Roadmap · public

What we’re building next.

Every template owners ask for shows up here. Vote on the ones you’d use — we rank by weighted demand across all six industries, and we read every suggestion.

Filter:RestaurantsAgenciesDentalLawFitnessCoachingOther

In build · 2

DentalIn build

Hygiene recall sequence

Text → email → call list for overdue patients, until they book.

LawIn build

New-matter intake triage

Structures inquiries before the consult — matter type, urgency, the basics.

Planned · 6

FitnessPlanned

Lapsing-member win-back

Catches members whose visits drop off, before the cancellation email.

CoachingPlanned

Between-session accountability nudges

Surfaces each client’s commitments at the right moment — not a generic drip.

RestaurantsPlanned

Review response drafting

On-brand Google + Yelp replies, drafted in your tone. You approve before posting.

AgenciesPlanned

Proposal follow-up chasing

Unanswered proposals and overdue approvals get sequenced nudges automatically.

DentalPlanned

Insurance claim follow-up

Pending claims chased on a schedule, flagged when they stall.

OtherPlanned

Overdue invoice chasing

Sequenced reminders for unpaid invoices across any line of work. Suggested by a visitor.

Shipped · 2

RestaurantsShipped

Saturday no-show recovery

Three-touch sequence for missed reservations; deposit holds on repeat offenders.

AgenciesShipped

Weekly client status report

Pulls progress from the project tool into a one-pager, written in your agency’s voice.

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