BuildRunKit Manual

• BuildRunKit - Account and core features
• Overview and Account Setup
• Features
• Strategy Hub
• The Strategy Hub Dashboard
• Strategy Hub: Tasks Module
• Strategy Hub: Problems Module
• Strategy Hub: Thoughts Module
• Strategy Hub: Mind Maps Module
• Strategy Hub: Simple Notes Module
• Goldilocks CRM
• Goldilocks CRM: Overview and Account Setup
• Goldilocks CRM Dashboard
• Goldilocks CRM Contacts
• Goldilocks CRM Deals
• Goldilocks CRM: Sales Pipeline
• Goldilocks CRM: Tasks
• Goldilocks CRM: Activities
• User Profile & Settings
• Feedback and help
• Goldilocks Invoice
• Goldilocks Invoice: Overview and Account Setup
• Goldilocks Invoice Dashboard
• Managing Invoices
• Managing Customers
• Items Catalog
• User Profile & Settings
• Feedback and help
• Goldilocks Projects
• Goldilocks Projects: Overview and Account Setup
• Goldilocks Projects Dashboard
• Managing Your Projects
• Managing Your Milestones
• Managing Your Tasks
• Managing Your Activities
• User Profile & Settings
• Feedback and help
• Founder Tools
• Startup Launch Journey
• Orientation Stage
• Discovery Stage
• Market Research Stage
• Brand Foundations & Brand Kit Stage
• Admin & Operations Stage
• Marketing Tools
• How BuildRunKit Does It
• My customers never visit my website

BuildRunKit - Account and core features

Overview and Account Setup

BuildRunKit is an all-in-one business operating system designed for founders, entrepreneurs, and growing teams. It bridges the gap between high-level strategy and daily execution by providing a unified workspace for planning, building, and running every aspect of a modern business.

Creating Your Account:

 

How to Sign Up: 
 Starting your journey with BuildRunKit is quick and easy. Follow these steps to set up your new account:

1. Email Address: Enter your primary email address in the Email field.

2. Create a Password: Enter a strong, secure password. Use the eye icon to double-check your typing.

3. Terms & Privacy: Review the Terms of Service and Privacy Policy, then check the box to confirm your agreement. This is required to proceed.

4. Complete Registration: Click the blue Sign Up button to create your account.

5. Alternative Options: You can also register instantly using your existing Google or GitHub account by clicking the buttons at the bottom.

6. Already a User? If you accidentally landed on this page, click "Sign in here" at the bottom to go back to the login screen.

Accessing Your Workspace

 

How to Sign In: 
 Accessing BuildRunKit is simple and secure. Follow these steps to log in to your account:

1. Email & Password: Enter your registered work email address and password in the provided fields. You can click the eye icon in the password field to verify your entry.

2. Social Login: For faster access, you can choose to sign in using your Google or GitHub account by clicking the respective buttons at the bottom.

3. Forgot Password: If you’ve forgotten your credentials, click the "Forgot your password?" link just above the Sign In button to receive a reset link via email.

4. New Users: If you don't have an account yet, click the "Sign up for free" link at the very bottom to begin your registration.

Features

Strategy Hub

The Strategy Hub Dashboard

The Strategy Hub Dashboard
 

The Strategy Hub dashboard serves as your centralized workspace for managing tasks, problems, ideas, and notes. It provides a high-level view of your active boards and tracks real-time progress across key workflow segments.

Overview Cards

The top metric cards show the total number of active tracking boards within each core strategic category:

Dashboard Trackers & Widgets

The lower half of the dashboard features dedicated summary panels to track your items and jump directly into deep-dive views:

Tasks Panel

This section helps you track your tasks and deadlines.

Problems Panel

A dedicated tracking area to monitor workspace bugs and issues.

Notes Panel

Acts as your personal knowledge base framework directly on the main dashboard layout.

Left Navigation Sidebar

Quickly navigate between specific strategic tools via the left-side index:

Strategy Hub: Tasks Module

Strategy Hub: Tasks Module

The Tasks module within the Strategy Hub enables you to organize, track, and manage your operational action items using flexible Kanban boards or structured table lists.

Managing Tasks Boards

When you enter the Tasks module, you are presented with a global directory of your active planning environments:

Working Inside a Task Board

Opening an individual board reveals your workflow columns (lists) where standalone action cards reside:

Quick Board Switching

• Arrow Navigation: When working inside an individual board view, you can seamlessly navigate between your different workspace environments without returning to the main registry list.

• How to Use: Click the up and down arrow buttons located directly to the right of the board's name at the top-left of your workspace header. This allows you to cycle through your boards on the fly.

Adding and Populating Tasks

You can populate your workflow boards using quick single entries or rapid multi-line creation tools:

Bulk Tasks Creation

To quickly seed a list with multiple workflow elements without opening individual cards:

Individual Task Management & Customization

To configure granular details for an individual work item, click + Add task or click on any existing card to launch the editor window:

Advanced Ticket Details: Comments & Attachments

Once an individual task card is generated, you can open it to access dedicated deep-dive tabs for enhanced team collaboration and evidence tracking:

Details Tab

• Context & Metadata: Displays your foundational core settings, including assigned team owners, set deadlines, importance tiers, and template-guided problem descriptions.

Comments Tab

• Team Communication: Exchange real-time feedback directly within the card context window.

• Posting Updates: Type message notes directly into the Add a comment... text entry block and click the blue Send arrow button to publish.

• Activity Stream: Tracks a clear, chronological conversation log underneath the main card workspace history.

Attachments Tab

• Evidence Collection: Centralize external files, technical logs, or system screenshots directly onto the task record.

• Uploading Files: Click the Choose Files icon block to drag and drop or browse local storage for relevant documentation items.

• Storage Rules: The platform handles image verification and securely anchors your uploaded assets right inside the targeted issue ticket layout.

Task Card Actions & Migration Assistant

Once a card is created on your workspace list, clicking the three vertical dots icon directly on that task card opens immediate item controls:

Strategy Hub: Problems Module

Strategy Hub: Problems Module

The Problems module within the Strategy Hub enables teams to log, track, and systematically resolve bugs, operational issues, or blockers using Kanban boards or structured data tables.

Managing Problems Boards

The primary interface provides a high-level overview of all active issue-tracking environments:

Working Inside a Problems Board

Opening an issue board displays tracking columns where individual problem entries are managed:

Quick Board Switching

• Arrow Navigation: When working inside an individual board view, you can seamlessly navigate between your different workspace environments without returning to the main registry list.

• How to Use: Click the up and down arrow buttons located directly to the right of the board's name at the top-left of your workspace header. This allows you to cycle through your boards on the fly.

Logging and Customizing Problems

You can log workspace issues individually or seed structural workflows simultaneously:

Bulk Problems Logging

To quickly register multiple issues or tickets without opening separate cards:

Individual Problem Configuration

Click + Add task or open an existing card to configure deep-dive issue parameters inside the ticket modal:

Advanced Ticket Details: Comments & Attachments

Once an individual problem card is generated, you can open it to access dedicated deep-dive tabs for enhanced team collaboration and evidence tracking:

Details Tab

Comments Tab

Attachments Tab

Card Item Menus & Migrations

Clicking the three vertical dots directly on any active board card reveals prompt item actions:

Strategy Hub: Thoughts Module

Strategy Hub: Thoughts Module

The Thoughts module within the Strategy Hub functions as a digital canvas or whiteboard, allowing you to visually map out brainstorming sessions, strategy links, and project ideas using interactive shapes.

Managing Thoughts Boards

When you enter the Thoughts module, you are presented with a global directory of your active brainstorming and strategy environments:

• Creating a Whiteboard: Click the blue + New Whiteboard button at the top right to start a fresh visual planning environment.

• Board Directory View: Track active design spaces along with their last relative modification date under the Updated At column.

• Filtering & Columns: Use the top text bars to search specific whiteboard names. Use the Columns dropdown tool to show or hide parameters like Name, Updated_at, or Actions.

• Board Context Menu: Clicking the three dots icon (...) on the right side of any individual board row opens control configurations to View, Rename, or Delete that whiteboard.

Inside a Thoughts Board

When you select and open an individual whiteboard from your directory, you enter an interactive grid canvas workspace where you can sketch, label, and manipulate shapes.

Canvas Layout & Header Controls

The top header of the whiteboard area contains configuration data, canvas actions, and canvas statistics:

The Canvas Toolbar

A horizontal toolbar floats at the top-left section of the grid canvas to let you build out your board:

Editing a Shape Modal

When you click the three dots menu (...) on a shape and choose to edit it, a modal pop-up window appears in the center of the screen with the following configuration fields:

• Modal Title: Displays the name of the shape type (e.g., Circle) at the top left.

• Title Field: A text input box where you can type or change the main title text displayed on the shape.

• Description Field: A larger text area box labeled Description to add detailed notes or context inside the shape properties.

• Color Selection: A row of interactive circular color buttons that allows you to click and choose the color styling for the shape.

• Action Buttons: Two options sit at the bottom right corner of the window to finalize your changes:

  • Cancel: Closes the modal without saving any modifications.

  • Update: Saves your text and color changes directly to the canvas element.

Editing Canvas Text Blocks

When managing a standalone text element on the canvas, the properties window changes to a streamlined Edit Text modal with specific sizing attributes:

• Text: A multi-line editing box where you input the literal message displayed on the canvas grid.

• Font Size: A numerical box where you manually type or change the font scaling size directly (e.g., 15). Note: There is no font-family picker layout; styling changes are strictly adjusted by size.

• Color: A color indicator box showing the current color assigned to the text layer.

• Form Submissions:

  • Cancel: Standard link text button to abandon changes.

  • Save: A blue button to lock in your text edits and font scaling parameters.

Strategy Hub: Mind Maps Module

Strategy Hub: Mind Maps Module

The Mind Maps module within the Strategy Hub enables you to organize, track, and manage your operational action items using flexible visual mapping environments.

Managing Mind Maps Boards

When you enter the Mind Maps module, you are presented with a global directory of your active planning environments:

• Creating a Board: Click the blue + New Board button at the top right to start a fresh project environment.

• Board Directory View: Track active spaces like your Mind Maps board or Full System Check Mind Map Board, along with their last relative modification date under the Updated At column.

• Filtering & Columns: Use the top text bars to search specific project names. Use the Columns dropdown tool to show or hide parameters like Name, Updated_at, or Actions.

• Board Context Menu: Clicking the three dots icon (...) on the right side of any individual board row opens control configurations for that board.

Inside a Mind Maps Board

When you select and open an individual mind map board from your directory, you enter a canvas space designed to build out ideas and branches.

Canvas Layout & Header Controls

The top header of an active mind map board provides specific controls for styling, adding nodes, and exporting your map:

• Breadcrumb Navigation: The top left displays your current location, showing Mindmap boards next to an arrow pointing to the title of your active board (e.g., Full System Check Mind Map Board).

• Quick Switch Dropdown: Clicking the up and down arrow icon directly next to "Mindmap boards" allows you to quickly switch between different mind map boards in your workspace without exiting to the main menu.

• Style Dropdown: A dedicated Style selector menu allows you to alter the visual appearance of your map. Clicking the dropdown reveals five distinct options:

  • Classic (selected by default with a checkmark)

  • Modern

  • Minimal

  • Corporate

  • Playful

• Canvas Actions: Located at the top right of the screen are your action keys:

  • + Add Root Node: A blue button used to place a main foundational node onto the canvas.

  • Mini-Map Toggle (Green Icon): Toggles a small overlay window to help navigate around your branches.

  • Export PNG: Click to export and download your current mind map structure as an image file.

  • Export PDF: Click to save your structural layout as a document file.

Managing Mind Map Nodes

When interacting with an active node (e.g., New Idea) on the canvas, a quick action toolbar appears directly inside the card boundaries to manage branches:

• Add a Node (Green Cross Icon): Click the green + button to branch off and add a connected sub-node to your mind map.

• Edit Node Title (Pencil Icon): Click the purple pencil button to quickly rename or modify the text displayed inside that specific node card.

• Delete Node (Trash Can Icon): Click the red trash can button to permanently remove the node from your mind map layout.

Strategy Hub: Simple Notes Module

Strategy Hub: Simple Notes Module

The Simple Notes module within the Strategy Hub enables you to organize, track, and manage your operational action items using structured note directories and document environments.

Managing Notes Boards

When you enter the Simple Notes module, you are presented with a global directory of your active planning environments:

• Creating a Board: Click the blue + New Board button at the top right to start a fresh project environment.

• Board Directory View: Track active spaces like your Simple Notes board or Full System Check Notes Board, along with their last relative modification date under the Updated At column.

• Filtering & Columns: Use the top text bars to search specific project names. Use the Columns dropdown tool to show or hide parameters like Name, Updated_at, or Actions.

• Board Context Menu: Clicking the three dots icon (...) on the right side of any individual board row opens control configurations for that board.

Inside a Simple Notes Board

When you select and open an individual notes board from your directory, you enter a split-screen document editor environment designed to create, filter, and write detailed records.

Canvas Layout & Header Controls

The top header of an active notes board keeps track of your location and provides options to download your text files:

• Breadcrumb Navigation: The top left displays your current navigation track, showing Notes boards next to a selector arrow pointing to the active board title (e.g., Full System Check Notes Board).

• Quick Switch Dropdown: Clicking the up and down arrow icon directly next to "Notes boards" opens a quick selection menu to swap between your different notes directories without having to go back to the main menu page.

• Export PDF: A blue button located at the top right of the editor workspace allows you to immediately export and download your active note document as a PDF file.

The Notes Sidebar Menu (Left Panel)

The left side of the workspace acts as a navigation column to search, organize, and toggle through the documents assigned to this specific board:

• Search Bar: A text search box labeled Search notes... allows you to look up existing documents inside the board by typing keywords from their titles.

• Sort Dropdown: Clicking the Sort button opens a configuration filter layout to rearrange how your document list is organized. It features three sorting criteria options:

  • Updated (Newest)

  • Created (Newest)

  • Title (A-Z)

• Add Note Button (Plus Icon): Clicking the blue + icon directly to the right of the sort dropdown creates a brand-new blank document inside the directory folder.

• Document Cards: Individual text logs are listed vertically as clickable preview cards showing the card title (e.g., New Note 3, New Note 2, New Note 1) and a subtitle logging its exact relative save status date (e.g., Last updated: May 21, 2026).

• Live Counter: The very bottom of the left column tracks your folder volume with a static counter showing the exact total numbers of documents stored inside the active board (e.g., 3 notes).

The Rich Text Editor (Right Panel)

Selecting any card from the sidebar opens its contents inside the primary workspace panel on the right:

• Document Title Input: A prominent text box located at the top of the workspace allows you to add or modify the title of your active card text document (e.g., New Note 3).

• Text Formatting Toolbar: A horizontal utility bar floats directly above the main text workspace area to give you text-styling options:

  • B: Bold

  • I: Italic

  • U: Underline

  • H1 / H2 / H3: Main headers and subsection headers styling options

  • Bullet Points: Bullet list toggle button

  • Numbered List: Numbered list tracking toggle button

  • Link (Chain-link Icon): Insert hyperlinked text parameters

  • Image (Picture Icon): Insert external image variables into your text canvas

  • Undo / Redo (Arrows): Backtrack text entries or restore modifications on the fly

• Editor Stats Footer: The footer bar running along the bottom edge of the document workspace tracks your formatting updates live:

  • Counters: Displays real-time content size variables on the left side of the row (e.g., 0 characters • 0 words).

  • Auto-Save Status: Displays a confirmation timestamp indicator on the right edge of the row tracking exactly when the system last secured your updates.

