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Workflows Directory

Find your team’s next superpower.

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3 workflow templates

  • Bid or no-bid and RFP response plan

    Before anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.

    Starts it
    Bid manager
    Brings
    export, notes, document
    Gets
    6 outputs

  • Sales call scorecard

    After a sales call, your sales lead sees how it went against your team's own criteria, each point backed by the words actually said, where the call left the deal, and one focus for the next call. It reviews a call, never a person, and gives no score for anyone's file.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    5 outputs

  • Sponsor delivery record

    When a sponsored run ends, the partnerships lead gets a register of each placement in the signed scope beside the publication record, metrics and invoices. Gaps, changed dates and incomparable metrics stay visible; billing questions go to finance.

    Starts it
    Partnerships lead
    Brings
    export, notes
    Gets
    4 outputs