AI workflows for outsourcing providers.
Companies that run a business process, such as support or back-office work, on behalf of clients.
Who does this work
- Account director
- Operations manager
- Service delivery lead
156 workflow templates for professional services ready to adapt, and 37 workflows identified across the industry.
Updated
Examples of the workflows identified across the industry
- Check a call summary against the transcriptIllustrative
- Prepare shift and roster options for expected demandIllustrative
- Plan team capacity against upcoming work
- Reconcile a supporting schedule to the general ledger
- Review a sample of completed work against the quality checklist
Workflow templates for professional services
These are written for professional services as a whole and apply across the industry, outsourcing providers included.
Show all 156 workflow templates
Audit preparationBefore the external auditors arrive, your controller holds one audit pack: every request with its owner, date, document and status, the control evidence they will test, last year's findings and what was done, and draft answers to the questions they will ask. People approve everything before it goes.Workflow templateBank reconciliation preparationBefore the month is signed off, your bookkeeper holds one bank reconciliation for one account: every statement line matched to the books or explained, every open item aged, a proof that the two balances agree, and the entries still to make. Nothing is posted until a person approves.Workflow templateBid or no-bid and RFP response planBefore anyone starts on a response, your bid manager sees every requirement in the request checked against your own evidence, your bid criteria tested and the buyer questions ready. A named person decides whether to bid; then a dated plan says who does what by when.Workflow templateBoard meeting packBefore each board meeting, the CEO gets a pre-read built on the one decision the board is asked to make, with every figure from the company's own reports, an agenda kept mostly for discussion and the questions directors are likely to ask. Afterwards, a record of what was decided. The CEO sends it all.Workflow templateBrand strategy workshopGive your company one answer to why it exists, who it is for and how it sounds. Over about three hours (a planning figure, not yet timed), the owner makes the six choices that define the brand from options an AI assistant drafts, signs off the rest, and leaves with the tests that check it with real buyers.Workflow templateBudget-versus-actual variance commentaryBefore the month's results go to management, the finance lead gets written commentary on every line that moved past the threshold: the figures, the budget owner's explanation marked confirmed or to be confirmed, a bridge from budget to actual, and the questions still open. No cause is invented.Workflow templateBusiness continuity planFor an owner or operations manager: the activities the business cannot stop for long, how long each can be down and how much data it can lose, what each depends on, the fallback for each, and named owners, deputies, contacts and a test date, ready for a competent reviewer and the owner's approval.Workflow templateBusiness insurance renewal reviewBefore the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.Workflow templateBusiness line investment reviewFor leadership with several business lines: each line set side by side on one basis (fit with strategy, finance-reviewed results, shared resources, open questions) and placed as invest, investigate or reduce commitment, for the leadership team to discuss and decide.Workflow templateBusiness model assumptions reviewBefore you commit money to a new or revised business model, see it block by block with every claim marked evidenced or assumed, the riskiest assumptions ranked, and the cheapest test for each. You choose what to test; no projection or valuation is made.Workflow templateBusiness trip planThe assistant hands the traveller one plan for one business trip: dates and nights fixed from the brief, travel and hotel options with prices and the day each was checked, a day-by-day timetable around the meetings, the cost against travel policy and the bookings still to make. Nothing is booked or paid.Workflow templateCancellation request responseWhen a customer asks to cancel or cut back, the account manager gets one page: the request and the reason in the customer's words, the account's recent history, only the options your business already approved that fit that reason, and a reply that confirms the choice and what happens next. A person sends it.Workflow templateCandidate outreach draftingFor each person a recruiter or founder has already chosen to approach about an approved role: a first message and two follow-ups, each personal line traced to a public work source the recruiter supplied, do-not-contact names and opt-outs honoured, and a reply log. The recruiter sends every message.Workflow templateCategory sourcing planFor the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.Workflow templateChannel partner fit reviewWhen a referral, reseller or alliance partner approaches, the founder or head of partnerships gets one review: evidence the partner brings customers of its own, the type that evidence supports, a ninety-day plan with signs to go on or stop, and the commission range that still beats selling direct. A person decides.Workflow templateChurn risk and save planOnce a quarter, the owner or account lead sees why customers really left, read from your own cancellation notes and records, how many left for each cause, and one change to try for each, with an owner, a start date and the count that will show whether it helped. A person decides every change.Workflow templateClient campaign performance reportAt the weekly or monthly reporting cutoff, the analyst gets a client report in the agency's format from the exports supplied: source figures, a drafted narrative, anomalies and discussion points. Gaps stay gaps, and every explanation is labelled a hypothesis.Workflow templateClient report check logBefore a batch of client reports is released, the reporting lead gets a log, report by report, of household membership, periods, totals against the custodian statements, fee figures and missing sections, with every difference marked for correction. Nothing is released or sent.Workflow templateClient-status update preparationEvery client gets an accurate status update on schedule, drafted from the notes and the task list, with confirmed dates kept apart from estimates and the client’s open decisions in plain view.Workflow templateCold outreach sequence draftingYour outreach