Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
Agency Onboarding Questionnaire Template
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
B2B Sales Pipeline Template
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
Channel Partner Deals Pipeline Template
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
Inbound Lead Triage Template
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
Real Estate Lead Pipeline Template
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
RFP Response Pipeline Template
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
Sales Mini‑CRM
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
Upwork Proposal → Paid Pipeline Template
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
