💰
Punch
Consulting
Book a discovery call

One system from the first call to the final invoice.

Punch is a fictional boutique consulting firm, infrastructure, civil and logistics advisory, a team of eight. They needed a RevOps platform that allowed them to manage their sales motion from end-to-end. This is where we landed.

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Your walkthrough, to camera
Founder intro · ~2 min
THE CARBON EDGE MANIFESTO: CUSTOM BUSINESS OPERATING SYSTEMS

i. Software should work for the business

1
Software should fit your exact processes
Your workflows, encoded, not your team bent around another SaaS you rent and never own. Most SaaS is dying.
2
Your data is your business and IP in this AI age
A single point of truth and unified data layer. The business owns the record and the system around it. The UI and tools can shift easily if your data is owned by you.
3
Connect in tools and capability
Centralised data allows for integration of local or cloud capabilities or tools like AI, call recording, payments and more. Plug and play. A new AI model becomes more capable? Switch it out and keep on the forefront.

ii. Software should reduce complexity, cost and automate as much as possible

Before
$1,000,000/month in subscriptions over 25 disconnected platforms that no one uses
Fathom · call notesHubSpot · CRMAttio · the other CRMPandaDoc · proposalsNotion · docsmonday.com · deliveryStripe · paymentsThe spreadsheet · holding it together
After
One data system, built on your workflow, lower costs and AI is doing the heavy lifting
DataAITools
Business Operating System
Infrastructure

iii. One ethos, any business model

Agency & consultingbuilt
Discovery call → proposal → milestones → invoice on delivery. The build you’re looking at.
Trades & field services
Job request → quote → scheduled visits → charged when the job's signed off. Same loop, different words.
Clinics & practices
Referral → treatment plan → sessions attended → billed per visit or plan. The record still owns it all.
Wholesale & supply
Enquiry → quote → recurring orders → invoiced on dispatch, mandates collecting on terms.
Education & training
Enrolment → course plan → sessions delivered → fees collected per term or module.
Property & leasing
Application → agreement → tenancy milestones → rent collected on mandate, arrears visible early.
Carbon Edge

The Pinch Hackathon Build: Agency RevOps

A complete sales motion from end to end using Pinch Payments for processing to showcase what is possible for all businesses. This has been built specifically to the fictional Punch Consulting workflows. There is no software out there that combines end to end, automated workflows for lead capture, CRM, proposals and payments. This does it all!

Booking and Capture

Punch has been running some serious marketing campaigns that are pushing traffic towards key landing pages. These landing pages have forms to enquire or contact the Pinch team. It captures UTM parameters and other tracking metrics and places the details directly into the CRM.

Booking formContact form

CRM and Deals

The CRM captures people, companies and deals. The deals are the lifeblood of the business. One of the core concepts is that every interaction with a client should be recorded automatically without requiring a person to do it effectively capturing as much contextual information as possible. All communications like video calls, email and phone calls.

Currently, all Google Meet transcripts are automatically placed inside the CRM registered against the correct records.

Proposals

All of that context capturing is not going to waste. As soon as a deal has been qualified and scoped it is moved to the proposal phase.

Using the context created and a library of business specific information, AI generates a full proposal including scope of works, investment options and payment terms.

This is then reviewed, refined if needed and sent to the client where they can leave feedback or accept (and sign up to the Pinch Payments mandate) and book their onboarding call.

Projects and Payments

When a proposal is accepted it creates a payment schedule depending on the terms and a project. This allows for the simple tracking of billing and ensuring commercials are never lost or fall behind.

Multiple types of payments are available. Milestone payments, recurring, payment plans etc.

Future features: Where this goes next

What we have built is not the end!

01Nextdeepening the record
HTML proposals
Living web documents that can be styled by template, user or AI agent.
Phone call transcripts
Every call transcribed and filed on the deal, like Meet already is.
Email ingestion
Inbox sync. All emails filed on deals, people and companies.
Xero sync
Invoices and payouts reconcile straight into the ledger.
02Soondelivering the work
Tasks & project management
A full suite: tasks, assignments and boards inside the same record.
Cost tracking per project
Actual spend against each milestone's budget, margin visible live.
Client portal
One place for every document, approval and invoice a client touches.
03Latermore automation
AI voice
A voice agent that answers, qualifies and books the discovery call.
Cash forecasting
Weighted pipeline rolled into an FY cash-forward view.
Automated email and SMS
Automation and AI drafts and sends emails and SMS.

The lead and agency user journeys

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

The lead sees
Books a call on a clean public page
Contact form, calendar, a couple of context questions.
enquiry
A deal lands in the Lead column
Person, company and deal created - UTM and context captured.
Takes the 30-minute discovery call
A conversation, nothing to install.
qualification & scoping
Qualifies the deal, transcript files itself
Drag to Qualified - the Meet transcript is already on the record.
Reads the proposal in a tokened portal
No account - scope options, investment, a feedback panel.
proposal
Drafts with AI, edits, sends the link
Built from the deal and the library; client views are tracked.
Picks an option and accepts
Acceptance is the signature; the mandate is set up right there.
acceptance
Project and mandate created automatically
The deal signs itself; the project opens with a payment schedule.
Milestones arrive, invoices settle themselves
Billed against the mandate as agreed - no chasing.
delivery
Delivers, and the money follows
Delivered → invoice raised and charged; every action lands in the log.
🎁For the judge

A ten-minute route through the build

Tick these off, in order

Book a discovery call with a made-up name
↗
Pick the slot closest to now - this seeds your own lead: a person, a company and a deal appear in the pipeline.
Jump into the call you just booked
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Join the Meet and say a few words - the recording transcribes and files itself on your deal while you watch.
Sign in as the agency
↗
Magic link, no password - credentials are in the submission notes.
Find your deal, person and company record in the CRM
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It shows under the respective headers in the side menu
Qualify the deal and generate the proposal
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Drag it to Qualified, open it, add a quick sales note (pricing appetite, timeline, anything), then draft with AI and send the portal link - your note feeds the draft.
Accept as the client
Open the portal link, pick an option, accept - the deal wins itself.
Deliver a milestone, then read it all back
↗
Marking it delivered charges the invoice; the log at /log has the whole story.