# BuildRunKit Manual
The complete manual for all of the applications included in BuildRunKit
# 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.
### Initial Onboarding & Role-Based Dashboards
Wizard-Style Onboarding: After completing your registration or signing in for the first time, you are greeted with a streamlined, wizard-style interface. This walkthrough allows you to instantly input your basic information, select your initial User Type, and start configuring your personal brand right from the start.
Theme & Device Compatibility: The onboarding screens and all subsequent dashboard components are engineered to ensure smooth responsiveness across all devices and perfect compatibility with both Light and Dark themes.
The 4 Role-Based Dashboards: Once onboarding is complete, the platform provides 4 distinct, role-based dashboard architectures. Each layout filters out background noise to highlight the exact workspace metrics and tools most relevant to your specific job type:
- Founder View: Tailored for high-level startup execution and business oversight.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/download-1.jpeg)
- Executive View: Optimized for corporate management, tracking, and leadership oversight.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/6bVdownload-1.jpeg)
- Business Coach View: Structured for mentorship tracking, strategy planning, and cohort overviews.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/download-3.jpeg)
- Worker View: Focused heavily on day-to-day task execution, individual assignments, and direct workflows.
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/download.jpeg)
Dynamic User Type Switching: The home screen includes a "Dashboard Select" interface menu. Whenever you manually switch your dashboard view to a different role, the system automatically updates your active User Type in the background to match your current workflow seamlessly.
Universal Shortcuts: No matter which of the 4 dashboards you are using, each home screen features a dedicated "Shortcuts" section. This allows you to rapidly launch specific tools and jump directly to different sections of the application with a single click.
### Onboarding & First-Time Setup
Brand Logo Asset Uploads The brand identity phase of the initial setup sequence handles digital media assets directly from local storage:
- Direct Local File Input: Upload a corporate logo file directly from your device's file picker during the brand customization step, replacing the field requiring an external image web URL link.
# BuildRunKit Dashboard Infrastructure Overview
### **BuildRunKit Dashboard Infrastructure Overview**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-133240.png)**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-133342.png)**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-133609.png)**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-133454.png)**
The BuildRunKit interface provides a multi-layered, role-based dashboard system tailored for modern startup ecosystems. The core setup features deep integration with the Goldilocks Suite and supports seamless switching between operational perspectives.
#### 1. Role-Based Dashboards & Visualization Switching
Users can dynamically shift their view depending on their operational focus via a dropdown menu in the upper right-hand corner of the platform. The system architecture supports four distinct, role-based dashboard options:
- Worker View (Currently Selected)
- Business Coach View
- Executive View
- Founder View
#### 2. Workspace Selector
In the top navigation header, a dropdown utility allows users to access and pivot between different organizational workspaces:
- Official BuildRunKit Ecosystem (Labeled as "Custom")
- Bernadette.F's Workspace (Currently Active with "All Access" privileges)
- Training & Demo (Labeled as "Enterprise")
- Create Workspace ($+$): A dedicated utility to deploy new isolated team environments.
#### 3. Main Interface Layout (Worker View)
The full workspace structure is segmented into distinct navigational, strategic, and tool-based panels designed for day-to-day workflow tracking.
##### Sidebar Navigation & Hubs
The left sidebar offers quick-access routes across the enterprise:
- Core Paths: Dashboard, Brands, Journeys, Tools, and Saved Outputs.
- Hubs Section: A dedicated entry point for the Strategy Hub.
- Goldilocks Suite Integration: Direct sidebar modules for managing CRM, Invoice, and Projects.
- Footer Utilities: Settings, Feedback, and Help & Support.
##### "Where to Now?" Action Bar
Positioned right at the top of the main canvas to guide immediate focus:
- Finish Onboarding
- Continue Journeys
- Check Projects Tasks
- Manage Contacts
- Check Invoices
- Add New Invoices Items
##### Workspace Overview Grid
This section details active numbers, pipeline evaluations, and tracking counters across individual hubs:
- Strategy Hub: Tracks 100 Tasks, 1 Issue, 3 Notes, and notes a Last Updated milestone of 5/21/2026.
- CRM: Tracks 0 Deals, 10 Contacts, 0 Tasks, and a $0 Pipeline.
- Projects: Displays 11 Active elements, 50 Milestones, 0 Tasks, and 0% Progress.
- Invoices: Features clear zeroed baselines (0 Outstanding, 0 Pending, 0 Overdue, and $0 Paid MTD) waiting for financial entry data.
#### 4.Universal Task Database
Tasks are synchronized in real time across the entire platform ecosystem. A task created or modified in the Strategy Hub, CRM, or Projects updates a single central data table, ensuring identical information is displayed across all workspaces.
#### 5. Ecosystem Tools & Recent History
The lower portion of the workspace dashboard transitions into chronological tracking and immediate tool deployment options:
- Recent Activity Log: Chronologically lists ongoing iterations of the Founder Journey, tracking updates from "Just now," "22h ago," "2d ago," stretching back through 5/28/2026 and 5/22/2026.
- Recent Tool Short-keys: Quick buttons to spawn new entries for Journeys, Strategy Items, Strategy Hubs, or Project Milestones.
- Recommended Tools Grid:
- Invoice Generator: Built to create professional invoices in minutes (Category: Business).
- QR Code Generator: Designed to generate custom QR codes for any purpose (Category: Utility).
- QR Code Reader: Instant decoding optimization for mobile or layout use (Category: Utility).
- Text to Speech: Converts raw text inputs into natural-sounding audio speech assets (Category: Productivity).
- Wordcloud Generator: Visualizes input copy into beautifully mapped brand word clouds (Category: Design).
# BuildRunKit Platform: Brands Management Walkthrough
### **BuildRunKit Platform: Brands Management Walkthrough**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-134230.png)**
Here is the breakdown of the user flow when navigating, viewing, and managing brand properties within the workspace ecosystem, moving step-by-step through the layout interfaces.
#### 1. Navigation Sidebar Initialization
The process begins on the platform's primary left-hand navigation panel:
- Active Tab: The Brands menu option is highlighted with a light blue background, indicating it has been selected to open the brand repository.
#### 2. Brands Directory Dashboard
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-134317.png)
Once inside the directory, the workspace loads a master data table displaying all configured brand profiles:
- Global Actions: A blue + Create New Brand button anchors the top right corner for deploying brand templates.
- Search & Filter Utilities: Features a text input for "Search brands..." alongside a "Filter by name..." drop-menu tool.
- The Brand Registry Table: Currently lists two active entries under the same primary name:
- First Entry: Training & Demo | Description: "Training & Demo provides a structured ecosystem..." | Created At: Mar 3, 2026.
- Second Entry: Training & Demo | Description: "Training & Demo provides a high-value education..." | Created At: Mar 19, 2026.
