Rapid Developments
Internal Tools
Client Tools
A
Business Consultation Analysis
Comprehensive on-site business analysis template. Captures financial performance, operations, staffing, systems, and generates structured recommendations with ROI calculations.
Analysis
On-site
Export MD
C
Performance Check-In
Track client KPIs against baselines, monitor business health with traffic-light status, manage action items, capture wins and evidence for case studies, and calculate ROI.
Check-in
Tracking
Export MD
Coming Soon
I
Client Intake
Capture new client details, structure notes with Claude, and create CRM records in TwentyCRM automatically.
Coming Soon
S
Project Scoping
Turn structured notes into projects with issues, timelines, and deliverables across Linear and Jira.
Coming Soon
D
Active Projects Dashboard
Overview of all client work in flight. Aggregates data from Linear, Jira, TwentyCRM, and GitHub.
Coming Soon