Product Portfolio

Product Briefs

Each product solves a distinct problem in the services business lifecycle. They validate independently but share infrastructure that makes integration seamless.

◉

Scout

Notice phase

Competitive & market intelligence monitor

▾

◆

Compass

Decide phase

AI-powered strategic decision tool

▾

▲

Blueprint

Scope phase

Project estimation & scoping engine

▾

The Problem

Services firms consistently underestimate projects, lose money on fixed-bid work, and spend hours building proposals manually. Scoping is art when it should be data-informed craft.

The Solution

Conversational intake that builds a full project scope: phases, roles, hours, costs, and deliverables. Scrapes client websites for technical audit data. Generates SOWs and proposals from the structured scope.

Platform Bridge

Completed scopes feed into Bench for staffing, Relay for project management, and Retro for learning.

Outputs

Project scopesSOWs & proposalsFix vs. rebuild analysesCost breakdowns

Tech Stack

·Lighthouse/Puppeteer for site audits

·Claude API for conversational scoping

·Market rate database

·Document generation pipeline

Data Entities

ProjectPhaseRoleRequirementSiteAuditDocument

●

Bench

Staff phase

Team capacity & talent matching

▾

◈

Relay

Manage phase

AI client communication layer

▾

◎

Retro

Learn phase

Project retrospective & knowledge engine

▾

◻

Proof

Sell phase

Dynamic case study & proof generator

▾

Buyer & Entry Point Matrix

Product	Primary Buyer	Entry Point	Monetization	PMF Signal
Scout	Founder / BD lead	Free tier monitoring	Usage-based (signals/mo)	Users check daily without prompting
Compass	Exec / founder	First strategic decision	Per-seat subscription	Decisions documented & referenced later
Blueprint	Sales lead / practice lead	First project estimate	Per-project or subscription	Used on real client project unprompted
Bench	Ops lead / resource manager	Import contractor list	Per-seat subscription	Staffing decisions made through tool
Relay	Project manager / account lead	First status update draft	Per-project or subscription	Client comms go through tool by default
Retro	Team lead / delivery manager	First project close	Bundled with Blueprint	Retro insights referenced in next scope
Proof	Sales / BD lead	First case study generated	Per-seat or usage	Prospect-tuned brief used in real pitch