Goldilocks CRM

Goldilocks CRM: Overview and Account Setup

Goldilocks CRM: Introduction

Goldilocks CRM is the customer relationship and sales management module within the BuildRunKit ecosystem. Designed specifically for founders and small businesses, it provides a simple yet powerful interface to track leads, manage deals, and organize your sales pipeline without the clutter of enterprise-level software.

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Getting Started

BuildRunKit is a unified workspace designed to help you plan, build, and run your business. One account gives you full access to the core platform plus the Goldilocks Suite (CRM, Invoices, and Projects).

Exploring the Platform Before signing in, you can use the landing page to explore the resources available to your business:

• Navigation Menu: Use the top links to view Features, the Platform overview, Pricing tiers, Contact Us details, and the Blog.

• Call-to-Action Buttons:

  • Get Started: Click this to begin the registration and onboarding process.

  • See Plans: Review subscription levels and feature limits.

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Accessing Your Account

Once you have created your account, you can enter your workspace directly from the main landing page.

Entry Points

• Go to App: Click the brown button at the top right of the screen to launch the CRM application.

• Language Selection: Use the EN dropdown to choose your preferred interface language.

• Theme Toggle: Click the Moon Icon next to the language settings to switch between Light and Dark modes.

Alternative Login Options

If you registered using a third-party account, you can log in instantly by clicking:

• Google

• GitHub

Note: If you are on this page by mistake and need to register, click the "Create one for free" link at the top right of the login box.

Goldilocks CRM Dashboard

Goldilocks CRM Dashboard

Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you an "at a glance" view of your latest sales activity, offer advanced filtering for your records, and provide fast jumps into your most important CRM workflows.

Managing Your Workspace

At the very top of the left sidebar, you will see your current workspace name. The platform allows you to manage multiple business environments from a single account.

How to Switch Workspaces:

• Click the Workspace Selector: Click on the workspace name at the top of the sidebar.

• Select from the List: A dropdown menu will appear showing all workspaces you have access to, such as "Official BuildRunKit Employee Workspace" or "Training & Demo".

• Instant Switch: Click on the desired name to instantly switch all data (Contacts, Deals, and Tasks) to that workspace.

• Create New: Click + Create workspace at the bottom of this menu to start a brand new business environment.

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Activity Overview Cards

The top cards provide a quick count of your latest synced data and performance metrics:

• Total Contacts: Total count of people and clients in your database.

• Pipeline Value: The total financial value of all your active deals.

• Active Deals: The number of current sales opportunities and your win rate.

• Pending Tasks: The count of upcoming work items and your completion rate.

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Advanced Filtering

To help teams navigate large volumes of data quickly, specialized sorting filters have been integrated directly into the primary core views:

• "Owner" Filter: Available on both the Customers and Deals views, this feature allows you to instantly filter large data sheets to isolate and display only the registries explicitly assigned to a specific team member.

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Quick Action Sections

• Sales Pipeline: View your progress through various sales stages. Click View Pipeline to manage your active deals.

• Recent Activity: A live log of your latest interactions, including calls and system updates with specific timestamps.

• Recent Deals: View newly created opportunities. If empty, click Add Deal at the top right to start.

• Latest Contacts: See a list of newly added contacts, their company names, and their creation dates.

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Dashboard Entity Deletion

You can manage and prune a contact's related records cleanly from their main overview board without opening separate global lists:

• Direct Removal: Delete associated Deals, Tasks, and Activities right from the individual contact dashboard view.

• Streamlined Workflow: This update eliminates the hassle of navigating through massive registry lists to remove obsolete or outdated relations.

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Navigation Sidebar

The sidebar provides quick links to the core CRM modules:

• Dashboard: Returns you to this overview page.

• Contacts: Access your full client and lead directory.

• Deals: Manage your sales opportunities and revenue.

• Pipeline: View and customize your sales workflow stages.

• Tasks: View and manage your assigned action items.

• Activities: Review the full history of interactions across your workspace.

Goldilocks CRM Contacts

Goldilocks CRM Contacts Dashboard

The Contacts page is your central directory for organizing and managing all individual relationships within your workspace. This page provides a high-level summary of your database through five metric cards:

• Total Contacts: Displays the absolute number of people in your CRM (e.g., 10).

• Active Contacts: Tracks the number of individuals currently engaged in active deals.

• With Email: Shows how many records include a primary email address.

• With Company: Displays the number of contacts associated with a specific business.

• Tagged: Indicates how many contacts have been categorized using custom tags.

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How to Add a Contact

To manually enter a new individual into the system, click the brown + Add Contact button at the top right of the screen. This opens a detailed form where you can provide the following information:

• Basic Information: Enter the contact’s First Name, Last Name, Company, Position, Email, and Website.

• Contact & Billing: Store professional details like Phone and Mobile numbers, physical Addresses, and specific Billing Information for payments.

• Social & Custom Data: Add Social & External Links or populate specialized data in the Custom Fields section.

• Tags: Categorize the contact by selecting from preset options like Hot Lead, Customer, VIP, or Partner, or create your own unique tag.

• Notes: Add any additional context or background information in the text field.

• Finalize: Click the brown Add Contact button at the bottom of the form to save the record.

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Generate Report

To export your contact data for external use, click the Generate Report link located next to the add contact button.

• Choose Export Format: A window will appear allowing you to select your preferred file format.

  • PDF: Best for printing and sharing official documents.

  • Excel: Best for deep data analysis and bulk editing.

• Preview or Generate: You can choose to Preview the report first or click Generate Report to immediately create the file.

Goldilocks CRM Deals

Goldilocks CRM Deals Dashboard

The Deals module is where you track revenue opportunities and their progress through your sales cycle. The dashboard provides four high-level metrics to monitor your sales health:

• Total Deals: The total number of opportunities currently in your system.

• Pipeline Value: The combined financial value of all active deals.

• Avg Deal Size: The average value of your open opportunities.

• Win Rate: The percentage of deals successfully closed.

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How to Add a Deal

To record a new sales opportunity, click the brown + Add Deal button at the top right of the screen. This opens a form with the following fields:

• Basic Information: Enter the Deal Name and the expected Amount.

• Customer & Timeline: Select the associated Customer from your contacts and set an estimated Close Date.

• Pipeline Placement: Assign the deal to a specific Pipeline and Stage (e.g., New Lead, Discovery, Proposal).

• Ownership & Priority: Designate a Deal Owner and set a Priority level (Low, Medium, or High).

• Tags & Notes: Categorize the deal with Tags and include any background context in the Notes section.

• Finalize: Click the brown Add Deal button to save the record.

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Generate Report

You can export your deal data by clicking the Generate Report link in the top right corner.

• Export Format: Choose your preferred file type.

  • PDF: Best for sharing a visual summary of your sales performance.

  • Excel: Best for calculating commissions and detailed revenue forecasting.

• Action: Select Preview to review the data or Generate Report to download the file immediately.

Goldilocks CRM: Sales Pipeline

Goldilocks CRM: Sales Pipeline

Pipeline Dashboard

The Pipeline page allows you to visualize and manage your sales flow with drag-and-drop. This board provides a real-time overview of your business health through high-level metrics:

• Total Pipeline: Displays the total financial value of all deals currently in the board.

• Weighted Value: Shows the adjusted value of your pipeline based on the probability of deals closing.

• Active Deals: The total count of open opportunities currently being tracked.

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Customizing Your Pipeline

To modify how your sales process is organized, use the Pipeline Settings link located at the top of the board.

Managing Pipeline Stages:

• Pipeline Settings: Click this link to access the customization area where you can add or change the stages of your sales cycle.

• Customize Stages: Within the settings, you can adjust your pipeline to fit your specific business needs, such as renaming columns or reordering your workflow.

• Stage Columns: By default, your deals are organized into stages including New Lead, Discovery, Proposal, and Negotiation.

• Stage Totals: Each stage header shows the number of deals in that specific phase and their combined value.

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Managing Deals

• Add Deal: Click the brown + Add Deal button at the top right of the dashboard to immediately create a new opportunity within the selected pipeline.

• Deal Tracking: Individual cards on the board show the Deal Name, Customer, and the Total Amount for quick reference.

Goldilocks CRM: Tasks

Goldilocks CRM: Tasks

The Tasks module allows you to manage your daily to-do lists and stay on top of important project deadlines.

Tasks Dashboard Overview

The main dashboard provides a high-level summary of your current workload through five key metric cards:

Managing Your Task List

You can organize and find specific tasks using the following tools:

Adding a New Task

To create a new entry, click the brown + Add Task button at the top right of the screen. This opens the Add New Task window:

Task Information:

Connections & Finalization:

Generating a Tasks Report

To export your current task data, click the Generate Report link in the top right corner.

Goldilocks CRM: Activities

Goldilocks CRM: Activities

The Activities module provides a chronological log of every interaction and system update within your workspace, ensuring you have a complete history of your engagement with contacts and deals.

Activities Dashboard Overview

The main dashboard helps you track the volume and type of interactions across your team:

• Total Activities: The overall count of all logged interactions.

• Calls: Specifically tracks the number of phone interactions recorded.

• Notes: Displays the count of text-based updates or internal memos saved.

• Emails: Tracks the number of email communications logged in the system.

• Meetings: Shows the total number of scheduled or completed appointments.

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Managing the Activity Log

Use the following tools to organize your history and find specific records:

• Search Bar: Quickly find specific interactions by searching for keywords within the notes or activity titles.

• Filtering: Use the All Types and All Owners dropdown menus to narrow the log down to specific interaction categories or team members.

• Activity List: Each entry in the list displays the interaction type (e.g., Call), a brief summary (e.g., "Follow up on GoldilocksCRM activities import"), and a timestamp of when it occurred.

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How to Add an Activity

To manually record a new interaction, click the brown + Add Activity button at the top right. This opens a configuration window:

• Activity Title: Enter a brief name for the interaction.

• Activity Type: Use the dropdown to categorize the entry (e.g., Call, Meeting, Email, or Note).

• Date & Time: Set the exact timing of when the activity took place.

• Notes: Add detailed context or specific outcomes from the interaction.

• Connections: Link the activity to a specific Contact or Deal to ensure it appears in their respective histories.

• Add Activity: Click the brown button at the bottom right to save the record.

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Generate Report

To export your interaction history, click the Generate Report link in the top right corner.

• Export Format: Select between PDF for a clean visual log or Excel for detailed data review.

• Action: Choose Preview to see the layout or Generate Report to download the final file.

User Profile & Settings

User Profile & Settings

The Settings area allows you to manage your personal information, account security, and how the interface appears to you.

Managing Personal Information

Under the User Settings tab, you can view and update your primary account details:

Account Security

You can manage your account access and protection through the Security menu:

Interface Preferences

You can customize the look of your workspace through the Appearance menu to match your working environment.

Theme Selection Adjust the visual style of the application:

Workspace Management

The Workspace settings allow you to control the environments you belong to, manage your team, and update workspace identities.

All Workspaces

This tab provides an overview of every workspace your account is currently associated with.

• Status & Plans: You can see the name of each workspace and its current subscription plan (e.g., "Custom" or "Enterprise").

• Leaving a Workspace: By clicking the three dots (actions menu) next to a workspace, you can select Exit to remove yourself from that environment.

Edit Workspace

This is where you manage the primary identity of your current business environment.

• Changing the Name: Use the Edit Workspace section to update the display name of the workspace.

• Save Changes: Ensure you click the brown Save Changes button after renaming to apply the update across the suite.

Manage Workspace Members

Control who has access to your workspace in this section.

• Member List: View all users, their email addresses, and their assigned roles (e.g., Owner).

• Invite Members: Click the + Invite member button at the top right to add a new person to the team via email.

• Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.

Subscription & Billing

The Subscription area is your hub for managing plan access, tracking workspace limits, and handling payments.

Subscription Overview

This tab provides a high-level view of your current standing:

• Active Plan: Displays the name of your current plan (e.g., "Custom").

• Cost Details: Shows the recurring price and billing frequency (e.g., "$0.00 / Monthly").

• Usage Trackers: Three progress bars track your real-time usage for Invoices, Customers, and Items against your plan’s total capacity.

• Management Buttons: * Change Plan: Opens the tier selection menu.

  • Cancel Subscription: Initiates the process to stop recurring payments.

Changing Your Plan

Clicking Change Plan reveals the available subscription tiers:

• Billing Toggle: A switch at the top to toggle between Monthly and Yearly pricing.

• Plan Tiers: Choose between Free, Plus, and Pro.

• Tier Limits: Each column details the specific limits for Invoices, Customers, Items, and Workspace Members.

• Action: Click the brown Choose Plan button under your desired tier to proceed.

Add-ons

The Add-ons tab allows for modular upgrades without changing your full plan:

• Available Features: You can purchase extra Invoices, Customers, Items, or Workspace Members.

• Pricing: Each add-on lists its specific monthly cost.

• Action: Click the brown Buy button next to the relevant feature to initiate the purchase.

Checkout Process

The Checkout page is the final step for any plan change or add-on purchase:

• Back to subscription: A link at the top left to return without purchasing.

• Payment Method: Confirms the card on file that will be charged for the transaction.

• Order Summary: Displays the Subtotal, Tax, and the final Total Amount Due.

• Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits.

Tags Settings

The Settings area includes a dedicated section for managing your contact categorization through the Tags menu. This allows you to label and organize your contacts based on their relationship to your business.

Contact Tag Management

In the Tags tab, you can create and manage a variety of labels to categorize your contacts effectively:

• Existing Tags: View your current list of tags, such as Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, and Investor.

• Toggle Status: Use the toggle switch next to each tag to quickly enable or disable it within your workspace.

• Edit Tag: Click the pencil icon to rename a tag or change its associated color for better visual organization.

• Delete Tag: Click the trash can icon to permanently remove a tag from your system.

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Customizing Your Tags

You can further tailor your labeling system using the management buttons at the top right of the list:

• Add Tag: Click the brown + Add Tag button to create a brand-new category specific to your workflow.

• Restore Defaults: Use this button to automatically add a standard set of business tags to your workspace if you need a quick starting point.

Pipeline Settings

The Pipeline section in Settings allows you to customize the stages of your sales process to match your specific workflow.

Managing Pipeline Stages

In the Pipeline Stages tab, you can define the progression of your deals from initial contact to completion:

• Current Stages: View your active pipeline stages, such as New Lead, Discovery, Proposal, Negotiation, Closed Won, and Closed Lost.

• Reorder Stages: Use the drag-and-drop handle (six dots) on the left of each stage to change the order of your sales process.

• Stage Colors: Each stage is associated with a specific color for easy visual identification in the main Pipeline view.

• Deal Count: Monitor how many active deals are currently assigned to each specific stage.

• Delete Stage: Click the trash can icon to remove a stage that is no longer needed in your process.

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Customizing Your Workflow

You can modify the structure of your sales pipeline using the primary management tools:

• Add Stage: Click the brown + Add Stage button at the top right to create a new step in your sales cycle.

• Restore Defaults: Use this button to reset your pipeline to a standard set of business stages.

• Save Pipeline: Once you have finished making adjustments, click the brown Save Pipeline button at the bottom right to apply your changes.

Webform

The Webform section in Settings allows you to create and manage custom contact forms to embed on your website, streamlining how you capture new leads.

Managing Webforms

In the main Webforms tab, you can oversee your collection of active forms:

• Create Webform: Click the brown + Create Webform button to start building a new form.

• Form List: View all existing forms and their current status within your workspace.

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Creating a New Webform

When building a form, you can customize the information gathered, automate contact settings, and define the visual style to match your brand:

Basic Information

• Internal Name: Input a unique identifier for internal tracking (e.g., "contact-form").

• Form Title: Define the public-facing title displayed at the top of your form (e.g., "Contact Us").

