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Workflows Directory

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105 workflow templates, showing 49 to 72

  • Lapsed-customer win-back

    Once a month, the owner or account manager sees which regular customers have gone far longer than usual without ordering, ranked by what each bought in their last active year, with open complaints set aside for a call and a short note drafted for the rest, using only approved offers. A person approves every note.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Lead form field review

    When a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.

    Starts it
    Conversion lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Lead quality pattern review

    When sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.

    Starts it
    Acquisition lead
    Brings
    export, notes
    Gets
    5 outputs

  • Manager feedback preparation

    Every manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.

    Starts it
    Team manager
    Brings
    notes, document
    Gets
    7 outputs

  • Metric definition reconciliation

    When two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.

    Starts it
    Analyst
    Brings
    export, notes, document
    Gets
    7 outputs

  • Nonconformity record draft

    A quality lead or supervisor who has spotted something wrong gets a draft record: the observation set against the stated requirement, the affected work counted from the register, and the containment options. The quality owner decides every call.

    Starts it
    Quality lead
    Brings
    export, notes
    Gets
    1 output

  • Objection answers and sales one-pager

    Walk into the call with an answer for every objection you expect, each with its honest limit and the proof behind it, and one page to leave behind. Everything is built from the facts you supply, so nothing on the page is a claim you cannot stand behind.

    Starts it
    Salesperson
    Brings
    notes, document, pasted text
    Gets
    5 outputs

  • Obsolete copy check

    The quality lead gets the master document list set against the copies found at each point of use: which copies are out of date, which withdrawn documents are still held, and what proof of withdrawal exists. The document owner withdraws and replaces copies; nothing is changed.

    Starts it
    Document controller
    Brings
    export, notes
    Gets
    6 outputs

  • Offer review

    Before you sell a packaged service, see it the way a buyer will: what they get and what is left out, what answers each doubt they raise, what protects them, and whether there is an honest reason to decide now. The weakest point is named and one change drafted, from your facts only.

    Starts it
    Owner
    Brings
    export, notes, document, pasted text
    Gets
    6 outputs

  • Operations KPI scorecard

    Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Outgoing work sign-off log

    Every item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.

    Starts it
    Operations manager
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Packaging artwork handoff check

    Before packaging artwork goes to print, the packaging owner gets a checklist that matches each file to the approved product facts, pack sizes, variants and printer specifications, with version conflicts, missing files and missing approvals listed. It writes and judges no label claim.

    Starts it
    Packaging owner
    Brings
    export
    Gets
    5 outputs

  • Payroll preparation and timesheet review

    Before each payroll run, the owner gets one sheet built from the timesheet and roster exports: hours by person and type, every missing punch and odd entry raised as a question, and an estimated total. Nothing is keyed in, submitted or paid until a person approves.

    Starts it
    Payroll clerk
    Brings
    export, notes
    Gets
    7 outputs

  • Pilot build readiness brief

    Before a prototype or pilot build, the build lead gets one brief: part shortages, revision conflicts and open actions set against the team’s own build checklist, with allocated parts kept apart from received ones. People confirm; nothing is released.

    Starts it
    Build lead
    Brings
    export, notes, document
    Gets
    7 outputs

  • Policy answers from the handbook

    Staff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.

    Starts it
    Office manager
    Brings
    export, notes, document
    Gets
    4 outputs

  • Presentation outline and talk track

    Anyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.

    Starts it
    Presenter
    Brings
    notes, pasted text
    Gets
    4 outputs

  • Price change review

    Before prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    7 outputs

  • Process map and bottleneck review

    Map one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.

    Starts it
    Operations lead
    Brings
    export, notes
    Gets
    7 outputs

  • Product configuration margin sheet

    When sales prepares a quote for a product configuration, the commercial owner and finance lead get one worksheet: the quoted price, the costed bill of materials, assembly and freight, and the allocations, with every unquoted part, one-off charge and uncertain volume listed as an open assumption.

    Starts it
    Sales operations coordinator
    Brings
    export, notes
    Gets
    5 outputs

  • Product pricing options

    A product owner weighing how to price or package a product gets one options brief: what each customer group uses, the willingness-to-pay evidence held with stated kept apart from observed, what each option would bill every account, the uncertainties and the tests. It recommends no price.

    Starts it
    Product owner
    Brings
    export, notes
    Gets
    6 outputs

  • Product recall customer contact plan

    Once your business has issued a recall, the customer care lead gets the contact plan: affected customers from the order export, the approved notice word for word, drafts that offer only the remedies you run, and a tracker that counts a customer done only when the item is back or repaired.

    Starts it
    Customer care lead
    Brings
    export, notes, document
    Gets
    6 outputs

  • Program outcome map

    Before an evaluation, the program and evaluation leads get one map linking each activity to the outcome it is meant to serve, with proposed measures, data sources, assumptions and the questions the evidence cannot yet answer. It claims no impact.

    Starts it
    Program lead
    Brings
    export, notes
    Gets
    8 outputs

  • Project experience sheet

    For one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.

    Starts it
    Proposal lead
    Brings
    export, notes, pasted text
    Gets
    6 outputs

  • Prospect list by role and firm type

    Before anyone writes a first note, you know which kinds of firm and which roles in them deserve your next conversations. Every firm is tested against your own criteria first and carries a sourced reason, a grade and the questions only a conversation can answer. Nobody is contacted.

    Starts it
    Founder
    Brings
    export, notes
    Gets
    6 outputs