Marketplace
Start with a focused tool, get a useful output, save it to the business workspace, and expand only when the next step is clear.
Free SMB dashboard
The dashboard gives every business a free place to run CRM basics, launch apps, save outputs, track purchases, and see what needs attention next.
Try tools without losing the work in another disconnected app.
Use the included CRM to turn product outputs into real follow-up.
Keep free tools, paid apps, and subscriptions tied to the business that uses them.
Get guided next steps so upgrades feel earned, not pushed.
Start small
Free and low-cost tools help owners get moving without a sales call.
Leave with value
Every solution should create an output, workflow, report, or useful operating asset.
Save the progress
Outputs connect to the active business workspace so the next step stays visible.
Expand naturally
When the business needs more, upgrade to a deeper app, package, or AMC implementation.
Productivity & Collaboration
A vertical workspace for consultants, agencies, firms, and service providers selling expertise.
Solves
Expert businesses struggle to productize offers, manage delivery, follow up, and prove progress.
Delivers
Offer ladder, intake system, proposal flow, delivery board, client portal plan, and retention rhythm.
Marketing & Advertising
Websites & Website Builders
A guided website and funnel improvement package for owners who need better conversion.
Solves
The site is not creating enough qualified action, and the owner needs more than a generic audit.
Delivers
Funnel map, page priorities, copy recommendations, CTA plan, tracking checklist, and implementation brief.
CRM & Customer Success
Clean up pipeline stages, lead statuses, contact fields, tasks, and follow-up routines.
Solves
The CRM exists, but nobody trusts it because data, stages, ownership, and next steps are messy.
Delivers
CRM cleanup plan, pipeline structure, field map, stage definitions, task rules, and adoption checklist.
Productivity & Collaboration
A higher-end operating workspace for owners who need visibility across work, metrics, and priorities.
Solves
The business runs through too many disconnected tools, making priorities, accountability, and performance hard to see.
Delivers
Dashboard architecture, module plan, KPI scorecard, task rhythm, reporting structure, and rollout checklist.
Billing & Payments
Track cash, invoices, subscriptions, payment status, margin signals, and financial next actions.
Solves
Financial decisions are reactive because cash, invoices, subscriptions, expenses, and margin are not easy to read.
Delivers
Finance dashboard plan, payment workflows, invoice views, margin warnings, and monthly review rhythm.
Productivity & Collaboration
A vertical operating kit for contractors managing leads, estimates, jobs, crews, reviews, and cash.
Solves
Contractor growth gets messy when sales, scheduling, crews, materials, reviews, and job costing are not connected.
Delivers
Contractor dashboard, pipeline stages, estimate follow-up, job handoff, crew checklist, and review workflow.
CRM & Customer Success
A simple CRM for owners who need cleaner follow-up and a visible sales pipeline.
Solves
Leads live in inboxes, notes, spreadsheets, and memory, so good opportunities get missed.
Delivers
Lead records, pipeline stages, tasks, notes, CSV import/export, and follow-up email drafts.
Productivity & Collaboration
Turn repeatable work into clean procedures, checklists, and training notes.
Solves
Important work depends on memory, owner oversight, or scattered notes instead of a repeatable standard.
Delivers
Saved SOP with process steps, quality checklist, handoff rules, training guide, risks, and improvement metrics.
Marketing & Advertising
Listings
Check the local signals that help nearby customers find and trust the business.
Solves
The business depends on local customers, but listings, reviews, categories, photos, and service areas are incomplete or inconsistent.
Delivers
Local presence checklist, priority listing fixes, review prompts, service-area notes, and a 14-day visibility action plan.
Marketing & Advertising
Content
Clarify who the business serves, what they care about, and why they buy.
Solves
Marketing is broad, generic, or inconsistent because the business is not speaking to a clear buyer.
Delivers
Customer profile, buying triggers, objections, trust signals, messaging angles, and content prompts.
Billing & Payments
Create cleaner payment requests with the details customers need to pay faster.
Solves
Payments slow down because invoices, deposits, payment instructions, and follow-up language are unclear.
Delivers
Invoice copy, deposit request language, payment follow-up sequence, receipt checklist, and payment terms.
Productivity & Collaboration
Turn messy notes into owners, next steps, deadlines, risks, and follow-up messages.
Solves
Important decisions disappear after calls because notes are scattered and nobody owns the next move.
Delivers
Clean summary, decision log, task list, owner assignments, due dates, and follow-up email draft.
Marketing & Advertising
Reputation
Create a simple review request flow that feels natural and protects customer trust.
Solves
Happy customers are not leaving reviews because nobody asks at the right time with the right message.
Delivers
Review request scripts, timing rules, SMS/email copy, negative feedback triage, and monthly review rhythm.
Marketing & Advertising
Lead Management
Design a useful free offer that attracts better prospects without sounding gimmicky.
Solves
Traffic does not convert because there is no practical reason for the right buyer to raise their hand.
Delivers
Lead magnet concept, promise, outline, landing page copy, follow-up sequence, and promotion checklist.
