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Austin Digital Agency Ops

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See inside

Client Onboarding — drag-and-drop board1 / 4

These are real screenshots of the template — click around the live version to try it yourself.

What’s included

Install Austin Digital Agency Ops and this is exactly what lands in your workspace — pre-built and populated, ready to rename or extend:

4 spacesClient Management, Campaigns & Projects, Content & Assets, Operations & Time
10 listsClient Onboarding, Client Communications, Paid Ads, SEO, Content Marketing, Email Marketing, +4 more
8 tablesClients, Contracts, Asset Library, Competitors, Keywords, Campaigns, +2 more
9 custom fieldsClient, Campaign, Contract, Asset, Hours Budgeted, Service Type, +3 more
3 formsNew Client Intake, Content Request, Internal Bug Report
2 document templatesCreative Brief, Hourly Invoice
5 projectsQ3 Campaigns: Boulder Cycling Co., CloudSprint SaaS Rebrand, Austin Pet Clinic SEO Overhaul, The Local Spoon Content Launch, GreenLeaf Solar Paid Ads Experiment
7 automationsNew Client Onboarding Tasks, Campaign Launch Notification, Content Review Reminder, Monthly Retainer Hours Reset, Form Submission Creates Onboarding Task, Brief ready → draft it and tell the team to review before sending, +1 more

Plus 203 sample records so you can see it working before you add your own.

Who it’s for

Built for small teams who want to run their operations in one place instead of stitching together a task app, a spreadsheet, a form tool, and a document generator. Everything below is a real, working setup — not a screenshot. Install it, then make it yours.

Frequently asked questions

Is it free to use this template?

The template is free to explore. When you install it, you get a 14-day Pro trial with no credit card required — so every automation and feature works while you evaluate. When the trial ends your workspace simply drops to the free plan; nothing is deleted and you're never charged unless you choose to subscribe.

Can I change it?

Completely. Every space, list, field, table, and automation is yours to rename, add to, or delete. The template is a head start, not a cage.

What is Konduit?

One platform for running a business: tasks, a real database, forms, automations, documents, and reporting — instead of renting five separate tools. Templates like this one give you a working setup in minutes.

How do I get started?

Preview it live to click around, then “Use this template — 14-day free trial” to install it into your own workspace and start adding your real data.

Ready to run on Austin Digital Agency Ops?

Install it into your own workspace in a couple of clicks.

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