Agency Client Reporting Stack
We have twelve retainer clients and one person doing reporting. This is the stack that makes monthly reports something we finish in a day instead of a week.
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A niche ops stack for teams trying to document process before tribal knowledge becomes a bottleneck. It is optimized for screen capture, narrated walkthroughs, and turning rough steps into reusable onboarding assets.
Workflow stack
The order matters. Start at the top, read down the sequence, and open any step when you want the note behind it.
Explain the edge cases
Helps capture the nuance around a process when a polished SOP video still needs a human walkthrough.
Open tool profileVisualize the process
Turns written steps into diagrams and maps that make onboarding less painful for new hires.
Open tool profileStore the playbook
Gives the team one searchable home for SOPs, updates, and linked walkthroughs.
Open tool profileShip the updates
New SOPs and changes surface where people actually work instead of silently aging in a wiki.
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