Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
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