- Inline Action Submenu: Clicking the ellipsis (`...`) tool on a row unrolls an active contextual menu with three administrative routes: View, Edit, and a red-text Delete button.
#### 3. Brand Profile Workspace Overview
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-134832.png)
The Brand Profile is a central hub within the platform designed to store, manage, and showcase a company's foundational identity. It ensures that all technical workflows, marketing campaigns, and business documents stay strictly aligned with a unified corporate image.
#### Brand Details & Identity
This section defines the core parameters of the business entity, serving as the strategic reference point for all generated content:
- Brand Description: A definitive summary explaining what the business does, its operational framework, and how it handles client relationships or projects.
- Brand Voice: The consistent tone, style, and personality used across all company communications (for example, keeping language strictly professional and avoiding specific forbidden internal terms).
- Brand Target: The primary audience, demographic, or ideal customer profile the platform's tools and messaging are tailored to reach.
#### Visual Asset Specification (The Brand Kit)
The Brand Kit acts as a visual guide, ensuring that any user-facing asset matches the company's aesthetic requirements:
- Brand Colors: A structured palette containing hexadecimal color codes for consistent interface and asset styling:
- Primary: The dominant color used for primary buttons, headers, and major brand elements.
- Secondary: A supporting shade used for text, background contrast, or neutral structural components.
- Accent: A high-contrast color reserved for call-to-action buttons, notifications, or specific highlights.
- Brand Fonts: The typography rules defined for the ecosystem, standardizing a clean look across both high-level Headings and readable Body text.
#### The Role of Brand Values
Instead of looking at them as operational settings, the platform treats Brand Values as the definitive identity markers of your company:
- The Core Identity: They define the unchanging principles, ethics, and beliefs that your brand is built upon.
- The Blueprint for Trust: They show clients, partners, and your team exactly what your business cares about and how you commit to showing up every single day.
- The Foundation of the Brand: They are the deep-seated standards that give the business its unique personality, making it more than just a list of products or services.
# Saved Outcomes Repository
### **Saved Outcomes Repository**
**[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-135813.png)**
The Saved Outcomes section serves as a centralized digital filing cabinet for your progress. Instead of holding static text or marketing assets, this repository acts as a running historical record of every major decision, milestone, and phase completion achieved across the platform.
#### 1. Accessing Your Saved Work
Locating your historical logs is straightforward within the workspace structure:
#### 2. Managing the Master Log Dashboard
[](https://library.buildrunkit.com/uploads/images/gallery/2026-06/screenshot-2026-06-05-135910.png)
Once inside the repository, the platform provides a structured, high-level data table built to help organize and locate individual business milestones:
- Search and Filter Functions: Text entry fields at the top allow quick sorting by specific titles or keywords to pull up exact records instantly.
- Chronological Record Keeping: Every generated milestone is logged as a separate row, showing the precise title of the entry alongside an automatic timestamp indicating exactly when it was achieved.
- Actionable Entries: Selecting the horizontal ellipsis (`...`) on any logged row opens up a quick action menu where you can click View Details to pull up the deeper record.
- Status & Type Badges: The window clearly labels the entry type (such as a Substage Completion) and displays a distinct green stamp confirming its status as Completed.
- Logged Activity Summary: The window provides a quick text confirmation of the milestone reached, followed by a Details canvas. When a stage is marked complete, this space holds the specific notes, operational logs, or data blocks tied directly to that point in the journey.
- Context Control: A prominent Confirm action button at the bottom allows you to easily acknowledge the historical view and return to the main tracking list.
- Search Functionality: A comprehensive search field at the top of the workspace allows for quick filtering to locate specific standalone generators.
- Category Sorting: A dedicated dropdown menu allows you to sort utilities by specific focus types, such as Business, Utility, Productivity, Design, or Marketing.
- Layout Toggles: Located in the top-right corner, grid and list icon toggles let you customize how the tool modules are displayed. The directory indicates a current count of 9 results available in the ecosystem.
- Text to Speech: Converts your written text into natural-sounding audio assets. (Category: Productivity)
- QR Code Generator: Generates custom, scannable QR codes for any operational or marketing purpose. (Category: Utility)
- QR Code Reader: Decodes QR codes instantly via direct layout or image input. (Category: Utility)
- Invoice Generator: Built to compile professional invoices in minutes to handle transactional needs. (Category: Business)
- Business Name Generator: Helps brainstorm and generate creative naming structures for new business ideas. (Category: Business)
- Logo Generator: Provides a design environment to create clean logos for your brand profile. (Category: Design)
- Wordcloud Generator: Generates beautiful word clouds out of your input copy to summarize visual themes. (Category: Design)
- Slogan Generator: Builds catchy taglines and slogans tailored to your business identity. (Category: Marketing)
- Color Palette Generator: Creates cohesive, balanced color schemes to help establish primary, secondary, and accent options. (Category: Design)
- Words & Weights: A combined text field where you type your chosen word, followed by a numerical input slot (defaulted to `1`) to set its prominence. Hitting the blue + Add button locks the term into the collection.
- Dimensions: Two numeric inputs for Width and Height scale the absolute size of your output graphic area (both defaulted to `500`).
- Background Color: A dropdown menu to select the backdrop fill style for the graphic canvas (defaulted to White).
- Choose a Preset Palette: A dropdown menu featuring ready-made theme combinations (such as Default – Modern Brights).
- Hex Code Vector: A text block displaying raw, comma-separated hex codes for rapid pasting or extraction.
- Palette Modifiers: A Random utility button shuffles color hex selections instantly, while a Reset button restores your starting color profile.
- Fine-Tune Individual Colors: A color block area featuring individual swatch controls (Color 1 through Color 5) with clear text input boxes to adjust specific hex codes individually.
1. Add words one at a time with their corresponding structural weights.
2. Assign higher weights to make important words appear larger in the cloud.
3. Choose an overall color palette or customize individual swatches.
4. Adjust the canvas background color to match your design requirements.
5. Click the execution button to create your custom word cloud and download the finalized image file.
- Topic: A text entry field where you type in your specific core business topic, campaign theme, or company area.
- Tone: A dropdown selection menu to establish the emotional delivery and brand personality of the output (defaulted to Clever).
- How many?: A volume input field to dictate the exact number of variations to produce in a single run (defaulted to `5`).
1. Enter your brand name or a brief business description into the text area.
2. Select a tone setting that matches your established brand personality, choosing from profiles like professional, playful, or bold.
3. Click the execution button to create AI-powered taglines.
4. Review the generated list and pick your top favorites.
5. Regenerate the outputs or refine the input descriptions until you find the perfect match.
- Personal Brand Label: A clear text entry box to input an internal identification name for the specific profile.
- Mission Statement: A multi-line text block designed to frame your core operational focus, long-term targets, or business purpose.
