> ## Documentation Index
> Fetch the complete documentation index at: https://docs.walktheroom.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Accelerate your efficiency with templates

Presentation templates are pre-built presentation structures that serve as starting points for creating new presentations. Instead of building each presentation from scratch, you can create a template once and use it as a foundation for multiple presentations, making it easy to maintain consistency and speed up your workflow.

## What are Presentation Templates?

A presentation template is a saved presentation configuration that includes:

* **Slide structure**: The order and arrangement of global slides
* **Layout choices**: How content is organized and displayed
* **Navigation setup**: Menu structure and flow between slides
* **Design patterns**: Consistent styling and formatting choices

Templates don't contain specific property data-they contain the **structure** that will be filled with data from whichever property you apply them to.

## Why Use Templates?

<CardGroup cols={2}>
  <Card title="Save Time" icon="clock">
    Build new presentations in minutes by starting with a proven structure instead of from scratch.
  </Card>

  <Card title="Ensure Consistency" icon="circle-check">
    All presentations based on the same template maintain consistent structure and quality.
  </Card>

  <Card title="Easy Variants" icon="copy">
    Create variations for different audiences (investors, buyers, brokers) from a single base template.
  </Card>

  <Card title="Quick Iteration" icon="rotate-cw">
    Test different presentation structures and keep the ones that work best.
  </Card>
</CardGroup>

***

## How Templates Work

Templates leverage the power of [data-driven presentations](/presentations/concept) and global slides:

### The Template Contains:

* A list of global slides in a specific order
* Navigation and menu configuration
* Layout and display settings
* Any custom styling or arrangements

### The Template Does NOT Contain:

* Specific property names or data
* Individual unit information
* Property-specific images
* Hard-coded prices or dates

When you create a new presentation from a template, Walk the Room:

1. **Copies the structure** from the template
2. **Connects to your property data** for the specific project
3. **Populates global slides** with the correct property information
4. **Creates a new presentation** ready for customization

***

## Creating a Template

Build a template by creating an exemplary presentation first:

<Steps>
  <Step title="Build a complete presentation">
    Create a full presentation for any property in your portfolio with all the slides and structure you want.
  </Step>

  <Step title="Refine and perfect">
    Test the presentation, get feedback, and make improvements until it's exactly what you want.
  </Step>

  <Step title="Save as template">
    Use the "Save as Template" option to convert your presentation into a reusable template.
  </Step>

  <Step title="Name and describe">
    Give your template a clear name (e.g., "Full Sales Presentation") and description of its purpose.
  </Step>

  <Step title="Tag appropriately">
    Add tags to help you find this template later (e.g., "Sales", "Complete", "Residential").
  </Step>
</Steps>

<Tip>
  Start by creating templates for your most common presentation types: a full presentation, a quick overview, and an investor deck.
</Tip>

***

## Using Templates

Once you have templates, creating new presentations becomes incredibly fast:

<Steps>
  <Step title="Navigate to your project">
    Go to the property where you want to create a new presentation.
  </Step>

  <Step title="Create from template">
    Click "New Presentation" and select "From Template" option.
  </Step>

  <Step title="Choose your template">
    Select the template that best fits your needs from your template library.
  </Step>

  <Step title="Name your presentation">
    Give the new presentation a descriptive name for this specific property.
  </Step>

  <Step title="Customize if needed">
    The presentation is created with your template's structure but your property's data. Adjust as needed.
  </Step>
</Steps>

***

## Template Variants

Create multiple template variants to address different use cases:

### By Audience

<AccordionGroup>
  <Accordion title="Buyer Template">
    Focus on lifestyle, amenities, unit features, and neighborhood. Include emotional appeals and visual content.
  </Accordion>

  <Accordion title="Investor Template">
    Emphasize ROI, market analysis, financial projections, and rental yields. Include data-heavy slides and charts.
  </Accordion>

  <Accordion title="Broker Template">
    Provide quick facts, competitive advantages, commission structure, and sales materials. Focus on selling points.
  </Accordion>

  <Accordion title="Internal Review Template">
    Include project status, timeline updates, budget information, and team notes. More detailed and technical.
  </Accordion>
</AccordionGroup>

### By Length

* **Quick Overview** (5-8 slides): Hero, location, key features, units available, contact
* **Standard Presentation** (12-15 slides): Full property showcase with all major sections
* **Comprehensive Deck** (20+ slides): Deep dive with detailed specifications, floor plans, amenities, etc.

