Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
Keep every policy change request on schedule by tracking intake, impact analysis, compliance review, executive sign-off, and rollout evidence on a single Instaboard pipeline.
compliance · policy-update-approvals

Run a clear content pipeline from ideas to published posts. Track briefs, drafts, assets, reviews, and scheduling in one board so work moves left→right without bottlenecks.
content · content-kanban

Organize briefs, draft cycles, and approvals so every blog, email, and landing page ships on time without messy spreadsheets or guesswork.
content · copywriter-deliverables-tracker
Guide every project from new lead to final delivery with a real-time visual pipeline built for freelance video editors who juggle briefs, edits, reviews, and archival.
content · freelance-video-editor-pipeline

Coordinate article intake, SME reviews, publishing, and refresh cycles in one Instaboard pipeline so your support team keeps help center guidance accurate and up to date.
content · knowledge-base-articles

Plan a single episode end-to-end: capture info, outline with indents, mark cut points, track to-dos, attach assets, and ship across channels without losing context.
content · podcast-episode-planner

Move every episode from pitch to post-release in one board: capture briefs, prep guests, manage recording sessions and edits, track marketing deliverables, and review performance without losing context.
content · podcast-production

Shepherd every video from ingest to final delivery with a real-time pipeline that captures footage batches, review rounds, finishing passes, and archival in one shared board.
content · video-edit

Plan, shoot, edit, and optimize every YouTube video in one pipeline: capture hooks, prep scripts, coordinate shoots, tag thumbnails, launch uploads, and log retention takeaways.
content · youtube-production

Track every analytics request from intake to delivery with a left-to-right pipeline, scoped micro-templates, and built-in status signals your stakeholders can trust.
data · analytics-requests

Triage incoming bug reports quickly, capture repro details, prioritize by impact, and move fixes from investigation to release with labels, due dates, and reusable checklists.
engineering · bug-triage

Ship every feature on time with a release pipeline that tracks scope, build, QA, launch communications, and post-release follow-up in one collaborative Instaboard board.
engineering · feature-release

Coordinate string freeze, vendor handoffs, in-market QA, and post-launch monitoring from one Instaboard pipeline built for localization engineers and regional leads.
engineering · localization-rollout

Keep QA test runs moving from intake through sign-off with an Instaboard pipeline that surfaces blockers, verifies fixes, and packages evidence for release decisions.
engineering · qa-test-runs

Capture incidents, orchestrate containment, manage notifications, and lock in lessons learned with reusable Instaboard cards that track severity, owners, evidence, and dates.
engineering · security-incident-response

Capture new vulnerabilities, triage severity, coordinate patches, and document validation with reusable micro-templates that keep owners, due dates, and evidence in one board.
engineering · vuln-remediation

Turn vendor coordination into a stage-based Instaboard so your team tracks outreach, proposals, compliance, and payments without digging through email threads.
events · event-vendors

Keep speaker prep, promo assets, tech checks, and follow-up tasks flowing in one Instaboard pipeline so your team can launch webinars without scrambling.
events · webinar-production

Streamline invoice intake, coding, approvals, payment scheduling, and reconciliation so every bill is assigned, cleared, and archived without spreadsheet chases.
finance · ap-bill-pay

Track every reimbursement from submission through approvals, finance audit, payment scheduling, and logging so receipts, policy exceptions, and payouts stay in one shared board.
finance · expense-reimbursements

Control every order-to-cash handoff in one automated board. Standardize intake, credit review, fulfillment, invoicing, collections, and cash application so revenue lands on time.
finance · invoice-to-cash

A calm, personal daily heart tracker that uses a calendar for AM/PM blood pressure and meds — with a sidecar for weekly reviews, doctor questions, and visit prep.
health · daily-heart-tracker
Guide every employee from preboarding to 90-day success: duplicate task cards, assign owners, attach forms, and move work left→right until probation ends.
hr · employee-onboarding

Run a clear, end‑to‑end hiring process: duplicate a Candidate card, assign owners, set due dates, attach resumes, and move left→right to Hired.
hr · hiring-pipeline

Guide HR, IT, and managers through every offboarding step: duplicate the checklist card, assign owners, attach paperwork, and move from notice to alumni follow-up without loose ends.
hr · offboarding

Keep IT access requests compliant from intake through audit with guided approvals, security review, provisioning checklists, and recertification reminders in one Instaboard workspace.
it · access-requests

Run every IT change request through intake, risk analysis, CAB approval, execution, and review in one board so owners, evidence, and backout plans stay synced in real time.
it · change-management

Run a full quarterly access certification with scoped applications, owner sign-offs, remediation tracking, and audit-ready evidence in one Instaboard workspace.
it · quarterly-access-review

