Workflow Examples
See how common business processes work in Feather. Copy and adapt for your needs.
New Client Onboarding
From first contact to active client, step by step.
1
New inquiry comes in → Add contact with source2
Discovery call → Create meeting task, add notes3
Send proposal → Update pipeline stage4
Contract signed → Move to 'Client' tag5
Onboarding → Create checklist tasks6
Active client → Ongoing relationship managementPro tip: Set up an automation to create onboarding tasks when a deal moves to 'Won'.
Lead Follow-up Sequence
Never let a lead go cold with systematic follow-ups.
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Day 0: Initial outreach → Log contact, create follow-up task2
Day 2: No response → Follow-up email, update task3
Day 5: Still nothing → Third touch, different angle4
Day 10: Final attempt → Last outreach before archive5
Response received → Move to active pipeline stagePro tip: Use automations to create follow-up tasks based on last contact date.
Project Delivery
Track client projects from kickoff to completion.
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Project start → Create project in pipeline2
Kickoff meeting → Add requirements to notes3
Milestone 1 → Task for deliverable, update stage4
Client review → Note feedback, iterate5
Final delivery → Move to complete stage6
Follow-up → Schedule satisfaction check-inPro tip: Custom fields for budget, deadline, and project type help with filtering.
Recurring Client Check-ins
Maintain relationships with periodic touchpoints.
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Set cadence → Monthly, quarterly, or custom2
Task reminder → 'Check in with [Client]'3
Reach out → Email, call, or meeting4
Document → Add notes on conversation5
Next touchpoint → Create next check-in taskPro tip: Recurring tasks automate the reminders so you never forget.
Build your own workflows
These are examples, not prescriptions. Feather's modular design means you can create workflows that match exactly how you work. Start simple, add complexity when you need it.
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