Operations Pack
Teams drowning in repeatable admin
Standardise the process, capture requests, and generate the right work.
Complexity
Core build
Engagement
Discovery / Fixed scope / Optional retainer
Usually starts as a process and document system.
Browse the intranet, portal, workflow, reporting, compliance, finance, and AI-search modules LD can combine into a real operating system for an NZ SMB.
Demo workspace
Operations overview
18 shown
Phase 1
18 modules
Phase 1
Mobile ready
Phase 1
LD themed
Phase 1
Browse by business area
Narrow the module list to the part of the business a prospect cares about first.
Suggested bundles
The demo works better when prospects can see a package-shaped answer before they get lost comparing individual features.
Teams drowning in repeatable admin
Standardise the process, capture requests, and generate the right work.
Complexity
Core build
Engagement
Discovery / Fixed scope / Optional retainer
Usually starts as a process and document system.
Service businesses with client follow-up and document chasing
Give clients one place to see requests, uploads, updates, and next steps.
Complexity
Standard build
Engagement
Discovery / Milestones / Support retainer
Usually needs roles, files, notifications, and workflow rules.
Regulated teams that need proof, review dates, and accountability
Track policies, training, audit trails, exceptions, and management visibility.
Complexity
Advanced build
Engagement
Discovery / Milestones / Governance retainer
Usually needs audit trails, approvals, reports, and sign-off logic.
Growing teams needing intranet-style structure
Centralise staff information, notices, calendars, training, and knowledge.
Complexity
Core to standard
Engagement
Discovery / Fixed scope / Content retainer
Usually starts as an intranet, then grows into workflow tools.
Engagement path
These cues explain how a static demo becomes scoped work without pretending every business fits a fixed price.
Map the business problem, users, roles, workflows, and must-have modules.
Turn the chosen package into a fixed build plan with milestones and acceptance criteria.
Ship the static-looking idea as a real authenticated system with data, roles, and integrations.
Keep improving the system once staff are using it and the next bottleneck becomes obvious.
Guided walkthrough
These paths translate vague business pain into a starting package, a short module list, and the first scoping conversation.
Staff keep asking the same questions and important information lives in email, chats, and folders.
Recommended start
Team Hub Pack
Start by mapping staff roles, recurring questions, policies, and the content owner.
Clients need updates, document requests, follow-up tasks, and a cleaner way to interact with the business.
Recommended start
Client Portal Pack
Start by mapping client stages, required documents, user roles, and handoff points.
Managers need proof that policies, training, reviews, and exceptions are being tracked properly.
Recommended start
Compliance Pack
Start by mapping review cycles, evidence requirements, sign-offs, and reporting obligations.
Policies, procedures, and answers in one searchable place.
Plan, draft, approve, and track business communications.
Useful calculators, generators, and workflow helpers.
Staff records, leave, onboarding, and compliance tracking.
Process Street-style templates and live checklist runs.
Leads, client records, pipeline, notes, and follow-ups.
Management KPIs, exceptions, exports, and trend snapshots.
Generate, review, upload, and approve repeatable business documents.
Policy checks, review dates, audit trails, and risk follow-up.
Appointments, rooms, resources, events, and conflict warnings.
Learning modules, staff progress, certificates, and CPD logs.
Partner referrals, attribution, status tracking, and split reporting.
Invoices, payments, statements, recurring charges, and sync status.
Public forms, internal requests, triage, validation, and conversion.
Role-based home screens, self-service tasks, files, and updates.
Search company knowledge, draft internal notes, and summarise work.
Announcements, events, resources, member updates, and feedback.
Call logs, transcripts, follow-up tasks, and voice workflow routing.
Automation ROI
Estimate hours and monthly savings
Document checklist
Generate the files needed for a workflow
Follow-up drafter
Create a client-ready follow-up message
New client onboarding
Process Street-style checklist run
Apex Electrical
Discovery
$7,500
Harbour Finance
Proposal
$12,800
Northside Health
Won
$9,200
Open tasks
37
+8 this week
Client response time
4.2 hrs
18% faster
Monthly admin saved
42 hrs
Tracked estimate
At-risk items
4
Needs review
16
Templates
23
Generated
7
Approvals
Client proposal pack
Ready for review
Staff onboarding checklist
Awaiting manager
Monthly board report
Generated today
Supplier agreement
Client upload needed
98%
audit logged
3
due soon
0
critical gaps
Privacy policy acknowledgement
Owner: All staff
Client advice QA sample
Owner: Sarah
Supplier access review
Owner: Ops
Incident register check
Owner: Admin
Discovery call - Harbour Finance
Rupert
Boardroom booking
Room 2
Policy review workshop
Team
Client onboarding kickoff
Online
8
courses
76%
complete
4
certificates
Partner pipeline
Attribution and follow-up view
Mortgage Lab Alumni
5 leads
$14,200
Accountant partner
3 leads
$8,900
Insurance adviser
7 leads
$16,400
Website enquiry
4 leads
$2,500
$18k
due
4
overdue
92%
synced
INV-1048
Sent
$2,400
Monthly retainer
Recurring
$3,800
Xero sync
Healthy
92%
Overdue follow-up
Needs action
$1,200
New enquiry intake
Capture a form, validate required details, triage the request, and turn it into the next useful record or task.
Website strategy request
Create CRM lead
Staff equipment form
Assign ops task
Client upload request
Attach documents
Automation idea
Estimate value
Client
Staff
Manager
Admin
Client dashboard
3 open requests
Staff workspace
8 tasks due
Manager approvals
4 waiting
Admin settings
2 changes
Search policies
12 source matches
Draft client reply
Ready for review
Summarise meeting
4 actions found
Find overdue work
6 items flagged
Staff announcement hub
Keep important updates visible without burying them in email, chat, or a document nobody opens.
System maintenance notice
All staff
Team training event
Friday
Resource library update
Policies
Feedback pulse
Open
14
calls
6
tasks
3
escalations
Inbound enquiry
Create lead
Client follow-up call
Assign tasks
Missed call queue
Return call
Escalation route
Manager
Built as a sales and discovery asset
The point is not to sell a generic app. The point is to make the options visible, then shape the right combination around the business.