reads like you wrote it on your best day: a first note and its follow-ups, drafted in your own voice, where every line about the prospect traces to a dated fact and every line about your company traces to facts you supplied. You read it, edit it and send it yourself.Workflow templateCompetitor battlecardYour salespeople get one page on one named competitor: where it is strong, where you are stronger and the proof, what to say when it comes up, and the questions to ask. Nothing about the competitor goes on the card without a dated source; anything unsupported is held back for the approver.Workflow templateCompetitor profile from public pagesYour marketing lead gets a dated profile of a named competitor, built only from its public pages: what they say, sell and charge, kept apart from what that suggests and the questions it raises for you. Any figure no page states is marked unavailable, never estimated.Workflow templateContent planA marketing lead with a few hours a week gets a content plan built on the questions buyers really ask: one subject for each question worth answering, the formats those hours can carry, a ranked list of what to write next, and what is held or left out, each with its reason.Workflow templateContract intake briefWhen another party's agreement arrives, counsel gets a one-page intake brief: what it is, read from its titles, the parties as named, what is missing, the requester's purpose and date, and the reviewer your own routing rules name. It comments on no term; counsel decides. Prepares work for a lawyer. Not legal advice.Workflow templateContract issues table for counselBefore counsel negotiates a vendor or customer agreement, the contracts team hands over one cited issues table: every clause quoted with its section, the playbook position it meets or departs from, the playbook’s fallback wording copied beside each departure, and the approver your matrix names. Counsel decides. Prepares work for a lawyer. Not legal advice.Workflow templateContract renewal and notice registerFrom your signed agreements and amendments, the contracts manager gets a register for counsel to confirm: each term, renewal and notice clause quoted with its section, cancel-by and send-by dates proposed only under counsel's own counting rules, and the windows sorted by proposed send-by date. Nothing is sent. Prepares work for a lawyer. Not legal advice.Workflow templateCopy edit with a change listHand over a page, an email or a brochure and get it back plainer and tighter, with no claim stronger than the statements you can support and a change list that shows every edit, its reason and any meaning it moved. You approve each change before the copy is used.Workflow templateCourse sequence and workload reviewA course lead revising an outline for the next cohort gets a module map: learning goals, prerequisites, activities and the instructor's own time estimates, with crowded weeks and coverage gaps marked and every gap written as a question. The course lead decides what changes.Workflow templateCRM field ownership mapBefore a CRM sync or field mapping changes, the systems owner gets a field map from the supplied exports and sample records: each field's source, match keys and conflict rule, with unclear keys, consent fields and duplicates left as questions for each field's owner.Workflow templateCulture health checkA founder or people lead sees whether the company's stated values show up in daily work: each value written as behaviours you could watch for, read against the team's own evidence, with where practice matches, where it drifts, and two or three rituals to try. Reported by team and theme, never about a person.Workflow templateCurrent experience baselineBefore a redesign, the design lead gets a baseline built from the captures and page list they supply: each page read with its content and design observations, the patterns that recur, and the pages outside the evidence. The lead confirms the baseline and sets the scope.Workflow templateCustomer case studyWith a customer who has agreed to help, prepare the interview, then turn their words and the figures they supply into a case study in a short and a long version. Every quotation and number is listed for the customer to approve in writing, and nothing is published or named before they do.Workflow templateCustomer interview synthesisTurn a stack of customer call notes into the answer to one question, in your customers’ own words. Every quotation is cited to the note it came from, every theme shows its confidence and the evidence against it, and nothing is claimed that the notes do not say.Workflow templateCustomer onboarding planFor every new customer, your customer success lead gets one plan for the first weeks: the result the customer must reach, the fewest milestones that get them there with an owner on each side, the promises both sides made, and each message as a draft. Nothing is sent until a person approves it.Workflow templateCustomer reply draftingEvery customer gets the reply your best person would write. Hand over the customer's message, your tone guide and your approved answers, and get back a draft in your voice where every statement and every promise traces to something you approved. A person on your team reads it, edits it and sends it.Workflow templateCustomer satisfaction detractor follow-upEvery week your support lead gets each low satisfaction or recommendation score with the ticket behind it: the customer's own words, what went wrong as far as the ticket shows, a suggested owner and a draft message, plus the trend and a warning wherever the numbers are too thin to read. A person sends every message.Workflow templateDashboard briefBefore anyone builds the dashboard, the requester gets one brief that settles the work: the decisions it serves, what is shown, each metric's definition, the filters, notes on every source and who refreshes it. The requester approves what is shown and the definitions.Workflow templateDataset profileBefore anyone joins or relies on a new export, the analyst gets one profile of it: what one row stands for, where keys repeat, what is missing, which values look odd, and a numbered list of questions for the data owner. No data is changed and no verdict is given.Workflow templateDeal close planYour account executive holds one late-stage deal on two pages: the buyer's case for buying now, counted from the buyer's own figures, and a dated plan of every step to signature with its owner on each side. The seller decides what the buyer sees; nothing reaches the sales system without approval.Workflow templateDecision logYour chief of staff keeps one register of what the leadership actually approved, across every