Built for Taylor Benjamin

Your Lean Practice, Systematized

Custom intelligence tools built for a lean consulting operation. Track every prospect, manage multi-client operations, and capture new business in seconds. Tools that think so you can focus on delivery.

Tools Live

4

Pipeline + Operations + More

Coming Soon

3

More Tools in Roadmap

Active Clients

5

Currently Running

Pipeline Value

$340K

Tracked and Forecasted

Your Tools

Client Pipeline

Track every prospect from first conversation to signed engagement. Pipeline funnel, weighted revenue forecasts, follow-up urgency, and win rate computed automatically.

Use this to know exactly where every deal stands and never miss a follow-up.

Operations Command

Multi-client billing tracker, 1099 contractor ledger, expense management, and monthly P&L. Every client's billing format in one place.

Use this to see your real numbers at a glance and catch billing issues before they become problems.

New Project Intake

Coming Soon

Capture a new prospect in 60 seconds. Auto-scores fit, estimates pipeline value, recommends next move. Built for speed.

Use this to turn every discovery call into a trackable, scoreable, actionable lead.

Engagement Playbook

Standardized Lean engagement templates. Scope, milestones, deliverables, and pricing for your most common project types.

Use this to scope work consistently and communicate value to clients upfront.

Client ROI Calculator

Show clients the dollar value of Lean improvements. Input their metrics, see projected savings. Doubles as a proposal closer.

Use this to quantify value before you propose and justify fees after you deliver.

Proposal Generator

Coming Soon

Turn discovery notes into polished proposals. Auto-fills scope, pricing, and timeline from your engagement templates.

Use this to turn every discovery call into a proposal within hours, not days.

Value Stream Mapper

Coming Soon

Interactive process mapping tool you can use with clients in real time. Identify waste, bottlenecks, and improvement opportunities visually.

Use this to facilitate discovery in client meetings and show improvement opportunities live.

Quick Actions

📊 Open Pipeline 💬 Give Feedback 💡 Request a New Tool

How This System Works

This is AI-powered business intelligence, built by CGA Creative specifically for your Lean practice.

The Client Pipeline is your lead tool. It gives you visibility into every deal, from first contact to closed business. See which prospects are stalled, who needs follow-up today, and where your revenue is really coming from.

The Operations Command Center is your operational truth. Multi-client billing, contractor payments, expenses, and P&L all in one place. No more spreadsheet juggling. Just real numbers, instantly.

As your system grows, new tools will appear here to strengthen every part of your business: project intake, engagement playbooks, client ROI calculators, and more.

Your competitive advantage is deep Lean expertise applied systematically. This system makes that expertise visible, measurable, and repeatable across every client engagement.

Beyond Tools

The Full System

What you're seeing here is the beginning. The individual tools solve specific problems: pipeline visibility, operational clarity, fast intake. But the complete system connects everything: an AI Chief of Staff that knows your Lean practice, your clients, your engagement patterns, and your numbers. Full data migration from your existing systems. A command center that tracks revenue, client status, project health, and market opportunities in one place. Ongoing intelligence that surfaces what you'd otherwise miss.

The tools are the proof. The system is the product.