• Description: Provide a brief public message or instructions for your visitors (e.g., "Get in touch with our team. We'd love to hear from you!").

Contact Defaults & Automation

• Default Contact Owner (Auto-Assignment): Use the dropdown menu to assign a default team member responsible for new leads generated through this form.

  • System Behavior: New submissions are routed automatically to this person. If an existing contact submits the form, their current owner remains unchanged to prevent workflow disruptions.

• Apply Tags Automatically (Auto-Tagging): Select tags to apply automatically to contacts upon submission. Options include Hot Lead, Cold Lead, Customer, Prospect, Partner, Vendor, Lead, Investor, and VIP.

  • System Behavior: If the contact already exists in your database, these new tags are appended without deleting any of their existing tags.

Form Fields

 

• Field Addition: Use the Add field dropdown menu at the top right of the section to introduce new data points.

• Standard Fields: Arrange and configure core contact fields, including First Name, Last Name, and Email Address.

• Field Labels & Placeholders: Customize the visible label text and the temporary placeholder hint inside the box (e.g., "your.email@example.com").

• Requirements: Toggle the Required field switch to determine if a field must be completed before submission. Mandatory fields display a red Required badge.

• Removal: Click the trash can icon on any field block to delete it from the form layout.

Styling & Submission Details

• Background Color: Define the primary block color using hex codes (e.g., #ffffff).

• Text Color: Set the visual hex code for standard form labeling (e.g., #333333).

• Button Text: Customize the text displayed inside the submission button (e.g., "Submit").

• Button Background: Select a hex code to brand the main button element (e.g., #3b82f6).

• Button Text Color: Specify the hex value for the text inside the submission button (e.g., #ffffff) to ensure proper visual contrast.

• Live Preview: Review the interactive button component at the bottom of the panel to verify color combinations before deploying.

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Finalizing Your Form

• • Cancel: Click Cancel to discard changes and close the form builder.

  • Create Webform: Click the brown Create Webform button to save your settings and activate the form.

Custom Fields

The Custom Fields section in Settings allows you to define unique attributes for your records, ensuring you can capture specific data points that are important to your business but not included in the standard fields.

Managing Custom Fields

In the main Custom Fields tab, you can oversee all specialized data points you have created for your workspace:

• Add Custom Field: Click the brown + Add Custom Field button at the top right to define a new attribute.

• Field Overview: This area displays a list of all current custom fields. If none have been created yet, the screen will show a "No custom fields defined yet" message.

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Adding a Custom Field

When you create a new field, you can specify exactly how it functions and where it appears:

• Applies To: Use the dropdown menu to select whether the new field should be attached to a Contact or a Deal.

• Field Label: Enter the name of the field as you want it to appear in the interface (e.g., "Target Demographic").

• Placeholder: Customize the hint text that appears inside the input box to guide data entry (e.g., "e.g., Enter target demographic...").

• Save: Click the brown Save button to finalize the field and add it to your records.

Import & Export

The Import/Export section allows you to migrate data into your workspace or download your current records for external use.

Data Import Process

To ensure your data is formatted correctly before uploading, you can use the built-in templates provided by the CRM:

Importing Tasks

When you reach the Tasks portion of the tool, you have two final choices:

Data Export

The export tool allows you to create portable backups of your information:

Feedback and help

Feedback and help

This section allows you to communicate with the team and access support resources directly within the platform.

Sidebar Menu

The navigation for support is located at the bottom of the sidebar:

• Feedback: The primary link to open the feedback submission window.

• Help: The link located directly underneath "Feedback" for support resources.

Feedback

Clicking Feedback opens a window with the following fields:

• Category: A dropdown menu to select the nature of your message. The options include:

  • Bug Report

  • Feature Request

  • General Feedback

  • Question

• Subject: A text input field to summarize your feedback.

• Message: A large text area for providing the full details of your report or suggestion.

• Send Feedback: The brown button at the bottom of the form used to submit your information.

Help

To access the support portal, click the Help option located at the bottom of the navigation sidebar. This opens the Support Center in a new window.

Support Center Home

The main landing page of the Support Center provides a centralized location for managing support requests:

• Search: A search bar is located at the top to search the knowledge base for specific information.

• Support Ticket System: The platform uses a ticket system where every request is assigned a unique number to track progress online.

• Email Requirement: A valid email address is required to submit a new ticket.

Navigation Menu

The top navigation bar within the Support Center contains the following tabs:

• Support Center Home: Returns you to the main welcome page.

• Knowledgebase: Provides access to categorized FAQs and documentation.

• Open a New Ticket: Opens a form to submit a direct support request.

• Check Ticket Status: Allows you to view the progress of existing tickets using your email and ticket number.

Knowledgebase

The Knowledgebase tab allows you to browse support articles by category to find answers to common questions.

• Browse by Topic: Use the dropdown menu on the right to jump directly to a specific help topic.

Open a New Ticket

This section allows you to submit a formal support request to the team.

Contact Information

• Email Address *: A required field to enter your contact email.

• Full Name *: A required field to provide your name.

• Phone Number: An optional field with a separate box for an Ext: (extension).

Ticket Details

• Help Topic *: A required dropdown menu where you must "-Select a Help Topic -" to categorize your request.

Form Actions

• Create Ticket: Click this button to submit your request.

• Reset: Click this button to clear all information currently entered in the form.

• Cancel: Click this button to exit the ticket creation process.

Check Ticket Status

This section allows you to track the progress of your existing support requests.

Check Status via Email To access a specific ticket, provide the following details to receive an access link via email:

• Email Address: Enter the email address associated with your ticket (e.g., john.doe@osticket.com).

• Ticket Number: Enter the unique ID assigned to your request (e.g., 051243).

• Email Access Link Button: Click this to have the login link sent to your inbox.

Account Access

• Sign In / Register: If you have an account, you can Sign In or register for an account to view a complete history of all your tickets in one place.

• Security: This form is protected, indicated by the padlock icon on the right.

Troubleshooting

• First-time contact: If you have never contacted support before or have lost your ticket number, click the open a new ticket link at the bottom of the page.

Goldilocks Invoice

Goldilocks Invoice: Overview and Account Setup

Goldilocks Invoice: Introduction

 

Goldilocks Invoice is the professional billing and payment management module within the BuildRunKit ecosystem. Designed specifically for founders and growing teams, it provides a "just right" balance of professional features and ease of use, allowing you to manage your revenue without the complexity of traditional accounting software.

 

Getting Started

BuildRunKit is a unified workspace designed to help you plan, build, and run your business. One account gives you full access to the core platform plus the Goldilocks Suite (CRM, Invoices, and Projects).

Creating Your Free Account

To begin, navigate to the registration page. You can create an account using your email or a third-party provider.

Using Email Registration:

1. Name: Enter your First name and Last name in the designated fields.

2. Email Address: Provide your primary work email address.

3. Password: Create a strong, secure password. You can click the eye icon to reveal the text and double-check your typing.

4. Terms & Privacy: Review the Terms of Service and Privacy Policy, then check the box to confirm your agreement.

5. Create Account: Click the blue Create account button to finalize your registration.

Using Social Authentication: For faster access, you can choose to "continue with" one of the following providers:

• Google

• GitHub

 

Accessing Your Account

Once you have created your account, you can return to BuildRunKit at any time by using the Sign In screen. This grants you full access to the core platform, including the Goldilocks Suite (CRM, Projects, and Invoices).

How to Sign In

1. Email Address: Enter the email address associated with your account in the first field.

2. Password: Enter your secure password.

   • Tip: Click the eye icon on the right side of the password field to temporarily reveal the text and ensure it is typed correctly.

3. Forgot Password?: If you cannot remember your credentials, click the blue "Forgot password?" link just above the Sign In button. A reset link will be sent to your registered email address.

4. Complete Access: Click the blue Sign In button to enter your workspace.

Alternative Login Options

If you registered using a third-party account, you can log in instantly by clicking:

• Google

• GitHub

Note: If you are on this page by mistake and need to register, click the "Create one for free" link at the top right of the login box.

Goldilocks Invoice Dashboard

Goldilocks Invoice Dashboard

Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you a "at a glance" view of your latest activity and provide fast jumps into your most important billing workflows.

Managing Your Workspace

At the very top of the left sidebar, you will see your current workspace name. BuildRunKit allows you to manage multiple business environments from a single account.

How to Switch Workspaces:

1. Click the Workspace Selector: Click on the workspace name at the top of the sidebar.

2. Select from the List: A dropdown menu will appear showing all workspaces you have access to (such as "Official BuildRunKit Employee Workspace" or "Training & Demo").

3. Instant Switch: Click on the desired name to instantly switch all data (Invoices, Customers, and Items) to that workspace.

4. Create New: You can also click "+ Create workspace" at the bottom of this menu to start a brand new business environment.

Activity Overview Cards

The top cards provide a quick count of your latest synced data:

• Invoices: Total count of recent billable documents.

• Customers: Total number of clients in your database.

• Items: Total number of saved services/products in your catalog.

Quick Action Sections

• Recent Invoices: View your latest drafts or sent items. Click "Create your first invoice" to start a new bill.

• Recent Customers: See newly added contacts. Click "Create your first customer" to add a new client.

• Recent Items: View recently saved services. Click "Create your first item" to expand your service catalog.

Navigation Sidebar

The sidebar provides quick links to:

• Dashboard: Returns you to this overview page.

• Invoices: View your full history of sent, paid, and overdue bills.

• Customers: Access your full client directory.

• Items: Manage your full library of billable products and services.

Managing Invoices

Managing Invoices

The Invoices page is where you track the lifecycle of every bill sent from your workspace. It provides a high-level summary of your revenue and a detailed list for granular management.

Invoice Overview

At the top of the page, four key metrics provide an instant status update for your current workspace:

• Total Invoices: The total number of invoices generated.

• Paid: The count of all completed payments.

• Pending: Invoices that have been sent and are awaiting payment.

• Overdue: Any invoices that have passed their assigned due date.

The Invoice List

The Invoice List table displays all records, allowing you to search and organize your data:

• Search: Use the "Search invoices by number..." bar to find a specific document quickly.

• Customizing Columns: Click the Columns dropdown to choose which details to display, such as Invoice Number, Customer, Date, Due Date, Amount, Balance, and Status.

• New Invoice: Click the + New Invoice button at the top right to start a new billing entry.

Generating Reports

If you need to export your invoicing data for accounting or review, click the Generate Report button at the top right. This will open a configuration window with the following options:

• PDF: This format is best for printing and direct sharing with stakeholders.

• Excel: This format is best for detailed financial analysis and editing.

Once you have selected your preferred format, click Generate Report to download the file.

Creating Your First Invoice

To begin a new bill, click the + New Invoice button from either the Dashboard or the Invoices page. This will open the "Create Invoice" workflow.

Invoice Details

In this section, you will configure the basic identity and timeline of the invoice:

• Invoice Number: This is automatically generated (e.g., INV-10001) but can be modified if you have a specific internal numbering system.

• Customer: Select a client from your saved database. If you see the message "No customers found," you must navigate to the Customers tab to add one before you can proceed.

• Dates: Use the calendar icons to set both the Invoice Date (when it is issued) and the Due Date (when payment is expected).

• Terms & Tax: Use the dropdowns to set Payment Terms (such as "Due On Receipt") and enter the applicable Tax Rate percentage.

Adding Line Items

Line items represent the specific work or products you are charging for.

• Adding Items: Click the + Add Item button to add more rows to your invoice.

• Item Details: For each row, you can choose a saved item from your catalog or enter a "Custom" one. Fill in the Description, Quantity (Qty), and Price.

• Taxable Toggle: Check the Taxable circle for individual items if tax should be applied specifically to that row.

• Totals: The system will automatically calculate your Subtotal, any Tax amounts, and the final Total at the bottom right.

Managing Customers

Managing Customers

The Customers section is where you store and organize all client contact information. Having a populated customer list allows you to quickly select recipients when creating new invoices.

The Customer List View

When you click Customers in the sidebar, you’ll see a high-level summary followed by your full database:

• Total Customers: The total number of contacts in your current workspace.

• With Email: The number of customers that have a reachable email address on file.

• With Address: The number of customers with a saved billing address.

• Search & Filter: Use the search bar to find a client by Name, Email, or Company.

• Custom Columns: Click the Columns dropdown to choose which information you want to see in the table (e.g., Phone, Company, or Created Date).

Generating Customer Reports

If you need a physical or digital list of your clients, click the Generate Report button at the top right. A window will appear with the following options:

• Content Options: Check the "Include customer notes" box if you want your internal memos about the client to be included in the file.

• Export Format:

  • PDF: Best for sharing a clean, professional-looking list.

  • Excel: Best if you need to edit the data or upload it to another system.

Click Generate Report to save the file to your computer.

Adding a New Customer

To add a new client to your workspace, click the brown + New Customer button at the top right of the Customers page. This will open the setup form where you can enter the following details:

• Primary Identity: Enter the First Name and Last Name (required).

• Contact Details: Add their Email address and Phone number so you can reach them regarding their invoices.

• Professional Info: If they represent a business, enter the Company name and their Position (e.g., CEO, Manager).

• Billing Address: Enter the full Address (Street, City, State, Zip) to ensure it appears correctly on their generated invoices.

• Internal Notes: Use the Notes section to add any private details about this contact that you want to keep for your records. These can be included in your exported reports if you choose.

Once all the information is entered, click the brown Create Customer button to save the record to your database.

Items Catalog

Items Catalog

The Items page is your library of products and services. Saving your standard offerings here allows you to quickly pull them into any new invoice without re-typing details.

The Items Overview

At the top of the screen, you can see the overall status of your service catalog:

• Total Items: The number of unique products or services you have saved.

• Taxable Items: A count of items currently marked as subject to tax.

• Average Price: The middle-point price across your entire list.

• Highest Price: The price of your most expensive single offering.

Managing Your Catalog

The main table lists all your saved items and their key details:

• Search: Use the "Search items by name or description..." bar to find a specific service.

• Information Columns: The table displays the Name, Description, Price, and Taxable? status for each entry.

• Organization: You can see when an item was first added under the Created At column.

• New Item: Click the brown + New Item button at the top right to add a new service to your library.

Generating Items Reports

To export a list of your products and services, click the Generate Report button. The configuration window offers the following:

• Content Options: Check "Include item descriptions" if you want the full text of your services included in the export.

• Export Format: Choose between PDF (best for printing) or Excel (best for analysis and editing).

Click the brown Generate Report button to finalize the download.

Adding a New Item

To build your catalog of standard services or products, click the brown + New Item button at the top right of the Items page. This opens a creation form with the following fields:

• Name: Enter a clear, professional title for the service (e.g., "Consulting Hour").

• Description: Provide a detailed explanation of what is included in this item. This text can be included in your generated reports.

• Price: Set your standard rate for this item. This price will automatically populate whenever you add the item to a new invoice.

• Taxable Status: If this service is subject to sales tax, ensure the "Check if this item is subject to sales tax" box is selected.

Once the details are finalized, click the brown Create Item button to add it to your permanent catalog.

User Profile & Settings

User Profile & Settings

The Settings area allows you to manage your personal information, account security, and how the interface appears to you.

Managing Personal Information

Under the User tab, you can view and update your primary account details:

Account Security

You can update your login credentials at any time in the Change Password section:

Interface Preferences

You can customize the look and language of your workspace through the Preferences menu.

Language Settings

Choose the primary language for your interface:

Theme Selection

Adjust the visual appearance of the application to match your working environment:

Workspace Management

The Workspace settings allow you to control the environments you belong to, manage your team, and update workspace identities.

All Workspaces

This tab provides an overview of every workspace your account is currently associated with.