meeting and message: each decision with who approved it, each action with one owner and a date, what is overdue, and a flag wherever a new decision clashes with an earlier one or revives a rejected idea.Workflow templateDelegation brief and follow-upEvery task a manager hands over goes with a clear brief: what to deliver, in what form, by what date and time, why it matters, who will use it, what the person may decide alone and when the manager will check in. Each week, one list shows what is open, what is late and the next note to send.Workflow templateDeliverable issue completeness checkAs a calculation, report or drawing package nears issue, the quality reviewer or document controller gets a checklist: missing review records, revisions that disagree between the index, the register and the title block, and citations of out-of-date calculations. Issue stays with the engineers.Workflow templateDeparting-employee knowledge captureWhen someone is leaving or changing role, their manager gets an interview guide aimed at what only that person knows, then a handover document the successor can work from, every point traced to the conversations and marked with how sure it is. Nothing is shared until the manager approves.Workflow templateDesign handoff recordBefore engineering starts, the design owner gets one record built from the approved design: every state, token, breakpoint and content rule either covered or flagged, with each unstated behaviour written as a question. The engineer confirms the questions are resolved.Workflow templateDiscount request reviewBefore a price below list goes to a customer, whoever approves it gets one page: the discount and what it costs in margin, every clause of your own written policy met or missed, who approves and in what order, and what the customer gives in return. A person decides; nothing is sent.Workflow templateEmergency drill briefBefore a fire, evacuation or other drill, the site or office manager gets one brief: the scenario the responsible person has approved, who does what, what each observer records, and the questions for the debrief. It writes no emergency plan.Workflow templateEmployee health plan comparisonFor an owner or people lead at renewal: the broker's health plan options next to each other, with premiums split between company and employee, deductibles, out-of-pocket limits, network notes, the cost to the company and to a typical employee at low, middle and high use, and questions for the broker.Workflow templateEmployee offboarding and handover checklistWhen someone leaves, your HR lead and their manager share one checklist: every piece of their work handed to a named colleague before the last day, every system on your access register removed by its owner at a set time, and every item of equipment back. Nothing is removed or sent without a person.Workflow templateEmployee onboarding planEvery new colleague starts with a first week and a first 90 days planned to the standard of your best manager: what to read, who to meet, what to practice and what productive means at day 30, 60 and 90.Workflow templateEvent planWhoever owns one event, a talk, a dinner, a webinar or a stand, gets one plan: the goal and target, who should be in the room, every step before, on and after the day with a date and an owner, and how each conversation is followed up. Nothing is booked, paid or sent by the assistant.Workflow templateExecutive situation briefBefore a conversation that matters, with a key partner, a major customer or a co-founder, the executive gets one brief from the records they approve: the short version in a sentence, what is already decided and promised, what each side has said, the question to settle and the choices open. The executive decides.Workflow templateExecutive week-ahead calendar reviewBefore the week starts, the executive assistant hands the executive one brief: every clash, every journey or run of meetings with too little time, every meeting with no stated purpose or no preparation time, and proposed time for the week's priorities. Nothing is accepted, declined, moved or sent.Workflow templateExpansion whitespace reviewFor one account or a whole book, the account manager sees what each customer holds against what it could also use, the evidence for every gap, the plays ranked, and one next step and owner for each. A person decides what to propose; nothing goes into the sales system without approval.Workflow templateFeedback follow-through updatesWhen a change ships or a decision lands on something customers asked for, your account owner gets the list of who asked, the confirmed status of each request, and an individual draft update for each person in the channel they prefer. No update promises a date or feature the team has not confirmed.Workflow templateGoal alignment reviewBefore next period's goals are set, the chief executive sees every team goal mapped to the company priority it serves: goals with no company parent, goals that pull against each other, priorities nobody owns, and the questions for each owner. It judges goals, never people.Workflow templateHeadcount planFor a founder, people lead or finance lead preparing next year: every role and its cost by team, the new roles and backfills with their months, the fully loaded cost month by month against the budget, and what changes if revenue lands lower or higher. It plans roles and money, never decisions about named people.Workflow templateHelp article from a resolved issueTurn every answer your team works out once into an article the next customer finds on their own. Hand over a resolved ticket and your list of articles; get back a draft in your customers' words, with their details removed and every step traced to the ticket. Your knowledge-base owner decides what goes live.Workflow templateHelp centre gap reviewOnce a period, your support lead sees what the help centre is missing, read from that period's tickets and search log: questions agents answered by hand, articles that fell short, articles search could not find, and one gap list ranked by the tickets an article could have saved. The lead decides what is written.Workflow templateHiring pipeline status reportEach week your people lead or founder sees every open role on one page: applications at each stage, days open against the target, roles running late, pass-through between stages, which sources lead to interviews, and every blocker with its owner. It counts; it never assesses a candidate.Workflow templateImplementation blocker briefWhen a customer's setup milestone slips, the implementation lead gets one brief: the missing inputs, the unresolved access and data questions and the dependencies behind the delay, each with its