For agency owners · built for ourselves first
Discovery, proposal and handover,
without the founder in the loop
Every agency has the same hidden bottleneck: the founder is the only person who can run a discovery call, price a proposal, and hand a finished build over. We had it too. So we built the tooling that takes those three jobs off the founder, and we use it every week.
Deployed for a client · AI · Automation · Proposal engine · Onboarding · Names and numbers kept private
For agency owners, and first for our own agency, Digital Pratik built the tooling that runs the front and the back of a client engagement without the founder in the loop. A discovery deck lets you pick the client's industry on the call, capture their pains by voice, and generate a priced one-page proposal before the call ends, with the "we do this, so you get that, without the other thing" sentence written from what was said. Onboarding runs as a nine-phase checklist with a progress ring. Handover runs through a credential collector that lives only in the browser and emits a paste-ready pack. A one-link launcher puts rehearsal, discovery, collection and migration on one screen for go-live day.
The founder was the only one who could sell it or hand it over
An agency sells expertise, and expertise has a habit of staying in the founder's head. The discovery call only worked if the founder ran it. The proposal only got priced if the founder priced it. Onboarding was a memory, and handover meant the founder collecting keys over a dozen messages. Every new client was a week of the founder's time before any work started.
We noticed it because we were living it. The same three jobs, discovery, proposal and handover, were eating the founder's week on every deal, and none of them needed the founder, they needed a system. So we built that system for ourselves first, and it is the reason this page exists.
The founder left the loop and the deals kept moving
A proposal before the call ends
Discovery now finishes with a priced page in the client's hands, written from their own words, by whoever ran the call.
Onboarding is a ring, not a memory
Nine phases, every task visible, and the team can see how far along a client is without asking the founder.
Handover in one pack
Keys are collected once, in the browser, and delivered as one pack. Go-live day runs off a single link.
Three tools for the three jobs that kept landing on the founder
- A discovery deck that prices itself. Pick the client's industry from a list, capture their pains by voice as they talk, and generate a priced one-page proposal before the call ends. For a business that fits no list, a short description becomes the "we do this, so you get that, without the other thing" line on the spot.
- A nine-phase onboarding ring. Every step from kickoff to go-live as one checklist, grouped into nine phases, with a progress ring that fills as the team ticks. The star of it is the document wiring decision: whether the client owns their own storage or the agency hosts it, and exactly what each path needs.
- A credential collector for handover. When a build moves onto the client's own keys, the collector gathers every credential in one browser-only form, transmits nothing anywhere, and generates a paste-ready handover pack. The founder stops being the person who collects keys over chat.
- A one-link go-live launcher. Rehearse, discover, collect, migrate. Four tools and the client's live command center on one screen, so the last meeting of a build runs off one link instead of a folder of bookmarks.
The system, in your hands
The same mockup we use on the projects page. Step through the command center, then tap what the team taps in the bot. Names inside are invented.
Questions founders ask about this build
You pick the client's industry from a list, you capture their pains by voice while they talk, and the deck turns that into a priced one-page proposal before the call ends. The price scales with the number of engines in the build. The one-line promise, "we do this, so you get that, without the other thing", is written from what the client actually said.
Every task from kickoff to go-live, grouped into nine phases, with a progress ring that fills as the team ticks. It documents the modules a client command center ships with and, most importantly, the document storage decision: whether the client owns their storage and connects it with one click, or the agency hosts one fenced folder per client. The ring makes that a checklist instead of a memory.
It runs entirely in the browser. Nothing is transmitted to any server. The form collects the client's credentials section by section, and the "generate handover pack" button writes one block to paste into the build. When the browser is closed, the collector holds nothing that left the machine.
For our own agency first, and it is in daily use. It is listed as a project because the bottleneck it clears is the same one every agency owner has: the founder being the only person who can sell, price and hand over. The same tooling can be built around another agency's services and prices.
If your agency is founder-led and doing $50,000 a month or more, most likely. The build starts with whichever of the three jobs eats the most of your week, then installs that tool first. Book a call and bring your last three deals.
Your agency, selling and shipping without you
If you run an agency and every deal still needs you on the discovery call, the proposal and the handover, this is the tooling that frees that week. Bring your last three deals to a call and I will show you which of the three jobs to take off your plate first.