CRM KitsHR consulting practices
Every client. Every open piece of work.
An engagement board for HR consulting practices: one row per client with its handbook and policy work, the dates the client keeps on its own calendar and its hiring projects, side by side. Staffbook keeps client dates, hiring projects with candidates as a first name and last initial, engagement lanes with recorded fees, the people holding the work and a deliverable register in one connected workspace. It gives no legal advice and keeps no personal details about employees or candidates.
See every client's open work in one row.
Handbook and policy deliverables with their stage, owner and due date, the client's own dates for the next 30 days and open hiring projects with openings, days open and candidates by stage. Overdue deliverables, deliverables due with no owner, client dates passed or coming up with no owner and hiring projects past their target lead the page.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Engagement board operating view
- Client dates operating view
- Hiring operating view
- Engagements operating view
- Consultants operating view
- Deliverables operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable engagement checklists and preserved row history
four pipelines
- Client engagements · 8 stages
- Handbook and policy work · 7 stages
- Hiring projects · 7 stages
- Retainer clients · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Proposal follow-up
- Kickoff preparation
- Client calendar setup
- Current documents
- Client review reminder
- Acknowledgment dates
- Intake notes
- Interview scheduling
- Monthly check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- HR consultation request
- Hiring project intake
- Handbook or policy request
- Engagement proposal
- Handbook delivery note
- Hiring project summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional engagements: ten live (eight active, one proposed, one inquiry), one completed and one cancelled, with 15 deliverables, 14 client dates, 7 hiring projects with 11 open openings, 15 candidates and 96 checklist steps. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set practice name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected engagement creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every figure in its own unit, refuse personal details about named employees and candidates, ID numbers, bank details, access codes, logins, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked engagement holds the client company, the contact and their role, the client size band, the engagement kind and status, the lead consultant, the start date, the recorded fee, every deliverable with its kind, version, stage, owner, due and delivered dates and recorded hours, every client date with its category, repeat label, owner and status, every hiring project with its openings, stage, target date, hiring manager and recruiter, its candidates as a first name and last initial with their stage and source, and an editable checklist.
Staffbook records what the practice was asked for, drafted, delivered and scheduled. It gives no legal advice, does not review a handbook or policy against any law or rule and makes no statement that a client meets any requirement; a client date is the client's own label. It is not a payroll, benefits, HR information or applicant tracking system, makes no hiring decision, runs no background check, bills nothing, takes no payment and sends no messages. Social Security numbers, dates of birth, ID and bank numbers, card numbers, access codes and logins, and pay figures, medical, leave, disability and immigration details, background check results and discipline about named people are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory engagements.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
Get the HR Consulting Kit
Checking access…
DevLaunch All Access
Every kit and every template.
- All 220 CRM kits for Seedly CRM
- All 270 website templates for Seedly Sites
- Every class, course, and product we release, added as it ships
- Private calls with Aaron
Already a member? Open your downloads.
Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Staffbook keeps its pewter top bar with index-tab views, midnight indigo accents and the tabbed handbook mark across the kit views and native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
More professional services kits
Browse all 220 kits
