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323 templates built for small businesses, freelancers and individuals, sorted by industry and role. Pick one, answer one or two questions, and the architect takes care of the rest.

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46 templates for sales

Automation
Quote follow-up
Unanswered quotes followed up after 5 business days, with a polite, personal message.
€9 per monthWeekdays at 9 am
Automation
Local prospector
Every morning, new local businesses added to your prospect list.
€49 per monthWeekdays at 7 am
Agent chain
Prospect, reach out and follow up
Three linked agents: find prospects, contact them, follow up with those who haven't replied.
€67 per month3 linked agents
Automation
Quotes written in an instant
A customer request becomes a clean PDF quote, priced with your rate card.
€19 per monthFor each quote request
Automation
Construction quotes and takeoffs
Plans or site surveys turned into a quantity takeoff and a detailed quote per trade, priced with your rate schedule.
€19 per monthOn every quote request
Automation
Pre-meeting brief
The evening before every client meeting, a brief on the company and the person.
€49 per monthSunday to Thursday at 7 pm
Automation
Unanswered emails
Every morning, the important emails nobody has replied to, with a follow-up ready.
€9 per monthMonday to Friday at 8:30 am
Automation
Competitor website changes
Prices, offers, new pages: what changed on your competitors' websites this week.
€4 per monthEvery Monday at 8 am
Automation
CRM kept up to date
Your email exchanges logged in the CRM: new contacts, deal stages and next steps.
€9 per monthMonday to Friday at 7 pm
Automation
For-sale-by-owner prospecting
Every morning, private sellers' listings in your area, with an approach ready to go.
€49 per monthMonday to Saturday at 7 am
Automation
Prepared LinkedIn messages
Every week, 15 personalized outreach messages, ready for you to approve and send.
€4 per monthEvery Monday at 8 am
Automation
Briefing before every meeting
One hour before each meeting: attendees, email history and decisions to make.
€49 per monthEvery hour during the day, for meetings in the following hour
Automation
Complete KYC files
IDs, proof documents and source of funds requested, checked and filed per client.
€9 per monthWeekdays at 9 am
Automation
Lead enrichment
Every new CRM contact completed: job title, company size, website, LinkedIn.
€79 per monthOn every new contact in HubSpot
Automation
Energy retrofit grants
MaPrimeRénov', CEE, eco-PTZ: each customer's grants calculated and explained in their quote.
€19 per monthOn every customer project
Automation
Sales proposals
After the discovery meeting, a structured proposal in your style, ready within an hour.
€9 per monthAfter every discovery meeting
Automation
Customers at risk of leaving
Falling usage, failed payment, unhappy ticket: at-risk accounts flagged in time.
€9 per monthWeekdays at 8 am
Automation
Tender finder
Public tenders in your field spotted every morning, summarized and ranked.
€49 per monthWeekdays at 7:30 am
Automation
Market watch
Every morning before the open: indices, rates, currencies and the news that matters to your clients.
€19 per monthWeekdays at 7:15 am
Automation
Public procurement watch
Every morning, public tenders in your field and area, with their deadlines.
€19 per monthWeekdays at 7:30 am
Automation
Loan application documents
Payslips, tax notices, statements: every loan file's documents chased until complete.
€9 per monthWeekdays at 9 am
Automation
Inquiry qualifier
Every contact request from your website sorted, scored and passed to the right person.
€9 per monthOn every new form response
Automation
Portfolio summary
Every quarter, a clear summary per client: performance, allocation, points to discuss.
€3 per monthOn the 5th of the first month of each quarter
Automation
Membership renewals
Memberships coming up for renewal followed up in time, cancellations understood and tracked.
€3 per monthEvery Monday at 10 am
Automation
Proposal follow-up
Every proposal sent followed up tactfully, the decision tracked to a yes or a no.
€4 per monthWeekdays at 9 am
Automation
Monday pipeline update
Every Monday, the state of your sales pipeline and the deals to chase.
€3 per monthEvery Monday at 8:30 am
Automation
Insurance renewals
Two months before each renewal, the policyholder contacted with a review of their coverage.
€3 per monthOn the 1st of every month at 9 am
Automation
Used vehicle listings
Every vehicle that comes in becomes a complete listing, published and tracked until it sells.
€9 per monthFor every vehicle that comes in
Automation
Customer list cleanup
Duplicates merged, formats fixed, emails verified: a clean file.
€3 per monthOn demand
Automation
Documents awaiting signature
Contracts and quotes sent for signature get polite reminders until they're signed.
€4 per monthMonday to Friday at 10 am
Automation
Coverage comparison
Several insurer proposals compared line by line in an easy-to-read table.
€9 per monthFor every tender
Automation
Competitor accommodation prices
Every week, your rates compared with nearby properties for upcoming dates.
€5 per monthEvery Monday at 8 am
Automation
News about your key accounts
Funding round, new hire, new website: a reason to get back in touch at the right time.
€4 per monthEvery Tuesday at 8 am
Automation
Investor information pack
An income property presented properly: yield, rent roll, market and risks.
€9 per monthFor every property to present
Project
Consultant website
Your expertise, references, offers and articles, so you get chosen faster.
No connector
€49 per monthChanges on demand
Automation
International customers served in their language
Emails received in a foreign language translated, with the reply drafted in their language.
€9 per monthTwice a day on weekdays
Automation
Annual wealth review
A month before each anniversary date, the client's review file ready and a meeting suggested.
€3 per monthEvery Monday at 9 am
Automation
Bodywork quotes from photos
The customer sends photos; you get a preliminary estimate and the questions to ask them.
€9 per monthOn every request with photos
Automation
Market watch for your clients
Every month, each client's market news and three campaign ideas to pitch them.
€3 per monthOn the 25th of every month at 8 am
Automation
Industry notes for your clients
Every month, a note on your clients' industries: figures, trends, regulation.
€3 per monthOn the 5th of every month at 8 am
Automation
New customer onboarding
A welcome sequence that guides each new customer through their first two weeks.
€4 per monthMonday to Friday at 10 am
Automation
Duplicate-free CRM
Every month, duplicate contacts and incomplete records in HubSpot found and fixed.
€3 per monthOn the 1st of each month at 8 am
Automation
Trade shows and industry events
The trade shows, conferences and meetups in your industry, three months ahead.
€3 per monthOn the first day of each quarter
Automation
Booth sales
Past exhibitors followed up, files tracked, floor plan kept up to date.
€3 per monthEvery Tuesday at 9 am
Automation
CRM and spreadsheet sync
Your tracking sheet and your CRM in agreement, every evening.
€9 per monthWeekdays at 8 pm
Automation
Sales target tracking
Where each sales rep stands against their target, every week.
€4 per monthEvery Monday at 8 am

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