Pre-Built Templates
JetStack AI includes a library of pre-built audit templates so you can launch audits immediately without configuring which blocks and data points to include. Each template is designed for a specific use case and includes the most relevant blocks for that scenario.
What Pre-Built Templates Include
Section titled “What Pre-Built Templates Include”Each pre-built template specifies:
- Which blocks are included — The specific data point groups that will be evaluated
- Report type — Either SIMPLE or ADVANCED (see below)
- Default branding — Uses your organization’s branding settings
- Section coverage — Which of the six sections (General, Sales, Marketing, Automation, Service, Reporting) are active
You do not need to modify a pre-built template before using it. Select it, choose a portal, and launch.
Template Categories
Section titled “Template Categories”By Hub Type
Section titled “By Hub Type”Templates organized around specific HubSpot hubs:
| Template | Focus | Sections Covered |
|---|---|---|
| Full Portal Audit | Comprehensive scan across all hubs | All six sections |
| Sales Hub Audit | Sales-focused evaluation | General, Sales, Reporting |
| Marketing Hub Audit | Marketing-focused evaluation | General, Marketing, Automation, Reporting |
| Service Hub Audit | Service-focused evaluation | General, Service, Reporting |
| CMS Hub Audit | Content and website evaluation | General, Marketing (CMS blocks), Reporting |
| Automation Audit | Workflow and automation evaluation | General, Automation, Reporting |
The Full Portal Audit is the most commonly used template. It evaluates all 450+ data points across every section and provides the most complete picture of portal health.
Hub-specific templates are useful when your engagement is scoped to a particular area. A client who only uses Sales Hub does not need Marketing or Service blocks cluttering their report.
By Industry
Section titled “By Industry”Templates tailored to industry-specific best practices:
| Template | Industry | Special Focus |
|---|---|---|
| SaaS | Software / Technology | Trial-to-paid pipeline, lifecycle stages, product-led growth metrics |
| Professional Services | Consulting / Agencies | Project pipelines, retainer tracking, service delivery |
| E-Commerce | Retail / Online Sales | Cart abandonment, order pipelines, customer segmentation |
| Financial Services | Banking / Insurance | Compliance, data governance, multi-stage approval pipelines |
| Healthcare | Medical / Health Tech | HIPAA considerations, patient communication, appointment workflows |
| Real Estate | Property / Development | Listing pipelines, agent assignment, lead routing |
Industry templates include the same core blocks as hub-type templates but emphasize the data points most relevant to that industry. They may also include industry-specific thresholds for certain data points.
Report Types
Section titled “Report Types”Pre-built templates are configured as either SIMPLE or ADVANCED:
SIMPLE
Section titled “SIMPLE”- Streamlined report with key findings and scores
- Best for quick assessments and initial conversations
- Fewer blocks, focused on the most impactful data points
- Faster to generate and easier for clients to digest
ADVANCED
Section titled “ADVANCED”- Comprehensive report with full data point detail
- Best for deep-dive audits and detailed improvement planning
- All relevant blocks included
- Includes granular data point breakdowns alongside block scores
Most pre-built templates default to ADVANCED. SIMPLE templates are available for quick-scan scenarios.
Premium Templates
Section titled “Premium Templates”Some pre-built templates are marked as Premium and may require specific plan features:
- Templates using advanced data points that require higher API access
- Templates with custom domain support built into the report configuration
- Industry-specific templates with specialized scoring thresholds
Premium requirements are clearly labeled on each template. If your plan does not support a premium template’s requirements, you will see a notification when attempting to use it.
Using a Pre-Built Template
Section titled “Using a Pre-Built Template”- Navigate to Audits > Launch in the sidebar.
- Browse the template library or search by name, hub type, or industry.
- Click on a template to preview its included blocks and configuration.
- Click Use Template.
- Select the portal you want to audit.
- Configure branding if you want to override your organization defaults.
- Click Start Audit.
The audit runs using the template’s block configuration. You can still skip blocks in the results after the audit completes.
Customizing Pre-Built Templates
Section titled “Customizing Pre-Built Templates”If a pre-built template is close to what you need but not quite right, you can clone it and modify:
- Find the template you want to customize.
- Click Clone to create a copy in your custom templates.
- Edit the cloned template — add or remove blocks, change the report type, update branding.
- Save your customized version.
See Creating Custom Templates for the full customization workflow.