Note: The Resources section in the Fidu platform was previously named Productize.
Resources in Fidu are reusable, client-facing building blocks used across Services, Projects, and Pages. They are created once in the Resources section and designed to streamline the delivery of consistent, repeatable content and interactions.
Resources include:
Message Templates - Create templates for common messages and responses
Meeting Links - Standardize how clients book meetings and ensure proper boundaries
Forms - Streamline how you gather information from clients
Document Templates - Create self-serve agreements with e-signature and review processes
Upload Folders - Share and accept files from clients for simple, secure storage
Articles - Reusable written content to share with clients
Downloads - Share files for clients to download
FAQs - Reusable Q&A content to share with clients
Embeds - Embed videos, screencasts, diagrams, or any supported third party tool
Workflows - Create automations and assign tasks to clients or your team
Links - Link to third-party resources or tools
Resources are used to:
Standardize client communication (e.g., Message Templates)
Share access links (e.g., Meeting Links)
Enable document exchange (e.g., Upload Folders)
Deliver educational or instructional content (e.g., Articles, FAQs, Video Embeds)
Provide downloadable materials or reference tools (e.g., Forms, PDFs)
Gather information (e.g., Forms)
Provide templated document automations (e.g., Document Templates)
Resources can be delivered through:
Projects
Pages
Services (e.g., via Onboarding Workflows, Offboarding Workflows, through a Dashboard content section)
Resources are always client-facing and should be written or configured with the client experience in mind. They are essential to scaling delivery without duplicating effort and help ensure consistency across services.