Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
Accounting Firm Client Onboarding Flow Template
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
Accounting Client Onboarding Checklist Template
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
Agency Sprint Board Template
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
Bookkeeping Client Onboarding Checklist Template
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
Client Onboarding Pipeline Template
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
Client Onboarding Process Flow Template
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
Compliance Audit (SOC 2-lite) Template
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
Contract Lifecycle Pipeline Template
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
Customer Onboarding (Post-Sale) Pipeline Template
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
IT Device Provisioning Pipeline Template
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
Etsy Made‑to‑Order Production Template
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
Freelance Graphic Designer Job Tracker Template
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
Freelance Job Tracker Template
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
Marketing Agency Client Onboarding Flow Template
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
MSP Client Onboarding Flow Template
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
MSP Client Onboarding Checklist Template
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
Partner/Vendor Onboarding Pipeline Template
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
Purchase Request Pipeline Template
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
B2B SaaS Implementation Onboarding Flow Template
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
Shopify Fulfillment Pipeline Template
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
Web Design Client Onboarding Flow Template
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
Webflow Build-to-Handoff Pipeline Template
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
