Live boards built on your tools

Stop digging for numbers. Start acting on them.

We connect the tools you already use and build one live action board for your team. It shows what is happening, who needs attention, and what to do next. Try the sample board below.

Some of the tools we build on Don't see yours? Check your stack
Sound familiar?

You don't have a lead problem. You have a leak problem.

01

Too many tools

Every tool you add is another job, or another person to hire. You started a business, not a software collection.

02

No whole picture

Your numbers live in five places, ads included. Nothing shows them together, so nobody can say how the week went.

03

Stuck waiting on an expert

Learning another tool is hard, and the expert doesn't know your business like you do. The board and its AI close that gap.

"I've spent 20+ years in marketing. When I take on a new client, I see the same gaps every time. We built this tool to close the gaps." Greg Roberts, founder

The board

Not a dashboard. An action board.

A dashboard shows you numbers and stops. The Board tells you who to reach today, starts the follow-up, and shows what came back.

Who to reach today

A list of who needs attention.

The board flags the customers who started and stalled. Hottest first, with the issue and what we know about each one.

Needs a nudge

  • JAAdded to cart, did not check outCoffee
  • PSOne order, nothing sinceTea
  • MTRepeat buyer, quiet for a monthCoffee
  • RKSkipped two shipmentsCoffee
Follow-up started

The follow-up starts itself.

Land on the list and a three-message sequence begins. Anyone who has not acted by day 14 moves to a task list for a person on your team.

Abandoned cart sequence

Message 1Sent, day 0
Message 2Sent, day 5
Message 3Goes out day 10
Day 14Task list if no action
Started the moment they landed on the list
What came back

See what it brought back.

Every nudge is logged. The board counts who came back within 14 days and what they ordered. It never claims the nudge caused it.

This month, sample

42Nudged
11Came back
9To the task list
$1,870Their orders
Came back within 14 days of a nudge

See everything it does →

Case studies

Real boards. Real teams.

Case studyLive

What would the President want to see?

Nobody asked for a board. We asked one question: if we sat in the President's seat, what would we want to see? Then we built one live view on the tools the team already used.

More than five people on the team use it today.

Read the case study
“Greg built the best thing we’ve had at PROPEL. One screen shows our team where every student and every number stands, and what to do next.”
Harriette K. Burrell
President & Chief Strategy Officer
PROPEL Center

More from PROPEL: One-click onboarding → A student platform → Teaching Kit → interviewIQ → pitchIQ →

How it works

Three steps to your own board.

  1. Step 1

    Check your stack.

    Tell us the tools you use. Each one needs an API or an MCP connector.

  2. Step 2

    We build your board.

    You see a working version on a private page, on sample data first. Live data connects after you approve it.

  3. Step 3

    Your team logs in.

    Your board lives at its own address under our domain. Your people sign in. The numbers stay current.

Using HubSpot, Shopify or GoHighLevel? Check your stack →

Start free. Grow into it.

Start with a free 14-day Funnel Leak Check, no card. Boards from $39 a month.

Questions people ask first.

Do we have to replace our tools?

No. The board is built on top of what you already use. For our first client, nothing was replaced.

Which tools work?

Any tool with an API or an MCP connector. Check your stack and you'll see which ones we connect today.

Is our data safe?

The board sits behind a login, and only people you approve get one. It reads your data by default and acts only on steps you approved. Access keys are locked before they're stored, and never shown in full again.

How fast can we have one?

Once you pay, you connect your tools on one page and your board starts filling in. The first working version of our first board took hours. Most of the time after that goes into getting the views right with you.

More questions →

Give your team one place to look.

Start with a free 14-day Funnel Leak Check. Your own board, on your own numbers.

Free worksheet

Plan your board on one page.

The Architect Blueprint is the worksheet we fill in before we build a board. Six decisions, each with an example from a real build.