source and an owner, plus points to raise with the customer.Workflow templateInbox triageThe owner, or the assistant who keeps their inbox, starts the day knowing what needs a reply today, what can wait and until when, and what belongs to someone else, with a draft or a forwarding note for each. Nothing is sent, archived, deleted or moved, and no mailbox login is needed.Workflow templateInquiry handoffEvery new inquiry reaches the firm’s conflict review and the responsible attorney as one complete packet on the day it arrives, with each missing item named and someone assigned to supply it.Workflow templateInternal change announcementOne decided change, announced well: managers briefed first, a message for each group in the right order, talking points, and the questions people will ask, answered only from the decision or marked open. Every message is a draft that a person approves and sends.Workflow templateInterview plan and scorecardBefore the first interview, the hiring manager and every interviewer share one plan: the criteria the role needs, the same questions in the same order for every candidate, and a blank scorecard each person fills in alone. It rates no one. People make every decision about a candidate.Workflow templateInterview process review after a hiring roundAfter a hiring round closes, the recruiting lead gets a review of the interview process: questions that gave no usable evidence, competencies nobody covered, inconsistent rubric use, and revisions to approve before the next search. It reviews the process only; no candidate is assessed.Workflow templateInterview scheduling and candidate confirmationFor candidates your team has already chosen to interview, the recruiting coordinator gets one scheduling sheet that lines up each candidate's offered times, in their own time zone, with the interviewers' free time, plus a ready confirmation or availability request for each. A person sends every message and invitation.Workflow templateJob descriptionA hiring manager’s rough notes become a job description the right people want to answer: why the role exists, the work itself, and only the must-haves that are real. Your approved pay and employer wording go in untouched, and nothing is posted until the hiring manager and the people lead approve it.Workflow templateJob posting and sourcing planFor one approved role, the hiring manager gets a plan for where to post and where to look: every channel on the company's own list ordered by the signal it should give for that kind of role, a week-by-week schedule inside the budget, and what to count on each channel. Nothing is posted or paid until a person approves.Workflow templateJournal entry preparationAt month end, your bookkeeper hands the controller every proposed journal entry ready to review: balanced lines on accounts from your own chart, the arithmetic and the document behind each amount, whether it reverses, and who approves it. Nothing is posted until a person approves.Workflow templateLaunch checklistWhoever owns a launch date gets one dated checklist for the weeks before, the day itself and the weeks after, with an owner on every line. Each announcement is written out so the approver sees exactly what goes out, to whom and from where before saying go. Nothing is announced by the assistant.Workflow templateLead form field reviewWhen a client questions a long inquiry form or abandoned submissions, the conversion lead gets a field-by-field review: what each field is used for downstream, where people leave, and proposed labels, error messages and test questions. The lead and the client's data owner decide every change.Workflow templateLead magnet planA marketer or owner gets the plan for one free resource built on a question buyers really ask: who it is for, what it promises and delivers, a format the team can make in the hours it has, the outline section by section, and whether it needs a form at all.Workflow templateLead quality pattern reviewWhen sales feedback or results raise a lead-quality concern, the acquisition lead gets a review of leads and their outcomes by source, page, location, device and timing, with cases to verify with sales and possible measurement faults listed.Workflow templateLeadership meeting rhythmYour chief executive gets a proposed calendar of leadership forums and written reports, built from today's meetings and the decisions left waiting: each forum with its purpose, inputs, attendees, frequency and one decision owner, and the hours it gives back. The chief executive chooses; no calendar is changed.Workflow templateLegal hold custodian trackerOnce counsel has issued a legal hold, your legal operations lead keeps one tracker for counsel: every custodian and system in counsel’s scope, who has acknowledged and who is overdue, who has left or changed role, the refresh date counsel set, and reminders copied from counsel’s own text for a person to send. Prepares work for a lawyer. Not legal advice.Workflow templateManager feedback preparationEvery manager walks into a feedback conversation prepared like your best one: specific dated observations, the questions worth asking, a clear ask and the support on offer.Workflow templateMatter budget and status summaryThe responsible partner sees one matter whole: scope, phases against their dates, the budget against fees to date and the projected total, a red, amber or green status with the rule behind it, risks and next actions with owners. Built from the time export and the matter plan, never a view on the merits.Workflow templateMatter closing checklist preparationWhen the handling lawyer flags a matter for closure, the firm's closing checklist is filled from the matter record: final billing as recorded, open tasks, unreturned items and the handoffs billing and records must accept.Workflow templateMatter-opening checklist preparationEvery accepted matter goes into setup and billing with one checklist: the fields each system needs, the terms that drive the first invoice, the documents on file and an owner for every open item.Workflow templateMeeting agenda, notes and follow-upsWhoever runs the meeting walks in with an agenda where every topic has an outcome and a time, and walks out with a one-page record: what was decided, who owns each action and by when, and what is still open. Nothing reaches anyone until that person has read it and sends it.Workflow templateMetric definition reconciliationWhen two reports give different numbers for one metric, the owner gets a page: the definitions side by side, the gap bridged step by step from supplied records, each cause marked shown or not, and a proposed common measure. The owner chooses.Workflow templateMissed milestone client