Apply Vendasta Blueprint Templates to setup client accounts in minutes

Launch client accounts in minutes by applying pre-built, industry-specific configurations using Vendasta Blueprint Templates
, now available in Partner Center.
What It Is
Vendasta now offers 18 ready-made Blueprint Templates built and tested for specific business verticals, including trades like plumbing, professional services like law firms, and personal care like salons. Instead of building from scratch, partners can apply an entire vertical configuration in a single step to instantly set up an account’s AI Receptionist, CRM pipelines and custom fields, follow-up campaigns, and review requests.
Why It’s Important
Starting a new client from a blank account traditionally required substantial manual labor to determine and configure the right pipelines, follow-up automations, and receptionist instructions. This setup burden slows down onboarding and caps agency scalability. With Blueprint Templates, agencies, franchises, and multi-location brands can standardize their delivery, onboard clients faster without adding overhead, and ensure every location adheres to a proven, trade-tuned operating standard.
What’s Included
18 trade-specific templates:
Home Services:
 Plumbing, HVAC, roofing, electrical, garage door, home cleaning, remodeling
Automotive Services: 
Auto repair, towing
Pet Services:
 Pet grooming, pet boarding, vet clinics
Professional Services: 
Accounting, insurance, law firms
Other Verticals: 
Travel agencies, beauty salons, nonprofits
Complete Turnkey Setup: 
Pre-configures the AI Receptionist, CRM pipeline, custom fields, follow-up campaigns, and review requests tailored to the trade (e.g., routing emergency calls for plumbers or conducting compliant intake for law firms).
Pre-Apply Visibility: 
Plain-language summaries outlining exactly what each template configures prior to application.
Choose what runs:
 untick any automations you don’t want in the Select components step before you apply.
How to Access
Go to Partner Center > Accounts
 > Blueprints
 > Blueprint templates
.
Select the template designed for your client’s industry and click Add to my blueprints
.
Ensure the destination account has Campaigns Pro, Reputation AI, CRM AI, and Conversations AI
 enabled.
Open the template in My Blueprints
 and apply it to an individual account, multiple accounts, or a multi-location group.
Add the business’s details to the AI Receptionist right after you apply, because automations start running straight away.
Learn more
FAQ
Q: What products must be activated on the account before applying a template?
A: The destination account must have Campaigns Pro, Reputation AI, CRM AI, and Conversations AI activated, or the application will fail.
Q: Can I apply a template to an account that already uses CRM custom objects?
A: Most templates consume all 3 available CRM custom object slots. It is strongly recommended to apply templates to accounts that do not currently have custom objects configured.
Q: Will automated messages be sent to customers immediately after applying a template?
A: Automations are switched on as soon as the template is applied. To hold any back, untick them in the Select components step, or turn them off from the account’s automations list.