Templates Library
Exclusive tools for Bold Thinking Insider members
Welcome to the Bold Thinking Insider Templates Library — a growing collection of frameworks and tools designed to save you time and help you build scalable growth strategies.
These resources are crafted from 20+ years of experience in clinical research business development and account management.
How to Use This Library
Choose the template you need below.
Download the Word version to edit and customize it for your organization.
Use the PDF version to preview or print a clean reference copy.
Check back regularly — new templates are added quarterly!
Note: Templates are for Insider members only. Please do not share files outside your organization.
Strategic Account Plan Template
This comprehensive framework helps you create growth strategies for key accounts, align teams, and track progress. Perfect for business development and account management teams in the clinical research industry.
Choose the Word version to customize and edit, or the PDF to preview and print.
Feasibility Questionnaire (FQ) Response Toolkit
A structured framework to help sites turn feasibility responses into compelling stories that win Pre-Study Visits (PSVs). Includes answer library setup, storytelling prompts, and a consistency checklist.
Discovery Call Template
A structured framework designed to help sales and strategy teams prepare for high-value conversations with sponsors, CROs, and research vendors.
Includes guided sections for pre-call research, conversation prompts, stakeholder mapping, and opportunity summaries — helping you turn meetings into meaningful momentum.