• Status & Plans: You can see the name of each workspace and its current subscription plan (e.g., "Custom" or "Enterprise").

• Leaving a Workspace: By clicking the three dots (actions menu) next to a workspace, you can select Exit to remove yourself from that environment.

Edit Workspace

This is where you manage the primary identity of your current business environment.

• Changing the Name: Use the Edit Workspace section to update the display name of the workspace.

• Save Changes: Ensure you click the brown Save Changes button after renaming to apply the update across the suite.

Manage Workspace Members

Control who has access to your workspace in this section.

• Member List: View all users, their email addresses, and their assigned roles (e.g., Owner).

• Invite Members: Click the + Invite member button at the top right to add a new person to the team via email.

• Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.

Subscription & Billing

The Subscription area is where you manage your workspace plan, tracking limits, and payment details to ensure uninterrupted access to the Goldilocks Suite.

Plan Overview & Usage

In the Subscription tab, you can monitor your current plan's status and usage limits:

• Active Plan: View your current subscription tier (e.g., "Custom").

• Billing Cycle: Confirm the cost of your plan and the frequency of payments (e.g., "$0.00 / Monthly").

• Usage Trackers: Monitor how much of your plan you have used, including your Invoices, Customers, and Items counts.

• Plan Actions: You can click Change Plan to upgrade or downgrade your service level, or Cancel Subscription if you wish to stop your recurring payments.

Payment Methods

The Billing tab allows you to manage the credit cards or accounts associated with your workspace:

• Saved Methods: View your currently active payment card, including the brand (e.g., Visa), the last four digits, and the expiration date.

• Primary Indicator: Your default payment method will be clearly marked with a "Primary" badge.

• Managing Cards: Click the three dots (actions menu) next to a saved card to remove it from your account.

• Adding New Payments: Click the brown + Add payment method button to securely link a new card for future billing cycles.

Subscription & Billing

The Subscription area is your hub for managing plan access, tracking workspace limits, and handling payments.

Subscription Overview

This tab provides a high-level view of your current standing:

• Active Plan: Displays the name of your current plan (e.g., "Custom").

• Cost Details: Shows the recurring price and billing frequency (e.g., "$0.00 / Monthly").

• Usage Trackers: Three progress bars track your real-time usage for Invoices, Customers, and Items against your plan’s total capacity.

• Management Buttons: * Change Plan: Opens the tier selection menu.

  • Cancel Subscription: Initiates the process to stop recurring payments.

Changing Your Plan

Clicking Change Plan reveals the available subscription tiers:

• Billing Toggle: A switch at the top to toggle between Monthly and Yearly pricing.

• Plan Tiers: Choose between Free, Plus, and Pro.

• Tier Limits: Each column details the specific limits for Invoices, Customers, Items, and Workspace Members.

• Action: Click the brown Choose Plan button under your desired tier to proceed.

Add-ons

The Add-ons tab allows for modular upgrades without changing your full plan:

• Available Features: You can purchase extra Invoices, Customers, Items, or Workspace Members.

• Pricing: Each add-on lists its specific monthly cost.

• Action: Click the brown Buy button next to the relevant feature to initiate the purchase.

Checkout Process

The Checkout page is the final step for any plan change or add-on purchase:

• Back to subscription: A link at the top left to return without purchasing.

• Payment Method: Confirms the card on file that will be charged for the transaction.

• Order Summary: Displays the Subtotal, Tax, and the final Total Amount Due.

• Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits.

Company Information

This information will appear on your invoices and statements.

• Logo: Displays your current business logo image.

  • Click the Change Image button to upload a new logo (Max size: 5MB).

  • Click the red X icon to remove the current logo.

• Company Name: A text field to enter your business name.

• Street: A text field to enter your street address.

• Number: A text field to enter your building or unit number.

• ZIP Code: A text field to enter your postal code.

• City: A text field to enter your city.

• State: A text field to enter your state.

• Country: A text field to enter your country.

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This address will appear on your invoices as the 'Bill From' information.

• Save: Click the brown button at the bottom left to save your updates.

Invoices Settings

The Invoices tab in your settings allows you to configure the numbering and default terms for your billing documents.

Invoicing Preferences

• Invoice Number Prefix: Enter the text that will appear before every invoice number (e.g., "INV"). The system notes that a prefix like 'INV' will create a number like 'INV-10001'.

• Next Invoice Number: Displays the numerical value that will be assigned to your very next invoice.

• Default Payment Terms: Select the standard deadline for payments from the dropdown menu. Options include:

  • Due on Receipt

  • Net 15

  • Net 30 (currently selected)

  • Net 60

  • Net 90

• Save: Click the brown Save button to apply any changes made to these fields.

Financial

The Financial settings tab allows you to configure your baseline currency and tax rules for all billing operations.

• Default Currency: A dropdown menu to select the primary currency used for generating invoices (e.g., USD - US Dollar).

• Default Tax Rate (%): A text field to enter the standard tax percentage applied automatically to taxable line items.

  • Note: Enter the numeric value directly without the percentage sign (e.g., 8.25 for 8.25%).

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• Save: Click the brown button at the bottom left to finalize and apply your default financial configurations.

Feedback and help

Feedback and help

This section allows you to communicate with the team and access support resources directly within the platform.

Sidebar Menu

The navigation for support is located at the bottom of the sidebar:

• Feedback: The primary link to open the feedback submission window.

• Help: The link located directly underneath "Feedback" for support resources.

Feedback

Clicking Feedback opens a window with the following fields:

• Category: A dropdown menu to select the nature of your message. The options include:

  • Bug Report

  • Feature Request

  • General Feedback

  • Question

• Subject: A text input field to summarize your feedback.

• Message: A large text area for providing the full details of your report or suggestion.

• Send Feedback: The brown button at the bottom of the form used to submit your information.

Help

To access the support portal, click the Help option located at the bottom of the navigation sidebar. This opens the Support Center in a new window.

Support Center Home

The main landing page of the Support Center provides a centralized location for managing support requests:

• Search: A search bar is located at the top to search the knowledge base for specific information.

• Support Ticket System: The platform uses a ticket system where every request is assigned a unique number to track progress online.

• Email Requirement: A valid email address is required to submit a new ticket.

Navigation Menu

The top navigation bar within the Support Center contains the following tabs:

• Support Center Home: Returns you to the main welcome page.

• Knowledgebase: Provides access to categorized FAQs and documentation.

• Open a New Ticket: Opens a form to submit a direct support request.

• Check Ticket Status: Allows you to view the progress of existing tickets using your email and ticket number.

Knowledgebase

The Knowledgebase tab allows you to browse support articles by category to find answers to common questions.

• Browse by Topic: Use the dropdown menu on the right to jump directly to a specific help topic.

Open a New Ticket

This section allows you to submit a formal support request to the team.

Contact Information

• Email Address *: A required field to enter your contact email.

• Full Name *: A required field to provide your name.

• Phone Number: An optional field with a separate box for an Ext: (extension).

Ticket Details

• Help Topic *: A required dropdown menu where you must "-Select a Help Topic -" to categorize your request.

Form Actions

• Create Ticket: Click this button to submit your request.

• Reset: Click this button to clear all information currently entered in the form.

• Cancel: Click this button to exit the ticket creation process.

Check Ticket Status

This section allows you to track the progress of your existing support requests.

Check Status via Email To access a specific ticket, provide the following details to receive an access link via email:

• Email Address: Enter the email address associated with your ticket (e.g., john.doe@osticket.com).

• Ticket Number: Enter the unique ID assigned to your request (e.g., 051243).

• Email Access Link Button: Click this to have the login link sent to your inbox.

Account Access

• Sign In / Register: If you have an account, you can Sign In or register for an account to view a complete history of all your tickets in one place.

• Security: This form is protected, indicated by the padlock icon on the right.

Troubleshooting

• First-time contact: If you have never contacted support before or have lost your ticket number, click the open a new ticket link at the bottom of the page.

Goldilocks Projects

Goldilocks Projects: Overview and Account Setup

Getting Started

From the main landing page, you have the following options to begin:

• Get Started Free: Click this button to create your account.

• See Plans: View different pricing and feature tiers available for your needs.

• Go to App: If you already have an account, use this button in the top right corner to log in.

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Account Setup

Your BuildRunKit account gives you unified access to the entire suite, including CRM, Projects, and Invoices.

Creating a Free Account

To set up a new account, fill in the following information:

• First name & Last name: Enter your personal details.

• Email address: Provide a valid email to be used for your account.

• Password: Create a strong password (click the eye icon to toggle visibility).

• Terms & Privacy: You must check the box to agree to the Terms of Service and Privacy Policy.

• Create account: Click the blue button to complete registration.

Signing In

If you already have an account, navigate to the "Welcome back" screen:

• Email and Password: Enter your registered credentials.

• Forgot password?: Use this link if you need to reset your access.

• Sign in: Click the blue button to access your dashboard.

Alternative Login Options

If you registered using a third-party account, you can log in instantly by clicking:

• Google

• GitHub

Note: If you are on this page by mistake and need to register, click the "Create one for free" link at the top right of the login box.

Goldilocks Projects Dashboard

Goldilocks Projects Dashboard

Once you have successfully signed in, you will be greeted by the Dashboard. This page is designed to give you an "at a glance" view of your latest project progress and provide fast jumps into your most important management workflows.

Managing Your Workspace

At the very top of the left sidebar, you will see your current workspace name. BuildRunKit allows you to manage multiple project environments from a single account.

How to Switch Workspaces:

Activity Overview Cards

The top cards provide a quick count of your latest synced data and task health:

Quick Action Sections

Navigation Sidebar

The sidebar provides quick links to the main modules of the platform:

Managing Your Projects

Managing Projects

The Projects page is designed to help you manage your high-level initiatives and track their progress through a searchable list or grid view.

Managing Your Projects

At the top of the Projects page, you have several tools to organize and filter your workspace:

• Search: Use the search bar to find projects by title or description.

• Filter by Status: Use the dropdown menu to filter your view. Options include:

  • All Projects

  • Active

  • On Hold

  • Completed

• View Toggle: Switch between a List View or Grid View using the icons next to the status filter.

• Generate Report: Click this button to export your project data.

Creating a New Project

To start a new initiative, click the brown "+ Create Project" button. This opens a configuration window:

• Project Title *: Enter a unique name for your project (Required).

• Project Description: Provide a brief summary of the project’s goals or scope.

• Start Date: Select the date when work on the project begins.

• Due Date *: Select the final deadline for the project (Required).

• Project Status: Use the dropdown to set the current state (e.g., Active).

• Create Project Button: Click the brown button to save and launch your project.

Exporting Data

When you click Generate Report, a pop-up window allows you to choose your preferred export format:

• PDF: Best for printing and sharing official progress updates.

• Excel: Best for deep analysis and manual data editing.

• Generate Report Button: Finalize the export in your chosen format.

Managing Your Milestones

Managing Your Milestones

The Milestones module allows you to track major goals and key phases across your various projects. This ensures that high-level targets are visible and manageable.

Managing Your Milestones

The Milestones page is designed to give you a clear view of your project roadmaps and upcoming deadlines.

• Navigation: Click on Milestones in the left-hand sidebar to view and manage all milestones across your workspace.

• Centralized View: From this screen, you can monitor the status of every major goal you have set, ensuring no critical phase of a project is overlooked.

Important: Before you can create a milestone, you first need to create a project. BuildRunKit requires a project to act as the "home" for any milestone you define. If no projects exist in your workspace, the platform will prompt you to create your first project before proceeding.

How to Create a Milestone

To define a new project goal, click the brown "Create Milestone →" button to open the configuration window:

• Project *: Use the dropdown menu to select the specific project this milestone belongs to (Required).

• Title *: Enter a clear name for the milestone (e.g., "Beta Launch" or "Design Approval") (Required).

• Description: Provide a detailed summary of what this milestone entails.

• Due Date *: Select the target deadline for reaching this milestone (Required).

• Is Completed: A checkbox used to mark the milestone as finished once the goal is met.

• Create Milestone Button: Click the brown button at the bottom to save the milestone to your project roadmap.

Managing Your Tasks

Managing Your Tasks

The Tasks module is where you manage individual work items to ensure your projects stay on schedule. This section provides a centralized view of all to-dos across your various initiatives.

Managing Your Tasks

The Tasks page allows you to organize and filter your workload to stay focused on high-priority items:

• Navigation: Click on Tasks in the left-hand sidebar to view and manage all tasks across your workspace.

• Status Overview: Four status cards at the top of the page provide a real-time count of your tasks:

  • All Tasks: Total number of work items.

  • To Do: Tasks that have not yet been started.

  • In Progress: Tasks currently being worked on.

  • Done: Completed tasks.

• Search & Filters: You can search for specific tasks by name or description and filter the list by Project, Milestone, Assignee, Priority, and Status.

• View Options: Toggle between a Table or Cards view to change how tasks are displayed.

Important: Before creating tasks, you first need to create a project. All tasks must be assigned to an existing project to ensure they are properly tracked and organized.

How to Create a Task

To add a new work item, click the brown "+ Add Task" button in the top right corner to open the creation form:

• Title *: Enter a clear name for the task (Required).

• Description: Provide details about what needs to be done.

• Assignee: Use the dropdown to select which team member is responsible for the task.

• Project *: Select the project this task belongs to (Required).

• Milestone: Optionally link the task to a specific project milestone.

• Due Date *: Select the deadline for this task (Required).

• Estimated Hours: Enter the predicted time required to complete the task.

• Priority: Set the urgency level (e.g., Low, Medium, High).

• Status: Set the current phase of the task (e.g., To Do, In Progress).

• Create Task Button: Click the brown button to save the task to your project.

Exporting Task Data

Click the "Generate Report" button to export your task list. You can choose between two formats:

• PDF: Best for printing and sharing task summaries.

• Excel: Best for detailed analysis and manual editing of task data.

Managing Your Activities

Managing Your Activities

The Activities module provides a complete audit trail for your workspace, allowing you to track all project-related changes and team interactions in real time.

Managing Your Activities

The Activities page serves as a centralized log to help you monitor productivity and workspace history:

• Navigation: Click on Activities in the left-hand sidebar to access the activity log.
  
  

• Activity Overview Cards: Three cards at the top provide quick statistics:

  • Total Activities: The cumulative number of actions recorded in the workspace.

  • Today's Activities: The number of actions performed within the last 24 hours.

  • Active Users: The count of team members who have performed actions.
    
    

• Search & Filters: Narrow down the activity log using the following tools:

  • Search Bar: Search for specific entries by project, user, or action type.

  • All Projects Dropdown: Filter activities belonging to a specific initiative.

  • All Activity Types Dropdown: Filter by the nature of the change (e.g., "Created," "Updated").
    
    

• Log Table: The main table displays the following data columns:

  • Project: The initiative where the change occurred.

  • User: The name and email of the person who performed the action.

  • Activity Type: A labeled tag indicating the action (e.g., a green "created" tag).

  • Date: The specific date and time the action was logged.
    
    

• Table Customization: * Columns Dropdown: Use the "Columns" menu to show or hide specific data fields like Project title, User, Event type, or Created at.

  • Rows per page: Adjust how many log entries are visible at once.

Exporting Activities Data

Click the "Generate Report" button in the top right corner to export the audit log. You can select your preferred format in the pop-up window:

• PDF: Recommended for printing and sharing official workspace audits.

• Excel: Recommended for detailed data analysis and filtering.

User Profile & Settings

User Profile & Settings

The Settings area allows you to manage your personal information, account security, and how the interface appears to you.

Managing Personal Information

Under the User Profile tab, you can view and update your primary account details:

• User Profile: This section displays your First Name, Last Name, and Email Address. Enter your details into the text fields to keep your account information current.

