GoSeedly HR Consulting Kit
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.
YOUR STAFFBOOK WORKSPACE
01 — ENGAGEMENT BOARD
Actual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
One connected workspace, with views built around the decisions your team makes each day.
01 / Engagement boardHandbook 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.
02 / Client datesDates that passed while still marked upcoming first, then six weeks of client dates with their category, repeat label and owner, then the dates marked done. Each date is the client's own label and date.
03 / HiringIntake, posted, screening, interviewing and offer columns, each project with its openings, days open, target date, recruiter and candidates in play recorded as a first name and last initial.
04 / EngagementsInquiry, proposed and active lanes with the client size, lead consultant, open deliverables, next due date, next client date, open hiring projects and the recorded fee on its own basis, then completed and cancelled engagements.
05 / ConsultantsOne row per person with open deliverables, deliverables due in 14 days, recorded hours, client dates in 30 days, hiring projects and openings, six separate columns that are never added together.
06 / DeliverablesEvery handbook, policy, job description set and training deck with its client, kind, version, stage, owner, due and delivered dates and recorded hours, open work first.
07 / InsightsEngagements by client size and status, deliverables by stage and kind, recorded hours, client dates by category, hiring projects, openings and candidates by stage, days open and recorded fees by engagement kind. Hours, days and dollars are never added together or drawn on one scale.
YOUR PROCESS, YOUR STARTING POINT
4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
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.
Starter setup checks selected kit additions before removal and preserves edited records and live work.
MORE OF THE WORKING DAY
Editable native forms and document templates give your team a practical starting point.
Choose forms individually in Setup & resources, then customize and publish them in the native form builder.
Open each template in Documents and complete it for the actual job or visit.
Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.
Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.
THE KIT, UNPACKED
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.
FROM KIT TO CONNECTED WORKSPACE
Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.
Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.
Edit practice name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.
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.
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.
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.
DEVLAUNCH ALL ACCESS
DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.
Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits
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For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.
BEFORE YOU MAKE IT YOURS
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.
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.
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.
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.
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.
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.
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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