Our Process

From Scattered to One Screen — Here's How.

Discovery to launch in weeks, not quarters. Watch the build come together, then see exactly what happens at each step — and what we need from you.

By the numbers

Built. Live. Measured.

// LIVE

5

Production systems shipped across very different domains.

// REACH

4

Domains: trading, sports, SEO ops, and family logistics.

// SPEED

1–12 wks

Typical build window, Entry through All-Star.

// UPTIME

90%+

Target uptime, monitored with automatic fixes.

Numbers reflect work to date — happy to confirm any of these with you before they go public.

The six steps

How the build runs.

01

Discovery

A focused $250 call. We map every data source, what you need to see daily, and where the decisions live — then confirm what's feasible.

02

Mockup

We design the layout around how you work and iterate fast — v1, v2, v3 — until the view feels right before a line of plumbing is built.

03

Wire the Data

We connect your feeds (API, OAuth, or scheduled imports) and normalize the mess into one source of truth.

04

HQ Build

Your custom dashboard + daily AI brief, scored and surfaced — built on the proven aggregate → normalize → score → surface pipeline.

05

QA

We test everything end to end — data, alerts, and layout — until it's rock solid and syncing live.

06

Launch & Iterate

We host, monitor, and keep it sharp. Upstream APIs break; we fix them — and the LSTM layer keeps getting smarter on your data.

Why it matters

Before & after.

Before

  • A broker tab, three charts, two spreadsheets, a dead journal.
  • Two laptops and a phone to see one picture.
  • You're the integration layer — manually, every day.
  • The number that mattered? You found it ten minutes too late.

After

  • One screen. Positions, P&L, risk, signals — aggregated.
  • A daily AI brief: what changed, what to watch, where the risk is.
  • Alerts fire when your thresholds trigger — no babysitting.
  • Hosted, monitored, and getting smarter over time.
Proof

The same process, five times over.

Every system below ran through these exact steps — different domains, one playbook.

Process FAQ

What to expect.

How long does it take?
Typically 1–2 weeks for Entry, 2–4 for Pro, and 4–12 for All-Star — depending on how many data sources are involved and how clean they are. We confirm a timeline in your proposal before any work starts.
What do you need from me?
A discovery call to map your sources, access (or exports) for those sources, and a round of feedback during the mockup and review phases. We handle the rest.
What if my data has no API?
Often we can still work from CSV or statement exports on a schedule. If a source is fully locked, we'll tell you straight and scope it as manual entry or recommend an alternative — all confirmed on the discovery call.
What happens after launch?
We host, monitor, and maintain it — fixing upstream API changes automatically and iterating on the cadence your tier includes. The monthly fee is what keeps your HQ live and accurate.

Ready to run the playbook on your world?

Book the $250 discovery call. We'll map your data, recommend a package, and credit the fee toward your build.

Book My Discovery Call