Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
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