- Target Audience: A baseline input line to specify the exact consumer demographics, professionals, or market sectors your content aims to reach.
- Friendly: A casual and approachable style.
- Professional: A formal and authoritative communication style.
- Innovative: A creative and forward-thinking perspective.
- Luxurious: A high-end, highly premium, and exclusive tone.
- Playful: A fun, dynamic, and light-hearted tone.
- Custom Selection: An extension line at the base to type in unique, specific stylistic traits (e.g., Professional yet approachable) and register them with the Add key.
- Your Strengths: High-level individual traits and core soft skills. Selectable tags include options like Leadership, Problem Solving, Creativity, Analytical Thinking, Technical Skills, Strategic Planning, Communication, Adaptability, Teamwork, Time Management, Customer Focus, and Negotiation.
- Your Skills: Direct execution capabilities and industrial focus areas. Selectable options include Project Management, UI/UX Design, Marketing, Customer Support, SEO, Business Development, Software Development, Data Analysis, Sales, Content Creation, Social Media Management, and Financial Management.
- Your Values: Underlying corporate standards and driving execution principles. Preset toggles include Innovation, Excellence, Sustainability, Creativity, Resilience, Passion, Integrity, Collaboration, Transparency, Empathy, Accountability, and Diversity.
- Your Experience: Key professional environments and functional roles you have operated within. Quick tags list Leadership, Customer Service, Team Collaboration, Technical Support, Software Development, Content Creation, Project Management, Conflict Resolution, Sales and Marketing, Data Analysis, UI/UX Design, and Financial Management.
- Global Save: Once you have selected your voice traits and structured your background vectors across both segments, clicking the solid blue Save action button in the bottom-right corner locks the dataset into your profile.
- Tasks: Displays the total number of task boards active in your workspace (e.g., 4 boards).
- Problems: Tracks active issue or bug logging boards (e.g., 1 boards).
- Thoughts: Aggregates brainstorms, ideas, and strategic thoughts (e.g., 1 boards).
- Relationships: Manages network, partner, or team connection boards (e.g., 1 boards).
- Mindmaps: Provides quick access to visual brainstorming or mind mapping workspaces (e.g., 1 boards).
- Notes: Collects knowledge base and documentation folders (e.g., 1 boards).
---
- Progress Bar: Displays a total visual percentage completion rate of your combined task workload.
- In Progress: Counts active tasks currently being worked on.
- Upcoming: Lists scheduled or future action items.
- Overdue: High-priority alert counting tasks that have passed their set deadlines.
- View all: Click the blue View all → link to manage your complete task records.
- Log a Problem: If no items are listed, click the blue Log a Problem button to record a new bug or block.
- View all: Click the blue View all → link to navigate directly to the dedicated Problems module.
- Quick Access Blocks: Lists your recent documents, displaying individual row titles and their last updated relative timestamp (e.g., *Updated 4 weeks ago*).
- View all: Click the blue View all → link to open up the complete knowledge module.
---
- Dashboard: Jumps back to your global dashboard hub.
- Strategy Hub: Refreshes or returns you to this primary workspace layout.
- Tasks: Direct link to your expanded task listings.
- Problems: Opens your complete workspace issue tracker.
- Thoughts: Accesses your logged ideas and concepts.
- Relationships: Opens your contact network maps.
- Mind Maps: Launches your visual planning boards.
- Simple Notes: Links to your full documentation knowledge base.
- 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 Core Functionality Check Board or Full System Check Task 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 to View, Rename, or Delete that board.
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- Lists Management: Organize progression stages by clicking the + Add List container. Clicking the three dots (`...`) next to a column header like "First List" allows you to select Rename, Bulk Options, or Delete List.
- Board Layout Controls: Switch between dynamic visual cards using Kanban view or structural line rows using Table view.
- Data Retrieval: Use the Export button to extract your active list details, or utilize the right-hand Filters side-panel to slice view parameters by Priority (*Low, Medium, High*), Due Date (*Overdue, Due Today, Next 7/30 Days*), or completion Status.
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1. Click the list settings menu and select Bulk Options.
2. In the Bulk Tasks workspace modal, enter one task item per line.
3. Use the explicit colon format: `task:description` (e.g., `Fix login bug:Investigate why the auth token expires early`).
4. Click the blue Save button to automatically generate distinct task cards down your targeted list.
- Task Title: Provide a concise action statement at the top input line.
- Assignee: Use the selection dropdown to route accountability to a team member, or click Add External Assignee + to invite an outside contributor.
- Due Date: Use the interactive Pick a date calendar picker to establish your hard deadline.
- Priority: Designate importance tiers using the classification selector (*Low, Medium, High*).
- Color: Assign colored visual identifiers (such as *Pink*) to make cards stand out on your board grid.
- Task Templates:
[](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-19-135758.png)
Avoid starting from scratch by clicking the Template dropdown tool on the description block. Select from pre-structured blueprint outlines, including:
- *Strategic Decision*
- *Marketing Task*
- *Feature Request / User Story*
- *Meeting / Brainstorming*
- *S.M.A.R.T. Framework*
- *Root Cause*
- *Risk Assessment*
- *Product-Market Friction*
- *Resource Bottleneck*
- *Technical Debt Audit* *(Note: If you haven't saved any custom layouts yet, the system will display a "No workspace templates yet" notice at the bottom of the list until you toggle on the "Save description as a template" switch.)*
- Description Editor: Fill out your action details manually, or toggle the Save description as a template switch at the bottom to store your layout for future use.
- Status Action: Click the Mark as done check button to shift the task state instantly. Click Create Task to finalize.
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- Open: Launches the full individual configuration details view.
- Delete: Permanently drops the selected card from your board workspace records.
- Move or Copy (Migration Assistant): Selecting this action triggers a modal that helps you reposition or duplicate task items across different spaces without losing formatting details:
- Existing Board Tab: Reposition or duplicate your item into another list layer inside any active environment already saved to your workspace profile.
- New Board Tab: Type in a brand-new Board name and List name inline to build a fresh destination space on the fly, immediately routing the migrated card there.
- Execution: Click the soft Copy button to clone the item, or click the blue Move button to shift the original record entirely.
- Creating a Board: Click the blue + New Board button in the top-right corner to initiate a separate issue-tracking workspace.
- Directory List: View all active boards (such as the "Core Bug Tracker"), searchable by title and filterable using the Columns dropdown configuration menu.
- Board Options Menu: Click the three dots icon (`...`) on the right side of any listed board row to View, Rename, or Delete that board environment.
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- Columns & Views: Organize your issue lifecycles dynamically across columns (e.g., "First List") using either the Kanban grid arrangement or a clean line-by-line Table view.
- List Configurations: Click the three dots icon (`...`) next to any column title header to Rename the list, access Bulk Options, or select Delete List.
