Discovery to handoff · take-home case

Deals close without the requirements needed to go live.

Almost always something only that vertical needed. I built the piece that catches it in the field and carries it into Salesforce, so the Onboarding Consultant has nothing to chase.

Start here · 15 minutes Guided demo — five scenes Route 9 Fuel & Grab, end to end: the gap surfacing on the rep's phone, the SE answering in Slack, what writes to Salesforce, and the record the consultant opens. Every screen is live — click anything.
Scene rail to jump around Notes you can hide Four build decisions to toggle

Or go straight to the product

Phone · iOS and Android Field capture The sixty seconds after a visit. Capture, confirm, resolve the flag, send. Works offline. Desk · web behind SSO Review and route The hour at the end of the day. Read the transcript against what was extracted, fix it, assign owners. Includes admin.

The thinking behind it

5 slides · with speaker notes Case deck The point of view, the piece built, what was cut, build vs buy, and the one number that decides. Also a .pptx. 33 annotated frames The full motion What I looked at before narrowing: discovery health, onboarding queue by risk, sequencing. Most of this I chose not to build. 30 decisions Decision log Every call made while building, including what was deliberately left out and where the model spend goes.