Workflow templates
1,043 workflows, ready for a client.
17 packs, 105 playbooks written for a trade, and 921 starters that connect two apps. Open any one to see every step, what the client fills in and the accounts it needs.
1,043 of 1,043
- 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 - PackHair salons and barbershopsBooth-rental stylist packEach stylist rents a chair and keeps their own book of clients, often on their own booking account.Google Sheets4 workflows · 39 steps · 3 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 - PackCoachingGroup-program coach packA group-program coach sells a cohort programme with enrolment and shared sessions instead of one-to-one hours.
3 workflows · 10 steps · 5 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.Calendly4 workflows · 28 steps · 4 apps
- PackPersonal trainingOnline personal trainer packAn online personal trainer delivers programmes and feedback remotely, so one trainer can carry far more clients than hours allow.3 workflows · 21 steps · 5 apps
- PackE-commerceOwn-brand store packAn own-brand store makes or buys its own stock and ships it itself or through a fulfilment warehouse.Google Sheets3 workflows · 11 steps · 7 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
- PackSoftware development agencyProject-based dev agency packA project-based dev agency sells fixed or capped builds out of a paid discovery phase, so it always needs the next project.AirtableCalendly4 workflows · 27 steps · 8 apps
- PackSoftware development agencyRetainer dev agency packA retainer dev agency keeps clients on monthly support with response times per severity, so triage speed is the product.3 workflows · 12 steps · 7 apps
- PackB2B software (SaaS)Sales-led software company packA sales-led software company sells through demos and a sales team, so speed on a demo request and the follow-up after it decide the deal.Calendly4 workflows · 20 steps · 7 apps
- PackMarketing agencySEO agency packAn SEO agency sells a long monthly retainer, because organic results build slowly.3 workflows · 10 steps · 7 apps
- PackCoachingSmall-business coach packA small-business coach is paid by the owner personally to work on the business itself.Calendly3 workflows · 8 steps · 7 apps
- PackE-commerceSubscription store packA subscription store lives on recurring billing, so pauses, skips and cancellations matter more than one-off checkout.Google Sheets3 workflows · 14 steps · 7 apps
- PackMarketing agencyWeb design agency packA web design agency mostly sells one-off site builds rather than retainers, so it always needs the next project.Airtable3 workflows · 20 steps · 6 apps
- PlaybookB2B software (SaaS)After-hours answering for B2B software companiesAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.Telegram5 steps · 3 apps
- PlaybookCoachingAfter-hours answering for coachesAnswer 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
- PlaybookHair salons and barbershopsAfter-hours answering for hair salons and barbershops on SquareAnswer 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
- PlaybookMarketing agencyAfter-hours answering for marketing agenciesAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.Telegram5 steps · 3 apps
- PlaybookE-commerceAfter-hours answering for online storesAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.Telegram5 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
- PlaybookSoftware development agencyAfter-hours answering for software development agenciesAnswer customer messages at any hour from the business’s own facts, and hand anything else to a person with a holding reply.Telegram5 steps · 3 apps
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