Spreadsheets, email and a phone.
No website at all. We built the intake, the calendar, the document portal and the back office — so the only thing still needing Dave is the part only Dave can do.
The business.
Dave arranges working capital and cheaper card processing for small businesses in New Jersey — cafés, pizzerias, salons. Funding from $5,000 to $250,000, often the same day.
His whole promise is that you talk to him. Not a queue, not an account manager, not a handoff. It's written on his homepage and it's the actual reason people hire him instead of a bank.
And no software at all.
Not a bad website. No website. Spreadsheets, email and a phone.
An application went out as an attachment for the customer to fill in and send back. Appointments were booked by calling him. Leads lived in a spreadsheet. Bank statements, voided checks and licences arrived in his inbox, whenever they arrived.
Every one of those steps needed Dave, and not one of them was the reason anyone hired him.
So we asked a different question.
Not “how does Dave handle more leads”What is Dave actually for?
Because the first question has an obvious answer — put something between him and the customer. A form queue, an assistant, a team. Every one of those breaks the only promise he makes.
He's for the conversation. Nothing else.
What used to need Dave.
Four jobs went through him personally. Here's what handles each one now.
Funding and card processing both. The form is on the site, and it arrives complete instead of coming back half-filled three days later.
His own consultation calendar, synced to Google, showing the times he's actually free. No phone tag to get twenty minutes.
Bank statements, a voided check, a driver's licence. The customer has somewhere to put them and can see what's still outstanding.
Every lead, every message, every document on one file. Customer communication happens there rather than in a personal inbox.
He still takes every consultation himself — that part was never the problem. The difference is that what lands on his calendar now is twenty minutes with someone who has already applied and already sent their statements in.
What we built.
A site that sells the thing he's actually selling, and the machinery underneath it.
Going live was the start of it.
We're his IT department now, not a project that finished.
Dave doesn't have an IT person and shouldn't need one. The monthly isn't rent on software he already paid for — it's the next version of it.
It's too early to tell you what it did. When there are numbers worth printing — applications submitted without an email, consultations booked without a phone call — they'll go here.
Is your business running on a spreadsheet?
Thirty minutes. Tell us which parts still need you personally.
“I've been building since the yellow pages mattered more than the internet.”Tony · Founder, LFG Ventures