replyWhen a client challenges a delay, a deliverable or an earlier commitment, the account director gets a draft reply and an internal action note that keep confirmed facts apart from proposed recovery steps and the decisions still needed. Nothing is sent.Workflow templateMonth-end close checklistBefore the month ends, your controller holds the whole close on one page: every task with its owner, its date and what it waits on, the chain that sets the close date, and each gap already written as a question. Entries are prepared for approval, never posted.Workflow templateNinety-day marketing planAn owner or first marketing hire gets the next ninety days of marketing on one plan: the stage the business is really in, the moves that fit it, who owns each one, the money and hours they use, and what is deliberately left undone. Every count comes from your own records, and no budget is invented.Workflow templateObjection answers and sales one-pagerWalk into the call with an answer for every objection you expect, each with its honest limit and the proof behind it, and one page to leave behind. Everything is built from the facts you supply, so nothing on the page is a claim you cannot stand behind.Workflow templateOffer reviewBefore you sell a packaged service, see it the way a buyer will: what they get and what is left out, what answers each doubt they raise, what protects them, and whether there is an honest reason to decide now. The weakest point is named and one change drafted, from your facts only.Workflow templateOutgoing work sign-off logEvery item that needs a responsible attorney's sign-off before it leaves the firm sits in one log, in the order it has to go out: waiting, approved or returned, with the attorney's own note. Anything close to its date with no decision is flagged first. The log tracks status and never touches the legal substance.Workflow templateOverdue-invoice follow-up preparationEvery overdue invoice gets a follow-up drafted in your firm’s tone for its age and addressed from the right person, and every invoice that should not be chased is held with the reason written down.Workflow templatePolicy answers from the handbookStaff questions about leave, hours, expenses and conduct get answers that quote your own handbook, name the section, and say plainly where the handbook is silent. Anything about one person's own entitlement goes to HR, and no reply leaves until a person has read it.Workflow templatePrebill exception reviewBefore the billing attorney opens a prebill, the billing coordinator has every awkward entry marked: rates that differ from the firm's rate table, possible duplicates, entries outside the client's billing guidelines, unclear narratives and expenses without support, each sent to the person who acts next.Workflow templatePremortem before a decisionBefore your team commits to a plan that is hard to undo, such as a move, a launch or a new system, a short workshop pictures it a few months on, already failed. The record ranks the reasons, turns each top risk into a check, a warning sign and an owner, and leaves the go decision with the owner.Workflow templatePresentation outline and talk trackAnyone presenting to a board, a client or a conference gets a storyboard built on one message, then a spoken script for every slide, timed to the slot and true to their own speaker notes. Every fact comes from what the presenter supplied, and the presenter approves the message and the words.Workflow templatePress pitch preparationAn owner or marketer with one story to offer gets the outlets and writers it genuinely fits, each backed by a piece they recently published, and a short pitch draft for each. Every claim in a draft comes from facts you supply. Drafts only: a person decides and sends.Workflow templatePrice change reviewBefore prices change, the owner or finance lead gets one review: the margin on each product or service from the sales and cost exports, how costs have moved, what each proposed price does to sales and gross profit across a stated range of customer responses, and dated competitor prices. It recommends no price.Workflow templateProcess map and bottleneck reviewMap one process step by step: who does each step, how long work waits and how long it takes, where it is handed over and where it gets sent back. Then find the one step that caps how much gets finished, and what to try there first. The owner decides what changes.Workflow templateProject experience sheetFor one finished project and one proposal, turn the firm's approved project records into a one-page experience sheet: the firm's role, the scope it performed, partners' work kept apart, and the record behind each line. Names, images and permissions still to confirm are listed for sign-off.Workflow templateProject handover readiness checkWhen a finished deliverable is ready for the team that will run it, the project manager brings one checklist against that team's own requirements: acceptance evidence, instructions, access, training, support owners and open items. The receiving owner accepts or names the conditions still to meet.Workflow templateProject intake and capacity reviewWhen a new initiative is proposed, the portfolio owner sees it scored on the business's own criteria beside the projects already committed, the delivery days it would use month by month, and what it would crowd out or push later. The owner accepts, defers or rejects it.Workflow templateProject lessons reviewWhen a phase or a project ends, the project manager gets one blameless review: whether it achieved what it was for, how scope, schedule and budget moved and why, whether the success measures were the right ones, and practice changes for the team to choose, each with an owner and a follow-up date.Workflow templateProject scope baselineA project manager turns an approved brief into a draft scope baseline: the deliverables, what is excluded, the acceptance criteria for each deliverable, the constraints and the open questions for the sponsor. Nothing implied counts as scope until the sponsor says so.Workflow templateProject status reportThe lead of an internal project gets a status report the sponsor can read in two minutes: each workstream red, amber or green with the reason, what moved, who must clear each blocker, the decisions needed and the dates at risk. No milestone is called done without evidence, and the lead confirms every status.Workflow templateProspect list by role and firm typeBefore anyone writes a first note, you know which kinds of firm and which roles in them deserve your next conversations. Every firm is tested against your own criteria first and carries a sourced reason, a grade and the questions only a conversation