™Industry setups
What each ready-made setup creates, and the first thing it asks you to do.
| Business | Customer word | Lists it creates | Also switched on |
|---|---|---|---|
| Nonprofit | Donors | Funding Opportunities, Grants, Programs, Milestones, Compliance Items, Budget Lines, Volunteers | Funding Studio |
| Consulting | Clients | Proposals, Engagements, Deliverables, Decks, Client Assets, Documentation, Change Orders | |
| Marketing or agency | Clients | Campaigns, Briefs, Deliverables, Approvals, Content Calendar | |
| Real estate | Clients | Listings, Showings, Offers, Transactions, Closing Documents | Listings |
| Legal services | Clients | Consultations, Matters, Case Documents, County Research, Touchpoints | Matters |
| Health or wellness | Clients | Programs, Appointments, Packages, Progress Logs, Session Notes | Booking, with two starter services |
| Catering | Contacts | Events, Menu Items, Quotes | Events |
| Creative or design | Clients | Interactions, Tech Stack, Resources, Offerings | |
| Photography, video or drone | Clients | Packages, Shoots, Deliverables, Equipment, Flights & Permits | Booking, with two starter services |
| Education or tutoring | Students | Courses, Enrollments, Lessons, Assessments, Resources | Booking, with two starter services, and Course Studio |
| Small business: services, retail, trades | Contacts | Jobs, Quotes, Suppliers, Expenses | |
| Something else | Contacts | Trig plans up to six lists from your description |
Every setup also fills in house rules that are usual for that kind of business (deposit, follow-up timing, cancellation terms, review ask), which you can change in setup or later.
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