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CRM Kits Personal chefs and meal prep services

GoSeedly Personal Chef & Meal Prep Kit

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.

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR WEEKPLATE WORKSPACE

01 — MENU WEEK
White top bar with a lemon current tab over a perforated band, a needs-attention strip of three households, a week switch and a board of households by day with cook day cards listing dishes and planned servings beside each household's style, likes, dislikes and avoid notes, using fictional sample data

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

Built around the menu week, from the first menu to the packed containers.

One connected workspace, with views built around the decisions your team makes each day.

Menu week in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records01 / Menu week

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.

Cook days in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records02 / Cook days

Follow every cook day from plan to packed.

Open cook days with alerted ones first, then cook days from the last 30 days with servings packed and hours recorded in separate columns, then skipped and cancelled days with the reason the client gave.

Menus in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records03 / Menus

Track which menus are sent and approved.

The next two weeks of cook days in four columns: planned with no menu yet, menu sent, menu approved and shopped. Each menu lists its dishes and servings with the household's avoid notes repeated word for word beside it.

Preferences in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records04 / Preferences

Keep preferences in the client's own words.

Avoid notes for every live household first, then style, likes and dislikes, each with who it is for, the client's words and the date recorded. Weekplate never checks a dish against them or marks a dish free of anything.

Rotation in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records05 / Rotation

Vary the week without guessing.

The dishes each household has had in the last 60 days, how many cook days each was on, when it was last cooked and whether it is already on an upcoming menu.

Clients in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records06 / Clients

Keep plans, fees and pauses in one place.

Active households with their service, plan, usual cook days, fee per cook day and grocery budget as quoted and the next cook day, then paused households with resume dates, leads with a first cook day booked and recent closures.

Insights in the GoSeedly Personal Chef & Meal Prep Kit with fictional sample records07 / Insights

Read each table in its own unit.

Households by state, cook days by status, servings packed by household, recorded hours by household, recorded fees by plan and recorded groceries by household. Servings, hours and dollars are never added together.

YOUR PROCESS, YOUR STARTING POINT

Useful structure.
Only what you choose.

4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.

01 / FOUR PIPELINES

Choose your starting structure.

Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.

  1. Meal prep clients · 9 stages
  2. In-home dinner clients · 6 stages
  3. Family batch cooking · 7 stages
  4. Short-run meal plans · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • 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

Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.

03 / SAMPLE WORKSPACE

Explore before adding records.

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 inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Meal prep inquiry
  • Preferences update
  • Weekly menu feedback

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Weekly menu card
  • Cook day sheet
  • Service quote

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

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

Your workspace.
Your starting point.
Your code to edit.

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.

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 optional pipeline templates and nine inactive workflow drafts
10 fictional in-memory households
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.

02

Connect the required helper.

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.

03

Set up your own team.

Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.

Compatibility and operational details

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.

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.

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.

Checking access…

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And everything else.

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.

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    Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits

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  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

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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

Good questions.
Clear answers.

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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