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
Etsy Made-to-Order Aprons Pipeline Template
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
Etsy Baby Onesies Production Pipeline Template
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
Etsy Blankets Made-To-Order Production Template
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
Etsy Bracelet Orders Production Pipeline Template
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
Etsy Candles Made-to-Order Production Pipeline Template
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
Etsy Coasters Made-to-Order Production Template
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
Etsy Coordinate Jewelry Production Pipeline Template
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
Etsy Doormats Production Pipeline Template
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
Etsy Embroidered Hats Production Template
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
Etsy Handwriting Jewelry Production Template
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
Etsy Hoodie Production Pipeline Template
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
Etsy Lockets Made-to-Order Production Pipeline Template
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
Etsy Mugs Made-to-Order Production Template
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
Etsy Name Necklaces Production Template
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
Etsy Pillows Made-To-Order Production Template
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
Etsy Pint Glass Production Template
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
Etsy Rings Made-To-Order Production Pipeline Template
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
Etsy Shot Glasses Production Template
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
Etsy Tank Top Production Pipeline Template
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
Etsy Tote Bags Production Pipeline Template
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
Etsy T-Shirt Production Pipeline Template
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
Etsy Tumblers Production Template
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
Etsy Water Bottle Production Pipeline Template
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
Etsy Wedding Invitations Production Template
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
Etsy Wine Glass Production Template
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
Etsy Wood Signs Production Pipeline Template
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
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
Inventory Replenishment Pipeline Template
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
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
New SKU Launch Pipeline Template
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
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
RMA Returns Pipeline Template
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
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