Manage vendor intake, risk scoping, security questionnaires, legal redlines, approvals, and signed archives for every data processing agreement in one Instaboard pipeline.
legal · dpa-reviews

Orchestrate intake, verification, data discovery, legal approval, and fulfillment for privacy DSARs with an Instaboard pipeline that keeps deadlines, owners, and evidence aligned.
legal · privacy-dsar-requests

Steer every trademark registration from intake through maintenance with an Instaboard workflow that captures clearance research, TEAS filing tasks, office actions, and renewal prep in one place.
legal · trademark-registration

Coordinate customer approvals, interviews, drafting, and launch follow-through inside one Instaboard board so marketing teams ship standout case studies fast.
marketing · case-study-production

Keep every newsletter issue on track with a pipeline that captures pitches, drafts, reviews, layout, scheduling, and post-send metrics in one Instaboard view.
marketing · newsletter-production

Coordinate media targeting, pitch follow-ups, and relationship nurture on one Instaboard canvas built for lean PR teams shipping consistent coverage.
marketing · pr-outreach

Turn every SEO initiative into a reusable command center with clear intake, research, production, outreach, and reporting lanes so small teams ship wins without spreadsheets.
marketing · seo-campaign

Kick off new SMM retainers without chaos. Collect access, align on brand and KPIs, draft first posts and ad sets, then go live and report — all in one left‑to‑right board your client can see and update in real time.
marketing · smm-onboarding

Track social media retainers from kickoff to renewal. Standardize deliverables, approvals, monitoring, community touchpoints, and reporting in one shared board your team and client keep in sync.
marketing · smm-retainer-tracker
Plan, launch, and review every social campaign in one Kanban. Capture briefs, prep assets, shepherd approvals, monitor live performance, and wrap reports without rebuilding the workflow.
marketing · social-campaign

Centralize briefs, creator outreach, approvals, and paid amplification in one Instaboard pipeline so every UGC partnership moves left to right with files, rights, and metrics locked.
marketing · ugc-collabs

Guide every new gift from thank‑you to renewal with a clear, stage‑based workflow. Assign stewards, schedule touchpoints, share impact, and keep notes and files in one place so relationships grow predictably.
nonprofit · donor-stewardship

Give your accounting team a single Instaboard to welcome new clients, clear compliance checks, collect financial records, and launch kickoff reviews without email chases.
operations · accounting-client-onboarding-flow

Track engagement setup from intake through first close. Manage KYC/AML records, access requests, document collection, and opening balances in one checklist so nothing blocks your first monthly cycle.
operations · accounting-onboarding

Run weekly sprints on a simple left‑to‑right board. Duplicate the Request card, assign owners and due dates, and move work cleanly through Review and QA without last‑minute chaos.
operations · agency-sprint

Move new bookkeeping clients from intake to first-month close without back-and-forth. Track access setup, document requests, opening balances, and close review in one visual checklist.
operations · bookkeeping-onboarding

Turn new-client onboarding into a clear, left‑to‑right flow. Request access, schedule kickoff, track delivery tasks, and hand off with training—no more scattered docs or emails.
operations · client-onboarding

A clean, stage‑by‑stage onboarding runbook. Request access, configure systems, run a crisp kickoff, and hand off with a 30‑day check‑in — all on one visual board with reusable micro‑templates.
operations · client-onboarding-flow

Track SOC 2 scope, remediation, and auditor requests in one pipeline so every control owner knows what is due, which gaps remain, and which evidence is ready to ship.
operations · compliance-audit

Turn contract requests into a transparent pipeline that keeps drafting, negotiations, signatures, and renewal obligations on track for lean legal and ops teams.
operations · contract-lifecycle

Guide every new customer from kickoff brief to value review with a left-to-right Instaboard pipeline that tracks implementation, enablement, launch support, and expansion signals.
operations · customer-onboarding

Standardize every laptop request, approval, imaging run, shipment, and recovery in one Instaboard pipeline so IT can deliver zero-touch provisioning without missed handoffs.
operations · device-provisioning

Turn Etsy orders into a calm, left‑to‑right queue — clear details, fewer mistakes, and on‑time labels your customers notice.
operations · etsy-made-to-order

Standardize every custom apron order from intake to follow-up with an Instaboard pipeline that tracks proofs, batch sewing, quality checks, and shipping updates.
operations · etsy-made-to-order-aprons

Organize custom baby onesie orders from proof approvals through decoration and shipping with a left-to-right Instaboard pipeline built for Etsy micro shops.
operations · etsy-made-to-order-baby-onesies

Run every personalized blanket order inside one Instaboard pipeline so proofs, print-provider updates, QC notes, and shipping follow-ups stay visible without spreadsheets.
operations · etsy-made-to-order-blankets

