template setup
Let us set up your annual report template for you
In this one-day service, our designer drops your brand, photos, copy, and data into the report template of your choice. You proofread and publish.
Template Setup is perfect for you if…
You don't have the time
You're running programs, events, and a donor list. Building the report too?
Not happening.
Design is not your thing
You'd rather hand it to someone who knows the file than lose a weekend figuring out spacing.
The deadline is way too close
The gala, board meeting, and year-end giving are coming. Your report needs to be done ASAP.
Your content is ready
Copy's written, numbers are final. You just need it to look like something your donors will want to read.
What's included
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Your report template
Pick any of our setup-ready templates as your base. Can't decide? We'll recommend one.
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Brand + content in place
Your logo, colors, fonts, photos, final copy, and charts flowed into up to 24 pages.
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30-minute strategy call
We start your day by locking in colors, fonts, and what matters most on each page.
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1 round of revisions
With your quick feedback, we'll refine it together in the same day.
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Full-day build
A full working day with your designer, dedicated to your report.
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File walkthrough
We'll show you how to edit your report so you can make tweaks on your own.
Add-on: Story Check
Content written but something feels off? Before your build day, we’ll read your draft and show you what’s missing, what to cut, and where donors will tune out. You make the edits, then we build.
How it works
01
Pick your template
Browse our setup-ready templates and choose your favorite. Need help deciding? Just ask.
02
Book your setup day
Book your strategy call. The day of your call is also your build day.
03
Gather your content
We'll reach out before your day. Put your logo, colors, fonts, photos, final copy, and data in one folder.
03
Show up
Join the strategy call, then give quick feedback as we build so we get as far as possible by the end of the day.
Pick your option
Your choice of setup-ready template
30-minute strategy call
Full-day build, up to 24 pages (depending on the template you choose)
1 round of revisions
Don't have a template yet
Already bought your template
Uses the template you already own
30-minute strategy call
Full-day build, 24 pages (depending on the template you have)
1 round of revisions
See our Template Kits in action
From volunteer networks to youth arts programs, teams like yours have turned our templates into reports they're proud to share. See for yourself.
Your donors are gonna see your report either way
Make it one you're proud to hit send on.
Questions about Template Setup?
We got answers.
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Template Setup puts your brand and content into an existing template. We won't change the layout, write copy, or shape your story. That's our custom report work.
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Your logo, brand colors and fonts, photos, final copy, and final data. In one folder. If your content isn't final, we'll reschedule your day.
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We move fast to get everything in place. If extra requests come up or feedback is running slow, we'll schedule the rest at our hourly rate.
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Nope. Your template is included in the $2,500 option. Already bought one from our shop? Book the Template Setup only for $2,000.
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Reach out before booking. Longer reports are usually a good fit for our custom report work.