Context and constraint
Client had revenue with operations running in Google Sheets. Founder manually coordinated tasks. Workflow logic was tribal, status transitions were inconsistent, and nobody could see the truth in real time.
Case study
Anonymous — non-technical founder with revenue
Client had revenue with operations running in Google Sheets. Founder manually coordinated tasks. Workflow logic was tribal, status transitions were inconsistent, and nobody could see the truth in real time.
Mapped the money path (lead, onboard, deliver, renew). Defined roles (admin/operator, customer, teammate/contractor). Defined state transitions with clear ownership. Built vertical slices: onboarding, task assignment, completion, reporting. Instrumented activation events, throughput, and cycle time.
Delivered client portal, admin dashboard, task/workflow engine, and reporting replacing the spreadsheet. Founder stopped manually coordinating and delivery became consistent.
Next step
Bring the actual workflow and the decision that is stuck. You leave with a diagnosis, a direct recommendation, and a sequence you can use.