Start with free tools for customers, projects, ownership and operations. Adapt them yourself, or bring us in when the workflow needs more.
The best parts of Salesforce, HubSpot and similar CRMs, shaped for SMEs that need a solid CRM core.
The parts of Jira/Asana/Trello/MS Project an SME team actually needs - nothing else.
Log lifts and rough food intake with checkboxes, get a protein target based on your own numbers.
Learn how cash flow, financing and operations fit together before you consider buying a business.
Normalize earnings, add the costs you will really need, structure the purchase and see what remains after debt.
Includes the editable resource and a plain-English setup guide.
| Revenue | $1,000,000 |
| Cost of Goods Sold | ($400,000) |
| Gross Profit | $600,000 |
| Advertising (Google Ads, social) | ($40,000) |
| Software & CRM | ($15,000) |
| Rent | ($90,000) |
| Utilities | ($25,000) |
| Payroll (includes $100,000 owner's salary) | ($285,000) |
| Insurance | ($25,000) |
| Bank Charges & Fees | ($10,000) |
| Net Income | $110,000 |
| + Owner's Salary (add-back) | $100,000 |
| SDE | $210,000 |
These aren't add-on services bolted onto a consulting pitch. They're the same categories that show up over and over in the AI Cases below - real businesses saving real time and money.
Connected customer data and automation across HubSpot, Workato, Gong and AWS.
Added AI-generated summaries to the customer-support workflow.
Built a generative-AI self-service workflow with automated evaluation.
Used AI to turn unstructured messages into faster operational workflows.