Operating systems for the way you already work.
Complete operating systems, not single-purpose trackers. The work, the clients and the money, connected in one place instead of scattered across three tools you keep forgetting to update.
You have been running the template. Here is what changes when it is built around your actual business.
Most systems break because they only solve one piece of the job. A template gives you a structure to adapt to. A build gives you the operation you already run, in one place.
- A generic structure covering the common case
- Example data you clear out and replace
- You adapt your process to the system
- Setup is yours to do, in the time you have
- Documentation to read when something breaks
- Built around the way your company actually runs
- Your live data migrated in, clients and history included
- Projects, clients and finances connected, updated once
- Automations and integrations wired to your tools
- Team onboarding and support after handover
One system, built in parts that talk to each other.
Most builds use some of these. The scope is set on the call.
Client and project management
Every project, task and deliverable against the client it belongs to.
Sales pipeline and CRM
Leads, proposals and follow-ups that become projects without retyping.
Finance and invoicing
Quotes, invoices, costs and margin tied to the work that produced them.
Production and fulfillment
Pipelines with the stages, owners and handoffs your operation uses.
Client portals
A shared view of progress, files and approvals, with the rest kept private.
Team dashboards per role
Each person opens one page and sees the work that is theirs.
Knowledge base
Process, policies and how-to docs where the work already happens.
Automations and integrations
Make.com, n8n, Stripe, PandaDoc, Cal.com, Slack, Shopify, Softr.
What it looks like when it is running.
Four steps from call to handover.
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01
Discovery call
We go through how the business runs today and where it breaks. You leave knowing whether a build is the right move.
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02
Process mapping and scope
Your process written down, database by database. You approve the map and the scope before anything is built.
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03
Build
The system gets built, your data migrated and the integrations connected. You see progress as it goes, not at the end.
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04
Handover, training and support
The team is trained on the system they will use every day, with documentation and support after you go live.
100+ builds across a dozen industries.
Agencies, real estate, car rental, school management, bridal retail, video production, training and nonprofits.
Co-creative marketing studio
Replaced a scattered tool stack with one workspace for client projects, production tasks, deliverables and finances.
Architectural drafting firm
Full company OS covering project intake, drafting pipeline, client records and team tasks.
Bridal retailer
Shopify orders flowing into a Notion order and finance system.
Video production company
Moved production and finance tracking from an ERP into Notion.
Every build is quoted after the mapping step, so the price reflects the system you need rather than a package you have to fit. Nothing starts before you approve the scope.
Book a call- Process mapping and an approved scope
- The system built in your workspace
- Your existing data migrated in
- Team training on handover
- Documentation and post-launch support
Questions before the call.
- Do I need to know Notion?
- No. Most clients know enough to open a page. The system is built so the daily work takes a few clicks, and your team is trained on it before you go live.
- How long does it take?
- It depends on scope, and you get a timeline with the quote after the mapping step. A focused system is quicker than a full company OS.
- Can you migrate my data?
- Yes. Spreadsheets, another Notion workspace, a CRM or an ERP. Clients, projects and history come across so you start with a system that already holds your business.
- Do you connect other tools?
- Yes. Builds regularly use Make.com, n8n, Stripe, PandaDoc, Cal.com, Slack, Shopify and Softr.
- What if I already use your template?
- Then we have a head start. The template shows how you want to work, and the build turns it into a system shaped around your process, with your data in it.
- What happens after handover?
- You get documentation, recorded training and a support window for changes once the team has used it for real.
Complete operating systems, not single-purpose trackers.
Thirty minutes on how your business runs, and a straight answer on whether a build is worth it.
Book a call