Workflow kits for small teams

Ready-to-use workflow kits for messy business operations.

Downloadable templates, checklists, prompts, and SOPs for agencies, consultants, nonprofits, and small teams that need cleaner operations this week.

Browse the kitsGet the agency onboarding kit
Client Onboarding OS product cover

Start with client onboarding

Clean up the first week after a client says yes: access, kickoff, docs, AI disclosure, handoff, and next steps.

See what is included
Built for small teamsSimple enough to use today without a software rollout.
Editable filesTemplates, checklists, prompts, and trackers you can adapt.
Instant deliveryBuy on Gumroad and get the files immediately.

Pick the workflow that is slowing you down.

Each kit gives you the working pieces: templates, checklists, trackers, email copy, and handoff steps.

Agency onboarding

Client Onboarding OS

Use this when new clients still create access gaps, loose kickoff notes, and unclear owners.

$59
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Agent setup

Codex Goal Mode Setup Sprint

Set up an AI coding assistant with a clearer goal, checks, and first tasks.

$50
See details
Grant deadlines

Grant Application Sprint Kit

Organize fit, budget inputs, reviewers, reusable language, and reporting before deadline week.

$5
See details

Not sure where to start?

Most teams start with onboarding or intake because those workflows create the fastest visible cleanup.

See the full catalog