• Update Profile: After making changes to your name or email, click the brown Update Profile button at the bottom of the form to save your details.

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Account Security

You can update your login credentials at any time in the Security section:

• Current Password: Enter your existing password for verification.

• New Password: Create a new password in the provided field.

• Confirm New Password: Re-enter the new password to ensure it matches.

• Update Password: Click the brown Update Password button to finalize your new credentials.

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Interface Preferences

You can customize the look of your workspace through the General Settings menu.

Theme Selection Adjust the visual appearance of the application to match your working environment:

• Dark Mode: Use the toggle switch to enable or disable the high-contrast dark theme.

  • Light Theme: When toggled off, the interface uses a bright background.

  • Dark Theme: When toggled on, the interface uses a dark background, ideal for low-light environments.

Workspace Management

The Workspaces settings allow you to manage the different environments you belong to and see your current access levels.

All Workspaces

This tab provides an overview of the workspace your account is currently associated with.

• Workspace Details: You can see the name of the workspace (e.g., "Goldilocks Projects") and its current subscription plan (e.g., "Free").

• Actions: By clicking the three dots (actions menu) next to the workspace, you can manage your involvement in that environment:

  • Exit: Select this to remove yourself from the workspace.

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Manage Workspace Members

Control who has access to your workspace in this section.

• Member List: View all users, their email addresses, and their assigned roles.

  • User: Displays the name of the member (e.g., "Bernadette F").

  • Email: Displays the email address associated with the member.

  • Role: Shows the permissions level of the user (e.g., "Owner").

• Invite Members: Click the brown "+ Invite member" button at the top right to add a new person to the team via email.

• Removing Users: To revoke access, click the three dots (actions menu) next to a member's name and select Remove user.

Billing & Plans

The Billing & Plans section provides a complete overview of your current subscription, usage limits, and available upgrades to ensure your workspace has the resources it needs.

Current Plan Overview

At the top of the page, you can see the status of your primary subscription:

• Plan Type: Displays your current level of access (e.g., "All access").

• Change Plan: Click this brown button to browse different subscription tiers.

• Manage Subscription: Click this white button to update payment methods or view billing history.

Subscription Limits

Track your real-time resource consumption through the Subscription Limits dashboard:

• Resource Progress Bars: Visual indicators show your usage for:

  • Team Seats: Displays the number of active members out of your total limit (e.g., 2 / 2).

  • Storage: Shows how much data you have used (e.g., 0 / 1 GB).

  • AI Credits: Tracks your monthly or evergreen AI usage (e.g., 0 / 3000 credits).

• Module Statistics: Detailed cards provide a breakdown of specific workspace items:

  • Projects: Tracks active initiatives (e.g., 1 of 500 used).

  • Milestones: Tracks project phases (e.g., 0 of 2000 used).

  • Tasks: Tracks individual work items (e.g., 0 of 5000 used).

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Available Add-ons & Expansions

Customize your workspace by adding specific resources without changing your entire plan:

• Search & Filter: Use the search bar or category tags (AI & Credits, CRM, Team, Invoicing, etc.) to find specific upgrades.

• Add-on Options:

  • Additional Usage Credits: A one-time top-up of 3,000 evergreen AI credits ($3 one-off).

  • CRM Expansion: Increase capacity for contacts, deals, and activities ($5/mo).

  • Extra Seat: Add a new team member to your workspace ($3/mo).

  • Invoices Expansion: Handle high-volume billing with 25,000 additional monthly invoices ($5/mo).

  • Projects Expansion: Manage 2,000 active projects and 25,000 tasks ($5/mo).

  • Storage Pack: Add 5GB of shared storage for documents and assets ($3/mo).

  • Strategy Hub Expansion: Unlock 20,000 tasks and extended mind mapping limits ($5/mo).

• Purchasing: Click the "Get" button on any card to add the expansion to your account.

Checkout Process

The Checkout page is the final step for any plan change or add-on purchase:

• Back to subscription: A link at the top left to return without purchasing.

• Payment Method: Confirms the card on file that will be charged for the transaction.

• Order Summary: Displays the Subtotal, Tax, and the final Total Amount Due.

• Action: Click the brown Pay & Subscribe button to finalize the order and update your workspace limits.

Import & Export

The Import/Export section allows you to manage your data by downloading it for external use or uploading existing records into the Goldilocks Projects ecosystem.

Exporting Your Data

You can export your workspace records into CSV files, which are compiled into a single ZIP archive for easy download.

Importing Your Data

The Import Assistant guides you through a multi-step process to ensure all data is mapped correctly between projects, milestones, and tasks.

Technical Note: All import files must be in .csv format with a maximum size of 5MB per file.

Feedback and help

Feedback and help

This section allows you to communicate with the team and access support resources directly within the platform.

Sidebar Menu

The navigation for support is located at the bottom of the sidebar:

• Feedback: The primary link to open the feedback submission window.

• Help: The link located directly underneath "Feedback" for support resources.

Feedback

Clicking Feedback opens a window with the following fields:

• Category: A dropdown menu to select the nature of your message. The options include:

  • Bug Report

  • Feature Request

  • General Feedback

  • Question

• Subject: A text input field to summarize your feedback.

• Message: A large text area for providing the full details of your report or suggestion.

• Send Feedback: The brown button at the bottom of the form used to submit your information.

Help

To access the support portal, click the Help option located at the bottom of the navigation sidebar. This opens the Support Center in a new window.

Support Center Home

The main landing page of the Support Center provides a centralized location for managing support requests:

• Search: A search bar is located at the top to search the knowledge base for specific information.

• Support Ticket System: The platform uses a ticket system where every request is assigned a unique number to track progress online.

• Email Requirement: A valid email address is required to submit a new ticket.

Navigation Menu

The top navigation bar within the Support Center contains the following tabs:

• Support Center Home: Returns you to the main welcome page.

• Knowledgebase: Provides access to categorized FAQs and documentation.

• Open a New Ticket: Opens a form to submit a direct support request.

• Check Ticket Status: Allows you to view the progress of existing tickets using your email and ticket number.

Knowledgebase

The Knowledgebase tab allows you to browse support articles by category to find answers to common questions.

• Browse by Topic: Use the dropdown menu on the right to jump directly to a specific help topic.

Open a New Ticket

This section allows you to submit a formal support request to the team.

Contact Information

• Email Address *: A required field to enter your contact email.

• Full Name *: A required field to provide your name.

• Phone Number: An optional field with a separate box for an Ext: (extension).

Ticket Details

• Help Topic *: A required dropdown menu where you must "-Select a Help Topic -" to categorize your request.

Form Actions

• Create Ticket: Click this button to submit your request.

• Reset: Click this button to clear all information currently entered in the form.

• Cancel: Click this button to exit the ticket creation process.

Check Ticket Status

This section allows you to track the progress of your existing support requests.

Check Status via Email To access a specific ticket, provide the following details to receive an access link via email:

• Email Address: Enter the email address associated with your ticket (e.g., [email protected]).

• Ticket Number: Enter the unique ID assigned to your request (e.g., 051243).

• Email Access Link Button: Click this to have the login link sent to your inbox.

Account Access

• Sign In / Register: If you have an account, you can Sign In or register for an account to view a complete history of all your tickets in one place.

• Security: This form is protected, indicated by the padlock icon on the right.

Troubleshooting

• First-time contact: If you have never contacted support before or have lost your ticket number, click the open a new ticket link at the bottom of the page.

Founder Tools

Startup Launch Journey

Startup Launch Journey: Initial Navigation

To begin your startup journey, use the primary dashboard area to navigate to the designated workspace:

• Accessing Journeys: Locate the left-hand sidebar menu under the main navigation group and click on Journeys to enter the startup launch tracking panel.

• Alternative Quick Launch: You can also initiate a fresh track directly from the top right corner of the Welcome back! main dashboard by clicking the blue Start New Journey button featuring a rocket ship icon.

Startup Launch Journey: Journeys Directory

The Journeys module enables you to track active entrepreneurial roadmaps or launch a new guided path tailored to your business goals.

Managing Journeys

When you enter the Journeys module, you are presented with a global directory table of your active tracking environments:

Select a Journey Menu

Clicking the Start New Journey button triggers a dropdown menu panel titled SELECT A JOURNEY TO START, prompting you to select from five guided track environments:

Brand Association Modal

When you select a track type to start a new journey, a modal window explicitly titled Brand Association appears, prompting you to decide how to link your new journey to a business entity.

Option 1: Use an Existing Brand

Selecting the Use an existing brand radio button configures the modal with the following fields:

• Select a brand Dropdown: A selection menu field (e.g., defaulted to Untitled Brand) where you can click to choose from your already established business profiles.

• Title: A text field to input the specific name or title for this new journey setup (Enter a title for the journey).

• Description: A multi-line text block to add descriptive details or goals for this specific roadmap path (Enter a description for the journey).

Option 2: Create Journey Without a Brand

Switching to the Create journey without a brand radio button alters the modal layout by removing the brand selector dropdown and replacing it with an informational alert:

• System Information Banner: A light blue notification box appears with a clear message stating: “You can create a brand profile during the journey.”

• Title: The standard text input field remains to name your journey environment (Enter a title for the journey).

• Description: The multi-line text block remains available to record your initial pathway notes (Enter a description for the journey).

Modal Actions (Both Views)

Regardless of the radio selection, two control items sit at the bottom right corner to finalize the form:

• Cancel: A text link button to abort the journey creation process and return to the main dashboard menu.

• Continue: A solid blue button to save your brand preferences and load into your new journey canvas space.

The Founder Journey Roadmap

The Founder Journey is a structured, interactive roadmap designed to guide entrepreneurs from an initial idea to a full market launch. The journey is divided into seven major operational stages, each containing sequential sub-stages that must be completed to progress.

The Journey Stages Sidebar (Left Panel)

The left sidebar acts as the primary navigation hub. Users can expand each major stage to reveal and access the actionable sub-stages within:

1. Orientation Stage (Current)

2. Discovery Stage

3. Market Research Stage

4. Brand Foundations & Brand Kit Stage

5. Admin and Operations Stage

6. Go-to-Market Stage

7. Finalize and Export Stage

Orientation Stage

Orientation Stage

The Orientation Stage is the introductory phase of the roadmap, broken down into four distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

• Sub-Stage 1: Welcome to the Founder Journey

  • This is the initial onboarding landing view that provides context, introductory media, and directional cues before operational work begins.

• Sub-Stage 2: Stages Information

  • The second item listed within the orientation sequence. (Content details pending system view selection).

• Sub-Stage 3: Basic Information

  • The third item listed within the orientation sequence. (Content details pending system view selection).

• Sub-Stage 4: Export Orientation Results

  • The final technical milestone within the initial phase, concluding the orientation sequence before transition parameters unlock. (Content details pending system view selection).

Stage Controls

• Next Button: A blue Next → link utility centered at the bottom of the active frame allows the user to save current progress or cycle sequentially to the next sub-stage item.

Sub-Stage 1: Welcome to the Founder Journey

This is the initial onboarding sub-stage screen that gives users their first introductory look, informational context, and directional clues before moving forward into the deeper stages of the roadmap.

Canvas Layout & Workspace Components

• Main Workspace Title: Prominently displays "Welcome to the Founder Journey" alongside a helpful subtitle: “This stage will help you understand the journey ahead and how to navigate it effectively.”

• Orientation Media Panel: Features a large central multimedia layout titled Introduction & Orientation, featuring an introductory layout badged directly with the official buildrunkit brand logo.

• Introductory Information Cards: A vertical stack of five expandable accordion style rows sits directly to the right of the media panel. These are designed to give users a quick clue about the roadmap's purpose before starting:

  • What this journey is about?: Explains that whether starting from zero or with prior business experience, this acts as a companion to guide you, record your progress, and compile your choices into a final document.

  • The core transformation/benefit: Clarifies the goal is to ensure you consider every necessary step to get a product out the door, bringing documentation and peace of mind that major decisions are locked in.

  • Who it's for?: Notes the track is built for aspiring founders, active founders, or existing business owners looking to optimize or tune up their operational gaps.

  • How long it usually takes?: Sets a realistic timeframe warning that it can take anywhere from 45 minutes to two weeks or more depending on how thoroughly you step through the phases.

  • What the outcome will be?: Confirms that completing the journey builds a comprehensive summary PDF detailing your discovery process, business structure choices, brand kits, targeted market research, financial/legal steps, and market strategies.

Navigation Controls

• Next Button: A bright blue Next → button is anchored perfectly in the center-bottom footer of the screen. Clicking this advances the user past this introductory screen and moves them directly to the next sequential sub-stage.

Sub-Stage 2: Stages Information

This sub-stage screen provides a complete structural map of the seven core phases that build a business identity and strategy, combined with platform navigation tips.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Stages Information" with the introductory subtitle: “Here are some tips and the stages we'll take you through for this journey.”

• Journey Architecture Overview Panel: A large centralized block explicitly detailing the framework structure: “This Journey is composed of seven stages that will guide you through the process of building a business identity and strategy”.

• The Seven Stage Cards:

  • Stage 1: Orientation: Get acquainted with BuildRunKit, the Founder's journey and how to navigate it.

  • Stage 2: Discovery: Explore your business idea and validate your concept.

  • Stage 3: Market Research: Understand your target market and competition.

  • Stage 4: Brand Foundations & Brand Kit: Create your brand identity and messaging.

  • Stage 5: Admin and Operations: Set up business structure and operations.

  • Stage 6: Go-to-market Planning: Plan your launch and marketing strategy.

  • Stage 7: Finalize and Export: Complete the journey and export your business plan.

Platform Guidance Cards (Bottom Panel)

Three distinct vertical layout columns sit at the bottom of the interface to guide data entry behaviors:

• How to Navigate (Green Card):

  • Explains that users are free to skip around or skip ahead to return later if information is missing.

  • Advises founders not to let pending meetings slow progress down, prompting: “don't be afraid to mark a stage complete.”

  • Explicitly reminds users they can navigate and hop around at any point using the sidebar navigation.

• Optional vs Required (Orange Card):

  • Highlights platform freedom: “We're not the boss of you. Nothing is required!”

  • Warns that quality suffers if steps are skipped without accurate context data.

  • Emphasizes data collection standards with a foundational reminder: “Garbage in, garbage out!”

• Save Progress (Blue Card):

  • Confirms system state tracking: “We know where you were when you navigate the journey!”

  • Explains that marking a stage complete helps track overall roadmap velocity while providing a progress dopamine hit to maintain operational momentum.

Navigation Controls

• Next Button: A blue Next → navigation block is anchored at the bottom right corner of the window to commit updates and advance to Sub-Stage 3.

Sub-Stage 3: Basic Information

This sub-stage screen functions as an initial onboarding intake form, collecting foundational context from the founder to tailor the rest of the strategic journey.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 4: Export Orientation Results

This is the final sub-stage milestone of the Orientation Stage, providing a comprehensive audit log of the user's initial onboarding actions, input parameters, and platform documentation options before unlocking the next major journey stage.

Canvas Layout & Workspace Components

Basic Information Summary Hub

A unified response panel titled Basic Information presents a read-only historical overview of the data insights entered by the founder during Sub-Stage 3 (Overview of your orientation stage responses and insights.):

Navigation Controls

Discovery Stage

Discovery Stage

The Discovery Stage is the conceptual exploration phase of the roadmap, broken down into five distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

• Sub-Stage 1: Welcome to the Discovery Stage

  • This is the initial onboarding landing view that provides foundational context, introductory media, and initial guidance before discovery operations begin.

