We onboarded a new client last month. Here's how the first phase actually went and exactly what we're building for them.
Before the process, a quick overview:
Niche: Executive membership community
Team size: ~8 people, 5 functional lanes
Members: 400+, targeting 500 this year
We ran a discovery sprint. Out of it, we booked the entire mapping phase.
Five stakeholder interviews. One hour each. One per lane.
Revenue & Sales
Operations & Member Success
Brand, Marketing & Events
Finance & Strategy
The Founders (vision & growth)
Right now those five lanes run on different tools that don't talk. A CRM, a community app, payments, a project manager, an event platform, and a shared drive, none of it connected.
No single source of truth for a member's full lifecycle. Leadership loses an estimated 15–20% of every week just hunting for information. Institutional knowledge lives in personal drives, private chat threads, and one person's head. And nearly every decision still routes back to the two founders.
So before we build anything, we sit with each lane for an hour to learn exactly how they work.
Here's what we're building once the mapping's done:
One CompanyOS covering the entire member lifecycle. Every prospect enters one place, flows through onboarding, cohort placement, and renewal, and nothing falls through a crack.
Role-specific views for each lane. A single versioned brand and collateral hub. A live event database that kills the status-update meeting. A sponsor pipeline tied to every event. A real-time leadership dashboard: new members, members at risk, cashflow. Plus an automation and access audit to remove every single point of failure.
Phase 1 is the operating system to centralize everything.
Phase 2 is the AI layer on top... once the data and workflows are clean.
The cadence from here:
Wireframe call first: we map what the system looks like before development starts.
Then weekly working sessions. One with the full team so they watch it get built in real time. A tighter loop with the founders.
We also pulled live access to every system they run: their CRM, community app, payments, project manager, and event platform. Then sent an intro email putting us in front of the whole staff.
The goal: 2x the members without 2x the headcount.
The build will be the easy part. Knowing exactly what to build is the whole game. That's what the mapping and the wireframe are for.