OFMAITools templates are reusable decision and operations tools that turn a defined task into a repeatable process. Each template documents the fields, the formula or checklist, the evidence you should record, and the decision it supports. A template is useful only when it captures the evidence level and check date for each comparison, so the output stays comparable across vendors and time.
Available Templates
One template is published now, and the next templates follow the same evidence and link-policy gates before they appear here.
OFM CRM evaluation scorecard is a weighted scoring table for comparing CRM candidates on the same criteria, evidence level, and check date. It is the right starting point when an agency shortlists CRMs and needs one repeatable scoring method.
More templates for chatter quality, tool-stack audits, takedown evidence, and reporting are planned. Each one will appear here only after it passes the same evidence and link-policy gates used across OFMAITools, so the collection stays decision-ready rather than decorative.
How to Use These Templates
Use a template when the task repeats: vendor comparison, leak response, or monthly reporting, where a fixed field set beats ad-hoc notes. Fill every field with the same evidence classes used on this site, record a check date, and keep the output in a place the team can revisit when the next decision runs.
The scorecard rows are only as useful as the evidence behind them. A price cell should carry an official observation with a check date; a feature cell that the vendor documented but you did not verify stays a vendor claim. Mark unknown fields as unknown instead of leaving them blank, so the next reviewer knows what still needs checking.
For the tool categories behind these templates, the OFM management tools, OFM CRM software, and OFM agency operations software hubs own the software decisions; the templates own the repeatable process around them.
Frequently Asked Questions
What templates does OFMAITools offer?
The published template is the OFM CRM evaluation scorecard; chatter quality, tool-stack audit, takedown evidence, and reporting templates are planned. Each template follows the same evidence and link-policy gates before publication.
Are OFMAITools templates free?
Yes, the templates published on this site are free to use, and each one states its fields, evidence notes, and check date. OFMAITools does not sell templates; the site funds itself through clearly disclosed affiliate relationships where they exist.
How do I add a template to my workflow?
Copy the template structure, fill the fields with dated evidence, and reuse the same field set for every vendor or task you compare. The value comes from consistency: the same criteria, evidence level, and check date across all rows.
The common failure state is an unfilled field set: when one reviewer leaves a blank price or an unverified feature, the next decision cannot compare rows fairly. Treat a blank evidence cell as an open question, not a pass, and re-check any field older than the task’s refresh cadence before reusing the output.