CRM & Customer Success
Build polite, persistent follow-up for leads, proposals, no-shows, and past customers.
Solves
Good opportunities go cold because follow-up is inconsistent, awkward, or left to memory.
Delivers
Follow-up timeline, email/SMS scripts, task schedule, pipeline triggers, and lost-lead recovery copy.
Billing & Payments
Pressure-test pricing against costs, value, margin, delivery effort, and owner capacity.
Solves
The business is busy but underpaid because pricing does not reflect cost, complexity, or value.
Delivers
Pricing review, margin warning signs, package suggestions, minimum viable price, and confidence notes.
Billing & Payments
Create a simple owner-friendly view of money in, money out, timing, and pressure points.
Solves
The owner cannot tell whether cash stress is caused by sales, timing, expenses, pricing, or collections.
Delivers
Cash flow snapshot, near-term risk flags, expense categories, collection priorities, and cash actions.
CRM & Customer Success
Create a clean proposal that explains scope, outcome, timeline, price, and next steps.
Solves
Deals stall because proposals are too vague, too long, or do not make the buying decision easy.
Delivers
Proposal structure, scope language, timeline, pricing table, assumptions, and acceptance checklist.
HR & Recruitment
Define the right role before hiring so the owner does not buy confusion with payroll.
Solves
Hiring starts with tasks instead of outcomes, which creates weak interviews, poor fit, and unclear accountability.
Delivers
Role scorecard, success metrics, interview questions, onboarding checklist, and 30/60/90 expectations.
Marketing & Advertising
Websites & Website Builders
Rewrite key website sections so visitors understand the offer faster.
Solves
The website looks decent but does not clearly explain who it helps, what it does, why it matters, or what to do next.
Delivers
Homepage message map, hero copy, CTA suggestions, trust sections, FAQ prompts, and conversion notes.
Marketing & Advertising
Direct Mail & Email Marketing
Plan useful campaigns that educate, nurture, recover, and sell without sounding pushy.
Solves
The email list exists, but campaigns are inconsistent, sales-heavy, or not connected to real customer needs.
Delivers
Campaign calendar, audience segments, email outlines, subject line ideas, CTA strategy, and send rhythm.
Marketing & Advertising
Listings
Improve the listing customers often check before they call, visit, or request a quote.
Solves
The business loses local intent because categories, services, photos, posts, FAQs, and review responses are underused.
Delivers
GBP improvement plan, category/service recommendations, photo checklist, review response guide, and weekly routine.
Booking & Scheduling
Create appointment reminders and confirmation steps that protect the calendar.
Solves
Appointments, consults, estimates, or calls get missed because expectations and reminders are weak.
Delivers
Booking confirmation script, reminder sequence, reschedule rules, deposit options, and no-show prevention checklist.
CRM & Customer Success
Design a smooth handoff from purchase to delivery so customers know what happens next.
Solves
Customers buy, then confidence drops because next steps, documents, timelines, and expectations are unclear.
Delivers
Onboarding journey, welcome email, intake checklist, milestone map, handoff tasks, and customer success touchpoints.
Productivity & Collaboration
Map where work slows down, gets repeated, breaks quality, or depends too much on the owner.
Solves
The team is busy, but the owner cannot see which workflow is creating the most delay or rework.
Delivers
Workflow map, bottleneck diagnosis, ownership gaps, rework risks, quick wins, and improvement sequence.
Productivity & Collaboration
Choose a small set of useful numbers that actually help the owner run the business.
Solves
The business either tracks too little or tracks vanity numbers that do not change decisions.
Delivers
KPI scorecard, metric definitions, review rhythm, owner questions, and dashboard layout recommendations.
Legal & Insurance
Organize basic policies, disclaimers, insurance questions, and compliance next steps.
Solves
The business knows important rules exist but does not have a clean place to organize policies, risk, and review needs.
Delivers
Policy checklist, risk questions, disclaimer prompts, insurance review list, and expert handoff notes.
Ecommerce & Inventory
Create a basic reorder rhythm for products, supplies, materials, or parts.
Solves
Stockouts and overbuying happen because reorder timing, minimums, lead times, and demand signals are informal.
Delivers
Reorder checklist, stock risk view, vendor notes, minimum level suggestions, and weekly inventory routine.
Logistics & Shipping
Standardize delivery, shipping, pickup, and service-route handoffs.
Solves
Customer experience suffers because delivery timing, preparation, confirmation, and exceptions are inconsistent.
Delivers
Route checklist, dispatch notes, customer notification copy, exception rules, and delivery QA steps.
Marketing & Advertising
Digital Ads
Check whether the business is ready to spend on ads without wasting money.
Solves
Owners buy ads before the offer, landing page, tracking, follow-up, and budget expectations are ready.
Delivers
Ad readiness score, conversion risks, budget guardrails, tracking checklist, and launch recommendations.
Marketing & Advertising
Marketing Analytics
Estimate the lead, conversion, price, and margin math before running a campaign.
Solves
Marketing spend feels like guessing because the owner cannot see what has to happen for the campaign to work.
