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Ideas & Possibilities

Not sure what you need yet?
That’s normal. Most of our projects start as a rough idea, a broken process, or a “we wish this existed” moment.

 

Below are real examples of systems, automations, and applications we commonly design. These aren’t templates; they’re starting points.

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These are not products or templates.
Every system is designed, scoped, and built specifically around how your business actually operates.

CATEGORY 1: Automations & Workflows

  • Email sequences triggered by form submissions or customer actions

  • Lead intake → qualification → follow-up automation

  • Client onboarding workflows (contracts, forms, access, reminders)

  • Internal task routing based on rules or conditions

  • CRM cleanup and syncing between tools

  • Missed-call text follow-ups

  • Review request automation

  • Invoicing + payment reminder workflows

  • Employee onboarding systems

  • Daily or weekly operational summaries sent automatically

CATEGORY 2: Custom Applications 

Apps your business owns and controls — not generic software

 

  • A client portal for service businesses

  • Internal admin dashboards for staff

  • Custom booking or scheduling tools

  • A branded app a business licenses to its customers

  • Progress tracking apps (fitness, coaching, programs, compliance)

  • Internal tools replacing spreadsheets

  • Data-entry apps with validation and rules

  • Subscription-based internal tools

CATEGORY 3: Dashboards & Visibility

  • Real-time performance dashboards

  • KPI tracking across tools

  • Bottleneck and process visibility

  • Daily / weekly executive summaries

  • Sales, ops, or usage dashboards

  • Client-facing reporting dashboards

  • Internal scorecards for teams

CATEGORY 4: Integrations & System Cleanup

  • Connecting tools that don’t talk to each other

  • Replacing manual copy-paste processes

  • Migrating off spreadsheets safely

  • Simplifying overcomplicated tech stacks

  • Centralizing data into one source of truth

CATEGORY 5: “I Don’t Know Yet” 

  • “Things feel messy and manual”

  • “We’re scaling and our systems are breaking”

  • “We want to modernize how we operate”

  • “We know there’s a better way, but can’t define it yet”

Not sure where to start?

Most clients don’t come in with a clear system in mind.
Discovery exists to identify one high-leverage system worth building first.

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