Give every made-to-order bracelet a clean path from personalization intake through polishing and shipment so nothing slips between Etsy messages and your studio bench.
operations · etsy-made-to-order-bracelets

Stay ahead of Etsy candle orders with a production pipeline that tracks proofs, curing windows, packing checks, and review follow-ups so nothing slips.
operations · etsy-made-to-order-candles

Turn Etsy coaster batches into a repeatable flow that tracks personalization, proofs, pressing temps, sealant cure, and shipping so every set leaves the studio on schedule.
operations · etsy-made-to-order-coasters

Stay on top of personalized coordinate necklaces, bracelets, and rings with a live pipeline that tracks proofs, engraving settings, packaging, and follow-up in one Instaboard view.
operations · etsy-made-to-order-coordinate-jewelry

Coordinate proofs, prep, painting, sealing, and fulfillment for custom coir doormats with one Instaboard that tracks every order detail, attachment, and promised turnaround.
operations · etsy-made-to-order-doormats

Keep embroidered hat orders flowing from intake to shipping with digitizing checkpoints, sample approvals, and shipping rituals your small shop can repeat.
operations · etsy-made-to-order-embroidered-hats

Give every handwriting necklace or cuff a repeatable flow — capture handwriting files, log approvals, coordinate bench work, and package keepsakes with tracking from one board.
operations · etsy-made-to-order-handwriting-jewelry

Duplicate your first hoodie order card and move it through a left-to-right Instaboard pipeline so your crew catches proof issues, batches work smartly, and ships on time.
operations · etsy-made-to-order-hoodies

Move every personalized locket order from photo prep to finished keepsake with a repeatable Instaboard flow that tracks proofs, resin cure times, and shipping handoffs in one place.
operations · etsy-made-to-order-lockets

Turn custom mug orders into a left-to-right flow that captures personalization, proofing, pressing notes, QC, and tracking so every handle ships on time without remakes.
operations · etsy-made-to-order-mugs

Coordinate every custom name necklace from personalization intake through plating, packaging, and follow-up so each buyer receives an on-time, polished piece they unbox with confidence.
operations · etsy-made-to-order-name-necklaces

Run every custom pillow order in one Instaboard board so approvals, fabric prep, sewing, and shipping stay in sync—and ditch frantic DMs, spreadsheets, and photo folders for good.
operations · etsy-made-to-order-pillows

Channel Etsy pint glass orders through a single board that tracks personalization, proofs, masking, etching settings, QC, packaging, and follow-up without missed steps.
operations · etsy-made-to-order-pint-glasses

Shepherd deposits, stone sourcing, CAD approvals, and shipping updates for custom rings inside one Instaboard pipeline made for small Etsy studios.
operations · etsy-made-to-order-rings

Push personalized shot glass orders through intake, proofs, blank prep, press settings, QC, and shipping so every mockup, batch log, and tracking link stays tied to the order.
operations · etsy-made-to-order-shot-glasses

Keep made-to-order tank top runs on schedule with an Instaboard pipeline that captures proofs, press settings, and shipping updates so every Etsy order lands when promised.
operations · etsy-made-to-order-tank-tops

Orchestrate proofs, printing, packaging, and follow-up for every made-to-order tote using a real-time Instaboard pipeline built for Etsy sellers and small studio teams.
operations · etsy-made-to-order-tote-bags

Capture personalization, batch pretreating, and ship custom tees on time with a left-to-right Instaboard built for small Etsy t-shirt shops.
operations · etsy-made-to-order-tshirts

Guide every custom tumbler order from proof approval through UV printing, epoxy curing, and shipping inside one Instaboard pipeline built for Etsy shops.
operations · etsy-made-to-order-tumblers

Turn personalized water bottle orders into a smooth intake-to-ship pipeline—log proofs, press settings, QC notes, and tracking so every Etsy customer gets the right bottle.
operations · etsy-made-to-order-water-bottles

Track every custom wedding suite from deposit to delivery with proof logs, press checks, and fulfillment follow-ups so you hit every milestone without stress.
operations · etsy-made-to-order-wedding-invitations

Run personalized wine glass orders in a clean left-to-right flow—capture engravings, track proofs, and move batches from cabinet to shipping without juggling notebooks.
operations · etsy-made-to-order-wine-glasses

Turn every custom wood sign order into a reliable flow with visual stages, proof tracking, and built-in quality checks that keep clients informed and deadlines intact.
operations · etsy-made-to-order-wood-signs

Keep freelance design clients moving from lead to paid with one pipeline. Capture scope, manage revisions, and chase invoices without juggling spreadsheets.
operations · freelance-graphic-designer-tracker
Track inquiries to paid with a clear left‑to‑right pipeline. Duplicate the job card, label work, and keep delivery and payment on schedule.
operations · freelance-job-tracker
Coordinate demand signals, purchase orders, and receiving follow-ups in one Instaboard pipeline so your ops team replenishes critical SKUs before stockouts or vendor delays cascade.
operations · inventory-replenishment

