Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
Policy Update Approvals Pipeline Template
Keep every policy change request on schedule by tracking intake, impact analysis, compliance review, executive sign-off, and rollout evidence on a single Instaboard pipeline.
compliance · policy-update-approvals
Content Production Kanban Template
Run a clear content pipeline from ideas to published posts. Track briefs, drafts, assets, reviews, and scheduling in one board so work moves left→right without bottlenecks.
content · content-kanban
Copywriter Deliverables Tracker Template
Organize briefs, draft cycles, and approvals so every blog, email, and landing page ships on time without messy spreadsheets or guesswork.
content · copywriter-deliverables-tracker
Ebook / Lead Magnet Production Template
Ship audience-specific ebooks faster with a visual pipeline that tracks research, drafting, design, automations, and launch assets in one collaborative Instaboard board.
content · ebook-production
Freelance Video Editor Pipeline Template
Guide every project from new lead to final delivery with a real-time visual pipeline built for freelance video editors who juggle briefs, edits, reviews, and archival.
content · freelance-video-editor-pipeline
Guest Post Outreach Pipeline Template
Qualify outlets, log every pitch, attach briefs and drafts, and move cards toward Live & Relationship so small content teams never lose momentum on guest posts.
content · guest-post-outreach
Knowledge Base Articles Pipeline Template
Coordinate article intake, SME reviews, publishing, and refresh cycles in one Instaboard pipeline so your support team keeps help center guidance accurate and up to date.
content · knowledge-base-articles
Longform Article Production Template
Ship longform articles faster with a visual pipeline that ties briefs, outlines, SME reviews, design assets, and launch recaps to the same board so nothing stalls.
content · longform-article-production
Pillar Page & Topic Clusters Template
Turn your SEO pillar topic into an actionable Instaboard pipeline that guides SERP research, cluster mapping, internal linking, and refresh cycles for every spoke.
content · pillar-and-clusters
Podcast Episode Planner
Plan a single episode end-to-end: capture info, outline with indents, mark cut points, track to-dos, attach assets, and ship across channels without losing context.
content · podcast-episode-planner
Podcast Guest Booking Pipeline Template
Give every guest lead a clear home with duplicate-ready profiles, timed follow-ups, and promo tasks so you never lose momentum between outreach and recording.
content · podcast-guest-booking
Podcast Episode Pipeline Template
Move every episode from pitch to post-release in one board: capture briefs, prep guests, manage recording sessions and edits, track marketing deliverables, and review performance without losing context.
content · podcast-production
Video Edit Pipeline Template
Shepherd every video from ingest to final delivery with a real-time pipeline that captures footage batches, review rounds, finishing passes, and archival in one shared board.
content · video-edit
YouTube Video Production Pipeline Template
Plan, shoot, edit, and optimize every YouTube video in one pipeline: capture hooks, prep scripts, coordinate shoots, tag thumbnails, launch uploads, and log retention takeaways.
content · youtube-production
Analytics Request Pipeline Template
Track every analytics request from intake to delivery with a left-to-right pipeline, scoped micro-templates, and built-in status signals your stakeholders can trust.
data · analytics-requests
Bug Triage Board Template
Triage incoming bug reports quickly, capture repro details, prioritize by impact, and move fixes from investigation to release with labels, due dates, and reusable checklists.
engineering · bug-triage
Dependency Upgrade Campaign Pipeline Template
Plan and run dependency upgrades as a structured campaign — capture candidates, prioritize risk, coordinate rollout plans, and track owners, due dates, and evidence in one board.
engineering · dependency-upgrades
Feature Release Pipeline Template
Ship every feature on time with a release pipeline that tracks scope, build, QA, launch communications, and post-release follow-up in one collaborative Instaboard board.
engineering · feature-release
Integration Certification Pipeline Template
Turn ad-hoc partner integrations into a structured certification program — track requests, design reviews, test runs, security approvals, and go-live status for every integration in one board.
engineering · integration-certification
Localization Rollout Pipeline Template
Coordinate string freeze, vendor handoffs, in-market QA, and post-launch monitoring from one Instaboard pipeline built for localization engineers and regional leads.
engineering · localization-rollout
Performance Optimization Campaign Pipeline Template
Turn scattered performance fixes into a structured campaign — capture slow flows, baseline key metrics, prioritize experiments, and track owners, labels, and impact in one board.
