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Client work

A selection of custom systems we’ve designed and built for clients.

Client names stay private.

A fiber construction company

Permit follow-up across active jobs

The situation

A fiber construction company needed to keep track of permits across its active jobs, each with its own status, expected timing and office to follow up with.

What was built

A system that collects permit status into one view, checks each permit against when approval was expected, and uses AI to draft a follow-up email when one runs late.

How the work divides

Software
Collects permit status and flags anything past its expected date.
AI
Drafts a follow-up email with that permit’s details.
Your team
Reads each draft, edits it if needed, and decides whether it’s sent.

What changes

Staff can see which permits need attention without checking each one, and they start from a prepared follow-up instead of a blank email.

Talk about a task like this: Permit follow-up across active jobs

Operations reports, prepared and delivered

The situation

Operational updates had to be assembled and sent again and again, from the same sources.

What was built

Reports built from the company’s own records, covering status, performance and estimated completion, and sent automatically to the people who need them.

What changes

Reports are prepared and delivered automatically, reducing manual assembly and reliance on one person’s availability.

Talk about a task like this: Operations reports, prepared and delivered

How the work divides

Software
Pulls the numbers, builds the report and delivers it.
Your team
Decides what the report covers and acts on what it shows.

Finding work worth pursuing

The situation

Promising leads were spread across public planning information, dig permits and contract listings, and reviewing them by hand took time away from following up.

What was built

A system that gathers new plans, permits and listings, uses AI to rank them against the business’s criteria, and drafts outreach for each lead.

What changes

The team starts from a prioritized list and a first draft instead of reading every source and writing every message from scratch.

Talk about a task like this: Finding work worth pursuing

How the work divides

Software
Gathers new plans, permits and listings from public sources.
AI
Ranks them against the criteria and drafts outreach for each lead.
Your team
Sets the criteria, chooses which leads to pursue, and reviews every message.

A fiber construction company

Operations and finances in one view

The situation

Operational and financial information lived in separate places, so comparing progress with costs meant assembling it by hand.

What was built

An internal command center that brings operational and financial information together, including invoices, accounts and QuickBooks, with forecasts compared against actuals.

How the work divides

Software
Brings the operational and financial records together and lines forecasts up against actuals.
Your team
Compares progress, costs and forecasts to make informed decisions.

What changes

Comparing a job’s progress with its costs and forecast no longer starts with someone pulling the numbers together by hand.

Talk about a task like this: Operations and finances in one view
Forecast vs. actual · one job Sample
The kind of comparison a command center puts in front of managers.

Also built

  • A CRM fitted to how a client works

    A CRM built around how the client’s team already tracks customers and work, instead of bending their process to fit an off-the-shelf one.

  • QuickBooks Online connections

    Several QuickBooks Online integrations that bring accounting information together with operational data, so records can be cross-referenced instead of re-keyed.

  • An AI-connected online store

    A Shopify store built for an e-commerce business.

Results

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Result to be added

A measured result from client work, shown once the client approves it.

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Result to be added

A measured result from client work, shown once the client approves it.

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Result to be added

A measured result from client work, shown once the client approves it.

Client testimonials

Quotes appear here with each client’s approval and attribution.

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Client testimonial — approved quote to be added.

Name, role, and company will appear here once approved.

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Client testimonial — approved quote to be added.

Name, role, and company will appear here once approved.

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