Templates
Workflow templates that ship fast
Steal what works. Customize later. The goal is time-to-value, not a science fair.
New Lead → Quote → Schedule
Reply fast, capture details, book jobs without the back-and-forth.
Setup: 45–90 minRisk: Medium
EmailCalendarCRM
Missed Call → Text Back → Create Ticket
Recover lost leads automatically, with zero awkward voicemail tag.
Setup: 30 minRisk: Low
Phone logsSMSHelpdesk
Support Inbox → Triage → Draft Reply
Auto-route tickets, draft replies, and escalate the real fires.
Setup: 60 minRisk: Low
EmailHelpdesk
Invoice Overdue → Reminder Sequence
Nudges customers politely (and consistently) until you get paid.
Setup: 30–60 minRisk: Medium
AccountingEmail/SMS
Daily Ops Summary → Action Buttons
A daily command center that tells your team what to do next.
Setup: 45 minRisk: Low
SlackCRMCalendar
New Hire → Accounts → Checklist
Onboarding that actually finishes—without a dozen follow-ups.
Setup: 60–120 minRisk: Medium
EmailDocsIT