- Filtering & Export: Extract your active data sets using the Export function, or use the right-hand Filters side-panel to isolate entries by Priority (*Low, Medium, High*), Due Date, or completion Status.
---
1. Click your list configuration menu and choose Bulk Options.
2. Use the standard colon format: `problem:description` (entering one distinct issue ticket per line).
3. Click the blue Save button to populate your board instantly.
- Title & Mark Done: Provide a descriptive title at the top, or toggle Mark as done to clear the card.
- Assignee: Designate a team member via the dropdown, or select Add External Assignee + to collaborate with outside support.
- Due Date: Set a target resolution deadline using the interactive calendar picker.
- Priority & Color Tiers: Flag critical blockers by defining their importance level (*Low, Medium, High*) and assigning a distinct card accent color (e.g., *Pink*).
- Problem Templates: Drop in pre-structured frameworks by selecting the Template utility dropdown above the description text area. Options include specialized problem-solving blueprints such as Strategic Decision, Root Cause, Risk Assessment, or Technical Debt Audit.
---
- Context & Metadata: Displays your foundational core settings, including assigned team owners, set deadlines, importance tiers, and template-guided problem descriptions.
- 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.
- Evidence Collection: Centralize external files, technical logs, or system screenshots directly onto the problem 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.
---
- Open & Delete: Access full collaboration tabs or wipe obsolete records from the workspace tracking board entirely.
- Move or Copy: Launch the Migration Assistant modal to copy or move issue records. You can copy/move the ticket into an Existing Board layout list, or type a fresh identifier to establish a New Board workspace directly on the fly.
- Breadcrumb Navigation: The top left displays the active path, showing Thought boards followed by an arrow pointing to your currently opened board name (e.g., *Full System Check Thought Board*).
- Quick Switch Dropdown: Clicking the small up and down arrow icon directly next to "Thought boards" pulls up a quick menu to toggle between your saved boards or click + Create new board without returning to the main directory.
- Canvas Settings & Zoom Toolbar: Located at the top right of the canvas, this bar gives you layout controls:
- Zoom Controls: Use the zoom-out (`minus`), percentage display (e.g., `100%`), zoom-in (`plus`), and `reset` icons to navigate a dense board.
- Export: Click the download arrow icon to save a local copy of your canvas layout.
- Clear (Trash Can Icon): A red button that completely wipes all shapes, lines, and data off the current canvas.
- Total: The overall count of all tasks assigned to you.
- Pending: Tasks that are currently open and awaiting action.
- Completed: A count of all finalized tasks.
- Overdue: Tasks that have passed their assigned due date without being completed.
- Upcoming: A look-ahead at tasks scheduled for the near future.
---
- Search Bar: Locate tasks quickly by searching for their title, description, or the assigned team member.
- Filtering: Narrow your view by using the All Priorities or Due Date dropdown menus.
- Quick View Tabs: Switch between status-specific lists, including All Tasks, Pending, Completed, Overdue, and Upcoming.
---
- Task Title: Enter a clear, concise name for the task.
- Description: Add optional details or specific instructions for the task.
- Priority: Use the dropdown to set the importance level (e.g., Medium Priority).
- Due Date: Click the calendar icon to pick a specific deadline.
- Profile Details: This section allows you to manage your identity. You can enter and update your First Name, Last Name, Email, and Phone number in the provided text fields.
- Bio: Use the larger text area to add a brief professional summary or description to your profile.
- Save Changes: Click the brown Save Changes button at the bottom right to finalize any updates to your personal information.
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- Password Management: Update your login credentials to keep your account secure.
- Notifications: Configure how and when you receive system alerts and updates.
---
- Light: A bright interface with a light-colored background.
- Dark: A high-contrast interface with a dark background, ideal for low-light environments.
- System: Automatically syncs the interface theme with your device's operating system settings.
- Update Theme: Click the brown Update Theme button to apply your chosen visual style.
- Step 1: Download Templates: Before you begin your upload, use the Download Template links for Contacts, Deals, or Tasks. These files contain the correct column headers to make mapping seamless.
- Step 2: Upload File: Once your template is filled out, select the appropriate category and upload your file.
- Step 3: Map Fields: Align your spreadsheet columns with the CRM fields.
- Step 4: Preview & Finish: Review your data sample, then complete the import to add the records to your workspace.
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- Upload Tasks: If you have task data ready in the template, click this button to process it.
- Finish and go to Dashboard: Click this to exit the setup and return to your main dashboard.
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- Select Records: Choose to export your Contacts, Deals, or Tasks.
- Export Action: Click the brown Export Data button.
- File Format: Your records will automatically download as a ZIP file. You must extract this folder on your computer to access the individual spreadsheet files inside.
- User Profile: This section displays your Display Name, your Phone Number, and the date you became a member. Click the Edit button to make changes to your name or phone details.
- Email Address: View the primary email associated with your account. You can update this by clicking Edit, which will trigger a confirmation link to your new address.
- Current Password: Enter your existing password for verification.
- New Password: Create a new password containing at least 8 characters.
- Confirm: Re-enter the new password to ensure it matches, then click the brown Change Password button to finalize.
---
- English: Use the interface in English.
- Español: Usar la interfaz en español.
- Light Theme: A bright interface with a light-colored background.
- Dark Theme: A high-contrast interface with a dark background, ideal for low-light environments.
- 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, labeled with their specific access level (e.g., "Official BuildRunKit..." with a CUSTOM tag or "Training & Demo" with an ENTERPRISE tag).
- Instant Switch: Click on the desired name to instantly switch all project data (Tasks, Milestones, and Activities) to that workspace.
- Create New: You can also click "+ Create workspace" at the bottom of this menu to start a brand new project environment.
- Total Projects: Shows the total count of active projects and an overall completion percentage.
- Total Tasks: Displays the total number of tasks in the workspace and how many are finished.
- Overdue Tasks: Highlights the number of tasks that have passed their due dates and "Need attention."
- Upcoming Deadlines: Tracks tasks that are scheduled to be completed within the current week.
- Recent Projects: This section displays your most recently accessed projects. If you are just starting, click the brown "Create Project" button in the center of the dashboard to begin your first workflow.
- View All: Click the "View All →" link to see a full list of every project in your workspace.
- Dashboard: Returns you to this overview page.
- Projects: View and manage your full list of ongoing and archived projects.
- Milestones: Track major goals and roadmap targets.
- Tasks: Access your full task list and manage individual to-dos.
- Activities: View a log of recent updates and changes across the workspace.
- Selection Options: Choose what data you wish to download by selecting All Data, or specific categories including Projects Only, Milestones Only, Tasks Only, or Activities Only.
- Download: Click the brown Download Data button to generate and save your ZIP file.
- Activities Reports: For specialized reporting, you can choose to generate an Activities Report in PDF (best for printing and sharing) or Excel (best for analysis and editing) formats.
