Curated workflows for agencies, consultants and service businesses. Import one into your workspace in a click and customize from there.
The full onboarding flow a marketing agency runs with every new client: intake, kickoff call, asset collection, access setup, and sign-off.
Proceso completo de admisión para estudiantes nuevos de licenciatura: solicitud, documentos, entrevista, examen, aceptación e inscripción.
Proceso de admisión para programas de maestría y posgrado: aplicación, expediente, entrevista con director del programa, examen y resolución.
Onboarding completo para estudiantes que se van de intercambio: aceptación de la universidad receptora, visa, hospedaje, seguro médico, predeparture.
The onboarding playbook customer success runs for every enterprise SaaS implementation: scoping, data migration, training, go-live.
Annual tax filing flow for CPAs and bookkeeping firms: engagement, document collection, review, signature, filing.
Goal-setting questionnaire, discovery call, program agreement, and first session booking for executive or life coaches.
New-member welcome flow for communities, masterminds, and membership sites: intro, profile, goals, kickoff event.
Design agency workflow from creative brief through logo, style guide, and asset handoff for brand identity projects.
Booking inquiry, consultation, contract, timeline planning, day-of shoot, photo delivery, and feedback for wedding photographers.
New supplier or dropshipper onboarding: product catalog, pricing, samples, agreement, and integration setup.
Scope, contract signing, deposit, and kickoff — run by every freelancer with a new client.
Recruiter or hiring-manager flow: intro call, skills assessment, on-site loop, reference checks, offer.
Pre-boarding + first-30-days flow for new hires: paperwork, equipment, access, training.
Law firm intake flow: conflict check, engagement letter, retainer, document collection.
Blog or video content approval flow: brief, draft, review, revisions, publish.
Pre-production brief, script approval, rough cut, final cut, and delivery for video agencies and production houses.
Pitch intake, bio collection, scheduling, pre-interview questions, recording, and episode approval for podcast hosts.
Finance and procurement flow to onboard a new vendor: W9, banking, security review, master agreement.
Application, credit + background check, lease signing, deposit, and move-in coordination for property managers.
End-to-end buyer workflow: qualification, offer, due diligence, signing, and closing coordination.
Dev shop or consultancy flow: requirements gathering, proposal, contract, access provisioning, and kickoff.