Quick Start Templates

Quick Start Templates are pre-built configurations that set up your SWELL account for a specific business type in one click. Instead of building your CRM pipeline, project templates, workflows, email sequences, and forms from scratch, a Quick Start Template gives you a complete working setup that you can customize to fit your needs.

Available Templates

Agency Starter

Designed for marketing agencies, design studios, and creative firms.

• CRM Pipeline: New Lead, Discovery Call, Proposal Sent, Negotiation, Contract Sent, Won, Lost
• Project Templates: Website Redesign, Brand Identity
• Workflow: New Lead Assign (auto-assigns incoming leads)
• Email Sequence: Client Onboarding
• Form: Client Intake
• Workspace Pages: Client Brief, Proposal Outline, Meeting Agenda

Consulting Pro

Designed for consultants, advisors, and professional services firms.

• CRM Pipeline: New, Discovery, Scope Defined, Proposal, Negotiation, Won, Lost
• Project Template: Consulting Engagement
• Workflow: Proposal Sent Follow-up (creates a follow-up task 3 days after sending a proposal)
• Email Sequences: Client Onboarding, Post-Project Follow-up
• Form: Discovery Questionnaire
• Workspace Pages: Client Brief, Proposal Outline, Meeting Agenda

Coaching Practice

Designed for coaches, trainers, and course creators.

• CRM Pipeline: Inquiry, Discovery Call, Application, Enrollment, Enrolled, Not Now
• Project Template: 12-Week Coaching Program (with Foundation, Execution, and Integration phases)
• Workflow: New Lead Assign
• Email Sequences: Client Onboarding, New Lead Nurture (5-email automated sequence)
• Forms: Client Intake, Discovery Questionnaire
• Workspace Pages: Client Brief, Proposal Outline, Meeting Agenda

How to Apply a Template

1. Navigate to Marketplace from the main menu
2. Quick Start Templates appear at the top of the page
3. Click Import Template on your chosen template
4. Review the preview of what will be created
5. Confirm the import

What Happens After Import

• All components (pipeline stages, projects, workflows, email sequences, forms, and workspace pages) are created in your account
• Workflows and email sequences are imported as inactive so you can review and customize them before turning them on
• If your plan does not include a specific module (e.g., Workflows), that component is skipped and noted in the import summary
• Everything created is fully editable. Customize pipeline stages, email copy, form fields, and project tasks to match your business

Quick Start Templates vs. Marketplace Blueprints

Quick Start Templates are built-in bundles that set up multiple components at once for a specific business type. The Marketplace also offers individual blueprints (project templates, workflows, email sequences, forms, proposal templates, contract templates, and more) that you can browse, import, and even publish your own for the community.

For more on individual blueprints, see the Blueprints and Marketplace article.

Updated on: 01/07/2026