Delivers
Break-even model, lead and conversion targets, margin assumptions, risk notes, and campaign decision guide.
Productivity & Collaboration
Turn custom work into clearer packages that are easier to sell, deliver, and improve.
Solves
Every sale feels custom, scope drifts, and customers struggle to compare options.
Delivers
Package ladder, scope boundaries, deliverables, price logic, upgrade path, and fulfillment notes.
Productivity & Collaboration
Compare software, vendors, contractors, or service providers without getting lost.
Solves
The owner has too many options and no clean decision process for cost, risk, fit, and implementation effort.
Delivers
Comparison matrix, decision criteria, risk notes, scoring guide, and vendor interview questions.
CRM & Customer Success
Collect better requests, route them correctly, and keep the conversation tied to the right record.
Solves
Requests arrive through too many channels and the team loses context, priority, or ownership.
Delivers
Intake forms, routing logic, required fields, status stages, response templates, and task triggers.
Marketing & Advertising
Reputation
Build a repeatable review, feedback, response, and reputation-monitoring rhythm.
Solves
Reviews are inconsistent, feedback is invisible, and reputation only gets attention when something goes wrong.
Delivers
Review workflow, response templates, feedback routing, issue escalation, and monthly reputation report.
Marketing & Advertising
Social
Plan practical content around offers, proof, education, trust, and customer questions.
Solves
Content is sporadic because nobody knows what to post, why it matters, or how it supports revenue.
Delivers
Monthly calendar, content pillars, post prompts, offer tie-ins, production checklist, and review rhythm.
Booking & Scheduling
Improve booking pages, reminders, deposits, qualification, and appointment handoff.
Solves
Customers want to book, but the process creates friction, poor-fit calls, no-shows, or unclear expectations.
Delivers
Booking flow audit, form questions, confirmation copy, reminders, deposit logic, and handoff tasks.
CRM & Customer Success
Give clients a clean place for documents, requests, project status, approvals, and next steps.
Solves
Clients ask for updates because files, approvals, timelines, invoices, and project context are scattered.
Delivers
Client workspace structure, status board, document checklist, approval flow, and update templates.
Productivity & Collaboration
Create a simple operating board for priorities, owners, blockers, and weekly follow-through.
Solves
The team has work everywhere, but no single rhythm for priorities, accountability, and progress.
Delivers
Task board, weekly planning structure, owner views, blocker tracking, and meeting agenda.
Learning & Education
Turn internal knowledge into clear training paths for new hires, contractors, or customers.
Solves
People learn by interruption because training is informal, incomplete, or locked in one person’s head.
Delivers
Training path, lesson outline, knowledge checks, resource list, onboarding milestones, and progress rhythm.
Connectivity & Security
Help the business clean up passwords, access, accounts, backups, and basic security habits.
Solves
The business has too many shared logins, old accounts, weak access rules, and unclear backup routines.
Delivers
Security checklist, account inventory, access cleanup steps, backup routine, and staff guidance.
Ecommerce & Inventory
Review product pages, checkout friction, trust signals, offers, and customer follow-up.
Solves
Store traffic does not turn into enough orders because the buying path is unclear or under-optimized.
Delivers
Conversion audit, product page fixes, cart/checkout notes, trust gaps, upsell ideas, and follow-up plan.
Productivity & Collaboration
Find repeatable work that can be simplified, delegated, templated, or automated.
Solves
The owner wants automation but does not know which workflow is worth automating first.
Delivers
Automation shortlist, effort/value score, trigger map, tool recommendations, and implementation sequence.
Productivity & Collaboration
Turn business confusion into a clear strategic execution plan.
Solves
Unclear priorities, scattered systems, and no confident growth plan.
Delivers
Business snapshot, bottleneck diagnosis, systems gap analysis, growth map, and 90-day action plan.
Marketing & Advertising
Content
Improve weak, confusing, or underperforming business offers.
Solves
The business is selling something useful, but the market does not understand why it matters.
Delivers
Offer diagnosis, positioning improvements, pricing suggestions, and stronger offer structure.
Marketing & Advertising
Websites & Website Builders
Review a business website for clarity, trust, conversion, and usability.
Solves
Visitors arrive but do not understand, trust, or convert.
Delivers
Homepage score, trust gaps, messaging issues, SEO basics, and recommended fixes.
CRM & Customer Success
Create a simple, disciplined sales process for SMB teams.
Solves
Leads are inconsistent, follow-up is unclear, and deals disappear.
Delivers
Lead stages, CRM pipeline structure, sales scripts, qualification questions, and closing steps.
Billing & Payments
Identify where money is being lost inside the business.
Solves
Revenue exists, but margin, cash, retention, or pricing are leaking value.
Delivers
Revenue leaks, pricing issues, operational waste, missed upsells, and suggested fixes.
Productivity & Collaboration
Create a focused 90-day execution roadmap.
Solves
Too many priorities and no operating rhythm for improvement.
Delivers
Saved 90-day plan report with weekly milestones, key tasks, metrics, risks, and priority actions.