### By Purpose

* **Launch Presentation**: Focus on grand opening, early bird offers, project vision
* **Mid-Project Update**: Status updates, percentage sold, remaining inventory
* **Final Phase**: Last units, move-in ready, immediate availability

***

## Template Best Practices

<CardGroup cols={2}>
  <Card title="Use Descriptive Names" icon="tag">
    Name templates clearly: "Residential Sales - Full" instead of "Template 1".
  </Card>

  <Card title="Document Purpose" icon="file-text">
    Add a description explaining when and how to use each template.
  </Card>

  <Card title="Keep Templates Updated" icon="refresh-cw">
    When you improve a presentation, update the template so future uses benefit.
  </Card>

  <Card title="Version Your Templates" icon="git-branch">
    If making major changes, consider versioning (e.g., "Sales Template v2").
  </Card>

  <Card title="Test Before Templating" icon="flask-conical">
    Only save presentations as templates after they've proven successful.
  </Card>

  <Card title="Share with Team" icon="users">
    Make sure team members know which templates to use for different scenarios.
  </Card>
</CardGroup>

***

## Editing Templates

Templates can be updated to reflect improvements and changes:

### Updating a Template

<Steps>
  <Step title="Open the template">
    Navigate to your template library and select the template to edit.
  </Step>

  <Step title="Make changes">
    Add, remove, or reorder slides. Adjust settings as needed.
  </Step>

  <Step title="Save changes">
    Save the updated template.
  </Step>

  <Step title="Note the impact">
    Existing presentations created from this template are NOT automatically updated. Only new presentations will use the updated template.
  </Step>
</Steps>

<Warning>
  Updating a template doesn't change presentations already created from it. This protects your existing work from unintended changes.
</Warning>

***

## Templates vs. Global Slides

Understanding the difference helps you use both effectively:

| Aspect           | Global Slides                     | Templates                             |
| ---------------- | --------------------------------- | ------------------------------------- |
| **What it is**   | Individual reusable slide designs | Complete presentation structures      |
| **Contains**     | Layout and data placeholders      | Collection of global slides in order  |
| **Updates**      | Changes apply to all uses         | Changes don't affect existing copies  |
| **Best for**     | Consistent slide design           | Consistent presentation structure     |
| **Reusability**  | Used across many presentations    | Starting point for new presentations  |
| **Data binding** | Automatic from portfolio          | Automatic when creating from template |

**Use together**: Templates are built from global slides. Create great global slides, then arrange them into templates for different purposes.

***

## Real-World Template Workflow

### Scenario: New Property Launch

**Without Templates:**

1. Remember which slides you used last time
2. Recreate the structure manually
3. Hope you didn't miss anything
4. Adjust for the new property
5. Time: 2-3 hours

**With Templates:**

1. Select "Full Sales Presentation" template
2. Apply to new property
3. Data populates automatically
4. Make any property-specific adjustments
5. Time: 20-30 minutes

### Scenario: Creating Variant for Different Audience

**Without Templates:**

1. Copy existing presentation
2. Manually remove or add slides
3. Reorder content
4. Update all references and navigation
5. Time: 1-2 hours

**With Templates:**

1. Select appropriate audience template (e.g., "Investor Deck")
2. Apply to your property
3. Ready to present
4. Time: 10 minutes

***

## Managing Your Template Library

Keep your templates organized and useful:

<AccordionGroup>
  <Accordion title="Regular Review">
    Quarterly, review your templates. Remove ones you don't use, update ones that need improvement.
  </Accordion>

  <Accordion title="Clear Naming Convention">
    Use a consistent naming pattern: "\[Audience] - \[Purpose] - \[Length]" (e.g., "Buyer - Sales - Full").
  </Accordion>

  <Accordion title="Tag Effectively">
    Use tags to categorize templates by audience, property type, length, and purpose.
  </Accordion>

  <Accordion title="Document Usage">
    Maintain a simple guide showing your team which templates to use in which situations.
  </Accordion>

  <Accordion title="Archive Old Versions">
    Don't delete old templates immediately. Archive them in case you need to reference them.
  </Accordion>
</AccordionGroup>

***

## Getting Started with Templates

Start building your template library today:

1. **Identify common patterns**: Which presentations do you create repeatedly?
2. **Create your first template**: Take your best presentation and save it as a template
3. **Use it**: Create a new presentation from your template to test it
4. **Refine**: Adjust the template based on what worked and what didn't
5. **Expand**: Add more templates as you identify other common needs

<Tip>
  You don't need many templates to see benefits. Even 2-3 well-designed templates will dramatically speed up your workflow.
</Tip>

***

## The Power of Templates

Templates transform your workflow:

* **Consistency**: Every presentation starts with a proven structure
* **Speed**: New presentations in minutes instead of hours
* **Quality**: Build from your best work, not from scratch
* **Flexibility**: Easy to create variants for different needs
* **Scalability**: Handle more properties without more work

Combined with [global slides](/create/global-slides) and [data-driven content](/presentations/concept), templates complete your efficiency toolkit.

***

Ready to create your first template? Start by building an excellent presentation, then save it as a template to reuse across your portfolio.