The systems we install / Reporting workflows
One source of truth for what's actually working.
The workflows that pull your numbers into your Portal so you stop guessing and start seeing where the money comes from. No more stitching reports together by hand.
Live numbers you trust, and the end of rebuilding the same report every month.
What your Reporting workflows do.
Each one runs every day from your Portal, whether you think about it or not. We build the ones you need and run them for you.
CRM and pipeline
Core buildEvery contact, company, and deal in one pipeline your whole team can trust, with stage automation built in.
- +Every contact, company, and deal in one pipeline
- +Stage automation, reminders, and follow-up tasks
- +Multi-user with presence and claim handling
Attribution and analytics
See which channels and campaigns actually drive booked revenue, not just clicks.
- +GA4, Search Console, and Clarity wired into your Portal
- +Channel-to-revenue attribution
- +Live performance dashboards
Call intelligence
Every sales and team call captured, summarized, and turned into next steps automatically.
- +Fathom transcripts auto-classified and summarized
- +Coaching scorecards and win/loss insights
- +Follow-up tasks created straight from the call
Live dashboards
Your real numbers in one place, updated automatically, with no spreadsheet exports.
Financial summaries and invoicing
Revenue, recurring, and cash position summarized, with invoices sent from inside the Portal.
Built into your Portal, run for you.
Your Reporting workflows plug straight into your Portal. We build them, wire them into where your data already lives, and run them for you every month with all tool and API costs included.
They usually start as your first workflows on Build at $2,500/mo, on your Portal, and most owners grow into a full department from there as they see it work. See pricing.
Who this is for
Owners flying blind across a dozen logins, or rebuilding the same numbers by hand every month.
Stronger together.
Want your Reporting workflows running for you?
Tell us how it works in your business and we will show you the build and what it costs.