Sales and marketing template

Product range review template

Review a product range line by line on sales, margin and space, and decide what to keep, grow, change or delist.

Free · Editable · Works with Claude and ChatGPT · Also in Strategy

Preview of the Product range review template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Product range review template

  1. Start a board from it

    Use this template opens a new Freero board with the Product range review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Product range review”.

  2. Follow the instruction on the board

    “Bring a year of sales and margin per line. Decide each row as keep, grow, change or delist, and note what replaces anything you cut.”

  3. Fill in each part

    • Table Columns: Product · Sales trend · Margin · Shelf space · Decision · Why
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Product range review board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.