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