Every project here started with a blind spot — a number the owner couldn't see, a question they couldn't answer. Here's what we built to fix that.
The owner could see her cancellations after they happened — never before. We connected her booking software, payment system, and email platform into a live retention view that flags at-risk clients weeks before they cancel. Her team now intervenes while it still matters, and retention is up 21% over six months.
The blind spot: No way to see early-warning signs. The fix: Automated weekly at-risk list with intervention triggers. Build time: 2.5 weeks.
The owner couldn't see the status of any client engagement without asking three people and digging through email. We built a unified status view that pulls from project tools and surfaces it for both team and clients — eliminating most of the "where are we on this?" emails entirely.
Every Monday, the owner spent half a day pulling numbers from four different tools to see how the previous week had gone. We replaced the manual process with a live dashboard pulling from all of them automatically — giving him a complete view in 30 seconds, not 4 hours.
We're actively building visibility systems for Sonoma County businesses. A 20-minute Snapshot tells us if there's a fit.
Get a SnapshotOur sweet spot is established Sonoma County businesses with $1M to $10M in revenue and 20 to 100 employees — service businesses where the data exists but doesn't connect.
You've been operating long enough to have real data — and to know that the dashboards your tools give you aren't enough.
You use Mindbody, Stripe, HubSpot, QuickBooks, or similar — and the answers you want live across all of them.
The cost of a wrong decision — a lost client, an unprofitable service, a hire too soon — is bigger than the cost of building visibility.
You'd rather work with someone embedded in Sonoma County who's available in person when something matters.
This is a working tool we built — running live on this page. Tell us your zip code and business type, and get a real competitive analysis of your local market, powered by Google Places data and Claude AI. It's a small example of what custom systems can do when they connect the right data sources.