• Sub-Stage 2: Core Concept

  • The second item within the sequence, focusing on defining and documenting your startup's core business idea, problem statement, and proposed solution.

• Sub-Stage 3: Market Size & Opportunity

  • The third item within the sequence, dedicated to mapping out early high-level market evaluations and identifying the overall landscape potential.

• Sub-Stage 4: Industry Benchmarks

  • The fourth item within the sequence, outlining standard operational baselines, key sector metrics, and common industry performance indicators.

• Sub-Stage 5: Export Discovery Results

  • The final technical milestone within this phase, presenting a read-only data audit overview alongside an export tool to save your comprehensive discovery findings as a PDF report.

Stage Controls

• Next Button: A blue Next → link utility centered below the active canvas area or anchored in the footer line allows users to log conceptual selections and advance sequentially into the active business planning steps.

Sub-Stage 1: Welcome to the Discovery Stage

This sub-stage screen serves as the introductory gateway to the concept validation phase, helping founders gauge their current level of idea commitment before proceeding to deeper analysis.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 2: Founder Fit Scan

This sub-stage functions as an extensive personality, skill-set, and professional mapping environment. It allows founders to log their personal traits and context to ensure the selected startup concept aligns with their foundational strengths.

Canvas Layout & Workspace Components

The Core Profiling Matrices

The workspace splits into four distinct quadrant-style logging containers across the page views to capture targeted tags. Selected items display a distinct blue border framework containing a checkmark:

Navigation Controls

Sub-Stage 3: Idea Generation and Selection

This sub-stage serves as the brainstorming and filtering hub of the Discovery Stage. It relies directly on the data points submitted during the previous phase to produce custom, personalized startup pathways.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Idea Generation and Selection" with an explanatory subtitle: “Based on your founder fit analysis, here are personalized business ideas. You can add your own ideas and then select one to continue.”

• Dynamic Ideas Panel: A large central interface area where generated startup options populate based on user profile inputs.

  • Empty State Alert: If a user proceeds to this step without fully configuring or running the preceding profile evaluation card, the platform shows a centered "No Ideas Found" message container.

  • System Instruction: Displays the fallback prompt: “Please complete the Founder Fit analysis in the previous step to generate ideas.”

  • Populated State (Expected Behavior): When the Founder Fit Scan is completed, this container populates with interactive business concept options that the founder can review, add to, and select as their core venture track.

Navigation Controls

• Next Button: A blue Next → action element is anchored in the lower right-hand corner of the workspace to save the chosen business option and advance to Sub-Stage 4 (Working Name + NAICS).

Sub-Stage 4: Working Name + NAICS

This sub-stage screen focuses on defining the company's preliminary market presence and legal classification. It features tools to generate and log business names, tone-specific slogans, and industry taxonomy codes.

Canvas Layout & Workspace Components

The Core Data-Intake Sections

1. Business Name Generation Hub

2. Slogan Configuration Console (Tone & Language Options)

3. NAICS Industry Classification Hub

Navigation Controls

Sub-Stage 5: Early Market Signal Check

This sub-stage screen functions as an initial quantitative and qualitative validation check. It enables founders to test their business concept against preliminary market indicators to gauge demand, identify industry trends, and gather strategic insights before committing capital or deep operational resources.

Canvas Layout & Workspace Components

The Input Validation Fields

Analysis Trigger

Navigation Controls

Sub-Stage 6: Export Discovery Results

This final checkpoint compiles all inputs, selections, and AI-generated outputs from the Discovery Stage into an organized audit summary. It offers a clean, read-only historical review alongside export capabilities before the user transitions into the next strategic phase of development.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Export Discovery Results" with an introductory descriptive subtitle: “This is an overview of what you told us in the discovery stage, you can also export a brief summary of your findings as a pdf file.”

• Document Generation Panel: A full-width light-blue callout banner labeled Discovery Stage Results positioned at the top of the workspace:

  • Description: Instructs the user to “Download a comprehensive PDF report containing all your discovery findings”.

  • Action Button: Centered within the panel is a blue Generate PDF Report action key complete with a download tray icon.

Discovery Summary Grid (Upper Panel)

The top half of the results interface uses a balanced two-column grid framework to show core branding and indexing parameters:

• Business Name Card:

  • Label: “The name you've chosen for your business”

  • Data Field: Displays the confirmed name of the business venture.

• Business Idea Card:

  • Label: “The core idea behind your business”

  • Data Field: Displays the selected startup concept track.

• Slogan Card:

  • Label: “Your business slogan or tagline”

  • Data Field: Displays the generated brand slogan or tagline.

• NAICS Classification Card:

  • Label: “Industry classification based on NAICS code”

  • Data Rows: Divided into two tracking points:

    • Code: Displays the selected regulatory classification code.

    • Industry: Displays the formal industry sector title.

Strategic Analysis Summaries (Lower Panel)

The bottom section handles the deep conceptual evaluations and contextual research data compiled throughout the phase:

• Founder Fit Summary Block:

  • Header Title: Founder Fit Summary

  • Label: “Analysis of how well you fit with your business idea into the market”

  • Data Field: Displays the complete alignment analysis text based on the strengths and skills assessment.

• Market Insights Summary Block:

  • Header Title: Market Insights Summary

  • Label: “Key insights about your target market, trends, and competitors”

  • Main Summary Field: Displays the captured analysis results and qualitative market landscape breakdown.

  • Granular Insight Footers: Split into two side-by-side indicator data targets:

    • Market Trends (Graph Icon): Displays the logged macroeconomic development paths and growth curves.

    • Competitors (Flag Icon): Displays the verified industry player benchmarking details.

Navigation Controls

• Next Button: A high-visibility blue Next → navigation element is anchored at the bottom right-hand margin of the window footer to seal the Discovery logs and open up the main stage menu for Stage 3: Market Research.

Market Research Stage

Market Research Stage

The Market Research Stage is the data and validation phase of the roadmap, broken down into nine distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

• Sub-Stage 1: Welcome to the Market Research Stage

  • This is the initial onboarding landing view that provides context, introductory media, and directional cues before validation work begins.

• Sub-Stage 2: Market Type

  • The second item within the sequence, focusing on choosing your market entry strategy (Existing, New, Resegmented, or Clone) to define your positioning rules.

• Sub-Stage 3: Ideal Persona

  • The third item within the sequence, dedicated to building target customer demographical and psychographical target profiles.

• Sub-Stage 4: Market Research Questions

  • The fourth item within the sequence, organizing core informational queries used to vet market assumptions and gather structural feedback.

• Sub-Stage 5: Trends & Insights

  • The fifth item within the sequence, analyzing macro trends, industrial opportunities, market headwinds, and technological shifts.

• Sub-Stage 6: Market Statistics

  • The sixth item within the sequence, delivering a quantitative sizing breakdown (TAM, SAM, SOM) along with industry growth percentages and acquisition baselines.

• Sub-Stage 7: Competitive Analysis

  • The seventh item within the sequence, functioning as an intelligence matrix to profile direct rivals, map features, and assess competitive pricing strategies.

• Sub-Stage 8: Moat

  • The eighth item within the sequence, identifying key competitive advantages, operational switching costs, barriers to entry, and network effects.

• Sub-Stage 9: Export Marketing Research Results

  • The final technical milestone within this phase, presenting a read-only data audit layout alongside a generator tool to export an official summary PDF report.

Stage Controls

• Next Button: A blue Next → link utility centered below the active canvas or anchored in the footer line allows users to log current metrics and advance sequentially through the data validation journey.

Sub-Stage 1: Welcome to the Marketing Research Stage

This sub-stage screen serves as the introductory gateway to the market analysis phase, ensuring the founder has clear instructional media and overview tools before deep-diving into target consumer metrics.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 2: Confirm Business Details

This sub-stage serves as a data verification screen where the user reviews and confirms the foundational business parameters established during the Discovery Stage before launching deep market research operations.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Confirm Business Details" accompanied by a clear instructional subtitle: “Please confirm your business details to ensure the market research is tailored accurately to your concept.”

• Core Business Configuration Panel: A unified data entry card containing three structured verification fields:

  • 1. Business Working Name:

    • Label: “Working Name”

    • Input Box: A text container designed to dynamically pull forward or allow editing of the company name.

  • 2. Business Slogan:

    • Label: “Slogan”

    • Input Box: A secondary text container showing the established tagline or brand hook.

  • 3. Business Core Description:

    • Label: “Description”

    • Input Box: A multi-line text container mapping out the specific workflow, target users, and key offerings of the business concept.

Navigation Controls

• Next Button: A blue Next → action utility button is anchored at the bottom right-hand margin of the page to lock down the verified data and transition directly forward to Sub-Stage 3 (Market Type).

Sub-Stage 3: Market Type

This sub-stage screen helps the founder identify, define, and select their foundational market entry strategy. Categorizing the market type changes how the system configures customer acquisition metrics, scaling speeds, and competitive positioning strategies later in the roadmap.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 4: Ideal Persona

This sub-stage screen functions as a comprehensive buyer persona development center. It uses the verified business description and market choices to generate deep biographical profiles of the business's ideal targets, mapping their behaviors, professional constraints, and software requirements.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Ideal Persona" accompanied by a tactical user-experience subtitle: “Define your target audience profiles or user personas to deeply understand their backgrounds, key pain points, and specific needs.”

• Persona Generation Control Card: A full-width configuration banner positioned at the top of the canvas layout:

  • Header: Generate Ideal Persona

  • Subtitle Text: “Generate an ideal user persona based on your business description and market choices to target the right customers.”

  • Action Button: A solid blue button centered below the descriptive text labeled Generate Ideal Persona. Clicking this parses the cumulative journey parameters to build targeted consumer case studies across the grid below.

The Generated Persona Matrix Grid

Once populated, the workspace layout organizes user attributes into four distinct, easy-to-read qualitative profiling blocks:

• 1. Profile & Demographics (User Icon):

  • Label: "1. Profile & Demographics"

  • Data Field: Displays the persona's core bio traits, including typical age brackets, job titles, daily professional environments, educational backgrounds, and income ranges.

• 2. Psychographics & Behaviors (Heart Icon):

  • Label: "2. Psychographics & Behaviors"

  • Data Field: Maps internal driving values, technology adoption habits, buying motivations, brand loyalties, and preferred digital communication channels.

• 3. Pain Points & Challenges (Warning Icon):

  • Label: "3. Pain Points & Challenges"

  • Data Field: Identifies critical friction points, systemic workplace bottlenecks, financial leaks, and personal operational frustrations the consumer actively seeks to solve.

• 4. Goals & Desired Outcomes (Target Icon):

  • Label: "4. Goals & Desired Outcomes"

  • Data Field: Highlights definition-of-success metrics, core productivity targets, long-term personal milestones, and specific software performance desires.

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right corner of the window frame to log the generated customer profiles and advance to Sub-Stage 5 (Trends & Insights from Market Reports).

Sub-Stage 5: Trends & Insights from Market Reports

This sub-stage screen serves as an advanced trend analysis module. It processes the confirmed business details and industry vertical classifications to generate comprehensive reports mapping out macro market shifts, growth directions, and technical disruptions.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Trends & Insights from Market Reports" accompanied by a research-driven subtitle: “Generate comprehensive market trends and insights based on your business description and market choices to stay ahead of the competition.”

• Trends Generation Control Card: A full-width specialized action container placed at the top of the workspace:

  • Header: Generate Trends & Insights

  • Subtitle Text: “Generate market trends and insights from industry reports to uncover growth opportunities and key market dynamics.”

  • Action Button: A solid blue button centered below the instructions labeled Generate Trends & Insights. Clicking this runs the analysis engine to populate the thematic data grids below.

The Generated Strategic Insights Grid

The research engine categorizes industry macro data into four distinct quadrant-style information panels across the canvas layout:

• 1. Market Trends (Graph Line Icon):

  • Label: "1. Market Trends"

  • Data Field: Details shifting industry directions, overall sector momentum, emergent business models, and adoption velocities within the targeted industrial landscape.

• 2. Market Insights (Lightbulb Icon):

  • Label: "2. Market Insights"

  • Data Field: Delivers deeper qualitative breakthroughs, hidden workflow demands, under-the-radar sector anomalies, and strategic takeaways relevant to the concept.

• 3. Opportunities (Star Icon):

  • Label: "3. Opportunities"

  • Data Field: Flags immediate operational gaps, niche market expansions, unserved customer segments, and high-growth spaces left open by existing market competitors.

• 4. Threats & Challenges (Shield/Warning Icon):

  • Label: "4. Threats & Challenges"

  • Data Field: Maps incoming systemic barriers, pricing drops, changing regulatory standards, technological risks, and defensive moves from large industry incumbents.

Navigation Controls

• Next Button: A blue Next → navigation utility link is anchored at the bottom right-hand corner of the workspace to save the generated report parameters and progress sequentially into Sub-Stage 6 (Market Statistics).

Sub-Stage 6: Market Statistics

This sub-stage delivers a quantitative breakdown of the industry landscape. It processes the venture's target profile and NAICS industry classification to calculate addressable market sizes, industry growth percentages, and baseline customer acquisition metrics.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Market Statistics" accompanied by a metrics-focused subtitle: “View key market statistics and metrics to understand the scale, growth potential, and financial dynamics of your target industry.”

• Statistics Generation Control Card: A full-width calculation container situated at the top of the workspace area:

  • Header: Generate Market Statistics

  • Subtitle Text: “Generate data-driven market statistics, including market sizing, growth rates, and average industry metrics to back your business strategy.”

  • Action Button: A solid blue button centered within the container labeled Generate Market Statistics. Clicking this runs the financial modeling engine to populate the quantitative panels below.

The Generated Market Metrics Grid

The reporting suite arranges the calculated industry benchmarks into four clear data visualization panels across the page layout:

• 1. Market Sizing (TAM, SAM, SOM) (Pie Chart Icon):

  • Label: "1. Market Sizing (TAM, SAM, SOM)"

  • Data Field: Pulls dynamic calculations for Total Addressable Market (TAM), Serviceable Addressable Market (SAM), and Serviceable Obtainable Market (SOM) to illustrate the absolute scale of the revenue opportunity.

• 2. Growth Rates & Projections (Bar Chart Icon):

  • Label: "2. Growth Rates & Projections"

  • Data Field: Tracks Compound Annual Growth Rate (CAGR) percentages, historical momentum, and five-year industrial trajectory forecasts.

• 3. Key Industry Metrics (Analytics Icon):

  • Label: "3. Key Industry Metrics"

  • Data Field: Outlines core operational baselines unique to the sector, such as standard profit margins, transaction volumes, and asset utilization averages.

• 4. Customer Acquisition Metrics (User Funnel Icon):

  • Label: "4. Customer Acquisition Metrics"

  • Data Field: Details industry standard Customer Acquisition Costs (CAC), expected Customer Lifetime Value (LTV) ratios, and average sales cycle lengths.

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer to lock down the statistical models and advance directly to Sub-Stage 7 (Competitive Analysis).

Sub-Stage 7: Competitive Analysis

This sub-stage functions as an automated and manual benchmarking hub. It processes the company's core concept description and targeted market choices to systematically track direct and indirect market competitors.

Canvas Layout & Workspace Components

The Generated Competitive Intelligence Grid

The system populates and segments competitive landscaping metrics into four standard tracking containers across the page layout:

Navigation Controls

Sub-Stage 8: Moat

This sub-stage focusing on identifying and developing your venture's competitive advantages or "moat". Defining these core barriers helps secure your market position and protects your startup concept from being easily replicated by competitors.

