Client reporting that runs itself
The Problem: A four-person marketing studio loses the last week of every month to client reports: numbers pulled by hand from four ad platforms and a mention tracker, then a deck formatted for each client.
The Build: A pipeline that collects each platform's data on a rolling basis, applies each client's KPIs, and outputs a branded draft deck ready for review. A week of data wrangling becomes an afternoon, with room to take on more retainer clients without hiring.
One source of truth across scattered tools
The Problem: A course-and-coaching founder runs enrollments on one platform, an email list on another, and booking inquiries through a form, with no way to tell who is a student, a subscriber, or a repeat client.
The Build: A layer that pulls activity from every tool into a single contact record, plus a weekly digest of who is engaged and who is going quiet. Instead of guessing, the founder sees exactly who to follow up with, and stuck students get a nudge before they drop off.
Unified client intake and onboarding
The Problem: A solo consultant offering audits, retainers, and workshops manages each through different combinations of email, calendars, and ad-hoc contracts. Onboarding runs 2 to 3 hours per client, and details slip through the cracks.
The Build: A unified intake form that branches by service tier, generates the right contract, books the kickoff call, and creates the project workspace automatically. New clients go from inquiry to fully set up the same day, with nothing falling through.