engineering · performance-optimization
Platform Migration Pipeline Template
Run complex platform migrations as a structured pipeline — capture every system, map risks and dependencies, plan waves and cutovers, and track owners and evidence in one shared board.
engineering · platform-migration
QA Test Runs Pipeline Template
Keep QA test runs moving from intake through sign-off with an Instaboard pipeline that surfaces blockers, verifies fixes, and packages evidence for release decisions.
engineering · qa-test-runs
Security Incident Response Pipeline Template
Capture incidents, orchestrate containment, manage notifications, and lock in lessons learned with reusable Instaboard cards that track severity, owners, evidence, and dates.
engineering · security-incident-response
Security Vulnerability Remediation Pipeline Template
Capture new vulnerabilities, triage severity, coordinate patches, and document validation with reusable micro-templates that keep owners, due dates, and evidence in one board.
engineering · vuln-remediation
Event Vendor Pipeline Template
Turn vendor coordination into a stage-based Instaboard so your team tracks outreach, proposals, compliance, and payments without digging through email threads.
events · event-vendors
Sponsorship Outreach Pipeline Template
Track every sponsor lead from research through recap on one Instaboard, with duplicate-ready cards, labels, and follow-up prompts that keep your team perfectly in sync.
events · sponsorship-outreach
Webinar Production Pipeline Template
Keep speaker prep, promo assets, tech checks, and follow-up tasks flowing in one Instaboard pipeline so your team can launch webinars without scrambling.
events · webinar-production
AP Bill Pay Pipeline Template
Streamline invoice intake, coding, approvals, payment scheduling, and reconciliation so every bill is assigned, cleared, and archived without spreadsheet chases.
finance · ap-bill-pay
Budget Approval Cycle Template
Route funding requests through every approver—and never lose a CFO sign-off in an email thread—while attachments, decisions, and handoffs stay inside one Instaboard board.
finance · budget-approval-cycle
Credit & Collections Pipeline Template
Standardize every credit review, past-due chase, and write-off decision so collectors know exactly what to do from approval through final resolution.
finance · credit-and-collections
Expense Reimbursements Pipeline Template
Track every reimbursement from submission through approvals, finance audit, payment scheduling, and logging so receipts, policy exceptions, and payouts stay in one shared board.
finance · expense-reimbursements
Fundraising Pipeline Template
Track investor research, warm intros, pitch recaps, diligence deliverables, and term sheets in one Instaboard pipeline so every follow-up has an owner and deadline.
finance · fundraising-pipeline
Invoice to Cash Pipeline Template
Control every order-to-cash handoff in one automated board. Standardize intake, credit review, fulfillment, invoicing, collections, and cash application so revenue lands on time.
finance · invoice-to-cash
Month-End Close Pipeline Template
Orchestrate pre-close prep through reporting with labeled stages that surface blockers, audit-ready attachments, and controller/CFO sign-offs in one Instaboard view.
finance · month-end-close
Quarterly Forecast & Budget Updates Template
Orchestrate forecast inputs, variance dives, and exec approvals in one visual pipeline so Finance, Sales, and Ops lock the quarter before surprises hit.
finance · quarterly-forecast
SaaS Spend Review Pipeline Template
Centralize SaaS contracts, usage data, and renewal decisions on one board so finance, IT, and department leads can right-size licenses before budgets drift.
finance · saas-spend-review
Daily Heart Tracker Template
A calm, personal daily heart tracker that uses a calendar for AM/PM blood pressure and meds — with a sidecar for weekly reviews, doctor questions, and visit prep.
health · daily-heart-tracker
Contractor Onboarding Pipeline Template
Guide contract hires from intake to first deliverables with duplicate-ready micro-cards, compliance labels, and demo workflows that keep every handoff visible.
hr · contractor-onboarding
Employee Handbook Update Pipeline Template
Route policy changes through intake, drafting, compliance review, leadership approvals, and rollout so HR tracks files, decisions, and acknowledgments in one shared Instaboard view.
hr · employee-handbook-update
New Hire Onboarding Pipeline Template
Guide every employee from preboarding to 90-day success: duplicate task cards, assign owners, attach forms, and move work left→right until probation ends.
hr · employee-onboarding
Hiring Pipeline Template
Run a clear, end‑to‑end hiring process: duplicate a Candidate card, assign owners, set due dates, attach resumes, and move left→right to Hired.
