ServicesWorking System Approach Client Portal Let's Talk

Services · 04 Digital infrastructure

The site brings the enquiry in, and the system does the rest.

We build the websites, client portals and AI agents that handle the booking, the payment and the follow-up.

See the deliverables Book a Call

04.1Deliverable 1 of 4

Websites

The site loads fast, works with a screen reader, and your team edits it without us.

A site that needs a developer for a copy change stops being maintained within a year. We build the site and hand over the ability to run it.

  • PerformanceBuilt to load fast on the connections your clients use.
  • AccessibilityUsable with a keyboard and a screen reader.
  • EditableYour team changes copy and images without touching code.
  • MeasuredAnalytics wired from day one, so the site can be judged.

At handoverThe live site, the logins your team edits it with, the analytics account and a short editing guide.

04.2Deliverable 2 of 4

Client portals

Your clients get one branded place for quotes, bookings, records and reports.

The portal serves your clients and your team from the same records, so a change on one side shows on the other.

  • Client-facing viewsWhat your clients see, branded as yours.
  • Internal viewsWhat your team sees, on the same records.
  • DocumentsQuotes, contracts and releases handled in the system.
  • HistoryA complete record per client, surviving staff turnover.

At handoverThe live portal branded as yours, the client and staff logins, and the manual your team runs it from.

04.3Deliverable 3 of 4

Dashboards

The numbers update live, so you see the month before it closes.

We start from the decisions you make and build the view each one needs.

  • Decision-first designEach view exists because a decision needs it.
  • Live dataCurrent numbers, read live instead of rebuilt at month end.
  • Unit economicsProfit per job or client, after the real cost of delivery.
  • ExportableNumbers structured so a lender or partner can read them.

At handoverThe live dashboard with one view per decision, and a written note on where each number comes from.

04.4Deliverable 4 of 4

AI operations agents

Agents draft, reconcile and remind, so the founder doesn’t have to.

Each agent has a defined scope and a reviewable output. Nothing sends without a person approving it, and every action leaves a record.

  • Scoped permissionsEach agent limited to what its job requires.
  • Human approvalA person approves every draft before it sends.
  • ReconciliationPayments and records matched automatically, exceptions flagged.
  • MonitoringThe checks that catch a problem before a client does.

At handoverThe running agents, the written scope of each one, the approval queue and the log of every action.

The other three services

Start with one service, or combine them into one engagement. Most clients start with a brand or web build and add the operations system after.