CRM KitsPersonal chefs and meal prep services
Every client's week, on one plate.
A menu week for personal chefs and meal prep businesses: every household you cook for as a row, the next seven days as columns, each cook day with its window, its dishes and planned servings, and the client's likes, dislikes and avoid notes in their own words. Weekplate keeps cook days, menus, preferences, dish rotation and clients in one connected workspace.
See every household's week on one board.
Households as rows and seven days as columns, with a switch for the last 7 days, the next 7 and the 7 after. Each cook day shows its status, its window and every dish with its planned servings, and each row carries the recorded style, likes, dislikes and avoid notes. A menu still waiting on approval, a cook day not recorded or a weekly household with nothing booked leads in the needs attention strip.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Menu week operating view
- Cook days operating view
- Menus operating view
- Preferences operating view
- Rotation operating view
- Clients operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable household checklists and preserved row history
four pipelines
- Meal prep clients · 9 stages
- In-home dinner clients · 6 stages
- Family batch cooking · 7 stages
- Short-run meal plans · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New inquiry follow-up
- Preferences review
- Quote review
- First menu check
- First cook day review
- Paused household check-in
- Dinner confirmation
- Family review
- Short-run follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Meal prep inquiry
- Preferences update
- Weekly menu feedback
- Weekly menu card
- Cook day sheet
- Service quote
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional households: seven active, one paused, one lead and one closed, with 26 cook days (seven planned, one menu sent, two approved, two shopped, 12 cooked, one skipped and one cancelled), seven of them in the next seven days, 45 dishes and 32 recorded preferences, seven of them avoid notes. 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 business 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 household creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep servings, hours and money apart, refuse access codes, logins, card numbers, Social Security numbers and health details, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked household holds the service, plan, kitchen address, usual cook days, usual servings, the fee per cook day and weekly grocery budget as quoted, how the chef gets in described in words, start, pause, resume and closed dates, each cook day with its window, status, menu sent and approved dates, recorded hours, fee and groceries, each dish with its course and planned and packed servings, each preference with who it is for and the client's own words, and an editable checklist.
Weekplate records what the office booked and what the chef reported. Servings are counts; hours, fees and groceries are recorded values, and none is added to another. It does not plan menus, write recipes, read ingredients or labels, order groceries, price cook days, bill or take payments, or send messages. Avoid notes are the client's words, and no dish is ever marked free of anything; the kit makes no food-safety, dietary, medical or nutrition claim. Diagnoses, medications and medical diets, door, gate, garage, lockbox, keypad and alarm codes, Wi-Fi and app logins, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 10 fictional in-memory households.
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.
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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?
Weekplate keeps its white top bar, lemon current tab and perforated band 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.
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