hr · hiring-pipeline
L&D Program Rollout Template
Turn skill-gap requests into a repeatable program rollout with guided stages, pilot tracking, and built-in comms logging for HR and enablement leads.
hr · learning-and-development
Employee Offboarding Pipeline Template
Guide HR, IT, and managers through every offboarding step: duplicate the checklist card, assign owners, attach paperwork, and move from notice to alumni follow-up without loose ends.
hr · offboarding
Performance Review Cycle Pipeline Template
Guide HR and managers through kickoff, calibration, and growth plans in one canvas so every review packet, label, and follow-up stays on track.
hr · performance-review-cycle
Visa Sponsorship Case Pipeline Template
Guide every visa sponsorship case from intake to post-arrival compliance with locked micro-templates, status labels, and ready-to-fill demo cards.
hr · visa-sponsorship
Access Requests Pipeline Template
Keep IT access requests compliant from intake through audit with guided approvals, security review, provisioning checklists, and recertification reminders in one Instaboard workspace.
it · access-requests
New App Onboarding (IT) Template
Standardize how IT evaluates, secures, and rolls out new SaaS or internal tools with one visual pipeline that tracks requests, reviews, pilots, and renewals in a single Instaboard workspace.
it · app-onboarding
IT Change Management Pipeline Template
Run every IT change request through intake, risk analysis, CAB approval, execution, and review in one board so owners, evidence, and backout plans stay synced in real time.
it · change-management
Endpoint Compliance Remediation Pipeline Template
Track non-compliant endpoints from detection through remediation and verification in one Instaboard pipeline, with owners, labels, and attached evidence for every device.
it · endpoint-compliance-remediation
Quarterly Access Review Pipeline Template
Run a full quarterly access certification with scoped applications, owner sign-offs, remediation tracking, and audit-ready evidence in one Instaboard workspace.
it · quarterly-access-review
SaaS License Audit Pipeline Template
Run SaaS license audits from discovery through reconciliation and remediation with a single Instaboard pipeline that tracks vendors, entitlements, usage gaps, and audit evidence in one workspace.
it · saas-license-audit
SSO Rollout Pipeline Template
Plan and execute an SSO rollout from app inventory through cutover and cleanup with a visual pipeline that tracks integrations, approvals, and rollout waves in one Instaboard workspace.
it · sso-rollout
DPA Reviews Pipeline Template
Manage vendor intake, risk scoping, security questionnaires, legal redlines, approvals, and signed archives for every data processing agreement in one Instaboard pipeline.
legal · dpa-reviews
Privacy DSAR Requests Pipeline Template
Orchestrate intake, verification, data discovery, legal approval, and fulfillment for privacy DSARs with an Instaboard pipeline that keeps deadlines, owners, and evidence aligned.
legal · privacy-dsar-requests
Trademark Registration Pipeline Template
Steer every trademark registration from intake through maintenance with an Instaboard workflow that captures clearance research, TEAS filing tasks, office actions, and renewal prep in one place.
legal · trademark-registration
Affiliate Recruitment Pipeline Template
Qualify ideal affiliates, log every outreach touch, and accelerate activations with a single Instaboard pipeline built for recruiting and ramping high-leverage partners.
marketing · affiliate-recruitment
Case Study Production Pipeline Template
Coordinate customer approvals, interviews, drafting, and launch follow-through inside one Instaboard board so marketing teams ship standout case studies fast.
marketing · case-study-production
Marketing Collateral Production Pipeline Template
Move collateral requests from intake to fulfillment on one Instaboard board so creative, brand, and ops teams keep briefs, approvals, and shipments in sync.
marketing · collateral-production
Email Campaign Production Template
Coordinate briefs, audience segments, QA, approvals, launch, and reporting for every email send on one pipeline so marketers drag cards left to right instead of chasing spreadsheets.
marketing · email-campaign-production
Influencer Outreach & Negotiation Pipeline Template
Run influencer discovery, personalized outreach, negotiation notes, and KPI recaps on a single Instaboard so marketing teams move creators from shortlist to renewals fast.
marketing · influencer-outreach
Newsletter Production Pipeline Template
Keep every newsletter issue on track with a pipeline that captures pitches, drafts, reviews, layout, scheduling, and post-send metrics in one Instaboard view.
marketing · newsletter-production
PR Newsroom Pitching Pipeline Template
Spot newsroom-ready angles, personalize every reporter touchpoint, and move pitches, interviews, and amplification through one Instaboard built for lean PR teams.
