Industries / Professional Services
Professional Services
For practices that run on files, deadlines, and follow-up.
One missed deadline can cost more than a year of software. Professional-services systems keep every file on course. Coordinators, agents, and advisors get the checklist, the timeline, and the follow-up handled by procedure instead of memory.
What’s available to purchase
The professional services stack.
Every purchasable rung in this industry, in one place. Rungs we haven’t built yet are marked honestly, not promised.
The products
Every product in professional services.
Transaction Coordinator Box
A five-tab spreadsheet operating system for transaction coordinators and solo agents: track every file, watch contingency dates against today, count closed income, and run a document checklist on every file.
Real Estate Starter 3-Pack
Three single-purpose templates: an open-house sign-in sheet that feeds your follow-up, a home showing scorecard for buyers, and a seller net-proceeds estimator.
Transaction Agent Setup Kit
Import-ready workflow blueprints for Make.com and n8n, four tuned system prompts, and a 30-minute setup guide. You get a deadline watchdog, document chaser, weekly digest, and risk flagger, with a human in the loop on every send.
Roadmap
On the research backlog
We research demand before we build. Nothing here ships until the numbers say it should. These are the professional services verticals under study:
- Insurance agencies
- Wealth management
- Law firms
- Accounting & bookkeeping
The launch notes
Occasional, plain-spoken email.
New products, new playbooks, and practical notes on running a professional practice. No spam, no funnels, no daily drip. Unsubscribe anytime.
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