Service templates
Auto-matched to extracted services by similarity — suggested as merges in review.
SEO Retainer
14 tasksaudit → strategy → content → links
PPC Launch
11 tasksaccount setup → tracking → campaigns
Web Design & Dev
22 tasksdiscovery → design → build → QA
Social Media
9 tasksvoice → calendar → production
Branding
12 tasksresearch → identity → guidelines
Email Marketing
8 tasksESP setup → flows → broadcasts
Questionnaire templates
Brand discovery
12 fields
Technical intake
8 fields
Access & accounts
6 fields
Chase sequences
Default chase
defaultT+2 gentle → T+5 firm → T+8 Slack escalate
Gentle-only
T+3 → T+7 · no escalation
Aggressive
T+1 → T+3 → T+5 escalate · for deadline crunches