---
- Step 1: Import Projects: Start by dragging and dropping your `projects.csv` file to create the base project records. Projects are a required component of the import process.
- Step 2: Import Milestones: Once projects are imported, upload your `milestones.csv` file so each milestone can map correctly to its parent project. Milestones are also a required component of the import.
- Step 3: Import Tasks (Optional): After the milestones are imported, you have the option to upload a `project_tasks.csv` to complete your data flow.
- Finalizing: You can choose to click Finish Import immediately after successfully importing your milestones, or you can continue to the task import step if you have task data to include.
- Creating a Journey: Click the blue Start New Journey button at the top right to open the startup selection layout.
- Searching and Filtering:
- Use the Search journeys... text field above the table to filter your active paths by their specific title text.
- Use the Filter by title... search field next to it to narrow down directory rows by matching exact title terms.
- Journey Directory Table: Track active spaces across several parameters:
- Title: The name of the roadmap (e.g., *Founder Journey*).
- Description: A short outline summary detailing the scope of the path.
- Journey Type: Identifies the framework category classification (e.g., *Founder*).
- Brand: Logs any specific internal company asset or brand associated with the tracking environment.
- Created By: Displays the user profile who initiated the roadmap.
- Created At: Tracks the initial date the tracking module was opened.
- Columns Visibility Tool: Click the Columns dropdown tool above the table to toggle parameters visible or hidden via checkmarks (Title, Description, Journey\_type, Brand, Created\_by, Created\_at, or Actions).
- Selection Summary: A tracking counter at the bottom left logs your selected table rows (e.g., *0 of 2 row(s) selected.*).
- Build and grow your startup from idea to success (Blue Rocket Icon): The active primary track focused on complete end-to-end business execution.
- Develop strategic plans and execute them effectively (Purple Target Icon): A strategic planning track.
- Create powerful marketing campaigns and build your brand (Green Trend Icon): A marketing and brand growth track.
- Conduct thorough research and gather valuable insights (Orange Magnifying Glass Icon): A research and market analysis track.
- Manage human resources and build great teams (Pink Team Icon): An operations and team management framework track.
- Main Workspace Title: Displays "Basic Information" with an introductory promise statement: “If you will just answer a few things we will promise to try to benefit from the knowledge and tailor your journey accordingly.”
- Question 1: Objective Tracking:
- Label: "1. What's your biggest goal for this journey?"
- Input Field: A multi-line text container with the placeholder instruction: “Share your primary objective or what you hope to achieve...”
- Question 2: Pain Point Analysis:
- Label: "2. What specific challenges are you hoping to solve?"
- Input Field: A multi-line text container with the placeholder instruction: “Describe the main obstacles or problems you're facing...”
- Question 3: Operational Status Identification:
- Label: "3. Are you starting from scratch or already in motion?"
- Input Field: A multi-line text container with the placeholder instruction: “Tell us about your current stage in the business journey...”
- Main Workspace Title: Displays "Export Orientation Results" with the dynamic header subtitle: “This is a summary of what you learned and shared with us during the orientation stage.”
- Document Generation Panel: A stylized light-blue callout card spanning the top of the workspace labeled Orientation Stage Results:
- Description: Prompts the user to “Download a comprehensive PDF report containing all your orientation findings”.
- Action Button: Features a centered blue Generate PDF Report action key accompanied by a download icon.
- Sub-Stage Completion Logs (Split Grid): Two parallel tracking blocks display completion verifications for the introductory screens:
- Orientation Welcome Block: Titled “Introduction video and Journey overview.” It presents a green status alert bar confirming: `✓ Welcome substage completed successfully.`
- Journey Info Block: Titled “Journey content and navigation tips.” It displays a secondary system notification indicator reading: `✓ No information provided.`
1. Goal Audit Row:
- Label: `✓ What's your biggest goal for this journey?`
- Data Block: Displays the captured multi-line text block entry summarizing primary objectives.
2. Challenge Audit Row:
- Label: `✓ What specific challenges are you hoping to solve?`
- Data Block: Displays the captured multi-line text block entry mapping core business obstacles.
3. Status Audit Row:
- Label: `✓ Are you starting from scratch or already in motion?`
- Data Block: Displays the captured multi-line text block entry noting current operational standing.
- Main Workspace Title: Displays "Welcome to the Discovery Stage" accompanied by a clear instructional subtitle: “Get an overview of the Discovery process and learn how this stage will help you explore and validate your startup ideas.”
- Discovery Media Panel: Features a large graphic or video workspace element explicitly labeled Discovery on the top-left and badged with the official buildrunkit brand logo on the top-right.
- Concept Validation Selector: Located directly to the right of the media panel, this interactive component prompts users to define their starting point:
- Field Label: "Do you already have a business idea you're excited about?"
- Dropdown Selector: Clicking the "Select an option" box expands a menu containing three distinct choices to categorize the user's current stance:
1. Yes, I have one
2. I want to explore new ideas
3. I have a few and want help picking
- Main Workspace Title: Displays "Founder Fit Scan" with the explicit header instruction: “Reflect on your skills, interests, and motivations to ensure your startup idea aligns with your personal strengths and goals.”
- Founder Fit Analysis Context Card: A full-width text container block positioned at the top of the canvas layout:
- Header: Founder Fit Analysis
- Subtitle Text: “To help us provide a more tailored founder fit analysis, please share any additional context about your background, goals, or specific areas of interest.”
- Input Area: A text entry field labeled “Your Background, Goals and Interests” with the inside placeholder prompt: “Additional context and information about your background, goals, or specific areas of interest for this journey”.
- Action Button: A solid blue button centered below the entry field labeled Generate Founder Fit Analysis.
- Your Strengths Matrix: A multi-selectable grid of behavioral traits:
- Pre-populated Grid Items: Leadership (Selected), Communication, Problem Solving, Adaptability, Creativity, Teamwork, Analytical Thinking, Time Management, Technical Skills, Customer Focus, Strategic Planning, and Negotiation.
- Custom Data Field: An input bar at the bottom labeled “Add a strength and press Enter” alongside an Add button.
- Your Skills Matrix: A grid mapping technical and professional operational abilities:
- Pre-populated Grid Items: Project Management (Selected), Software Development, UI/UX Design, Data Analysis, Marketing, Sales, Customer Support, Content Creation, SEO, Social Media Management, Business Development, and Financial Management.
- Custom Data Field: An input bar at the bottom labeled “Add a skill and press Enter” alongside an Add button.
- Your Values Matrix: A grid tracking core cultural and ethical operational drivers:
- Pre-populated Grid Items: Innovation (Selected), Integrity, Excellence, Collaboration, Sustainability, Transparency, Creativity, Empathy, Resilience, Accountability, Passion, and Diversity.
- Custom Data Field: An input bar at the bottom labeled “Add a value and press Enter” alongside an Add button.
