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DoLessWork · Sample book · Professional services
Northbeam Studio
A five-person software & automation studio, two weeks after setup. Your own workspace looks like this once your enquiries are pointed at it and your standing rules are written.
Overview
you find out how the month went from your gut and your bank balance.
every module reports time saved and results in one place, live.
Hours saved
22.8
Est. value (at $50/hr)
$1,140
Leads captured
16
Lead conversion
31%
Lead Capture & Nurture
leads sit across a contact form, a personal inbox, and voicemail, and the vague ones never get a reply.
every lead is captured, AI-scored, and answered; the uncertain ones go to your Partner, not the void.
| Name | Message | AI summary | Status | Handled by |
|---|---|---|---|---|
| Elena R. elena@brightpath-cpa.example | We are a 12-person accounting firm drowning in client email. Could you build us an intake system like the one on your site? What does an engagement look like? | High intent: named team size and the problem. Discovery call is the next step. | contacted | AI |
| Marcus D. marcus@corva.example | Do you work with agencies on white-label builds? We have two client projects that need automation this quarter. | Partnership intent with real timeline: worth a scoped conversation. | contacted | AI |
| Priya N. procurement@meridianhealth.example | Before we schedule anything — can you complete our vendor security questionnaire and sign our MSA and DPA? | COMMITMENT: contract + security questionnaire. Not answered by AI — routed to a person, who sends the documents. | new | Grace O. |
| Sam T. samt@gmail.com | what do you charge for a website | Vague scope, likely mismatch: one qualifying question before anything else. | contacted | Grace O. |
Your human Partner
hiring help means weeks of job posts, interviews, and hoping.
describe the role, see a ranked shortlist, accept with one click, and hybrid AI routing is on from minute one.
EA/ops for two US consultancies; owns proposal follow-up and scheduling end to end.
- Covers 4/4 required skills
- Strong English (5/5)
- B2B services experience
- Available 40 hrs/week
Order Processing
orders arrive by email and sticky note; the unusual ones slip through.
routine orders process themselves; bulk and judgment calls are flagged straight to your Partner.
| Customer | Items | Notes | Status | Handled by |
|---|
Inventory Autopilot
you notice you're out of something when the job (or the order) needs it.
fulfilled orders decrement stock automatically and restock triggers fire before you run dry.
| SKU | Item | Stock | Restock at |
|---|
Marketing ROI
you can't tell which effort actually pays.
hours saved and outcomes attributed per module, computed from the audit trail, not typed in.
Lead funnel
Billing & Docs
invoices live in another tool, and chasing late payers is a guilt-powered manual chore.
create, print, and track invoices here. Overdue ones flag themselves for chasing.
| Number | Customer | Total | Due | Status |
|---|---|---|---|---|
INV-0031 | Brightpath CPA — pilot engagement | $5,000.00 | Jul 18 | sent |
INV-0030 | Corva Agency — automation sprint | $3,200.00 | Jul 6 | paid |
Compliance
if a client or regulator asks what happened, you reconstruct it from memory.
every AI and human action is logged with its time saved, exportable in one click.
| When | Action | Hours saved |
|---|---|---|
| Yesterday, 4:20 PM | Commitment enquiry routed to human | 0.00 |
| Yesterday, 10:05 AM | Draft approved and sent | 0.20 |
| Yesterday, 9:12 AM | Discovery call booked | 0.15 |
| Tuesday, 3:30 PM | Lead assigned to VA | 0.10 |
| Tuesday, 11:00 AM | Invoice created | 0.20 |
This is the empty dashboard's final form.
Your workspace starts blank. Then your contact form, phone number, and order flow fill it exactly like this. Engagements start with a $5,000 pilot — 7–14 days on your real enquiries, standing rules built with you — and nothing is ever sent without your approval.
Send us your last three enquiries →Questions first, or just not ready yet?
Tell us about your business. We'll reply with the first three things we'd automate for you. No account needed.