Templates
Ten workflows, each with the forms it needs.
Start from a template, edit the steps and fields, add your branding, then publish when you’re ready.
Onboarding
Client onboarding
Intake, brand files and access, contract, kickoff, handoff.
5 steps · 2 forms DeliveryApproval loop
Send a deliverable, approve or request changes, sign-off recorded.
4 steps · 1 forms DeliveryChange request
Scope, price, client approval, task and invoice created.
5 steps · 1 forms BillingInvoice chasing
Polite reminders before and after due date, escalation to owner.
4 steps · 0 forms SupportBug & issue intake
Client reports, triage by severity, task created, client updated.
4 steps · 1 forms DeliveryMonthly report sign-off
Report delivered, client reviews, questions routed, signed off.
3 steps · 1 forms OffboardingProject closeout
Final handover, satisfaction check, testimonial request.
4 steps · 1 forms LegalNDA & contract signing
Send, sign, countersign, file — with reminders.
3 steps · 1 forms DeliveryContent calendar approval
Monthly calendar sent, per-post approve or change, rounds counted.
4 steps · 1 forms OffboardingOffboarding & credentials
Return access, revoke logins, confirm with the client in writing.
4 steps · 1 forms