Canvas Layout & Workspace Components

The Generated Moat Analysis Grid

The system populates and segments your defensive market structures into four standard tracking containers across the page layout:

Navigation Controls

Sub-Stage 9: Export Marketing Research Results

This final checkpoint compiles all inputs, strategy selections, and AI-generated analysis grids from the Market Research Stage into a centralized audit layout. It provides a read-only historical overview alongside comprehensive export features before unlocking progress into the next stage of development.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Export Marketing Research Results" accompanied by an instructional subtitle: “This is an overview of what you told us in the marketing research stage, you can also export a brief summary of your findings as a pdf file.”

• Document Generation Panel: A full-width light-blue callout container positioned at the top of the canvas:

  • Description: Instructs the user to “Download a comprehensive PDF report containing all your marketing research findings”.

  • Action Button: Features a centered blue Generate PDF Report action key with an integrated download tray icon.

Core Market Settings Summary Grid (Upper Panel)

The top half of the summary layout utilizes a two-column grid framework to display foundational strategic choices:

• Business Details Card:

  • Label: “Your confirmed business details”

  • Data Rows: Displays the verified company working name, brand slogan, and core concept description.

• Market Type Card:

  • Label: “The market type classification for your business”

  • Data Field: Displays the chosen market entry strategy (e.g., Existing, New, Resegmented, or Clone).

• Ideal Persona Card:

  • Label: “The target customer profile or user persona”

  • Data Field: Displays the generated customer demographic and psychographic profiles.

Deep Research Analysis Summaries (Lower Panel)

The bottom section handles the complex data models, industry trend forecasts, and competitive positioning metrics logged throughout the phase:

• Trends & Insights Summary Block:

  • Header Title: Trends & Insights Summary

  • Label: “Key trends, insights, opportunities, and threats from industry reports”

  • Data Field: Displays the compiled macro-market directions and risk profiles.

• Market Statistics Summary Block:

  • Header Title: Market Statistics Summary

  • Label: “Data-driven market statistics including sizing, growth rates, and metrics”

  • Data Field: Displays the quantitative industry benchmarks, size estimates, and growth calculations.

• Competitive Analysis Summary Block:

  • Header Title: Competitive Analysis Summary

  • Label: “Profiles, strengths, weaknesses, and features of your top competitors”

  • Data Field: Displays the competitive intelligence profiles and positioning comparisons.

• Moat Summary Block:

  • Header Title: Moat Summary

  • Label: “Your competitive advantages, barriers to entry, and network effects”

  • Data Field: Displays the identified defensive strategic barriers and switching cost advantages.

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer. Clicking this seals your market research audit logs and advances the system into Stage 4 of the startup journey.

Brand Foundations & Brand Kit Stage

Brand Foundations & Brand Kit Stage

The Brand Foundations & Brand Kit Stage is the creative identity phase of the roadmap, broken down into seven distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

• Sub-Stage 1: Welcome to the Brand Foundations & Brand Kit Stage

  • This is the initial onboarding landing view that provides context, a core introduction video, and foundational directions before branding work begins.

• Sub-Stage 2: Brand Basics

  • The second item within the sequence, focusing on uploading a company logo, setting basic brand details, selecting baseline communication styles, and inputting your industry classification code.

• Sub-Stage 3: Core Values

  • The third item within the sequence, helping founders select or customize three to five key company tenets that define organizational culture and align marketing practices.

• Sub-Stage 4: Target Audience

  • The fourth item within the sequence, allowing creators to select or manually describe primary target audience segments to ensure visual branding connects with the right market.

• Sub-Stage 5: Fonts

  • The fifth item within the sequence, dedicated to testing, previewing, and assigning official typography configurations for both primary headlines and paragraph text.

• Sub-Stage 6: Color Palette

  • The sixth item within the sequence, focusing on selecting predefined themes or customizing individual hex codes to lock down a primary, secondary, and accent color palette.

• Sub-Stage 7: Export Brand Foundations & Brand Kit Results

  • The final technical milestone within this phase, presenting a read-only historical review layout of all branding asset selections with a tool to generate an exportable summary PDF report.

Stage Controls

• Next Button: A blue Next → link utility centered below the active canvas or anchored in the footer line allows users to save active configurations and cycle sequentially through the branding lifecycle steps.

Sub-Stage 1: Welcome to the Brand Foundations & Brand Kit Stage

This sub-stage screen serves as the formal onboarding gateway for the branding phase, introducing the founder to identity creation and visual asset generation.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Welcome to the Brand Foundations & Brand Kit Stage".

• Instructional Subtitle: “This stage will help you confirm and generate your business details and generate your brand kit.”

• Branding Foundations Media Panel: Features a large, central display graphic or video asset set in an office hallway. The media asset displays the title text "Branding Foundations" on the upper-left area and features the official buildrunkit logo badge on the upper-right corner.

Navigation Controls

• Next Button: A blue Next → utility button is centered directly below the main media card workspace to lock down the introductory state and advance smoothly to Sub-Stage 2 (Brand Basics).

Sub-Stage 2: Brand Basics

This sub-stage screen focuses on defining your brand's foundational identity parameters. It establishes core visual traits, essential baseline information, and conversational values that dictate how your brand communicates with your audience.

Canvas Layout & Workspace Components

Brand Voice & Tone Configuration Suite

A wide, centralized setting segment located below the foundational data inputs allows creators to define market messaging styles:

Industry Classification Component

Navigation Controls

Sub-Stage 3: Core Values

This sub-stage centers on identifying and articulating the core foundational values that guide your business choices, shape your organizational culture, and keep your marketing messages clear and consistent.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Core Values" with a guiding subtitle: “Identify and articulate up to core values that guide your business decisions and culture.”

• Educational Information Panel: A full-width light-blue callout container positioned at the top of the workspace:

  • Header: Why Core Values Matter

  • Bullet Points:

    • Guide decision-making and business practices

    • Help attract customers who share your values

    • Create consistency in your brand messaging

    • Build trust and authenticity with your audience

    • Define your company culture and hiring practices

Core Values Selection Suite

A comprehensive configuration area below the educational panel allows founders to choose and build out their cultural anchors:

• Selection Header: Select Your Core Values (accompanied by a target/compass icon)

• Instructional Label: “Choose 3-5 values that represent what your brand stands for. These will guide your decisions and communication.”

• Preset Values Grid: Twelve modular select buttons arranged in a clean, three-column layout:

  • Innovation | Integrity | Excellence

  • Collaboration | Sustainability | Transparency

  • Creativity | Empathy | Resilience

  • Accountability | Passion | Diversity

• Custom Core Value Utility: Includes an input field labeled “Add a custom core value” with an adjacent Add button, allowing users to define specific individual tenets that might not be captured by the defaults.

Navigation Controls

• Next Button: A blue Next → navigation action button sits at the lower right-hand corner of the workspace footer. Clicking this locks in your selections and moves directly forward to Sub-Stage 4 (Target Audience).

Sub-Stage 4: Target Audience

This sub-stage centers on refining and defining your primary target audience based on your market research insights. Selecting these audience tags ensures your upcoming visual identity and messaging connect with the right groups.

Canvas Layout & Workspace Components

Primary Target Audience Selection Suite

A wide configuration panel below the guide area allows creators to segment their primary user profiles:

Navigation Controls

Sub-Stage 5: Fonts

This sub-stage workspace lets founders select, preview, and assign their platform's official typography pairing, defining separate font styles for core marketing headlines and general readable body content.

Canvas Layout & Workspace Components

Font Selection & Discovery Tools

The workspace details three main interaction methods to browse and assign typography choices:

Final Font Assignment Matrix (Bottom Canvas)

Once specific options are selected from the menus above, the system locks them into the primary setup inputs:

Navigation Controls

Sub-Stage 6: Color Palette

This sub-stage workspace allows founders to design and implement a cohesive brand color system. By selecting primary, secondary, and accent colors, creators establish a visual hierarchy that ensures consistency across all digital and physical brand touchpoints.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Color Palette".

• Instructional Subtitle: “Design your brand’s color system including primary, secondary, and accent colors.”

• Brand Application Preview Card: A sticky vertical container docked on the right side of the workspace to demonstrate real-time color application:

  • Header Title: Brand Application Preview (accompanied by a palette icon).

  • Live Render Content: Shows how the selected palette applies to a sample interface, including the brand name, descriptive text, and a primary action button labeled "Get Started Today".

Color Selection & Customization Suite

The workspace provides multiple ways to discover and lock in the brand's color identity:

• 1. Predefined Color Palettes (Top Left):

  • Description: A grid of eight professionally curated color schemes designed for different brand personalities:

    • Skybound, MindShift, NoirGlow, PastelBloom, ArcticWave, CitrusGrid, Oceanic, and SlateMist.

  • Interaction: Clicking a palette automatically updates the primary, secondary, and accent fields below.

• 2. Automated Generation:

  • Action Button: A "Generate Random Palette" utility button centered above the customization fields for rapid ideation.

• 3. Color Specification Matrix (Bottom Canvas):

  • A row of three interactive color-configuration blocks:

    • Primary Color (Blue Icon): Labeled for usage in “Buttons, links, and main elements.” Includes a Hex Color Code input (e.g., #0263fb) and a Lock toggle.

    • Secondary Color (Navy Icon): Labeled for usage in “Icons, borders, and subtle elements.” Includes a Hex Color Code input (e.g., #1e293b) and a Lock toggle.

    • Accent Color (Yellow Icon): Labeled for usage in “Highlights and call-to-action.” Includes a Hex Color Code input (e.g., #f5b02b) and a Lock toggle.

Navigation Controls

• Next Button: A blue Next → navigation utility button is located at the lower right margin of the footer. Clicking this saves the finalized color system and advances to the final sub-stage of this phase, Sub-Stage 7 (Export Brand Foundations & Brand Kit Results).

Sub-Stage 7: Export Brand Foundations & Brand Kit Results

This final checkpoint compiles all inputs, selections, and chosen brand identity assets from the Brand Foundations phase into a centralized review layout. It offers a read-only historical overview alongside file export features before finalizing the stage.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Export Brand Foundations & Brand Kit Results" accompanied by an instructional subtitle: “This is an overview of what you told us in the brand foundations & brand kit stage, you can also export a brief summary of your findings as a pdf file.”

• Document Generation Panel: A full-width light-blue callout container positioned at the top of the canvas:

  • Description: Instructs the user to “Download a comprehensive PDF report containing all your brand foundations & brand kit findings”.

  • Action Button: Features a centered blue Generate PDF Report action key with an integrated download tray icon.

Core Identity Settings Summary Grid (Upper Panel)

The top half of the summary layout utilizes a two-column grid framework to display foundational identity selections:

• Brand Basics Card:

  • Label: “Your brand basics details”

  • Data Rows: Displays the confirmed brand name, tagline, description, chosen brand tone, and industry NAICS code classification.

• Core Values Card:

  • Label: “The core values for your brand”

  • Data Field: Displays the list of selected cultural anchors and operational principles.

• Target Audience Card:

  • Label: “The target audience classification for your brand”

  • Data Field: Displays the chosen audience segments and primary user profiles.

Visual Brand Kit Summaries (Lower Panel)

The bottom section tracks the visual assets, color systems, and typographic pairings logged throughout the creative development phase:

• Fonts Summary Block:

  • Header Title: Fonts Summary

  • Label: “Your chosen typography families for heading and body text”

  • Data Field: Displays the locked-in heading and body text font family designations.

• Color Palette Summary Block:

  • Header Title: Color Palette Summary

  • Label: “Your designed brand color system including primary, secondary, and accent colors”

  • Data Field: Displays the verified primary, secondary, and accent hexadecimal color codes.

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer. Clicking this seals your brand identity logs and advances the system into Stage 5 of the startup roadmap.

Admin & Operations Stage

Admin & Operations Stage

The Admin and Operations Stage is the operational phase of the roadmap, broken down into eight distinct sequential sub-stages accessed via the left-hand sidebar dropdown:

Sub-Stage 1: Welcome to the Admin & Operations Stage This is the initial onboarding landing view that provides corporate setup context, introductory media, and operational overviews before legal structural work begins.

Sub-Stage 2: Legal Setup The second item listed within the administrative sequence, focusing on legal entity formats, registration requirements, and liability rules.

Sub-Stage 3: Banking & Finance The third item listed within the administrative sequence, tracking institutional business banking setups, EIN tax identity keys, accounting methods, and integrated financial management tools.

Sub-Stage 4: CRM & Customer Data The fourth item listed within the administrative sequence, managing client relationship platforms, tracking incoming lead sources, and setting operational follow-up cadences.

Sub-Stage 5: Project & Task Management The fifth item listed within the administrative sequence, evaluating project spaces, configuring workflow methodologies, and defining day-to-day task trackers.

Sub-Stage 6: Document Management The sixth item listed within the administrative sequence, establishing secure cloud storage solutions, folder hierarchy standards, and data access policies.

Sub-Stage 7: Strategy and Planning The seventh item listed within the administrative sequence, mapping short-term execution goals, long-term visions, and foundational organizational roadmap milestones.

Sub-Stage 8: Compliance and Risk The eighth item listed within the administrative sequence, addressing data privacy standards, liability insurance safeguards, operational risk audits, and mitigation strategies.

Sub-Stage 9: Export Admin & Operations Results The final technical milestone within this phase, concluding the operational documentation sequence before next stage parameters unlock.

Stage Controls Next Button: A blue Next → link utility centered at the bottom of the active frame allows the user to save current progress or cycle sequentially to the next sub-stage item.

Stage Controls

• Next Button: A blue Next → link utility centered at the bottom of the active workspace layout card allows the user to log introductory configurations and cycle sequentially into the business layout configuration sub-stages.

Sub-Stage 1: Welcome to the Admin & Operations Stage

This sub-stage serves as the welcome landing screen for the administrative and operational setup phase. It establishes an overview of the core legal, financial, and procedural steps required to construct a firm corporate infrastructure.

Canvas Layout & Workspace Components

Navigation Controls

Sub-Stage 2: Legal Setup

This sub-stage workspace guides founders through selecting their legal business structure, registering their formal business entity name, and completing foundational regulatory checkboxes required to establish operations legally.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Legal Setup".

• Instructional Subtitle: “Choose your business structure, register your business name, and complete the necessary legal requirements to set up your entity.”

Legal Configuration Panels

The workspace organizes entity structure and registration across three specific modular cards:

• 1. Business Structure (Top Left):

  • Instructional Label: “Select your business structure entity option.”

  • Entity Options Grid: Features four interactive choice cards arranged in a 2x2 grid:

    • Sole Proprietorship

    • Partnership

    • Limited Liability Company (LLC)

    • C-Corporation

• 2. Business Registration Details (Top Right):

  • Instructional Label: “Define your business structure registration details.”

  • Registration Form Field: Contains a text entry block labeled Registered Business Name * displaying the placeholder text: “Enter your registered business name”.

• 3. Legal Requirements (Bottom Left):

  • Instructional Label: “Select your business structure legal requirement details.”

  • Compliance Checklist: Provides five distinct interactive checkboxes to track mandatory legal milestones:

    • Register Business Name

    • Apply for EIN / Tax ID

    • Obtain Business Licenses

    • Open Business Bank Account

    • Register for State Taxes

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer line. Clicking this locks in your legal setup entries and advances the workspace sequentially to Sub-Stage 3 (Banking & Finance).

Sub-Stage 3: Banking & Finance

This sub-stage workspace focuses on setting up your business's financial infrastructure, including managing institutional banking relationships, establishing tax identifiers, and selecting integrated software solutions for accounting and invoicing.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Banking & Finance".

• Instructional Subtitle: “Set up your financial infrastructure including business banking, employer identification numbers, and accounting frameworks.”

Financial Configuration Panels

The workspace organizes primary details across four modular selection and text entry cards:

• 1. Business Banking (Top Left):

  • Instructional Label: “Define your business structure banking option.”

