Sheets · Notion · Forms
Trackers, dashboards, intake forms, Notion hubs and templates that replace the group chat, the sticky notes and the ask-the-owner workflow.
Why it matters
Deliverables
Branded assets delivered into your own workspace. You keep, edit and extend everything.
Method
We define the smallest tool that removes the biggest manual step. One tool that gets used beats four that get abandoned.
Fields, statuses and owners are agreed before anything is built, so the tool matches how you already talk about the work.
Sheets, Forms, Docs and Notion only. No new subscription, no platform you have to be trained into, nothing you cannot open in a browser.
We load your live data, run it for a week alongside the old method, then hand over the file and the walkthrough.
Pricing
No hourly billing and no open-ended retainer. Full breakdown on the pricing page.
FAQ
For a team under about twenty people, custom software adds cost, maintenance and a dependency on whoever built it. Sheets, Forms and Notion cover the same operational need, cost nothing extra, and can be edited by the business owner directly.
Both, and usually together. Sheets handles pipeline, jobs, money and anything with rows and statuses. Notion handles process, policy, templates and anything that needs to be read and searched.
The data model is documented, so the tracker exports cleanly into a CRM or a purpose-built system when the volume justifies it. Nothing built here has to be thrown away to move on.
That is the most common build. Jobs move into a tracker with owners, stages and dates; the group chat stays for conversation and stops being the system of record.
Related
One source of truth for who is in the pipeline, what stage they are at, what is owed and what is overdue — with status pills, deadlines and a weekly snapshot view.
Notion OS · Templates · PolicyOne home for every process, policy, template and asset. Searchable, versioned and structured so the business stops living in the owner's head.
Next move
No pitch and no slides. Tell us the part of the business that frustrates you most and you get a straight answer on what to fix first.
