Template accounts are free workspaces where your agency perfects its setup — CRM pipeline, automations, booking types, forms, chatbot knowledge and Ivan's behavior. Each new client sub-account clones all of it in seconds, fully wired together.
Agency workspace
One template, every new client
Acme Plumbing
Ready to work
Brightline Solar
Ready to work
Summit Realty
Ready to work
Structure clones — leads, inboxes and connections never do
8 building blocks
clone into every account — pipeline to automations
1 click
to turn a template into a ready client workspace
0 client data
ever stored in a template — structure only
0 quota used
templates are free and unlimited by design
No more rebuilding the same pipeline for the tenth time. Set it up once, then stamp it out for every client that signs.
From your agency dashboard, spin up a template — a real workspace you configure exactly like a client account, except it never holds leads, connections or usage. Templates are free and don't touch your sub-account quota.
Free forever · unlimited templates
Agency workspace
One template, every new client
Acme Plumbing
Ready to work
Brightline Solar
Ready to work
Summit Realty
Ready to work
Structure clones — leads, inboxes and connections never do
Build the CRM pipeline, the data tables, the booking types and intake forms. Load the chatbot knowledge base, set Ivan's persona, autonomy and send caps, and switch on the automations that run your fulfillment.
Edit anytime — it stays a real workspace
Inside a template
Playbook in — client data out
Cloned into every client
Never cloned
Templates hold zero client data and zero usage units — they're free and never touch your sub-account quota.
When you create a client sub-account, pick the template. The whole structure copies over — with every internal reference remapped, so booking types point at the right pipeline stages and automations fire on the right tables and forms.
Ids remapped automatically · nothing dangling
Provisioning “Acme Plumbing”
From template: Home services
Every agency owner gets access to the new workspace automatically through the business switcher. The client's data, connections and billing start empty and isolated — the playbook is the only thing that carried over.
Owner access automatic · data stays isolated
Agency workspace
One template, every new client
Acme Plumbing
Ready to work
Brightline Solar
Ready to work
Summit Realty
Ready to work
Structure clones — leads, inboxes and connections never do
Not a settings preset — a full workspace blueprint. Structure clones; client data and paid connections never do.
Every workflow you configure in the template clones with its full definition — triggers, steps and settings — rewired to the new account's stages, tables and forms. Run history starts clean.
Your exact sales or fulfillment pipeline — every stage, in order — so each client's CRM works the way your agency operates.
The tracking tables your process depends on arrive with every column defined — but zero rows. Sharing links and ingest tokens are freshly generated per client, never carried over.
Discovery-call lengths, buffers, intake questions and the pipeline stage a new booking lands in — all pointing at the cloned stages.
Persona, autonomy mode, approval thresholds, active channels, quiet hours, daily send caps and the never-say list clone — so Ivan acts on-brand in every client account from minute one.
Lead-capture forms plus your quote and contract templates — each form gets a fresh public token, so client links are never shared.
The client community with its roles and channels clones too — with a unique URL per client. Members, messages and invites never carry over.
Leads, conversations, connected accounts, phone numbers, sending domains and credits are explicitly excluded. A template is pure playbook — zero client data, zero usage cost.
A template isn't a static copy — it's where your agency's operating manual lives, and where every new client inherits it from.
The moment you close a deal, create the sub-account from your template. Pipeline, automations, booking page, chatbot knowledge and Ivan's settings are all live before the kickoff call — and every agency owner can jump in through the switcher.
You sign a new client
Deal closed in your pipeline
Ivan provisions the workspace from your template
CRM pipeline
Automations live
Booking page
Ivan configured
Client workspace ready on day one
Your whole team gets owner access automatically
Found a follow-up that books twice as many calls? Update the template workspace — the automation, the chatbot answer, the Ivan instruction — and every client you onboard from that point starts on the better version.
You improve the playbook
A follow-up that books 2x more calls
Ivan updates the template workspace once
Edit the template
Tune the automation
Update chatbot answers
Next clone gets it all
Every future client starts on v2
Existing accounts stay untouched and stable
Serve home services, real estate and dental? Keep a template per niche — each with its own pipeline, forms, Ivan persona and automations — and pick the right one at provisioning time. Templates are free, so build as many as you need.
One agency, several niches
Home services, real estate, dental…
Ivan keeps a template per niche
Pick the right template
Niche pipeline
Niche Ivan persona
Niche forms & quotes
Right playbook per client, every time
Templates are free — build as many as you need
…and because automations clone with their definitions intact, any workflow you build in a template — lead follow-up, review requests, no-show rescue — is running in the client account from day one.
A template is deliberately incapable of holding the things that cost money or belong to a client. That means you can hand a template to a junior team member, iterate on it freely, and clone it a hundred times — with nothing to leak and nothing to bill.
Inside a template
Playbook in — client data out
Cloned into every client
Never cloned
Templates hold zero client data and zero usage units — they're free and never touch your sub-account quota.
Start the trial, build your template once, and never onboard from a blank screen again.
Provisioning “Acme Plumbing”
From template: Home services
Agencies don't scale by working harder per client — they scale by making every client identical where it counts. Template accounts turn your best-performing setup into the default, so quality stops depending on who did the onboarding.
A template is a special workspace under your agency that you configure once — CRM pipeline stages, data tables, booking types, lead-capture forms, quote and contract templates, chatbot knowledge, community structure, Ivan's behavior settings and automations. When you create a client sub-account, you pick a template and the whole structure clones into it in seconds.
The fastest way to get it is to clone one yourself.
Start your free trial, build one template, and give every future client your agency's best first day.
7-day free trial · templates are free on every agency plan · cancel anytime during the trial.