Hackathon demo · this page is public — no sign-in needed to read it or to try the booking flow. Judge’s cheat sheet ↓

💰PinchConsulting
Agency loginBook a discovery call

Pinch Consulting · Internal RevOps OS

One system from the first call to the final invoice.

Pinch is a fictional boutique consulting firm — infrastructure, civil and logistics advisory, a team of eight. This platform is the operating system they run their revenue on: a lead books a call, the deal moves through a pipeline, a proposal is drafted with AI, the client accepts in a portal, and every milestone is delivered and billed from the same record. No re-keying, no spreadsheet in between.

Try it as a lead — no loginSee both journeys
1

Pipeline

Leads & deals

Every booking and enquiry lands here.

2

Proposal

Drafted, then edited

Built from the deal, not from scratch.

3

Contract

Accepted in a portal

Client picks an option and signs online.

4

Milestones

Delivery tracked

The signed scope becomes the project plan.

5

Invoicing

Billed on delivery

Each milestone charges automatically when signed off.

01Start here · two doors in, neither behind a login

The calendar and the contact form

Everything in the system begins on one of these two public pages. Try either — a person, a company and a deal appear in the agency’s pipeline the moment you do.

Book a discovery call

/book

A three-step flow: your details → pick a time → context. The form captures you as a lead after step one — even if you abandon the calendar. The calendar greys out unavailable days, offers slots in AEST, and nothing is booked until the final confirm.

In the app: a person and a company are created, a deal opens in the Lead column, and the meeting shows on the deal record.

Open /book →

Send an enquiry

/book

For leads who aren’t ready to pick a time. The same page takes a short enquiry — name, email, what you need help with, a message. It creates the same lead record, minus the meeting.

In the app: a lead with the message attached, sitting in the agency’s Needs you queue until somebody replies.

Open /book →

02The two journeys · same records, two sides

What the lead sees, and what the agency does

The lead never signs in and never sees the machinery. The agency lives in the app and watches the same story as records moving left to right.

The lead's journey

no login · 3 pages
  1. 1Book a call — or send an enquiryContact form, calendar, a couple of context questions. Confirmation by email./book
  2. 2Take the discovery call30 minutes, off-platform. Pinch decides whether it's a fit and qualifies the deal.call
  3. 3Read the proposal in the portalA tokened link by email — no account. Scope options side by side, investment, payment structure, a feedback panel for questions./portal
  4. 4Pick an option and acceptAcceptance is the signature. A payment mandate is set up right there — the one moment the payment processor is disclosed./portal
  5. 5Milestones arrive, invoices settle themselvesEach milestone is billed against the mandate as it's delivered — as agreed at acceptance, no chasing.email

The agency's journey

signed in · 7 modules
  1. 1Sign in with a magic linkWork email, no password. The dashboard opens on the week’s funnel and a "Needs you" queue./login
  2. 2Work the pipelineYour booking appears as a deal in the Lead column. Drag it along after the call; people and companies keep the full history./deals
  3. 3Generate the proposal with AIDrafted from the deal and the library, edited section by section, sent as a portal link. Client views are tracked./proposals
  4. 4Won is automaticClient acceptance signs the deal, opens the project and lays the accepted scope out as milestones./projects
  5. 5Deliver, and the money followsMarking a milestone delivered raises and charges its invoice. Payments shows cash forward, the dunning lane, retries./payments
  6. 6Audit everythingEvery action — human or AI — lands in the log with an actor tag and provenance line./log

03For the judge · cheat sheet

A ten-minute route through the build

suggested-order.log
  1. → /bookBook a call with a made-up name — this seeds your own lead.
  2. → /loginSign in as the agency — credentials are in the submission notes.
  3. → /Dashboard — your booking is in the funnel and the "Needs you" queue.
  4. → /dealsDrag your deal along the board, open it, generate a proposal.
  5. → /portal/…Open the portal link as the client, pick an option, accept.
  6. → /projectsDeliver a milestone and watch the invoice charge itself.
  7. → /logRead the whole story back, with an actor tag on every line.