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Solutions

Solutions built around how your business actually operates.

From inbox workflows and dashboards to portals, reporting, and integrations — each system is designed to reduce friction and make work visible.

EmailPortalsInventoryDashboardsCRMReportingIntegrations
01AI email processing

Turn inbox chaos into structured action.

Information arrives in inboxes, but the team still has to read, interpret, re-enter, and route it by hand.

Incoming emails and attachments become structured records, organized data, and clean handoffs.

What it includes
Parsing & AI classification layer
Exception queue with human review
Export into CRM, sheet, or database
Next-step / notification generation
GmailOutlookDriveAirtableHubSpotSlack
Inbox → structured data screenshot
or browse files
02Client portals

One clear place for clients to look.

Clients keep asking for updates because the current setup never exposes progress clearly.

Give clients one clean place to see progress, files, updates, and next steps.

What it includes
Portal dashboard & progress timeline
Files and messages in one view
Login, roles, and permissions
Branded to your business
StripeQuickBooksHubSpotDriveDocuSignCalendly
Client portal screenshot
or browse files
03Inventory systems

A live view of stock and movement.

Inventory status lives across spreadsheets, emails, and memory — so the number on screen can’t be trusted.

Replace spreadsheet uncertainty with a live operational view of stock, movement, and exceptions.

What it includes
Stock overview & item detail
Inbound / outbound movement
Reorder & exception alerts
Sync with accounting and store
ShopifyQuickBooksAirtableSheetsFulfillment
Inventory dashboard screenshot
or browse files
04Dashboards

See the business clearly.

The business is run through meetings and manual reports instead of live visibility.

Dashboards designed for decisions, not decoration — built on your real operational data.

What it includes
Operations dashboard & KPI tiles
Status queues and fulfillment funnel
Real-time data connections
Role-based views
HubSpotSalesforceQuickBooksSheetsPM tools
Operations dashboard screenshot
or browse files
05CRM automation

Every lead gets the right follow-up.

Leads sit too long, follow-ups are inconsistent, and handoffs between sales and ops get messy.

Make sure every lead gets the right follow-up at the right time, without relying on memory.

What it includes
Pipeline board & lead routing
Automated follow-up sequences
Lead scoring and assignment
Triggered tasks and reminders
HubSpotSalesforcePipedriveGmailTwilioCalendly
CRM / pipeline screenshot
or browse files
06Reporting

Reporting as an operating rhythm.

Reporting takes too long, arrives too late, and changes every time someone asks a new question.

Turn reporting from manual labor into an automatic operating rhythm.

What it includes
Automated weekly digests
Metric drilldowns
Executive summary dashboard
Scheduled email delivery
QuickBooksStripeAnalyticsSearch ConsoleCRM
Weekly report / digest screenshot
or browse files
07Integrations

Stop data getting trapped.

Data is duplicated and delayed because systems are isolated from each other.

Connect the tools you already use so data stops getting trapped between teams and systems.

What it includes
Source-to-destination workflow maps
Two-way sync with logs
Record-level reconciliation
Alerting on exceptions
ZapierMakeCustom APIsWorkspaceSlackTwilio
Integration / sync map screenshot
or browse files
The ecosystem

Connects the tools you already use.

GmailOutlookGoogle SheetsAirtableHubSpotSalesforceQuickBooksStripeShopifySlackTwilioCalendlyNotionZapier

Let's talk through your workflow.

A 30-minute discovery call to find the friction worth removing first.

Book a discovery call
Bronson HatchBronson Hatch
SolutionsWorkPricingAboutbronsonhatchdev@gmail.com