Stories from your world

Explore a scenario, drag the lens from problem → solution, then jump to a live example.

Nonprofits

Events that run themselves

Construction

From site visit to paid

Professional Services

Intake, calls, paperwork

Online Storefronts

Requests → reviews

Small Business

One calm place for ops

Story: The nonprofit coordinator

Signups that stick. Reminders that show up. Event day that runs itself.

The struggle
  • Manual signups; missing info on the day.
  • No reminders → no-shows.
  • Hard to email updates to everyone.
What we change
  • Smart signup collects the right details.
  • Auto reminders & check-in sheet export.
  • Update emails with one click.
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Tip: drag the circle to see how the flow fixes the day-of chaos.

Story: The construction estimator

Quotes out faster. Signatures back sooner. Invoices paid on time.

The struggle
  • Phone tag to book walk-throughs.
  • Paper quotes and lost PDFs.
  • Unclear change orders, delayed billing.
What we change
  • Self-book site visits with reminders.
  • Quote → e-sign → invoice in one flow.
  • Simple approval step for change orders.
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Slide from messy scheduling to signed, paid work.

Story: The professional services firm

Intake that qualifies. Discovery calls that stick. Paperwork that just happens.

The struggle
  • Leads arrive everywhere; no simple list.
  • Calendar ping-pong and no-shows.
  • Unsigned engagements; late invoices.
What we change
  • One intake → tags the lead and assigns priority.
  • Self-serve scheduling + reminders + reschedule link.
  • Engagement letter e-sign → invoice → receipt automatically.
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From scattered leads to a calm, trackable list.

Story: The online storefront

Custom orders captured cleanly. Updates sent. Reviews snowball.

The struggle
  • Special requests lost in email.
  • Customers unsure about status.
  • Happy buyers don’t leave reviews.
What we change
  • Guided request form → approval step.
  • Status emails at each milestone.
  • Review engine: happy → Google; unhappy → private fix ticket.
See the live example Add this to my site

Watch custom requests become five-star reviews.

Story: The busy owner (small business)

One calm place for leads, bookings, paperwork, and payments.

The struggle
  • Leads lost between DMs, email, and forms.
  • No time for follow-ups.
  • Paperwork drags; cash flow stalls.
What we change
  • Single inbox with tags and alerts.
  • Auto follow-ups if quiet for 48h.
  • Quote → e-sign → invoice → receipt on rails.
Explore demos Map my 30-day plan

Drag from stress to calm. Then click through to see it live.