Lead recovery
Missed Call Recovery Template
turn missed calls into immediate SMS/email follow-up and an owner task.
Included in the $97 starter kit.
View templateWorkflow template library
Self-serve templates for repeatable admin workflows.
Pick a workflow, map the trigger and handoff, then buy the kit or vault for downloadable checklists, copy, and implementation briefs.
8
workflow templates
$97
starter kit
$297
workflow vault
Templates
Pages built for search, outreach, and self-serve checkout.
Sales operations
Quote Follow-Up Template
keep quote requests moving from first inquiry to estimate approval.
Included in the $97 starter kit.
View templateReputation
Review Request Template
ask happy customers for reviews after completed jobs or appointments.
Included in the $97 starter kit.
View templateClient operations
Client Onboarding Template
turn a signed client into a clean intake, checklist, and kickoff flow.
Included in the $297 workflow vault.
View templateCash collection
Invoice Reminder Template
send polite invoice reminders without awkward manual follow-up.
Included in the $97 starter kit.
View templateReporting
Weekly Reporting Template
replace weekly copy-paste reporting with a repeatable report workflow.
Included in the $297 workflow vault.
View templateLead operations
Lead Routing Template
route new leads to the right owner with a clear response deadline.
Included in the $97 starter kit.
View templateScheduling
Appointment No-Show Template
reduce no-shows with confirmation, reminder, and reschedule flows.
Included in the $97 starter kit.
View templateBuy
Get the downloadable kit.
Use the templates to choose the first workflow, then upgrade only if implementation help is needed.