Professional workflow
A working sales and delivery system, not a pile of disconnected tasks.
Every engagement follows the same path: inquiry, qualification, audit, proposal, signature, invoice, build, delivery, and managed support.
How Our Workflow Works
The stack underneath is self-hosted or owner-controlled where practical, but the buyer experience is simple: clear next steps, signed scope, tracked delivery, and visible support.
1. Inquiry received
Every request enters through one structured intake path, with the website, problem, tools, service interest, and source tracked from the beginning.
2. Lead qualified
The opportunity moves through a clear sales pipeline: new intake, qualified, discovery scheduled, audit proposed, build proposed, delivery, and support.
3. Team alerted
The team gets an immediate internal alert with the context needed to respond, assign the next action, and avoid missed follow-up.
4. Audit or proposal prepared
The next step is scoped before work starts, whether that is a Lead Leak Audit, infrastructure review, website rebuild, or full operations stack.
5. Scope signed
Audit authorizations, SOWs, managed support agreements, and change orders are signed through DocuSeal so expectations are clear.
6. Invoice issued
Invoice Ninja keeps billing tied to the signed scope, whether the engagement is an audit, deposit, milestone, or recurring support plan.
7. Project launched
Won work turns into a delivery project with phases for discovery, access, inventory, build, testing, documentation, handoff, and support.
8. Managed support begins
After handoff, ongoing monitoring, backups, updates, workflow improvements, and support tasks stay visible instead of living in memory.
The Sales Pipeline
The pipeline keeps every lead honest. A prospect is either moving to the next step, waiting on a decision, signed and ready for billing, active in delivery, or closed out.
The Owned Operating Stack
These are the systems behind the workflow. The point is not tool novelty; the point is making sales, signatures, billing, delivery, and support visible and recoverable.
Cloudflare
Receives the public intake form and keeps the public website fast and reliable.
n8n
Orchestrates the workflow between sales, signatures, invoices, delivery, and internal alerts.
Twenty CRM
Stores companies, people, opportunities, sales stages, notes, and signed-document links.
Mattermost
Posts team alerts and keeps the next action visible in the right internal channel.
DocuSeal
Handles audit authorizations, SOWs, support agreements, and change-order signatures.
Invoice Ninja
Creates invoices and keeps billing connected to the signed scope.
Plane
Turns won work into a delivery project with repeatable phases and checklists.
Delivery Phases
Once work is signed and paid, delivery follows a repeatable checklist so every build ends with testing, documentation, and a real handoff.
Start with the next visible step.
Start with an audit, check your infrastructure, or build the full operations stack.