  • Banking Options Grid: Features four interactive choice cards for major commercial banking platforms arranged in a 2x2 grid:

    • Chase

    • Bank of America

    • Wells Fargo

    • Mercury

• 2. Identification Details (Top Right):

  • Instructional Label: “Define your business structure tax identity numbers.”

  • Tax Identifier Form Field: Contains a text entry block labeled EIN / Tax ID Number * displaying the placeholder text: “Enter your EIN / Tax ID number”.

Tools Suite Selection

• Section Title: "Choose Your Tools"

• 1. Accounting Software: Features three selectable configuration choices:

  • QuickBooks Online (Industry Standard): The most popular choice. Every accountant knows how to use it, but it can be expensive and complex.

  • Wave (Free / Simple): Great free option for very small businesses, though features are limited compared to QuickBooks.

  • Xero (User Friendly): Strong competitor to QuickBooks with a cleaner interface.

• 2. Invoicing Solution: Features three integrated billing choices:

  • Goldilocks Invoices (Ecosystem Choice): Integrated directly with your BuildRunKit ecosystem. Keeps your invoicing separate from your complex accounting software to keep books clean. Simplify your books by keeping invoicing separate.

  • Stripe Invoicing

  • Freshbooks

Strategy & Summary Documentation

• 3. Decision & Outcome:

  • Form Field: A large text block labeled Final Banking & Finance Strategy * where the user outlines their selected operational path.

  • Optional Field: A secondary text input labeled Additional Notes (Optional) for supplemental documentation.

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer line. Clicking this saves your banking choices, accounting and invoicing configurations, and final text logs, advancing the user directly to Sub-Stage 4 (Budget & Planning).

Sub-Stage 4: Budget & Planning

This sub-stage workspace guides founders through projecting their startup's financial path, analyzing crucial operational costs, establishing runway metrics, and defining final strategic spending choices.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Budget & Planning".

• Instructional Subtitle: “Plan your business finances, project your startup cost, and estimate your runway.”

Financial Planning & Strategy Sections

The workspace relies on explicit text logs to document financial trajectories and notes:

• 1. Financial Planning & Strategy:

  • Instructional Label: “Define your business structure budget option.”

  • Form Field: A required text entry block labeled Final Budget & Planning Strategy * displaying the placeholder text: “Enter your final budget & planning strategy”.

  • Optional Field: A large text container labeled Additional Notes (Optional) displaying the placeholder text: “Enter your additional notes”.

Navigation Controls

• Next Button: A blue Next → navigation utility button is located at the lower right margin of the footer line. Clicking this locks in your budget plans and advances the workspace sequentially to Sub-Stage 5 (CRM & Customer Data).

Sub-Stage 4: CRM & Customer Data

This sub-stage workspace helps founders choose how to track leads, customers, and follow-ups to keep their business organized and consistent.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "CRM & Customer Data".

• Instructional Subtitle: “Choose how you'll track leads, customers, and follow-ups to stay organized and consistent.”

CRM Selection Panels

The primary section allows founders to evaluate and select their CRM software:

• Section Title: "Select Your CRM Solution"

• CRM Options Grid: Features four interactive options with specific pricing and feature details:

  • Goldilocks CRM (The 'Just Right' Solution / BuildRunKit Choice / Recommended): Built specifically for the BuildRunKit ecosystem. Seamlessly integrates with your invoicing and project tools without the bloat of enterprise software.

    • Bullet features: Native integration with your current setup; Simple, clean interface for founders; One login for everything.

    • Tag: Included / Bundle.

  • Pipedrive (Sales-Focused CRM): A visual sales pipeline tool loved by deal-makers.

    • Bullet features: Excellent visual pipeline; Strong mobile app; Great for pure sales teams.

    • Tag: Paid ($15-30/mo).

  • Notion (Template) (The DIY Option): Flexible and customizable, but requires manual setup and maintenance.

    • Bullet features: Infinite flexibility; Good for documentation + data; Likely free if you already use Notion.

    • Tag: Free / Low cost.

  • HubSpot (The Enterprise Giant): Powerful marketing and sales suite. Starts free, but gets expensive very quickly.

    • Bullet features: Industry standard; Huge marketing automation features.

    • Tag: Freemium (Expensive upgrades).

Data Strategy Parameters

• Section Title: "Define Your Data Strategy"

• Lead Source Input: An open text field labeled “Where will your leads primarily come from?” with placeholder text “e.g., Website contact form, LinkedIn cold outreach, Referrals...”

• Key Data Checkboxes: A multi-select area asking “What key data must you capture for every lead?” containing options for:

  • Name & Email

  • Company Name

  • Estimated Budget

  • Phone Number

  • Job Title

  • Timeline / Urgency

• Follow-up Cadence: A dropdown menu component labeled Follow-up Cadence Strategy with the placeholder text “Choose your follow-up approach...”

Strategy Summary & Notes

• Section Title: "Your CRM Strategy Summary"

• Selected Solution Display: Dynamically shows the chosen platform based on the user's selection (e.g., Goldilocks CRM—Included / Bundle) along with its brief operational description.

• Final Decision Summary: A structured input block titled Final Decision Summary with the placeholder “Summarize your CRM implementation plan and next steps...”

• Additional Notes: A secondary text container labeled Additional Notes with the placeholder “Any additional context, concerns, or implementation notes...”

Navigation Controls

• Next Button: A blue Next → action utility button is anchored in the bottom right-hand margin of the page footer. Clicking this locks in your CRM strategy records and advances the workflow sequentially to Project & Task Management.

Sub-Stage 5: Project & Task Management

This sub-stage workspace guides founders through evaluating, choosing, and establishing their workflow tracking systems to keep daily operational tasks and milestone delivery structured.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Project & Task Management".

• Instructional Subtitle: “Choose how you'll manage your tasks, projects, and team workflows to stay execution-focused.”

Platform Selection Panels

The workspace provides an options matrix for evaluating project management tools:

• Section Title: "Select Your Project Management Tool"

• Tool Options Grid: Features four interactive choices with explicit ecosystem relevance and operational characteristics:

  • Goldilocks Projects (The 'Just Right' Workspace / BuildRunKit Choice / Recommended): Built directly into your BuildRunKit ecosystem. Connect tasks directly to your CRM leads and client invoices without jumping between open tabs.

    • Bullet features: Native ecosystem integration; Zero configuration required; Task-to-invoice tracking.

    • Tag: Included / Bundle.

  • Trello (Simple Kanban Boards): A visual card-based system great for simple linear workflows.

    • Bullet features: Extremely easy to learn; Great visual card layout; Free tier covers basics.

    • Tag: Freemium.

  • Asana (Team & Timeline Focused): Structured project maps with list, board, and timeline views.

    • Bullet features: Powerful subtask management; Built-in team workloads; Great for collaboration.

    • Tag: Paid ($10-25/mo).

  • ClickUp (The Everything App): Highly customizable with massive features, though learning curves are steep.

    • Bullet features: Dozens of custom view types; Built-in docs and goals; Highly customizable dashboards.

    • Tag: Freemium (Feature complex).

Workflow Parameters

• Section Title: "Define Your Internal Workflow"

• Methodology Dropdown: A selector field labeled Primary Methodology with the placeholder text “Choose your methodology approach...”

• Task Management Checkboxes: A multi-select area asking “What project elements will you track here?” featuring the options:

  • Internal Tasks

  • Client Deliverables

  • Product Roadmap

  • Content Calendar

  • Bug / Issue Tracking

  • Team Availability

• Meeting Cadence Input: An open text entry field labeled “What is your team meeting / review cadence?” containing the placeholder text “e.g., Daily standup, Weekly sprint planning, Bi-weekly retrospectives...”

Strategy Summary & Notes

• Section Title: "Your Workspace Strategy Summary"

• Selected Solution Display: Dynamically displays the user's active choice (e.g., Goldilocks Projects—Included / Bundle) alongside its operational summary text.

• Final Decision Summary: A required, structured text block labeled Final Decision Summary * with the placeholder “Summarize your task management implementation plan and sprint setup...”

• Additional Notes: An open text block labeled Additional Notes (Optional) with the placeholder “Any additional workflow context, custom statuses, or onboarding steps...”

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer line. Clicking this logs your project management choices and advances the workspace sequentially to Sub-Stage 6: Document Management.

Sub-Stage 6: Document Management

This sub-stage workspace guides founders through setting up their company's document storage system, choosing file organization frameworks, and implementing basic data security protocols to keep critical business data secure and accessible.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Document Management".

• Instructional Subtitle: “Choose where you'll store files, how you'll organize them, and how you'll keep your business data safe.”

Platform Selection Panels

The workspace provides an options matrix for evaluating cloud storage solutions:

• Section Title: "Select Your Document Storage Solution"

• Storage Options Grid: Features four interactive choices with explicit ecosystem relevance and operational characteristics:

  • Goldilocks Drive (Ecosystem Integration / BuildRunKit Choice / Recommended): Secure storage built directly into your dashboard. Best for linking contract PDFs and operational assets directly to your client profiles.

    • Bullet features: Native ecosystem file linking; Zero external accounts needed; Automatic client folder creation.

    • Tag: Included / Bundle.

  • Google Drive (Collaboration Focused): Excellent real-time editing and collaboration through Google Workspace docs.

    • Bullet features: Best-in-class live document editing; Powerful internal search tools; Ubiquitous platform familiarity.

    • Tag: Free / Part of Workspace.

  • Microsoft OneDrive (Enterprise Integration): Deep integration with desktop Office applications and corporate Windows setups.

    • Bullet features: Perfect sync with desktop Word/Excel; Strong enterprise security controls; Part of Microsoft 365.

    • Tag: Free / Part of M365.

  • Dropbox (Pure Storage & Sync): Reliable file synchronization engine with advanced shared folder link features.

    • Bullet features: Fast, bulletproof file syncing; Advanced link sharing permissions; Great standalone storage tool.

    • Tag: Freemium ($10-20/mo).

Security & Folder Strategy Parameters

• Section Title: "Define Your File Strategy"

• Folder Structure Dropdown: A selector field labeled Folder Structure Framework with the placeholder text “Choose your organization approach...”

• Security & Access Checkboxes: A multi-select area asking “What security practices will you implement?” featuring the options:

  • Enforce 2FA on Storage Accounts

  • Restricted Client Data Access

  • Regular Backup Cadence

  • Standardized File Naming Rules

  • NDA Requirements for Team Share

• Retention Policy Input: An open text entry field labeled “What is your document retention / archive policy?” containing the placeholder text “e.g., Keep financial records for 7 years, Archive inactive client folders after 12 months...”

Strategy Summary & Notes

• Section Title: "Your Storage Strategy Summary"

• Selected Solution Display: Dynamically displays the user's active choice (e.g., Goldilocks Drive—Included / Bundle) alongside its operational summary text.

• Final Decision Summary: A required, structured text block labeled Final Decision Summary * with the placeholder “Summarize your document management implementation plan, naming conventions, and security rules...”

• Additional Notes: An open text block labeled Additional Notes (Optional) with the placeholder “Any additional storage context, third-party backup tools, or onboarding notes...”

Navigation Controls

• Next Button: A blue Next → navigation action button is anchored at the bottom right-hand margin of the footer line. Clicking this logs your document storage configurations and advances the workspace sequentially to Sub-Stage 7: Strategy and Planning.

Sub-Stage 7: Strategy and Planning

This sub-stage workspace serves as the master planning canvas where founders define their high-level business strategy, align on execution milestones, and establish clear operational frameworks to steer long-term growth.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Strategy and Planning".

• Instructional Subtitle: “Define your high-level business strategy, execution roadmap, and long-term planning frameworks.”

Operational Roadmap Panels

The layout organizes strategic alignment across three major structured sections:

• 1. Define Strategy Framework (Top Left):

  • Instructional Label: “Define your business structure strategy option.”

  • Strategic Focus Area Dropdown: A structural selection menu labeled Strategic Focus Area with the active placeholder text: “Choose your strategic focus approach...”

  • Execution Framework Checkboxes: A multi-select area asking “What execution elements will you prioritize?” containing five key organizational options:

    • Milestone Tracking

    • Resource Allocation

    • Risk Mitigation

    • Growth Metrics

    • Timeline Alignment

• 2. Core Business Strategy Logs (Top Right):

  • Instructional Label: “Outline your main strategy goals and operational roadmap milestones.”

  • Strategy Plan Inputs: Provides two large, structured text entry forms:

    • Short-Term Goals (Next 90 Days) *: A mandatory field with the placeholder text: “Enter your short-term operational goals...”

    • Long-Term Vision (1-3 Years) *: A mandatory field with the placeholder text: “Enter your long-term business vision...”

• 3. Strategy Summary & Documentation (Lower Section):

  • Section Title: "Your Strategy Summary"

  • Strategic Path Detail Block: A wide input block labeled Final Strategy & Planning Strategy * displaying the placeholder text: “Enter your final strategy & planning strategy”.

  • Supplemental Context Block: A large text container labeled Additional Notes (Optional) displaying the placeholder text: “Enter your additional notes”.

Navigation Controls

• Next Button: A blue Next → navigation action link utility is anchored at the bottom right-hand margin of the footer line. Clicking this logs all execution parameters, goal texts, and strategy notes, advancing the user directly to Sub-Stage 8: Compliance & Risk.

Sub-Stage 8: Compliance & Risk

This sub-stage workspace provides founders with a structured environment to evaluate organizational exposure, establish clear compliance policies, check off liability safeguards, and document their overall risk mitigation strategy.

Canvas Layout & Workspace Components

• Main Workspace Title: Displays "Compliance & Risk".

• Instructional Subtitle: “Identify potential risks, establish compliance protocols, and ensure your business is protected against legal and operational vulnerabilities.”

Risk Mitigation & Policy Panels

The workspace divides regulatory safety and policy formulation into three targeted modular layout cards:

• 1. Define Compliance Framework (Top Left):

  • Instructional Label: “Define your business structure compliance option.”

  • Risk Level Dropdown: A menu component labeled Risk Level Assessment displaying the active placeholder text: “Choose your risk level approach...”

  • Mitigation Checkboxes: A multi-select area asking “What compliance protocols will you implement?” containing five operational options:

    • Data Privacy Compliance (GDPR/CCPA)

    • Workplace Safety Policies

    • Intellectual Property Protection

    • Regular Audits Cadence

    • Liability Insurance Coverage

• 2. Core Compliance Strategy Logs (Top Right):

  • Instructional Label: “Outline your main compliance goals and risk mitigation milestones.”

  • Compliance Inputs: Provides two large text entry blocks for descriptive documentation:

    • Key Operational Risks *: A mandatory field with the placeholder text: “Enter your key operational risks...”

    • Mitigation Plan *: A mandatory field with the placeholder text: “Enter your risk mitigation plan...”

• 3. Compliance Summary & Documentation (Lower Section):

  • Section Title: "Your Compliance Summary"

  • Final Strategy Detail Block: A wide input area labeled Final Compliance & Risk Strategy * displaying the placeholder text: “Enter your final compliance & risk strategy”.

  • Supplemental Context Block: A large text container labeled Additional Notes (Optional) displaying the placeholder text: “Enter your additional notes”.

Navigation Controls

• Next Button: A blue Next → navigation action utility link is anchored at the bottom right-hand margin of the page footer. Clicking this logs your compliance selections, liability fields, and strategic notes, advancing the workspace sequentially to Sub-Stage 9: Export Admin & Operations Results.

Marketing Tools

How BuildRunKit Does It

My customers never visit my website

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I tagged this by problem type.. and we just need to see if we can surface the available tags at the top of the chapter..