01Sales flow and CRM cleanup
Problem: Leads arrived from website forms, email and direct messages, but follow-up depended on memory. We would review lead sources, CRM stages and fields, ownership rules, follow-up logic, quote and handover steps, and reporting gaps. Typical fixes include simplified sales stages, required fields for qualified leads, follow-up reminders, clear sales-to-delivery handover and pipeline visibility dashboards. Outcome direction: fewer lost leads, clearer next actions and more reliable pipeline visibility. Relevant services: Sales & CRM Systems and Business Flow Diagnostic via /services.
02Website connected to operations
Problem: The website generated inquiries, but requests still had to be copied manually into spreadsheets, email threads or task tools. We would review website forms, lead routing, CRM connection, request/quote flow, notification logic and reporting needs. Typical fixes include CRM-connected forms, structured request data, automated internal notifications, quote/request tracking, calculator or intake flows and a dashboard for incoming demand. Outcome direction: the website becomes part of the business process, not just a brochure. Relevant services: Web & Operational Systems and Automation & Integrations via /services.
03Disconnected tools and reporting delays
Problem: The team used multiple tools, but data did not move cleanly between them. Reports were created manually, and managers asked people for updates instead of seeing status in one place. We would review tools used by each team, manual copy-paste points, handoff volume, reporting process, dashboard requirements and ownership of data fields. Typical fixes include an integration roadmap, reporting automation, dashboard data model, fewer duplicated fields, structured status updates and spreadsheet replacement where needed. Outcome direction: less manual reporting, fewer duplicated updates and clearer operational visibility.
04Vibe-coded project review
Problem: A project was built quickly with AI tools or a freelancer and worked in the demo, but the owner was unsure whether it was safe, maintainable or ready for production. We would review code structure, dependencies, exposed secrets, authentication, data handling, API routes, admin access, deployment setup and production readiness. Typical findings include hardcoded credentials, unclear architecture, weak access control, unnecessary dependencies, poor error handling and no clear deployment or backup plan. Outcome direction: a clear decision to fix, stabilize, rebuild or launch with conditions. Relevant services: /vibe-coded-project-review and /security.
05Web app security readiness
Problem: A website, portal or internal tool was close to launch, but it handled customer data, logins, forms or admin functions. We would review authentication and authorization, sessions, public/private route separation, input handling, file upload risks where relevant, exposed secrets, dependency risks, data leakage risks, configuration and deployment. Typical output includes prioritized findings, severity and business impact, practical remediation steps, quick wins and a retest option. Outcome direction: practical risk clarity before launch or after major changes. Security reviews are performed only with written authorization and agreed scope. Relevant services: /security and production readiness review via /contact.
06AI / LLM workflow risk review
Problem: A business started using AI tools or LLM workflows with internal or customer data, but there was no clear review of prompt injection, data exposure, unsafe output handling or access boundaries. We would review what data the AI workflow receives, where outputs are shown or stored, user permissions, prompt injection exposure, sensitive data leakage risk, unsafe output handling, logging, retention and human review points. Typical fixes include narrower data access, safer prompt boundaries, output review rules, restricted tool permissions, clearer logging and safer workflow design. Outcome direction: AI workflows that are more controlled, understandable and safer to operate.