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Workflows Directory

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6 workflow templates

  • Analysis plan

    Before anyone opens the spreadsheet, the owner or manager gets a one-page plan: the question restated, the hypotheses, the fields and periods needed, and the result that would change the decision. It runs no analysis and states no finding. You own the question and the criteria.

    Starts it
    Owner
    Brings
    export, notes
    Gets
    6 outputs

  • Discount request review

    Before 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.

    Starts it
    Sales lead
    Brings
    export, notes, document
    Gets
    7 outputs

  • Evaluation unit trial review

    When a customer's evaluation reaches its review milestone, the account engineer and account owner get a trial-review agenda that sets the agreed use case beside the recorded results, setup changes and feedback, with every gap turned into a question and next-step options.

    Starts it
    Account engineer
    Brings
    export, notes
    Gets
    4 outputs

  • Operations KPI scorecard

    Once a month the operations manager gets one red-amber-green page for the ten or fewer measures that run the operation: each value worked out from your own exports, its trend, what moved and why in the owner's words, and the action agreed for every red. You set the measures and decide the actions.

    Starts it
    Operations manager
    Brings
    export, notes
    Gets
    6 outputs

  • Sales call scorecard

    After 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.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    5 outputs

  • Sales pipeline review

    Each 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.

    Starts it
    Sales lead
    Brings
    export, notes
    Gets
    9 outputs
    • Sales (filtered by)
    • Analytics and reporting (filtered by)
    • Logistics and trade (filtered by)