can answer. Nobody is contacted.Workflow templateQuarterly business review preparationBefore each customer's quarterly review, the account manager gets a pack built on the customer's own goals: the quarter's result for each, labelled by where it came from, what is still open, next quarter's goals for discussion and a timed agenda. A person settles every question and sends it.Workflow templateReceivables exception reviewThe controller gets every short payment, unmatched or ambiguous receipt, possible duplicate and disputed invoice on one list, each with its evidence and a proposed next step, before anything is applied on a guess.Workflow templateRecord sharing access matrixWhen an approved access policy has to reach the CRM, the system owner lays the current sharing setup beside the proposed one, by record type and by role, internal and external. Every change is a question for its owner; inherited and platform-fixed settings are marked unknown.Workflow templateRecorded sessions into articlesA coach, trainer or consultant hands over transcripts of recent sessions and gets back article drafts in their own words: the subjects they actually taught, their key lines quoted word for word, no participant named, and a review sheet of what to check before publishing.Workflow templateReference check question planAfter the interviews, the recruiter gets short reference calls aimed only at what the panel still could not establish, put to the referees the candidate named and agreed to, with a note sheet for each call that keeps the referee's own words. It gives no view on the candidate.Workflow templateReferral programme designTurn the recommendations your work already earns into a habit: when to ask, who on your own list to ask first and for what, what you give back, the words for each ask and the note an introducer forwards, and how every introduction is recorded. You send each message yourself.Workflow templateReferral source follow-upThe day after a partner meets someone who sends the firm work, they have a follow-up draft and a list of every promise made at the table, by both sides. The draft uses only approved materials and nothing said in confidence; the partner checks it, chooses the next step and sends it.Workflow templateRenewal risk reviewOnce a month, the account manager sees every contract coming up for renewal on one page: the dates that matter, the warning signs your organization watches for, which accounts are at risk, and the next step for each with an owner and a date. A person decides and makes every contact.Workflow templateResearch summary briefAn executive handed a pile of reports, articles or papers gets one brief: what each source found, where the sources agree and disagree, the limits of each, and exact quotations cited to the page. Built only from the documents supplied. What it means for the business stays the reader's call.Workflow templateReviewer comments into one resolution listThe owner of a document that came back from several reviewers gets one checklist: every proposed edit and comment, grouped by section, with clashes between reviewers set side by side. Every item stays open until the owner decides it, and the document itself is never touched.Workflow templateSales call preparation briefYour salesperson, partner or account manager walks into every meeting with a brief they can read in five minutes: who will be there, what has been said and promised so far, what is still open, and a plan for the call. Every line traces to your own notes or a public page, and anything inferred is labelled.Workflow templateSales call scorecardAfter a sales call, your sales lead sees how it went against your team's own criteria, each point backed by the words actually said, where the call left the deal, and one focus for the next call. It reviews a call, never a person, and gives no score for anyone's file.Workflow templateSales pipeline reviewEach week your sales lead sees the whole open pipeline on one page: value and age by stage, what moved since last week, the deals at risk and coverage against your target. Every figure traces to your export, and the forecast number is left for a person to commit.Workflow templateSales proposal preparationYour account executive answers an RFP in minutes, not weeks, with a proposal draft where every claim traces to approved company information and every gap is already a question for the right person.Workflow templateSchedule recovery optionsWhen a committed milestone slips, the project manager brings the sponsor two to four ways back: what each changes, the dates it gives every later milestone and dependency, and the assumptions it rests on. The sponsor chooses; delivery leads confirm the dates.Workflow templateScope change impact reviewWhen new work turns up in a project plan, the project manager gets one review: every deliverable compared with the agreed baseline, each addition marked approved or not, its estimated effect on effort, cost and the end date, and the decision the sponsor has to make. The sponsor accepts or declines each one.Workflow templateService inbox routing planWhen a new service inbox is being set up, the service owner gets a routing plan: each approved address, the queue it should reach and who owns it, checks to run before it goes live, and the wrong-address risks, loop risks and unconfirmed queue owners still open. Nothing is configured.Workflow templateShared folder filing planThe office coordinator gets a plan for tidying a shared folder: a proposed folder structure, every file's move with its owner named, and the duplicates and access questions to settle first. Owners approve their own moves; nothing is moved, renamed or deleted.Workflow templateSoftware subscription and vendor spend reviewFrom a card statement or ledger export, the finance or operations lead gets every subscription on one register: what each costs a year, who owns it, what renews in the next 90 days, what looks unused, duplicated or orphaned, and the decisions to make. Nothing is cancelled or changed.Workflow templateSOP exception captureTurn what your most experienced person does with the awkward cases into an exception register for one procedure. Once the owner approves it, every colleague handles those cases the way your best person does.Workflow templateSpreadsheet check before sharingBefore a model or schedule goes to a client, a lender or a board, the sender gets one report on it: every error value, short total, buried assumption and hidden row pinned to its cell, each with a fix or a question, and a plain list of what was not checked. Nothing in the workbook is changed.Workflow templateStaff newsletter and FAQ roundupEach month the office manager