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Industry Snapshots

Prebuilt operational systems per industry — CRM, automations, workflows, reporting, and SOPs — adapted to your exact tools and rules.

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What every snapshot includes

Industry-specific workflow library
Core data models + naming conventions
KPI dashboards & digest definitions
Operational SOP scaffold
Deployment & testing checklist

Each snapshot is customized during deployment — this is the foundation, not a rigid template.

Example Industry Snapshots

Every snapshot represents a complete operational map for that industry — what data exists, how it flows, what gets automated, and how performance is tracked.

Real Estate

Lead intake, qualification, follow-ups, showings, deal tracking, and weekly broker KPI digests.

Core systems

• CRM (Leads, Deals, Properties)
• SMS & Email automations
• Showing & follow-up workflows
• Weekly performance reports

Example KPIs

Lead response time Showings booked Close rate

E-Commerce

Orders, fulfillment, inventory sync, support flows, and automated profit reporting.

Core systems

• Orders & fulfillment flows
• Inventory & SKU cost tracking
• Support automation
• Daily / weekly profit digests

Example KPIs

Gross margin AOV Fulfillment time

Service Businesses

Inbound leads, scheduling, job tracking, invoicing, and retention workflows.

Core systems

• Lead → job pipelines
• Scheduling automation
• Follow-ups & reviews
• Revenue reporting

Example KPIs

Jobs completed Repeat customers Revenue per job

Request your industry snapshot

Tell us your industry, tools, and top outcomes. We’ll map what your snapshot includes, how it’s deployed, and what runs automatically once live.

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