Apps / Proposal workflow

Client Status Viewer

Businesses whose clients keep asking for updates. Repeated status update emails and unclear client expectations.

Sales detail

Client Status Viewer built as a usable business asset, not a loose page or form.

A status viewer for clients or projects.

Why it matters

Built to solve: Repeated status update emails and unclear client expectations.

Why it matters

Launch shape: 5-10 days with from $2,200 entry scope

Why it matters

Upgrade path: Full client portal, login layer, automated notifications

What is included

Scope that can launch, then grow.

Build slot secured with a 50% project reservation. Remaining balance completed before handoff.

Core inclusions

  • Client-facing status page
  • Status stages
  • Key dates
  • Notes/next steps
  • Contact CTA
  • Simple admin update path

Likely connections

  • Airtable
  • Sheets
  • Notion
  • Website
  • Email

Build sequence

Clicking intake is the start of controlled scope, not blind checkout.

01
Define the task and rules

Used for bundles, apps, or high-complexity systems.

02
Build the interface and logic

Kept practical, visible, and connected to the final handoff.

03
Connect storage or export points if needed

Kept practical, visible, and connected to the final handoff.

04
Test the working flow before handoff

Kept practical, visible, and connected to the final handoff.

Expected outcome

What this should change in the business.

Repeated status update emails and unclear client expectations.Connects with Airtable, Sheets, Notion, WebsiteCan expand into Full client portal, login layer, automated notifications

Before intake

Have these answers ready.

Client provides

  • Business name and contact details
  • Current tools or links
  • Must-have outcome
  • Deadline if there is one

FAQ

  • Prebuilt scope is kept tight so it can launch quickly.
  • Deeper setup details are collected after the package is confirmed.
  • Every prebuilt can be expanded into a custom system later.

Ready for the form

Client Status Viewer

The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.

Continue to intake