- Your Experience Matrix: A grid mapping historical professional domains:
- Pre-populated Grid Items: Leadership (Selected), Project Management, Customer Service, Conflict Resolution, Team Collaboration, Sales and Marketing, Technical Support, Data Analysis, Software Development, UI/UX Design, Content Creation, and Financial Management.
- Custom Data Field: An input bar at the bottom labeled “Add experience and press Enter” alongside an Add button.
- Main Workspace Title: Displays "Working Name + NAICS" with an introductory subtitle: “Let's define what your business will be called, its slogan and its formal industry classification.”
- Business Concept Recap Banner: A light gray full-width contextual alert box summarizing the selected track:
- Text: “You have chosen to pursue the business idea: An AI assistant that helps virtual assistants optimize their workflow and automate administrative tasks.”
- Field Label: "1. What is the working name of your business?"
- Input Box: A text entry field populated with a live placeholder or typed entry.
- AI Tool Integration: Features a solid blue Suggest Business Names action button to auto-generate creative naming variations directly underneath if the founder requires inspiration.
- Field Label: "2. What is the slogan or tagline of your business?"
- Input Box: A text entry field with the directional placeholder text: “Enter your business slogan or tagline...”
- AI Slogan Generation Parameter Filters: Founders can customize the automated generation tool by adjusting specific behavioral selectors:
- Slogan Tone Dropdown: Sets the branding attitude. Clicking the menu reveals four distinct choices:
1. Clever
2. Funny
3. Serious
4. Informative
- Language Dropdown: Sets the output translation. Clicking the menu reveals two standard options:
1. English
2. Spanish
- Action Trigger: Features a solid blue Suggest Slogans action button to generate list options matching the targeted tone and language configuration.
- Field Label: "3. What is the NAICS code for your business?"
- Input Box: A specialized input box displaying a search placeholder: “Search NAICS code...”
- AI Classification Integration: Features a solid blue Suggest NAICS Code action button that leverages the concept description to locate matching industrial classification codes from the North American Industry Classification System database.
- Sector Search Dropdown: A secondary interactive drawer element populated with standard macroeconomic parent groupings to help narrow down industry categorization manually:
- Agriculture, Forestry, Fishing and Hunting
- Mining, Quarrying, and Oil and Gas Extraction
- Utilities
- Construction
- Manufacturing
- Main Workspace Title: Displays "Early Market Signal Check" alongside a descriptive subtitle mapping its core objective: “Test your idea against early market signals to validate demand and gather insights before investing more resources.”
- Market Insights Generation Console: A stylized data intake card centered on the workspace canvas, titled "Generate comprehensive market insights based on your business description and NAICS classification."
- NAICS Code Field:
- Label: "NAICS Code"
- Input Box: A text field with the placeholder instruction: “Enter your NAICS code”. This links directly with the industrial classification chosen in the previous sub-stage.
- Business Description Field:
- Label: "Business Description"
- Input Box: A multi-line text container with the inside placeholder prompt: “Provide a detailed description of your business...”
- Main Workspace Title: Displays "Welcome to the Marketing Research Stage" accompanied by a directional subtitle: “Get an overview of the Market Research process and learn how this stage will help you identify your target market, trends, and competitors.”
- Market Research Media Panel: Features a large central workspace graphic or video element titled Market Research on the top-left and branded directly with the official buildrunkit logo on the top-right.
- Onboarding Information Drawer (Right Panel): A structured information block or layout component sits to the right of the media display to outline immediate objectives before the founder begins editing data entries.
- Main Workspace Title: Displays "Market Type" accompanied by a targeted operational subtitle: “Identify the type of market you are entering to better understand consumer behaviors, regulatory barriers, and market dynamics.”
- Market Type Matrix Selection: A collection of four large, interactive option cards arranged across the canvas. Each strategy type features a distinctive heading title and description block:
- Existing Market:
- Description: Entering an existing market with well-defined product categories, established competitors, and known customer requirements. The primary operational goal here is stealing market share from current incumbents.
- New Market:
- Description: Creating an entirely new market category where a product or service solves a problem that customers didn't realize they had. This path features no direct initial competitors but requires massive consumer education efforts.
- Resegmented Market (Niche / Low Cost):
- Description: Finding a specific group of customers in an existing market whose needs are currently ignored or underserved by massive industry giants. This relies on targeting a specific niche or leveraging a low-cost pricing strategy.
- Clone Market:
- Description: Taking an incredibly successful, proven business model from a foreign or distinct market and completely replicating it within a local region or unserved geographic area.
- Main Workspace Title: Displays "Competitive Analysis" accompanied by a positioning subtitle: “Identify and analyze your competitors to understand their strengths, weaknesses, and market positioning.”
- Competitor Generation Control Card: A full-width intelligence container positioned at the top of the canvas workspace:
- Header: Generate Competitive Analysis
- Subtitle Text: “Generate a comprehensive competitive analysis, profiling major competitors, their market share, strategies, and features.”
- Action Button: A solid blue button centered within the container labeled Generate Competitive Analysis. Clicking this runs the analysis to populate the matrix blocks below.
- 1\. Top Competitors Profile (Users Icon):
- Label: "1. Top Competitors Profile"
- Data Field: Displays the profiles and market data of primary competitors.
- 2\. Competitor Strengths & Weaknesses (Shield Icon):
- Label: "2. Competitor Strengths & Weaknesses"
- Data Field: Displays the core strengths and critical weaknesses identified for each competitor.
- 3\. Feature Comparison Matrix (Sliders/Settings Icon):
- Label: "3. Feature Comparison Matrix"
- Data Field: Displays a detailed breakdown of features across different market players.
- 4\. Pricing & Market Positioning (Dollar Tag Icon):
- Label: "4. Pricing & Market Positioning"
- Data Field: Displays the pricing tiers and strategic market positioning of competitors.
- Main Workspace Title: Displays "Moat" accompanied by a protective strategy subtitle: “Identify and define your competitive advantages or 'moat' to protect your business from competitors and sustain long-term success.”
- Moat Generation Control Card: A full-width strategic planning container positioned at the top of the canvas workspace:
- Header: Generate Moat
- Subtitle Text: “Generate a comprehensive moat analysis, profiling major barriers to entry, switching costs, and network effects.”
- Action Button: A solid blue button centered within the container labeled Generate Moat. Clicking this runs the analysis to populate the defensive strategic blocks below.
- 1\. Barriers to Entry (Shield Icon):
- Label: "1. Barriers to Entry"
- Data Field: Displays the structural roadblocks and startup challenges that prevent new players from easily entering your space.
- 2\. Switching Costs (Arrows Icon):
- Label: "2. Switching Costs"
- Data Field: Displays the calculated operational, financial, or psychological costs customers face if they try to leave your platform for a competitor.