turns what teams send in into one staff newsletter, with answers to the questions people keep asking, each quoted from an approved source and its owner named. Nothing about one person's pay, health or performance goes in, and a person approves the issue before it goes.Workflow templateStakeholder and decision rights mapBefore kickoff, the project manager holds one map of everyone the project touches: each group placed by influence and interest, every key decision with exactly one accountable owner, the decision makers still missing, and who hears what, when and from whom. The sponsor confirms every decision right.Workflow templateStale ticket sweepOnce a week the support lead gets one sheet of what the queue is hiding: tickets with no real activity past their limit, tickets left waiting on the customer with the three ways out of each, likely duplicates, and each person's load weighed by size and age. A person makes every move.Workflow templateStalled-deal reviewYour sales lead sees, from the record alone, which open deals have stopped moving, what each one's stage still lacks and whose move it is, and where every recent no ended and why. Nothing in your sales system is changed; corrections are proposed for a person to make.Workflow templateSupport escalation briefWhen a support case must move to a specialist or manager, the support lead gets one brief: the customer's impact, a dated timeline from the ticket history, the evidence, the fixes tried, the workaround in place and the decision needed. Nothing goes to the customer.Workflow templateSupport service level definitionThe support lead gets reply and resolution targets for every priority level, worked out from the team's own ticket history and the hours the team really has. Each target shows how often the team already meets it, and every gap comes back as a question for the lead to settle.Workflow templateThirteen-week cash flow forecastThe owner sees cash week by week for the next thirteen weeks: what comes in, what goes out, the lowest point and every week below the floor they set, with each assumption written on the page. The forecast informs the decision; the owner makes it, and nothing is paid or moved.Workflow templateTracking event planBefore analytics goes onto a website or app, the founder or product owner gets one plan: the events and properties worth collecting, when each fires, where it goes, what it is called and who owns it, each tied to a question the business needs answered. The owner approves what is collected.Workflow templateTraining needs analysisFor one team, the HR lead or team manager gets what each role must be able to do, how many people can do it now, where the team falls short, and the training to arrange first, with who arranges it and by when. Counted by role, never a rating of a named person.Workflow templateVendor quote comparisonBefore anyone signs, the person choosing a vendor gets one sheet: the criteria agreed first, every quote costed the same way, and each vendor eliminated with its reason, on hold with the question that settles it, or shortlisted with its trade-offs. A person chooses; contract terms go to your reviewer.Workflow templateVendor renewal reviewBefore a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.Workflow templateWebsite findability auditAn owner or marketer asking why the website is not found gets a plain report from saved copies of their own pages: what stops each page being reached, read or understood, the fixes in order, and the checks only a live look can settle. No ranking is promised.Workflow templateWeekly open-matter checkEvery Monday the operations manager sees every open matter: which tasks are overdue, which have no owner, and which matters could not be checked at all. The managing partner gets one summary, and each responsible attorney gets a note that is drafted and ready for the manager to send.Workflow templateWeekly owner business briefEach Monday the owner gets about one page built from the exports they supply: cash, last week's sales against the week before, pipeline movement, the week's commitments and a watch list, with one item to look at first. Every figure names its source, and every missing export is named.Workflow templateWeekly receivables summaryThe finance lead takes one page into each week’s management meeting: what came in, where every receivable stands, which exceptions are open and who owns them, and the decisions management must make. Every figure ties to the aging report.Workflow templateWin-loss reviewOnce a quarter your sales lead sees, from the deals you closed, where the losses ended, which kinds of deal you win and lose, what the largest deals show, and which findings rest on enough deals to act on. Actions are proposed in proportion to the evidence, and nothing in your sales system is changed.Workflow templateWork sample exercise briefFor one approved role, the hiring manager gets a practical exercise: a bounded task from the role's real work, instructions for the candidate with a time limit and adjustments, and the evidence the panel will look for. The panel judges the work; nothing is rated here.Workflow templateWorkflow fit check: is this piece of work ready for AI?Before you build anything, run one piece of work through six checks and get a straight answer on one short page: build it, build one part, do something simpler first, not yet, or leave it with your people. The owner decides what gets built first, with the reasons in front of them.Workflow templateWorkflow inventoryWhen the ownership and status of your automated workflows come up for review, the platform owner gets one inventory built from the exports supplied: environments, enabled states, last run, queued runs and owner gaps. Quiet workflows become questions, not removal lists.Workflow templateWrite an SOP from how the work is doneTurn a walkthrough of how one piece of work is really done into a written procedure anyone on the team can follow: who does each step, how they know it is done, what to do when it goes wrong and when to stop and ask. The owner approves it before anyone relies on it.Workflow templateYear-end tax packet for the accountantOnce the year's books are closed, the owner or bookkeeper hands the accountant one packet: the documents asked for and what is still missing, every contractor paid over the reporting line with missing tax forms flagged, the year's estimated tax payments, and the questions to ask. It works out no tax.Workflow templateWorkflows identified across professional services
Identified for the industry as a whole, so they apply to outsourcing providers as well. Marked illustrative: an example of the work, identified, with no workflow template yet.
