Workflow Ownership validation offer Founding pilot

Bay Area workflow ownership

Stop paying people to hold your software together.

We map one messy workflow across your CRM, projects, documents, inboxes, and reports—then determine whether to cancel, configure, connect, or replace the software.

See the $350 founding audit How we decide what to build →

San Francisco · San Jose · Silicon Valley · Redwood City · Online

Lead-to-client handoff7 manual touches
01
CRMDeal marked won
4 min
02
Inbox + copy/pasteDetails re-entered
18 min
03
Project toolTasks rebuilt from template
27 min
04
Client readyIf nothing was missed
?
Map the friction.Own the fix.
One workflowBounded scope
Honest economicsFull cost included
Your code & dataNo artificial lock-in
Safe migrationParallel run + rollback

The first customer

Built for agencies that have outgrown human glue.

Five to thirty people. A CRM plus a separate project system. Client onboarding, follow-up, or reporting still depends on copying information and remembering what happens next.

✓ Five or more business tools
✓ $1,000+ monthly SaaS spend
✓ Five hours lost each week
✓ A named process owner
✓ Export or API access
✓ A safe rollback path

Founding Workflow Ownership Audit

A decision you can use—even if we build nothing.

01

Map

Every tool, handoff, delay, duplicate entry, exception, and owner in one workflow.

02

Measure

Conservative twelve-month value including staff time, subscriptions, migration, hosting, and support.

03

Decide

Keep, cancel, configure, connect, or build—with the assumptions and risks visible.

04

Blueprint

A staged replacement plan, security questions, acceptance tests, parallel run, and rollback.

Our build rule

No credible payback.
No custom build.

Custom software is the last answer, not the first pitch.

Sometimes the right move is cancelling an unused tool. Sometimes it is fixing a configuration or connecting systems you already own. We recommend a replacement only when the workflow is stable enough to specify, valuable enough to justify, and safe enough to migrate.

Two-minute diagnostic

Is one workflow worth measuring?

Pick a repeated outcome—such as lead-to-kickoff or monthly reporting—and score what usually happens. This local preview sends and stores nothing.

No credentials, customer records, or confidential project details.

Screening score0 / 16Keep and observeDocument the owner and revisit only if volume, cost, or errors rise.

Safe intake prototype

Bring facts, not account access.

Generate a local research-call brief. It remains in this browser and is not submitted anywhere.

Complete the operational fields to generate a research-call brief.

Quick value check

Is this workflow large enough to fix?

This directional calculator values staff time only. It is not a savings promise and excludes implementation, hosting, support, risk, and change-management costs.

Directional annual capacity$10,1406.0 hours/week × 50% × $65 × 52 weeks

Founding pilot

$350 for the audit.
Credited if we build.

  • One 60–90 minute working session
  • Written stack and workflow report
  • Conservative twelve-month model
  • One replacement blueprint
  • Fixed-price option when justified

Validation phase: five founding conversations available. No payment or booking is active on this preview.