Industry starter packs and snapshots

Start with a ready-made setup for your kind of business, or reuse your own setup in other workspaces.

What a pack contains

Packs exist for real estate, clinics, restaurants, coaches, e-commerce, marketing agencies and home services. Each adds a sales pipeline with that industry's stages, the custom fields they track, a lead form, a welcome email, a follow-up email sequence, two automations (for example new-lead follow-up and review requests), a quote template and instructions plus qualification questions for the AI Employee.

Packs never add contacts, deals, prices or links — the copy uses merge tags and asks people to reply, so nothing has to be made up.

Safe to apply

Anything you already have with the same name is kept, not replaced, so you can apply a pack twice without duplicates. Automations and sequences arrive paused, forms as drafts. The AI Employee instructions are only added if you haven't written your own, and it stays switched off.

Your own snapshots

Save this workspace's setup (pipelines, fields, segments, emails, forms, pages, sequences, automations, quotes and the AI Employee setup) as a snapshot, download it as a file, import it elsewhere, or — for agencies — apply it to client accounts.