Build the interview plan and scorecardSets the criteria and what good evidence looks like, gives each interview a distinct job with the same questions for every candidate, and provides blank scorecards.Illustrative · not built yet
Check recurring invoices against the customer's agreementA monthly retainer is checked against the engagement letter for changed rates and services.Illustrative · not built yet
Check the release evidence before a job ships or is acceptedThe evidence is a draft client deliverable, prepared for client acceptance at a milestone.Illustrative · not built yet
Check training and credential records against requirements and expiry datesLicensed professionals must show continuing-education credits for renewal.Illustrative · not built yet
Draft a control test workpaperGives the reviewer a workpaper linking the test objective, population, sample, evidence of approval and exceptions.Illustrative · not built yet
Hand a won deal to the delivery teamGives the delivery or success team one record of what was sold and promised, who is involved, terms, risks heard and what is missing, with owners.Illustrative · not built yet
Show all 35 workflows
Hand over an account or piece of work to a new ownerPrepares a handover of open commitments, current versions, decisions, correspondence and unanswered questions when work changes hands.Illustrative · not built yet
Plan a new employee's onboardingNew consultants or accountants practise on invented work tied to their first client engagement.Illustrative · not built yet
Pre-check expense claims before approvalSeparates reimbursement questions from client-billing questions on project expenses.Illustrative · not built yet
Prepare a client invoice from approved work and its backupUnbilled work in progress is converted to an invoice against the agreed billing basis.Illustrative · not built yet
Prepare a vendor renewal decisionPrepared for a partner deciding on an internal service contract, with transition questions for the practice.Illustrative · not built yet
Prepare the questions for a management interviewA prioritized brief for a management interview or diligence call, with source-backed questions tied to discrepancies, earlier answers and conflicting accounts, and the records to request.Illustrative · not built yet
Prepare the rolling cash forecastGives the owner or finance lead a week-by-week cash forecast with expected receipts and payments, the lowest point, visible assumptions and a late-receipt scenario.Illustrative · not built yet
Prepare the weekly project status briefCovers a client engagement, with client dependencies and blocked phases called out.Illustrative · not built yet
Review a knowledge library for stale, duplicate and unowned entriesReviews a library of methods, precedents, procedures or the documents behind an internal assistant for stale, duplicated, conflicting or unowned entries and proposes an update or retirement for each owner.Illustrative · not built yet
Review a scope change and its impactRecords a client's out-of-scope request as an additional-services draft with fee assumptions.Illustrative · not built yet
Review recurring subscriptions, charges and seatsCompares purchased, invoiced and assigned seats per product after staff and role changes, allowing for intentional buffers.Illustrative · not built yet
Run the lessons-learned reviewA client engagement, with lessons fed back into the firm's methods.Illustrative · not built yet
Support quality of earnings adjustmentsGives the deal team an adjustment schedule tying each proposed earnings adjustment to ledger entries, management explanation and missing support.Illustrative · not built yet
Track professional independence confirmationsRegisters requested independence confirmations against responses and disclosed relationships, listing those needing partner review.Illustrative · not built yet
Turn a buyer's request into a proposal or quoteWritten in the firm's format with fee basis and staffing assumptions for the partner's review.Illustrative · not built yet
Turn a meeting into a follow-upFollows a discovery or proposal-review meeting, tied back to the client's brief.Illustrative · not built yet
Write a project or customer story from approved evidenceTurns a completed project's or customer's approved records, interviews and figures into a case study or proposal profile with the firm's role, scope, challenge and verified outcome, every quotation and number listed for permission.Illustrative · not built yet
Answer an employee pay question from the payslip and recordsExplains a payslip question, such as a deduction, overtime or tax change, from the pay records and the pay policy, with a draft reply and anything the payroll owner must confirm.Illustrative · not built yet
Check a deliverable package before issueLists missing review records, revisions that disagree between index, register and documents, and out-of-date references before a package is issued.Illustrative · not built yet
Consolidate review comments into one resolution listGathers the comments that reviewers, clients or testers returned on a draft, sample or deliverable into one list, merges duplicates, keeps conflicting comments open for the owner and records how each is resolved.Illustrative · not built yet
Keep the design assumption change registerA sourced register of changed client criteria or design assumptions, the requirements each touches and what still needs confirmation.Illustrative · not built yet
Prepare payroll and review exceptionsGives the payroll approver a person-by-person review of hours, rate changes, roster changes and differences from the last run, with questions before approval.Illustrative · not built yet
Prepare the obligation and filing calendar reviewGives compliance, the company secretary or the environmental lead a list of upcoming obligations, filings and monitoring checkpoints with due dates, named owners, the records on file and the evidence still missing.Illustrative · not built yet
The workflows identified for outsourcing providers
Marked illustrative: an example of the work, identified, with no workflow template yet.
Check a call summary against the transcriptContact centre agents' call notes are checked against transcripts so the client's records hold what its customer was actually told.Illustrative · not built yet
Prepare shift and roster options for expected demandAgent rosters follow each client's forecast contact volumes and opening hours, often across several sites and time zones.Illustrative · not built yet
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