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Products/Flow/Templates

Treepie Flow·Templates

Flow templates — free, and honest about the month they stop being enough.

Flow spreadsheets and documents you can download today, with no email wall — and a straight account of the month each one stops being enough.

Jump to the templates Explore Flow

6 templates · /flow/templates/

Flow templates

6 templates · free, no email wall

By industrySales pipeline templateFour sheets, twelve columns and a weighted forecast that recalculates itself. Built from the stage lists we see most often in companies of ten to two hundred and fifty people — and honest about the month it stops being enough.FlowGet the template →By industryQuotation formatPriced lines, stated assumptions, explicit exclusions and an acceptance block that means something. Written so the document you send is the document you deliver against — and so nobody has to reconstruct what was agreed six weeks later.FlowGet the template →By industryLead tracker templateOne row per lead, six columns that are actually filled in, and a source summary that answers the only question anybody asks about marketing spend.FlowGet the template →By industryFollow-up email templatesNine emails for the moments a deal actually stalls, each with the trigger that should send it and the one thing it asks for.FlowGet the template →By industryCold email sequence templatesFive emails over eighteen days, each shorter than the last, with an exit rule so the sequence ends rather than repeats.FlowGet the template →By industryCRM migration checklistFour stages from export to switch-off, with the two things that always get dropped called out where they happen rather than in a footnote.FlowGet the template →

Templates for the other six

All seven products →

Nest templates2 · HR & employee management Loop templates7 · Project & work management Desk templates6 · Customer support & ticketing Books templates2 · Finance & accounting Growth templates5 · SEO & growth intelligence Pulse templates4 · AI customer & employee assistant

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