marketing · pr-newsroom
PR Outreach Pipeline Template
Coordinate media targeting, pitch follow-ups, and relationship nurture on one Instaboard canvas built for lean PR teams shipping consistent coverage.
marketing · pr-outreach
Product Launch Campaign Pipeline Template
Run every deliverable, channel handoff, and performance readout for your next product launch from a single Instaboard pipeline built for lean marketing + product teams.
marketing · product-launch-campaign
SEO Campaign Pipeline Template
Turn every SEO initiative into a reusable command center with clear intake, research, production, outreach, and reporting lanes so small teams ship wins without spreadsheets.
marketing · seo-campaign
Social Media Client Onboarding Template
Kick off new SMM retainers without chaos. Collect access, align on brand and KPIs, draft first posts and ad sets, then go live and report — all in one left‑to‑right board your client can see and update in real time.
marketing · smm-onboarding
Social Media Retainer Tracker Template
Track social media retainers from kickoff to renewal. Standardize deliverables, approvals, monitoring, community touchpoints, and reporting in one shared board your team and client keep in sync.
marketing · smm-retainer-tracker
Social Campaign Kanban Template
Plan, launch, and review every social campaign in one Kanban. Capture briefs, prep assets, shepherd approvals, monitor live performance, and wrap reports without rebuilding the workflow.
marketing · social-campaign
UGC Creator Collaboration Pipeline Template
Centralize briefs, creator outreach, approvals, and paid amplification in one Instaboard pipeline so every UGC partnership moves left to right with files, rights, and metrics locked.
marketing · ugc-collabs
Donor Stewardship Pipeline Template
Guide every new gift from thank‑you to renewal with a clear, stage‑based workflow. Assign stewards, schedule touchpoints, share impact, and keep notes and files in one place so relationships grow predictably.
nonprofit · donor-stewardship
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
Amazon FBA Inbound Shipments Pipeline Template
Track Amazon FBA inbound shipments, from restock limits to FC reconciliation, inside one Instaboard pipeline so you never reopen spreadsheets.
operations · amazon-fba-inbound
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
Capacity Planning Pipeline Template
Track demand spikes, compare staffing scenarios, and push approvals through one live Instaboard so your ops team closes capacity gaps before they hit customers.
operations · capacity-planning
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
Contract Manufacturer Onboarding Pipeline Template
Qualify, certify, and ramp contract manufacturers in one pipeline that tracks NDAs, audits, pilot builds, and QBR follow-ups for lean ops teams.
operations · contract-manufacturer-onboarding
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
Field Service Dispatch Pipeline Template
Coordinate every work order from intake to invoice on one board so dispatchers can triage faster, route techs intelligently, and close tickets with confident follow-ups.
operations · field-service-dispatch
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
New Store Opening Pipeline Template
Coordinate site selection, permits, build-out, staffing, inventory, and launch promos in one visual pipeline so your next store opens on schedule.
operations · new-store-opening
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
Print-on-Demand Fulfillment Template
Keep Shopify, Etsy, or Woo orders flowing from intake through reprints with labeled lists, SLAs, and template cards that standardize every print-on-demand handoff.
operations · print-on-demand-fulfillment
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
PO → Receipt Pipeline Template
Track every purchase from requisition through receiving and invoice match with labels, QA checklists, and discrepancy loops that keep small ops teams aligned.
operations · purchase-order-to-receipt
Product Quality Incident & Recall Template
Run incident intake, risk assessments, regulator filings, and recovery workstreams on one Instaboard canvas so every recall action, owner, and proof stays audit-ready.
operations · quality-recall
Returns Prevention Initiatives Template
Coordinate data, CX, ops, and vendor owners inside one returns prevention pipeline so you can capture signals, pilot fixes, and prove refund impact without juggling spreadsheets.
operations · returns-prevention
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
SKU Sunsetting & Discontinuation Pipeline Template
Coordinate SKU scoring, sell-through plans, communications, and system shutdowns on one Instaboard so you can retire underperforming products without surprises.
operations · sku-sunset
Supplier Onboarding Pipeline Template
Coordinate intake, diligence, contract work, and go-live tasks on one Instaboard so procurement, legal, IT, and finance move suppliers live without bottlenecks.
