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Free Workflow Templates for Small Business

Make recurring work easier to see, share and improve. These free workflow templates cover everyday small business processes, from a first client enquiry to a checked monthly report. Choose your industry, copy a map and adapt the steps to your team—no AI needed.

Trades

6 steps

Quote and proposal

Turn a customer enquiry into a clear, approved quote and a confirmed job.

View quote and proposal template

6 steps

Job scheduling

Plan jobs, people, equipment, and customer updates for a reliable workday.

View job scheduling template

Professional Services

6 steps

Client onboarding

Set up a new client relationship with clear scope, access, and next steps.

View client onboarding template

6 steps

Invoice and payment follow-up

Send accurate invoices and follow up overdue balances consistently.

View invoice and payment follow-up template

Health and Allied Health

6 steps

New patient onboarding

Prepare a first appointment while collecting the information needed for safe care.

View new patient onboarding template

6 steps

Appointment follow-up

Close the loop after a visit with clear notes, referrals, and next steps.

View appointment follow-up template

Hospitality

6 steps

Opening and closing shift

Give each shift a consistent handover, readiness check, and close-down.

View opening and closing shift template

6 steps

Customer complaint

Resolve a guest concern respectfully and learn from recurring issues.

View customer complaint template

Retail

6 steps

Restock and replenishment

Keep priority products available while maintaining accurate stock records.

View restock and replenishment template

6 steps

Returns and exchanges

Handle returns consistently while keeping customer and inventory records accurate.

View returns and exchanges template

Agencies

6 steps

Project onboarding

Move a newly won client project into delivery with shared expectations and access.

View project onboarding template

6 steps

Month-end client reporting

Prepare a clear, checked monthly update from agreed performance data.

View month-end client reporting template

Real Estate

6 steps

Property listing launch

Prepare a property listing with accurate information and coordinated launch tasks.

View property listing launch template

6 steps

Tenancy maintenance request

Track a tenant maintenance request from receipt through completion.

View tenancy maintenance request template