TEMPLATE GALLERY
The form is the front line. Eligibility screeners, status notifications, and correction requests that send themselves.
5 templates
5 templates
The end of “just checking in” calls
A ready-made notification sequence — received, in review, needs correction, approved, paid — that keeps members informed at every workflow step.
Two minutes to “yes, you qualify”
A short public quiz that tells members instantly which programs and rebate amounts they qualify for — and routes them into the right application.
Launch a program in a week, not a quarter
Everything the announcement needs: a landing block, interest form, launch email, and auto-responder — connected to your intake from day one.
Missing documents, without the phone tag
An automated correction sequence: specific missing-item requests, a secure edit link, and polite escalating reminders until the application is complete.
Deliver the good news properly
Polished approval and payment notifications — rebate amount, how it arrives, when to expect it — that turn program participants into program promoters.
Every template in this gallery replaces a paper form, a PDF, an email chain, or a spreadsheet somebody at your co-op maintains by hand. Save one and see the difference this week.
Start your free trial with any template — be taking real applications this week.