Start from a Blueprint Template

IntermediateLabBlueprint TemplatesBlueprintsSet up every client with Blueprints · Step 2 of 7

Estimated time · about 15 minutes|Required · Partner Center admin access

Outcomes

✓Find the Blueprint Template that matches a client's industry

✓Read a template's details to see what it sets up

✓Find the products a template needs on the account

✓Add a template to your Blueprints, ready to apply

A setup built for the industry

A Blueprint Template is a complete setup for one kind of local business, built by Vendasta. With one, you can take on a client in an industry you have never set up before, with a setup made for how that business works.

The Blueprint templates tab holds 18 templates, each marked Vendasta curated. The filters beside the list sort them by industry:

Filter heading	Industries
Home services	Electrical, Garage door, Home cleaning, HVAC, Plumbing, Remodeling, Roofing
Automotive services	Auto repair, Towing
Pet services	Pet boarding, Pet grooming, Vet clinic
Professional services	Accounting, Insurance, Law
Others	Beauty salon, Nonprofit, Travel agency

Two filters find a template fast:

• By industry: check your client's industry to find their template.
• By outcome: check a value under Outcome, such as Never miss a lead or Five star reputation, to find the templates built for that result.

When a client's industry is not in the library, set up one account the way you want it and save it as your own Blueprint.

Read what a template sets up

Select View details on a template to open its details in a side panel. Four sections tell you what the client gets and how to set it up:

• WHAT THE BUSINESS GETS describes the result in the owner's terms.
• HOW IT WORKS shows how the pieces work together.
• HOW TO APPLY THIS TEMPLATE walks through the setup, with a Watch the walkthrough link.
• WHAT'S INCLUDED lists every component the template applies, such as AI Employees, forms, a pipeline, CRM custom objects, automations, campaigns, and lists, each shaped for that industry. The heading carries the count, as in WHAT'S INCLUDED (N BLUEPRINT COMPONENTS).

Read WHAT'S INCLUDED before you apply. It is the list of everything that lands on your client's account.

The products a template needs

A template configures products, so the products go on the account first. Each template lists them under Required Products in WHAT'S INCLUDED. The HVAC template lists five:

• CRM AI
• Conversations AI – Embedded, or another Inbox product with AI
• Reputation Management (Premium)
• Campaigns Pro
• Local SEO Premium

Turn the products on, then apply. When a product is missing, the apply skips the parts of the template that need it and applies the rest.

Templates also add CRM custom objects (the HVAC template adds three), and an account holds three at most. An account with no custom objects of its own has room for them.

Add a template to your Blueprints

Labadd the Blueprint Template for your first client

Go to Partner Center → Accounts → Blueprints, and open the Blueprint templates tab.

1. 1.Filter by your first client's industry, and find its template.
2. 2.Select View details, and read WHAT'S INCLUDED.
3. 3.Select Add to my blueprints.

A copy of the template appears in the My blueprints tab, ready to apply.

Adding a template first is optional. Applying it straight from its ⋮ menu saves a copy to My blueprints as well.

Knowledge Check

Three quick questions on choosing a template, the products it needs, and the custom object limit.

Congratulations, you completed this step!

Set up every client with Blueprints · Step 2 of 7

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