All blueprints
12 internal tools a small team can build with an AI app builder instead of paying per seat. 1 of them have been independently build-tested: an AI builder followed the prompts and every acceptance check was verified in a real browser. How we test
- Sales3 blueprints
- Marketing2 blueprints
- Operations3 blueprints
- Finance1 blueprint
- People and HR2 blueprints
- Support and product1 blueprint
Sales
Small sales teams pay for large CRMs, quoting tools and commission software and use a fraction of each. These blueprints cover the parts a team of 1 to 30 actually uses: follow-ups, quotes and payouts.
Simple CRM
We pay for a giant CRM and use about ten percent of it.
- No.
- 001
- Dept.
- Sales
- Status
- Demo + spec
- Replaces
- HubSpot
Commission Calculator
Every month-end we spend two days arguing over the commission spreadsheet.
- No.
- 002
- Dept.
- Sales
- Status
- Demo + spec
- Replaces
- QuotaPath
Quote Builder
Writing a custom quote takes an hour, every single time.
- No.
- 003
- Dept.
- Sales
- Status
- Demo + spec
- Replaces
- PandaDoc
Marketing
Marketing teams juggle planning docs and collection tools. These blueprints cover a shared content calendar with review and publishing steps, and a testimonial collection and approval flow with consent built in.
Operations
Operations work runs on requests, checklists and status updates. These blueprints cover purchase approvals with a full audit trail, client onboarding with stage gates, and a weekly project status report that assembles itself.
Client Onboarding Tracker
Client onboarding lives in one person's head, and things fall through the cracks.
- No.
- 006
- Dept.
- Ops
- Status
- Demo + spec
- Replaces
- Rocketlane
Approval Workflow
Purchase requests get lost in Slack, and nobody knows who approved what.
- No.
- 007
- Dept.
- Ops
- Status
- Tested
- Replaces
- Kissflow
Project Status Board
Every Monday I rebuild the same status report from scratch.
- No.
- 008
- Dept.
- Ops
- Status
- Demo + spec
- Replaces
- Monday.com
Finance
Finance teams need to know what the company pays for and when it renews. This blueprint covers a software inventory with annualized costs, owners, renewal and notice dates, and reminders before money is committed.
People and HR
People teams track time off and hiring in spreadsheets until something slips. These blueprints cover leave requests with balances and approvals, and a hiring pipeline with independent interview scorecards.
Support and product
Customer feedback arrives by email, calls and tickets and gets lost between support and product. This blueprint links each request to a theme, ranks themes by evidence and revenue, and tracks who to tell when it ships.