sales
Follow up on leads and prepare quotes.
the professional services template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
customer service
Answer customer questions.
case files
Keep case files up to date and summarised.
planning
Schedule appointments and tasks.
team lead
Split up questions and bring the answers together.
orchestrator
bookkeeping
Invoices, reminders and the books.
content
Write copy, blogs and newsletters.
sub-agent
research
Track the market and competitors.
sub-agent
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
clients
Leads, questions and case files.
works with office and knowledge
office
Agenda and the books.
knowledge
Articles and the market.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- HubSpot
- Notion
- Google Calendar
- Stripe
- Moneybird
Placed, not connected. You connect them with your own account.
starter documents
- Client intake
- Engagement terms
- Services and prices
- Frequently asked questions
- Month-end checklist
- Brand voice
- Competitor watchlist
Headings and blanks. Until you fill them in, agents don't guess.
templates and precedents
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →