⚡ Free Workflow Templates

Step-by-Step Business
Workflow Templates

Save time and reduce errors with proven workflow templates for every business process — from sales to service delivery.

⚡ Build a Custom Workflow
🎨
Agency Project Workflow
Creative & Digital Agencies · 9 steps
Brief & ProposalContract & OnboardingDiscovery & Strategy +6 more
View workflow →
🤝
Client Onboarding Workflow
Service Business · 9 steps
Welcome & Contract SigningOnboarding QuestionnaireKickoff Call +6 more
View workflow →
📊
Consulting Engagement Workflow
Consultants & Advisors · 9 steps
Initial Consultation & QualificationNeeds Assessment & DiagnosisProposal & Engagement Letter +6 more
View workflow →
🎧
Customer Support Workflow
SaaS & E-commerce · 8 steps
Ticket Receipt & TriageInitial AcknowledgmentIssue Investigation +5 more
View workflow →
💳
Invoice & Payment Workflow
Freelancers & Agencies · 8 steps
Service Delivery ConfirmationCreate InvoiceSend Invoice +5 more
View workflow →
📣
Marketing Campaign Workflow
Marketing Teams · 9 steps
Campaign Strategy & GoalsAudience ResearchContent Planning & Brief +6 more
View workflow →
💼
Sales Process Workflow
B2B Sales · 9 steps
Prospect IdentificationInitial OutreachDiscovery Call +6 more
View workflow →
🚀
Service Delivery Workflow
Professional Services · 9 steps
Project Brief ReviewResource AllocationProject Kickoff +6 more
View workflow →

Build a Custom Workflow

Use our AI workflow builder to create a step-by-step process tailored to your specific business and industry.

⚡ Try the Workflow Builder