Workflow Templates

Getting started doesn't need to be hard work.
Browse our growing collection of workflow templates and import them straight into your workspace.

James Ashford

An incredibly powerful workflow template with call scripts and email templates to help you to effortlessly sell to your clients

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Amy McLaughry

A simple workflow template for pulling monthly bank statements from Paypal.

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Melanie Schroeder

A simple workflow with an automated email to request bank statements from clients each month.

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Connect4

A workflow template for setting up a new client pod in Connect4 for clients when they join your firm

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Heather Townsend

A simple process for qualifying enquiries and moving them through your sales process

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Pixie

A simple workflow with an automated email to request feedback and online reviews from your clients every 6 months.

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Pixie

A simple (but incredibly useful) workflow to remind you to send birthday cards to your clients.

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Ryan Lazanis

A simple 15-step process for writing blog posts that rank on page 1 of Google and convert visitorys into leads.

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