at /ethos/brand. Blueprint provides the template infrastructure. Ethos adds identity rules and compliance scoring on top.
Pre-built recipes, multi-step sequences, trigger configs.
Three automation subdomain types. Recipes pair a trigger with an action. Sequences chain multiple steps with delays and conditions. Trigger configs define the event, schedule, or webhook that starts execution.
Recipes
Pre-built workflow recipes with trigger-action pairs. Select a recipe, customize the parameters, and activate.
Sequences
Multi-step automation sequences with delays and conditions. Define wait times, branching logic, and fallback actions.
Triggers
Event-based, scheduled, and webhook trigger templates. Configure the input conditions that start a recipe or sequence.
Blueprint stores automation templates (the recipes). Ethos runs its own brand-event automation flows. Command has a workflow execution engine. Blueprint defines what to do; the runtime products execute it.
SOP generation from text or photos. Semantic search. Template ranking.
Three AI endpoints. Generate structured SOPs from a description or a photograph. Search templates by intent rather than exact keywords. Rank the full template library against a business profile to surface the most relevant starting points.
SOP Generation
Describe a process in plain text or upload a photo. The /ai/generate-sop endpoint returns a structured SOP with steps, roles, and expected outcomes. Powered by Calisto AI.
Semantic Search
The /ai/search endpoint re-ranks template results by meaning rather than keyword match. Cross-domain queries return the most relevant templates regardless of naming conventions.
Template Ranking
The /ai/recommend-template endpoint takes a business description and scores every template by relevance. New accounts get a ranked list of what to activate first.
Ethos reads kits. Reputation reads responses. Blueprint supplies.
Blueprint is the template infrastructure layer. Ethos consumes brand kits to enforce identity rules. Reputation consumes response templates for review replies. The brand-check endpoint exposes ethos-integrity scoring to any product.
Ethos Brand Kit
Ethos imports KitsBrandClient from the Blueprint client library to render the brand identity views at /ethos/brand. Five Ethos routes (overview, colors, fonts, assets, templates) pull from Blueprint kits.
Reputation Responses
The /api/blueprint/reputation/templates endpoint serves review response templates to the Reputation product. Staff select a template, personalize it, and reply to reviews.
Brand Compliance Check
The /api/blueprint/brand-check endpoint validates content against ethos-integrity rules. Any product can submit content and receive a compliance score before publishing.
Nav Integration
Blueprint sidebar includes a "Manage Brand Kit" link pointing to /ethos/brand. Users move between template management in Blueprint and identity enforcement in Ethos without context loss.
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