The template library
Start every client from a template, not a blank page.
1,640 to choose from: whole packs for a kind of business, playbooks written for a trade, starters that connect two apps, and forms in every layout. Each installs into a client switched off, with a list of what it still needs.
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Packs
A whole engagement, in one install.
The core workflows for one kind of business, installed into a client together. Each pack bundles the playbooks that kind of business runs on.
- PackHair salons and barbershopsBarbershop stylist packA barbershop stylist’s work is short, frequent cuts and walk-ins, with much of the booking on barber-focused apps.
Google Sheets
Telegram
4 workflows · 33 steps · 5 apps - PackE-commerceDropshipping store packA dropshipping store holds no stock: a supplier ships each order, on thinner margins.
Google Sheets
3 workflows · 12 steps · 8 apps - PackCoachingExecutive coach packAn executive coach is usually paid by the client’s employer, which may expect reports, so there are three parties to the agreement.
Calendly
3 workflows · 8 steps · 6 apps - PackPersonal trainingIn-person personal trainer packAn in-person personal trainer sells hours on the gym floor within a short drive, so every empty slot is lost income.Calendly
4 workflows · 28 steps · 4 apps - PackMarketing agencyPaid-ads agency packA paid-ads agency is often paid as a share of the client’s ad spend, and watches the account constantly.
Airtable3 workflows · 18 steps · 6 apps - PackB2B software (SaaS)Product-led software company packA product-led software company lets customers sign up and try the product themselves, so the product, not a salesperson, does most of the converting.
4 workflows · 16 steps · 8 apps
Playbooks
Written for the trade, in its own words.
A workflow written for one trade, in that trade’s words. Lead rescue for a salon, after-hours answering for a coach, an approval chase for an agency.
- PlaybookCoachingLead rescue for coachesAnswer every new lead within a minute, get the owner on the emergencies, and chase anyone nobody has called back within the hour.16 steps · 2 apps
- PlaybookHair salons and barbershopsQuiet lead follow-up for hair salons and barbershops on SquareFollow up a lead nobody has reached on day one, day three and day seven, then stop and hand it back to the owner.14 steps · 2 apps
- PlaybookMarketing agencyOverdue invoice chase for marketing agenciesRemind customers of unpaid invoices one, seven and fourteen days after they fall due, firmer each time, and hand the twenty-one-day ones to the owner.Airtable12 steps · 2 apps
- PlaybookSoftware development agencyQuote follow-up for software development agenciesNudge every unanswered quote two, five and ten days after it was sent, and tell the owner which are going stale.Airtable10 steps · 3 apps
- PlaybookPersonal trainingAfter-hours answering for personal trainersAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.Telegram9 steps · 3 apps
- PlaybookB2B software (SaaS)Approval chase for B2B software companiesSend each request to the approver, go to the deputy if there is no answer in a day, and tell the requester the outcome.7 steps · 1 app
Starters
One app, wired to another.
One trigger, one action: the smallest useful workflow. When something happens in one app, do something in another: 921 pairs, ready to install.
- StarterAdd or update a contact in HubSpot when a customer pays (checkout or payment link) in StripeWhen a customer pays (checkout or payment link) in Stripe, add or update a contact in HubSpot. Creates the contact, or updates the one with this…1 step
- StarterPost a message in Slack when a new order comes in to ShopifyWhen a new order comes in to Shopify, post a message in Slack. Post to a channel the app has been invited to.1 step
- StarterCalendly
Add a database row in Notion when someone books a meeting in CalendlyWhen someone books a meeting in Calendly, add a database row in Notion. A new page in a database, with its title set. Other properties are typed in…1 step - StarterAirtableGoogle SheetsAdd a row in Google Sheets when a record is added in AirtableWhen a record is added in Airtable, add a row in Google Sheets. Add a row at the bottom of a sheet, one value per column, left to right.1 step
- Starter
Add to an audience in Mailchimp when a new contact is added in IntercomWhen a new contact is added in Intercom, add to an audience in Mailchimp. Adds the email to an audience, or updates its merge fields if it is already…1 step - StarterCreate a deal in Pipedrive when a ticket is opened in ZendeskWhen a ticket is opened in Zendesk, create a deal in Pipedrive. A deal, linked to a person, in the stage you choose: the lead is in the pipeline.1 step
Forms
The form every workflow starts from.
597 forms for 21 trades and every kind of intake, in six layouts, light and dark. The trade forms each ask name, email, phone and what they need first, which is what the workflows read.
Plumbing emergency enquiryPlumbing · Centred column8 fields · Enquiry
HVAC tune-up bookingHVAC · Two-column grid8 fields · Booking
Electrical project bid requestElectrical · Panel left8 fields · Quote request
Roofing job feedbackRoofing · Full bleed8 fields · Feedback
Housekeeper job applicationHouse cleaning · Mixed grid8 fields · Application
Chiropractic new patient intakeChiropractic · Panel right9 fields · Registration
New listing alertsReal estate · Centred column8 fields · Subscription
Salon booking depositHair salons and barbershops · Centred column7 fields · Deposit
The template with client fields
Lead Rescue
Answer every lead inside a minute, ring the owner for emergencies, and rescue anyone nobody has called back within the hour. Its fields differ per client, and a new version rolls out to the clients you pick, keeping their own edits.
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