Templates

Start every new client from work you have already done.

Start from 17 packs, 105 playbooks and 921 starters, or turn your own workflows into templates. Each installs into a client switched off, with a list of what it still needs.

Improve a template once and roll the new version out to the clients you pick, with their own edits kept.

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Packs

Hand over a whole engagement in one install.

A pack is the workflows and forms a kind of client always gets. Install it into a client you have or a new one, fill in its fields once, and all of it goes in or none of it does.

Forms travel as their shape, with the previous client’s name and every answer taken out, so nothing of one client reaches the next.

The install dialog for the In-person personal trainer pack: 4 workflows, all or nothing, switched off until you switch each on. The client is chosen, the pack's fields are filled in once, and accounts the client does not have can be marked so their steps stay off.

Setup

Nothing runs until you have checked it.

Everything lands unpublished and switched off, with a checklist of what is left: which form starts each workflow, which keys it needs, and any field left blank.

Add a key and every waiting workflow that needs it picks it up. When the list is empty, publish and switch it on.

Trades starter installed for a client: 2 workflows and 1 form, all switched off, 4 things to set up. Lead Rescue needs the client's Twilio and Resend keys and, optionally, a webhook address; Quote chase needs Resend.

Client fields

Ask once for the few things that differ.

A business name, the owner’s mobile, the words that mean urgent. Each field has a label, a line of help and a format, and appears in the workflow as a placeholder such as {{ template.business_name }}.

Keys are never fields. A step that needs Twilio or Resend names the kind of key, and each client supplies their own.

The client fields panel for Lead Rescue: Business name, Owner's mobile, Owner's email, Urgent words, each with its placeholder, help text, format and a required switch.

Rollout

Improve it once, and every client can have it.

Save a new version and see which clients are behind. Roll out to the ones you pick, and anything you changed on one client’s copy is carried forward.

A client whose workflow you reshaped by hand is reported, not overwritten. A version that needs a key the client lacks waits as a draft, and the client keeps running what it had.

The rollout dialog after rolling out version 3: one client updated with 1 override kept; the other changed by hand, so it was left alone for you to update.

A template, step by step

Lead Rescue

Answer every lead inside a minute, ring the owner for emergencies, and rescue anyone nobody has called back within the hour.

It reads the lead from the form’s answers: the name, the phone and email, and the request from the first other answer.

Every step of Lead Rescue

TextInstant reply
EmailEmail acknowledgement
Web requestSend to CRM or sheet
BranchEmergency?
TextText the owner now
WaitGive the owner 10 minutes
BranchOwner acknowledged?
TextEscalate
WaitWait an hour
BranchHas anyone contacted them?
TextThe rescue
NotifyTell the owner

Templates

Start each client from a pack written for their kind of business.

A pack installs the core workflows for one kind of business into a client in one step, switched off, with a list of the fields and accounts it still needs.

Browse templates

One pack, opened up

Booth-rental stylist pack

Each stylist rents a chair and keeps their own book of clients, often on their own booking account.

01Lead rescueAnswer every new lead within a minute, get the owner on the emergencies, and chase anyone nobody has called back within the hour.25 steps
02Quiet lead follow-upFollow up a lead nobody has reached on day one, day three and day seven, then stop and hand it back to the owner.23 steps
03Review requestTwo hours after every job, ask the customer for a review; a week later, ask who else they know.5 steps
04Feedback routingWhen a customer scores the service, a low score reaches the owner’s phone the same day and the customer hears a person will call; every score is thanked and logged.8 steps

8 fields to fill in per client.

The whole pack

Review request, every step

Starts whenA form is sent
Wait · 2 hoursLet the job settle
TextAsk for a review
Wait · 7 daysWait a week
EmailAsk who else they know

Forms, ready for each client’s brand

All 597 forms

Specs

Template details

Packs, playbooks and starters: 17, 105 and 921
Lead Rescue3 of the steps are branches: 12 steps, 5 client fields
Client field formats: Text, phone numbers, email, word list, link
Keys copied by a template or a pack: None
A pack installsSwitched off, with its checklist: All of it or none of it

Questions about templates and packs

Will installing a pack touch my client’s live accounts?

No. A pack installs no integration and holds no key: it says which accounts the client supplies. Every workflow it installs lands unpublished and switched off, and nothing calls an outside service until you switch it on.

Can I install the same pack into a client twice?

No. A second install into the same client is refused, and so is a newer version of the pack into a client that has an older one. Each template inside still rolls forward from its own page.

Can I share a pack with another operator?

No. Packs are private to the operator who made them.

Have the templates been run for real?

Most library entries have not yet run against the live apps they use, so run each once with a real record before you switch it on. Each template’s page says how far it was checked.

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