Multi-Experience Build · Starting at $5,000

More people are moving through your business now. The experience needs to work for them too.

Maybe you started with one service and a pretty straightforward client process. Now you've got team members, contractors, different programs or different types of clients, and everybody needs something from the business to do their part.

But they don't all need the same information or access. Your clients need to know what's next. Your team needs to know what they're responsible for. And you need to see what's going on without everybody coming back to you for every little thing.

That's what I design and build in a Multi-Experience Build. Projects start at $5,000 and are scoped around the people, roles, programs, systems and integrations involved. You don't need to know the architecture before reaching out.

Request Multi-Experience Build Information
The real difference

We're looking at more than what the client sees.

When different people are responsible for different parts of the experience, I wanna know how they're actually supposed to work together.

01What does the client need to see, receive or do?
02What does the team need to know to deliver on that?
03What should a contractor be allowed to access?
04How do different programs share information without becoming their own little islands?
05Who owns the next step when work changes hands?
06What keeps getting lost or coming right back to the owner?

Because sometimes the clients are happy while everybody behind the scenes is doing the absolute most to keep it that way.

This is for you if

The business has grown, but the way everybody works together hasn't caught up.

Clients, team members, contractors or leadership need different access and views. Programs or departments are in separate systems and information keeps getting duplicated. The handoff from sales to delivery to support or follow-up keeps creating extra work. You need to decide who can view, update, approve or manage certain information. Everybody shouldn't have to work inside the same portal or process. You're adding people or services and the current backend isn't built to support them.
What can be connected

We build around the actual people and experiences in your business.

Depending on what you need, that might mean a client portal, a place for your team to manage delivery, different views for leadership or access specifically for contractors and program participants.

Client ExperienceTeam ExperienceContractor ExperienceLeadership DashboardsProgram DeliveryMembership + CommunityLearning EnvironmentsSales + OnboardingCustomer Success + RetentionInternal OperationsPermissions + RolesAutomations + HandoffsReporting + Visibility
More layers. More visibility.

Different people need different things from the same business.

A client checking on a project shouldn't have to use the same view as the person delivering it. And the person managing the team may need a completely different way to see what's happening.

Live demo
SR
Sam (Admin)Sign Out
⚡ CEO Brief

Good morning, Sam ✦

Here's where the business stands today, and the 3 things that need you this week.
ThursdayOct 22 · 6:32 AM
💰 Revenue YTD
$124,800
+18% vs 2025
🔄 MRR
$18,400
6 retainers
⏳ Outstanding
$22,000
3 invoices
🚨 Needs You
3
action this week
🚨 Needs you today

3 items waiting on you

Stalled projects, overdue invoices, and timely touchpoints.

📅 Jordan Williams stalled
11 days no activity · Design feedback
11d
💰 TechStart payment overdue
Invoice #4102 · 8 days past due
$10K
🎂 Acme Corp CEO birthday Fri
Add to Gift Hub queue
Fri
📈 BD Tracker · April

$31,300 / $40,000

78% to monthly target · 5 days left in April
🔄 Recurring this month
$18,400
💼 One-time projects
$12,900
💎 Referral attribution
$4,500
Keep this pace = $42K April · best month YTD
✅ BD SOP · Daily

3 of 5 done today

Click items to mark complete.

✓
Review pipeline + move stale leads
✓
Send 3 personalized outreach DMs
✓
Reply to all client messages < 4hr
✓
Post 1 thought-leadership update
✓
End-of-day Pulse check on top 3 clients
📊 Sales Pipeline · This Week
Lead
4
$31,000 potential
Qualified
3
$28,700 potential
Proposal
3
$22,500 sent
Won
2
$43,000 closed

Recent Activity

✅
Acme Corp approved mockups
Project Portal · 2 hours ago
💎
Priya Sharma submitted new referral
Referral Circle · Yesterday · +25 Mogul Bucks
👷
Tamara Webb signed contractor agreement
Contractor Portal · 2 days ago
💓
Bright Futures pulse: 🤩
Client Pulse · Health 92 · 2 days ago

Pipeline

Sales intelligence · 12 active leads · $68K potential
✋ Drag any card to a new column
Lead (4)
Strategy Sprint, Horizon Co
$8,500 · Instagram
CX Audit, Luma Labs
$6,000 · Referral (Priya)
Brand Refresh, Mesa
$4,500 · Speaking event
Consulting, Anika & Co
$12,000 · Cold inbound
Qualified (3)
Full Ecosystem, Bravo Studio
$18,000 · Call booked Feb 20
Launch Pack, Verve
$7,500 · Proposal sent
Retainer, Wilder Co
$3,200/mo · Contract draft
Proposal (3)
Launch Pack, Verve
$7,500 · Awaiting approval
CX Intensive, Solace
$9,200 · Sent Feb 10
Brand Sprint, Noon
$5,800 · Sent Feb 12
Won (2)
Acme Corp, Website Redesign
$18,000 ✅
TechStart, App Dev
$25,000 ✅