operations · supplier-onboarding
Warehouse Slotting & Replenishment Template
Run every SKU through intake, slot modeling, replenishment, and audits so fast movers land in the golden zone while backstock stays replenished and accountable.
operations · warehouse-slotting
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
Alpha Program Pipeline Template
Run a disciplined alpha program from goals and cohort selection through onboarding, live testing, feedback triage, and transition to beta on one shared Instaboard board.
product · alpha-program
App Store Submission Pipeline Template
Guide every App Store release from build validation through rollout with a collaborative Instaboard pipeline that tracks assets, compliance, review notes, and launch tasks.
product · app-store-submission
Product Beta Program Pipeline Template
Run a tight beta program from experiment brief through release with one board that tracks recruitment, onboarding, check-ins, feedback triage, and launch decisions.
product · beta-program
Customer Advisory Board Pipeline Template
Plan, run, and follow up on every customer advisory board session in one visual pipeline with locked meeting, member, agenda, and action cards your team can move together.
product · customer-advisory-board
Design Sprint Pipeline Template
Guide a five-day design sprint with clear stages, drag-to-duplicate templates, and demo fill that keep your team aligned from kickoff brief to user test playback.
product · design-sprint
User Feedback → Roadmap Pipeline Template
Convert every customer insight into roadmap-ready decisions with locked intake cards, prioritization scorecards, and follow-up workflows that close the loop fast.
product · feedback-intake
Product Discovery Pipeline Template
Coordinate every discovery bet from intake to delivery with locked brief cards, risk-tagged assumption logs, interview trackers, and experiment readouts on one board.
product · product-discovery
Usability Testing Sessions Pipeline Template
Run moderated usability tests from participant recruitment through prioritized fixes with one Instaboard board that tracks scripts, sessions, issues, and follow-up work.
product · usability-testing
Account-Based Outreach Pipeline Template
Give sales and marketing pods a shared ABM cockpit to rank accounts, capture personalization intel, run cadences, and log meetings with labels, assignees, and attachments.
sales · account-based-outreach
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
Demo → POC → Contract Pipeline Template
Guide every champion from demo recap through pilot, security review, and contract handoff with duplicate-ready cards that keep success criteria, blockers, and proof in view.
sales · demo-to-poc
Event Lead Follow-up Pipeline Template
Turn badge scans into booked meetings with a shared Instaboard pipeline that captures notes on the spot, powers Day 1 outreach, and tracks nurture or closed loops.
sales · event-lead-followup
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
Partner Enablement Rollout Template
Guide channel partners from intake to in-market support with duplicate-ready cards, training checklists, and labeled GTM plays that stay actionable in Instaboard.
sales · partner-enablement
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
Renewals & Expansion Pipeline Template
Give customer renewals a 120-day runway with Start-Here micro-templates, filterable labels, and attached success plans so a five-person team protects ARR and unlocks upsells.
sales · renewals-and-expansion
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
Patch Rollout Pipeline Template
Plan, test, and deploy security patches in one Instaboard pipeline that tracks risk, approvals, rollout waves, and exceptions so your team ships updates safely without losing visibility.
security · patch-rollout
Phishing Simulation Campaign Template
Plan, launch, and refine phishing simulations in one Instaboard pipeline that tracks campaigns, target segments, training plans, and results so your team can spot trends and improve click rates over time.
security · phishing-simulation
Third-Party Security Assessments Pipeline Template
Turn scattered vendor assessments into one Instaboard pipeline that tracks questionnaires, evidence, findings, remediation plans, approvals, and ongoing monitoring for every third-party.
security · third-party-assessments
Threat Modeling Requests Pipeline Template
Collect, triage, and track threat modeling requests in one Instaboard pipeline that guides teams from intake through workshops, findings, mitigations, and final sign-off.
security · threat-modeling-requests
Vendor Risk Reviews Pipeline Template
Run vendor due diligence, log findings, and capture final approvals in one Instaboard pipeline that tracks questionnaires, mitigations, and monitoring follow-ups.
security · vendor-risk-reviews
Churn Save Pipeline Template
Kick off churn rescue motions quickly by logging risk signals, diagnostics, rescue experiments, and renewal decisions on one Instaboard pipeline with duplicate-locked cards, owners, labels, and proof attached.
success · churn-save-pipeline
Support Inbox Triage Template
Turn a messy support inbox into a left‑to‑right triage flow — faster first responses, clear owners, and consistent hand‑offs your customers feel.
support · support-triage