- 3\. Network Effects (Network/Nodes Icon):
- Label: "3. Network Effects"
- Data Field: Displays how your product or service naturally becomes more valuable to existing users as your total customer base grows.
- 4\. Cost Advantages (Trending Down Bar Chart Icon):
- Label: "4. Cost Advantages"
- Data Field: Displays the unique operational efficiencies, scale economics, or proprietary processes that allow you to maintain lower costs than rivals.
- Main Workspace Title: Displays "Brand Basics" accompanied by a clear setup subtitle: “Define your brand's core identity including brand name, tagline, voice and logo.”
- Brand Logo Upload Panel: A structured block dedicated to media configuration on the upper left:
- Header: Brand Logo (accompanied by an image icon)
- Subtitle: “Upload or update your brand logo”
- Upload Trigger: Features a clear blue border Select Image button.
- File Constraints Label: Specifies “Upload your logo. Max size: 5MB. Supported formats: JPG, PNG, GIF, WebP.”
- Basic Information Form Panel: A structured data input layout placed on the upper right side:
- Header: Basic Information (accompanied by a clock/target icon)
- Subtitle: “Define your brand's core identity”
- Brand Name Input Field: A text entry field designated with a required indicator labeled \*“Brand Name ” and displaying placeholder text “Enter your brand name”.
- Tagline Input Field: A text entry container labeled “Tagline” with a placeholder reading “A memorable tagline for your brand”.
- Brand Description Input Area: A larger, multi-line text input block labeled “Brand Description” showing placeholder text “Describe what your brand represents and stands for”.
- Header: Brand Voice & Tone (accompanied by a microphone icon)
- Instructional Guide: “How does your brand communicate with your audience?”
- Preset Tone Selector Blocks: Displays five interactive presets arranged in a layout grid to capture your brand positioning:
- Friendly: “Casual and approachable tone”
- Professional: “Formal and authoritative tone”
- Innovative: “Creative and forward-thinking tone”
- Luxurious: “High-end and exclusive tone”
- Playful: “Fun and light-hearted tone”
- Custom Tone Utility: Features a text box field labeled “Your unique brand voice” alongside an interactive Add button, enabling users to register their own communication values manually.
- Main Workspace Title: Displays "Target Audience" accompanied by an instructional subtitle: “Refine and define your primary target audience based on insights from your market research.”
- Educational Information Panel: A full-width blue callout container positioned at the top of the workspace canvas:
- Header: How to choose your target audience
- Bullet Points:
- Consider demographics such as age, gender, location, and income level
- Think about psychographics like interests, values, and lifestyle
- Analyze your competitors' target audiences for gaps and opportunities
- Reflect on who would benefit most from your product or service
- Use customer personas to visualize and understand your ideal audience
- Main Workspace Title: Displays "Fonts".
- Instructional Subtitle: “Select your brand typography including heading and body families.”
- Typography Preview Card: A sticky vertical container docked on the right side of the workspace to display real-time configuration changes:
- Header Title: Typography Preview (accompanied by an eye icon).
- Live Render Content: Displays a sample layout structure reading: “Your Brand Name — Welcome to Our Brand — This is how your main content will appear to your audience. Supporting text and captions will use your body font to maintain consistency across all touchpoints.”
- 1\. Curated Font Combinations Suite (Upper Left):
- Header: Font Combinations (accompanied by a palette icon).
- Description: “Choose from these curated font pairings or customize your own”.
- Preset Pairing Choices: Six pre-packaged design blocks are available for quick selection:
- Modern & Clean: Heading Font / Body text example using Inter.
- Professional: Heading Font / Body text example using Roboto.
- Editorial: Heading Font / Body text example using Source Sans Pro.
- Tech & Innovation: Heading Font / Body text example using Space Grotesk.
- Friendly & Approachable: Heading Font / Body text example using Nunito.
- Classic & Timeless: Heading Font / Body text example using Open Sans.
- 2\. Browse Heading Fonts Catalog (Middle Panel):
- Header: Browse Heading Fonts (accompanied by a large "H" letter icon).
- Description: “Click a font to apply it to your headings and see an instant preview”.
- Font Library Grid: Displays 15 selectable heading options, showing typography styling for options like Archivo Black, Anton, Oswald, Bebas Neue, Poppins, Montserrat, Rubik, Raleway, Nunito, Black Han Sans, Playfair Display, Merriweather, Work Sans, Pacifico, and Inter.
- 3\. Browse Body Fonts Catalog (Lower Panel):
- Header: Browse Body Fonts (accompanied by a document text icon).
- Description: “Click a font to apply it to body text and see an instant preview”.
- Font Library Grid: Offers the same 15 selectable style options optimized for paragraphs, long descriptions, and readable layouts.
- Heading Font Selection Card:
- Details: “For titles, headlines, and primary text”.
- Selection Field: Required dropdown menu labeled Font Family \* (e.g., displaying Inter).
- Body Font Selection Card:
- Details: “For paragraphs, descriptions, and content”.
- Selection Field: Required dropdown menu labeled Font Family \* (e.g., displaying Inter).
- Main Workspace Title: Displays "Welcome to the Admin & Operations Stage".
- Instructional Subtitle: “Get an overview of the Admin & Operations process and learn how this stage will help you set up your business structure, legal requirements, and operational workflows.”
- Operations Launch Media Panel: Features a full-width workspace graphic or video element set in an open modern office environment. The media layout showcases the clean title card text "Admin & Operations" on the upper-left section and incorporates the official buildrunkit logo badge on the upper-right corner.
- Main Workspace Title: Displays "Product Positioning & Messaging".
- Instructional Subtitle: “Define what you offer, who it's for, and why it's better - including your unfair advantage, value prop, niche, and tagline.”
- Section Objective: Answer the core question: Why can’t someone just copy you tomorrow? Pick your primary leverage.
- Primary Leverage Options (Selectable Radio Items):
- Insider Knowledge: Deep domain expertise or secrets.
- Technology/Process: Proprietary system that cuts cost/time.
- Access/Relationships: Exclusive networks or distribution.
- Reputation: Trust that cannot be cloned.
- Momentum/Timing: Moving faster than the market.
- Context Statement Field: A text area prompting you to finish the sentence: "Our unfair advantage is \[Selection\], which gives us a durable edge because..." (e.g., "...we have exclusive data rights that take years to acquire.")
- Section Objective: Define your core promise to the customer by answering who it is for, what problem it solves, and why it is better.
- Input Fields:
- Audience: (e.g., busy founders)
- Desirable Outcome: (e.g., manage client work without chaos)
- How you do it: (e.g., combining CRM and invoices in one interface)
- Section Objective: Stop trying to be everything to everyone. Own a corner.
- Reference Guide Blocks:
- Category Block: The broad playground (e.g., Project Management, Fitness Coaching).