Clients

Active client roster, unified view across PP, Pulse, RC
ClientProjectHealthValueLast TouchAction
Jordan WilliamsWebsite Refresh🟡 At Risk$12,50011 days ago
Acme CorpWebsite Redesign🟢 Healthy$18,0002 hours ago
TechStart SolutionsApp Development🟡 At Risk$25,0004 days ago
Bright FuturesBranding & Strategy🟢 Healthy$12,500Yesterday
Urban Design CoLogo Design🟢 Healthy$8,0003 days ago

Contractors

Your bench · 6 active
ContractorSkillsStatusActive BidsAction
Tamara WebbBrand Design, Web🟢 Available2
Marcus ChenDevelopment, React🟡 Busy1
Elena RiveraCopywriting, Strategy🟢 Available0
Josh MillerMotion, Video🔵 On Leave0

Referrals

Partner network · Mogul Bucks economy
💎 Partners
22
18 active
📨 Pending
4
Awaiting review
✅ Closed
18
YTD
🪙 Bucks Paid
3,450
≈ $690 value

Top Partners

PartnerTierReferralsRevenueBucks
Priya Sharma💎 Platinum8$34,200850
David Park🥇 Gold4$18,500425
Yasmin Okafor🥇 Gold3$12,000300
Carlos MendezBase2$6,500125

Revenue

Financial dashboard · YTD April 2026
💰 Revenue YTD
$124,800
+18% vs 2025
🔄 MRR
$18,400
6 retainers
💼 One-Time
$72,400
Project work
⏳ Outstanding
$22,000
3 invoices

Monthly Breakdown

📈 Recurring vs one-time · vs target
MonthRecurringOne-timeTotalvs Target
January$16,300$22,500$38,800+12%
February$17,200$18,000$35,200+4%
March$18,400$12,900$31,300-8%
April$18,400$1,100$19,500In progress

Settings

Business identity · Installed apps · Pipeline stages

Installed Apps

📋
Project Portal
v32.2.2 · Active
👷
Contractor Portal
v4.6.3 · Active
💎
Referral Circle
v4.3.1 · Active
🧑‍🤝‍🧑
Team Hub
v4.3.1 · Active
🏛️
The Boardroom
v3.3.4 · Active
💓
Client Pulse
v4.3.2 · Active

The right information, access and responsibilities for each person.

These examples show how the different parts of one business can work together without everybody having to use the same exact experience.

The process

First I need to understand the business. Then we decide what to build.

01

Map

We look at the client journey and what happens behind it. Who's involved, what do they use, and where does information or work keep getting stuck?

02

Architect

Then I design how the experiences need to connect, including responsibilities, access, communication, automation and the decisions that still need a person.

03

Build

We build the agreed portals, dashboards, workflows, forms, integrations and other pieces your business actually needs.

04

Test + Launch

We test how the experiences work together, walk the people using it through their setup, and support the transition into the business.

What you walk away with

A setup that supports the people doing the work too.

Depending on the approved scope, your build can include:

  • Experience strategy and operations architecture
  • Connected portals, dashboards and workflows
  • Roles, permissions and ownership structure
  • Automations and cross-team handoffs
  • Client, team, contractor, leadership or program environments
  • Forms, communication and agreed integrations
  • Documentation and training
  • 30 days of launch support

I'm not trying to put everybody in one giant system where they can see everything. I want each person to have what they actually need while the business stays connected behind the scenes.

How I architect the build

I look at the customer, the business AND the money.

01

Customer

What are they seeing, feeling, waiting on or having to ask about from first contact through delivery?

02

Business

Who owns what? What does the team need? Where is information getting stuck, and what keeps coming back to you?

03

Money

Where could the experience be affecting follow-up, payment, retention, repeat business, delivery costs or opportunities you're missing?

I look at all three because the experience has to work for the people buying from you AND the people responsible for delivering it.

Which build fits?

It depends on who needs to use the setup and how the business operates.

Solo Experience Build

$3,500 · Full setup + migration included
Sounds like
"It's mostly me keeping the whole client experience moving, and I need somebody to build a better setup."
Who moves through it
You and your clients, maybe a VA or contractor here and there.
The build
One connected client experience, set up and migrated for you.
Scoping
Fixed at $3,500.
Both include
Strategy, architecture, build, training and 30 days of launch support.
Explore the Solo Experience Build page

Multi-Experience Build

Starting at $5,000 · Custom scoped
Sounds like
"We have different people, roles, programs and experiences that all need to work together."
Who moves through it
Clients, team, contractors, leadership, members, students or programs.
The build
Connected experiences with the right roles, access and responsibilities between them.
Scoping
Based on complexity, people, programs and integrations.
Both include
Strategy, architecture, build, training and 30 days of launch support.
Request Multi-Experience Build Information
Make It Happen

You've got more people and moving parts. Let's look at how it all needs to work together.

Tell me who's involved, what each person needs to do, and where things are getting complicated. You don't have to know which portals, systems or automations you need before reaching out. I want to understand how the business actually works before we decide what needs to be built.

Multi-Experience Builds start at $5,000 and are custom scoped. Use the request form to tell me a little about your business and what you're trying to make happen.

Request Multi-Experience Build Information