Engineered around: A knowledge delivery process built on DMs and email attachments that expire, get lost and leave the client guessing which version is current.
FLOW-P040 / Booking / Review workflow
Businesses sending the same onboarding pack, downloads, guides or links to every new client — and getting asked for them again weeks later. A knowledge delivery process built on DMs and email attachments that expire, get lost and leave the client guessing which version is current.
Sales detail
A small, premium resource portal for links, downloads and client resources — replacing DMs and email attachments with a real, branded home for your assets.
Engineered around: A knowledge delivery process built on DMs and email attachments that expire, get lost and leave the client guessing which version is current.
Launch window of 3-6 days at from $1,100 entry scope, with room to grow into client portal, membership hub, knowledge base.
Built to slot into your existing stack — Drive, Notion, Website, Forms — without forcing a rebuild.
Scoped as a tight first version, not a six-month engagement disguised as a starter package.
What is included
Build slot secured with a 50% project reservation. Remaining balance completed before handoff.
Build sequence
Used where hidden complexity can change effort, timeline, or tools.
Kept practical, visible, and connected to the final handoff.
Kept practical, visible, and connected to the final handoff.
Kept practical, visible, and connected to the final handoff.
Expected outcome
Before intake
FLOW-P040 / Ready for the form
The intake form collects the details needed to review scope, confirm payment timing, and prepare the right invoice or proposal path.