Before · Sarah’s old pricing workflow

The Spreadsheet Everyone Is Careful With

Actual file Quote_v12_FINAL.xlsx

Sarah opens the pricing workbook, enters the quote inputs carefully, and tries not to touch the cells that might break a formula.

ServiceHoursRate
Strategy42$185
Creative68$145
PM18$165
Hidden pricing logic
If the target margin drops below 30%, the workbook recalculates the quote using labor and vendor costs.
=IF(TargetMargin<0.30,ROUNDUP((Labor+Vendors)/(1-TargetMargin),-2),BasePrice)
She double-checks where to type, avoids the formula cells, and hopes nothing breaks before the quote goes out.
VS.
After · Pricing web tool

Quote Builder

Now Sarah opens a secured, company-hosted web tool she has bookmarked in her browser. She enters the quote inputs, follows the guided steps, and gets a consistent result without worrying about breaking anything.

Service packageGrowth
Estimated hours128
Target margin36%
Recommended quote
$18,450
36.6% margin
Pricing logic applied
Ready to send
Protected workflow
No formulas to touch
Consistent output
Same logic · every time
Custom internal software · Standalone by design

Turn messy processes into simple web tools.

From “only Sarah knows how this works” to a system everyone can use. If a process is repetitive, rule-heavy, or easy to mess up, it probably deserves a better tool.

No 47-tab implementation plan required.
Common pain points

A few signs your process has outgrown its setup:

The best app ideas usually start as processes everyone has already learned to tolerate.

“Only one person understands the spreadsheet.”

If that person takes PTO, everyone suddenly becomes very respectful of their calendar.

“We calculate this manually every time.”

Same inputs. Same formula. Same calculator. Again.

“It depends on twelve different things.”

Good. Those twelve things can probably become rules.

“Managers keep doing it differently.”

That isn't flexibility. That's a system waiting to happen.

“We have a form, a spreadsheet, a PDF and an email thread.”

Your workaround has been promoted to a system.

“The process works. It’s just… ugly.”

Sometimes the logic is fine. The user experience is the actual problem.

If your process comes with instructions, exceptions, and a warning not to touch column H, we should talk.

What I build

Software for processes that are too important to keep running manually.

I specialize in focused standalone tools: calculators, decision engines, assessments, workflow apps, trackers, and report generators.

01

Messy Processes → Web App

Turn a complicated workbook into a guided tool with protected logic and a cleaner interface.

Excel can retire with dignity.
02

Framework → Engine

Turn rules, scorecards, or proprietary expertise into a structured decision system.

“It depends” is usually just undocumented logic.
03

Process → Tool

Replace repeated steps, manual reviews, and version chaos with one purpose-built workflow.

Less chasing. More knowing what happens next.

Stop teaching people how to work around the process. Build the process into the tool.

Possibilities

What could this become?

A few examples of ordinary, slightly painful workflows — and the focused web tools they could become.

Pricing

Agency Pricing Engine

For agencies that still build every quote by editing the same pricing workbook.

Before
Pricing spreadsheet
Scope lives in one tab. Team costs in another. Someone adjusts margin manually and hopes no formula moved.
“Please don’t touch column H.”
VS.
After · Web tool
Guided pricing engine
Choose service, scope, hours, team mix, and target margin. The tool applies the pricing logic consistently.
Recommended price
$18,450 36.6% margin
Consulting

Consultant Assessment Engine

For consultants who have a valuable methodology trapped inside a questionnaire, spreadsheet, and manually assembled report.

Before
Form + scoring sheet + report
Client completes 30 questions. Consultant exports answers, scores each category, interprets results, then builds the same report again.
VS.
After · Web tool
Interactive assessment
The methodology becomes a guided experience with weighted scoring and a repeatable client-ready result.
Operational maturity
72 / 100 Gap: Reporting
People

Promotion Readiness Tool

For teams where promotion discussions depend on several criteria, multiple opinions, and a lot of “I think they’re ready.”

Before
Checklist + manager judgment
Performance, tenure, competencies, and role expectations are reviewed separately, with no consistent view of what is still missing.
VS.
After · Web tool
Structured readiness view
Managers evaluate the same criteria, see gaps clearly, and bring a more consistent recommendation into calibration.
Readiness
84% Ready for calibration
Sales

Commission Calculator

For compensation plans where payout depends on quota, tier, accelerators, and enough conditions to make a calculator feel personal.

Before
Manual payout calculation
Someone checks attainment, finds the correct tier, applies accelerators, and explains the result after the fact.
VS.
After · Web tool
Transparent commission calculator
Enter quota and performance. The tool calculates the payout and shows exactly how the number was reached.
Estimated commission
$7,284
Operations

Vendor Evaluation Engine

For teams comparing vendors with a scorecard that somehow still ends in a meeting where everyone remembers the criteria differently.

Before
Comparison workbook
Pricing, support, security, capabilities, and implementation are scored across separate rows with manual weighting.
VS.
After · Web tool
Weighted evaluation engine
Use one shared criteria model, compare options consistently, and keep the reasoning visible.
Overall rankingScore / 100
01Vendor A
87
02Vendor B
81
03Vendor C
72
Same weighted criteria applied to every option
Finance

Client Profitability Tool

For service businesses that know revenue immediately but need three tabs and a minor investigation to learn whether the client is actually profitable.

Before
Monthly margin workbook
Revenue, labor, vendor cost, and hours are pulled together manually before anyone can see the real margin.
VS.
After · Web tool
Profitability calculator
Enter the core inputs and get a clean, standardized view of client economics.
Client margin
31.8% Healthy
Mini diagnostic

Should this be a web tool?

Answer seven questions about the process you're thinking about.

Recurring manual calculations?
An important spreadsheet with formulas?
Several conditional rules?
The same document created repeatedly?
One person who knows how everything works?
Frequent mistakes or version issues?
Does this require complex integrations, APIs, or real-time syncing with other systems?
A “Yes” here lowers the fit score more heavily because I specialize in focused standalone web tools.
Tool potential
0/100

Answer all six

A suspiciously scientific score will appear here.

Tell me about the workflow
For consultants & experts

Have a framework your clients already pay you for?

I can turn an assessment, methodology, scorecard, worksheet, calculator, or diagnostic into a branded interactive product.

What you already have

Your expertise

PDF + spreadsheet + methodology + knowledge

VS.
What it can become

Interactive product

Assessment + results + report + repeatable client experience

You keep the expertise. The software makes it scale.

My point of view

Before deciding what to build, understand what already works.

The goal isn’t to reinvent a business process just because software is involved. It’s to preserve what works and remove what doesn’t.

Have something in mind?

If it’s too niche for off-the-shelf software, I’m interested.