A ready-to-use onboarding pipeline for agencies. Request access, run a clean kickoff, implement fast, and ship your first report — all on one visual board with reusable micro‑templates and clear owners.
operations · marketing-agency-client-onboarding-flow

Guide every managed services onboarding from kickoff to handoff with a clear pipeline, duplicate-ready cards, and demos that keep security, billing, and training on track.
operations · msp-client-onboarding-flow

Onboard new managed IT clients from discovery through go‑live. Standardize access, RMM rollout, security baseline, and QBR cadence in one visual checklist.
operations · msp-onboarding

Coordinate every stage of a new product introduction—from intake to post-launch review—on one board so the team moves faster without missing critical checkpoints.
operations · new-sku-launch

Streamline partner intake through compliance, contracts, enablement, and go-live with a single Instaboard pipeline that keeps owners, files, and labels aligned across teams.
operations · partner-onboarding

Guide every purchase request from intake to reconciliation with locked forms, approval checklists, and supplier comparisons so finance, procurement, and requestors stay in sync.
operations · procurement-requests

Coordinate return authorizations, inbound logistics, bench inspections, and customer follow-ups in one Instaboard hub so ops ships replacements and refunds without dropped steps.
operations · rma-returns

Guide enterprise customers from kickoff through go-live with a repeatable SaaS implementation board that tracks integrations, data migration, training, and customer success handoff steps.
operations · saas-implementation-onboarding-flow

Turn Shopify orders into a single left-to-right pipeline so your team closes fraud checks, packs accurately, and hands off shipments on time without reopening old tickets.
operations · shopify-fulfillment

Guide new web design clients from deposit to build-ready with a staged onboarding board that tracks paperwork, access requests, kickoff prep, and QA handoffs.
operations · web-design-client-onboarding-flow

Guide every Webflow project from build to handoff with locked micro-cards, QA sweeps, and launch follow-up so freelancers deliver a production-ready site clients can trust.
operations · webflow-build-handoff

Guide every App Store release from build validation through rollout with a collaborative Instaboard pipeline that tracks assets, compliance, review notes, and launch tasks.
product · app-store-submission

Run a tight beta program from experiment brief through release with one board that tracks recruitment, onboarding, check-ins, feedback triage, and launch decisions.
product · beta-program

Convert every customer insight into roadmap-ready decisions with locked intake cards, prioritization scorecards, and follow-up workflows that close the loop fast.
product · feedback-intake

Send a smart pre‑sale questionnaire, capture decision makers and constraints, and turn answers into a scoped proposal — all on one board you can move left→right to keep momentum.
sales · agency-onboarding-questionnaire

Run mid-market B2B deals from first touch to kickoff with reusable checklists, owners, due dates, labels, and attached proof so a five-person team can sell together in one view.
sales · b2b-sales-pipeline

Keep partner-sourced deals aligned with a shared pipeline that tracks intake, qualification, deal desk reviews, and expansion follow-ups so you and your partners never miss the next move.
sales · channel-partners

Stand up a triage command center that captures every inbound lead, enriches it with data, scores fit, and routes owners with context so follow-ups happen inside Instaboard within minutes.
sales · inbound-lead-triage

Streamline your residential lead workflow with a Kanban pipeline. Qualify buyers fast, track follow-ups, attach pre-approvals, and close every deal with documented next steps.
sales · real-estate-leads

Coordinate every RFP from intake to award with reusable micro-templates, tagged reviews, and attachment-ready cards so a five-person bid team ships submissions on time.
sales · rfp-response

A lightweight, left‑to‑right sales pipeline for small teams. Track leads, keep the next step visible with owners and due dates, attach proposals, and move deals to Won/Lost — all on one simple board.
sales · sales-mini-crm

Track Upwork leads from qualified job posts through funded milestones and payment releases on one Instaboard board. Duplicate micro-templates, log follow-ups, and keep proposals and receipts visible.
sales · upwork-proposal-to-paid

Run vendor due diligence, log findings, and capture final approvals in one Instaboard pipeline that tracks questionnaires, mitigations, and monitoring follow-ups.
security · vendor-risk-reviews

Kick off churn rescue motions quickly by logging risk signals, diagnostics, rescue experiments, and renewal decisions on one Instaboard pipeline with duplicate-locked cards, owners, labels, and proof attached.
success · churn-save-pipeline

Turn a messy support inbox into a left‑to‑right triage flow — faster first responses, clear owners, and consistent hand‑offs your customers feel.
support · support-triage
