WHAT THE
WORK LOOKS
LIKE.

The Pattern

A business with more than one place leads come in — a website form, a phone line, a marketplace listing — and nowhere they all land automatically.

The Bottleneck

Someone is manually copying leads into the CRM, usually in batches, usually not right away. Whatever arrives after hours or on a Friday afternoon waits until someone gets to it.

The Smallest Useful Build

Connect the intake source directly to the CRM: parsed, deduped, and logged automatically, with the right salesperson assigned before anyone opens the inbox. Built on the CRM already in use — no new software.

The Pattern

A quote-driven business where estimates go out, and then whether anyone follows up depends on whether a salesperson remembers to.

The Bottleneck

Quotes sent with no systematic follow-up is one of the most common revenue leaks in quote-driven businesses — not because the quote was wrong, but because nobody chased it.

The Smallest Useful Build

Automated, sequenced follow-up on every open quote until it closes or dies honestly — no manual tracking, no quote falling out of sight because the salesperson got busy.

The Pattern

A business with a standing "new client" or "become a dealer" form that gets submitted and then processed entirely by hand.

The Bottleneck

Every submission needs the same manual steps — review, score, route to the right person, start onboarding — and none of it happens until someone remembers to open the inbox.

The Smallest Useful Build

Structured intake: submissions scored against clear criteria, routed automatically, and started down an onboarding checklist — instead of sitting in someone's email.

The Pattern

A business where the same types of documents — client agreements, standard notices, recurring reports — get drafted from scratch every time.

The Bottleneck

Each person handles the same recurring paperwork a little differently — copy-pasting from the last one, retyping details that already exist somewhere else, reviewing line by line because there's no consistent starting point.

The Smallest Useful Build

Templates for the recurring documents, pre-filled from data that already exists, with a clear review step before anything goes out — built with clear guardrails on what needs a human check before sending.