- Niche Block: Your specific corner (e.g., Freelancers who hate spreadsheets, Post-partum fitness).
- Input Fields:
- Broad Category: (e.g., Email Marketing)
- Specific Niche: (e.g., For independent newsletters)
- Core Problem in Niche: (e.g., Open rates are too low)
- Section Objective: Contrast customer experiences under the philosophy: People don’t buy features; they buy a better version of themselves.
- The 'Before' State Columns:
- How do they feel? (Frustrated, Overwhelmed)
- What is the experience? (Manual, Messy)
- What is the cost? (Lost time, Missed sales)
- The 'After' State Columns:
- How do they feel? (Confident, In Control)
- What is the experience? (Automated, Clean)
- What is the win? (Predictable growth)
- Section Objective: Don't ignore competitors. Define where you fit on the map.
- Interactive 2D Matrix Chart: A quadrant plot featuring adjustable axes to visually pin your market positioning relative to others.
- X-Axis Configuration:
- Label Input: Sets the horizontal axis criteria (Default: Simplicity vs. Complexity).
- Low Bounds / High Bounds Fields: Custom text fields to specify axis extremes (Defaults: Simple / Complex).
- Y-Axis Configuration:
- Label Input: Sets the vertical axis criteria (Default: Audience Focus).
- Low Bounds / High Bounds Fields: Custom text fields to specify axis extremes (Defaults: Generic / Niche).
- Competitors Directory:
- Displays your current tracked brands list (e.g., tracking a baseline plot for Your Business).
- Click the blue + Add button to create and overlay a new competitor marker onto the grid workspace.
- Action Utilities:
- Download PNG: Click the button at the top-right of the canvas block to save a local visual capture of your filled matrix chart.
- Main Workspace Title: Displays "Ideal Customer Profiles (ICP) & Personas".
- Instructional Subtitle: “Refine broad market research into specific targets for your business immediate launch.”
- Section Subtitle: “From your research, set as your primary launch target the persona that best aligns with your product-market fit.”
- Dynamic Persona Display Cards: The canvas layouts render comprehensive breakdown metrics for your selected target categories (such as the DevOps Engineer or Senior Software Developer layout components shown in). Each profile block reviews:
- Target Segment Description: Summarizes industry focus, team environments, and organizational scale parameters.
- Pain Points & Challenges: A red-alert indicator list highlighting critical target frictions to address in marketing messaging.
- Top Priorities & Motivations: A green checkmark list detailing the specific positive outcomes and metrics the target profiles care about most.
- Main Workspace Title: Displays "Pre-Launch Plan".
- Instructional Subtitle: “This stage is about building anticipation and assets before the official release. It involves planning teaser content and touchdowns , setting up waitlists to collect interest , and organizing a Beta program for early feedback.”
- Pre-Launch Plan Progress Tracker: A visual metrics card displaying an interactive circular progress gauge tracking your setup status across the "0% Complete / 0 of 5 sections completed" benchmark milestones.
- The Art of the Pre-Launch Box: An orange-accented briefing panel reminding founders: "Launching to an empty room is a risk." It lists three core strategic values:
- Validate Demand: If people won't give you an email address, they definitely won't give you money.
- Build Momentum: You need a 'Day 1 Army' ready to engage, share, and buy the moment you go live.
- Refine the Product: Use a closed Beta group to catch embarrassing bugs before the public sees them.
- Section Objective: How will you announce you are building something new?
- Primary Announcement Channel Options (Selectable Chips):
- LinkedIn (Professional/B2B)
- Twitter/X (Tech/Indie)
- Personal Email List
- Instagram/TikTok (Visual/B2C)
- Industry Forums/Communities
- Content Format Options (Selectable Chips):
- Behind-the-scenes screenshots
- Video Demos / Previews
- Problem/Agitation posts (Storytelling)
- Countdown Timers
- Custom Inputs: Both modules contain an "Add a custom value" field line with a right-aligned Add button to inject customized channels or unique media types into your plan.
- Section Objective: How are you collecting interest?
- Collection Tool Strategy (Selectable Chips):
- Early Access
- Free Resource (PDF/Guide)
- Exclusive Discount
- Lock in your username
- The Hook (Why join?) Strategy (Selectable Chips):
- Early Access
- Free Resource (PDF/Guide)
- Exclusive Discount
- Lock in your username
- Custom Inputs: Includes explicit "Add a custom value" open text fields to append personalized signup incentives or lead magnets.
- Section Objective: Who will test it first?
- Target Cohort Size Field: A text entry field to lock in clear testing caps (e.g., 10, 50, 100 users).
- Feedback Method Options (Selectable Chips):
- 1-on-1 Interviews (High touch)
- In-App Feedback Widget
- Private Community (Discord/Slack/WhatsApp)
- Email Surveys
- Custom Inputs: An "Add a custom value" option lines the footer of this card for logging unique testing communication paths.
- Section Objective: Who can amplify your message?
- Target Validators Registry: An open form field line prompting you to “List 3-5 people whose endorsement would matter” (e.g., Name of industry leader, newsletter writer, or power user...). Clicking the right-aligned plus (+) button registers the validator target to your layout matrix.
- Section Objective: Mark the assets you need to create.
- Asset Tracking Selection Matrix (Selectable Chips):
- Pitch Deck (for investors/partners)
- Explainer Video / Demo
- Welcome Email Sequence
- Press Kit (Logos, Founder Bio, Screenshots)
- Social Media Banners/Graphics
- Custom Inputs: Features an "Add a custom value" box to track specific content or multimedia collateral requirements unique to your pipeline.
- Final Decision Summary Block: A text area to write down your macro strategy conclusions.
- Additional Notes Block: A text space to freely register timelines, operational variables, launch days, or specific tactical tasks.
- Main Workspace Title: Displays "Export Go-to-Market Results".
- Instructional Subtitle: “Download or export all notes, decisions, templates, and checklists from your GTM planning.”
- Go To Market Stage Results Header: “Download a comprehensive report with your complete go-to-market strategy and plans”.
- Export Action Button: A solid blue button labeled Generate PDF Report 📥 triggers the document compilation pipeline.
- Product Positioning Panel:
- Objective: Your unique value proposition and market position.
- Fields: Unfair Advantage, Category & Niche.
- Ideal Customer Profiles Panel:
- Objective: Target customer segments.
- Fields: Primary Persona, Secondary Persona.
- Pre-Launch Strategy Panel:
- Objective: Building anticipation before launch.
- Fields: Primary Channel, Waitlist Capture Method.
- Launch Plan Panel:
- Objective: Launch day execution strategy.
- Fields: Launch Date, Success Metric.
- Post-Launch Growth Panel:
- Objective: Sustained growth strategy.
- Measurement & Optimization Panel:
- Objective: Tracking and iteration strategy.
- Competitive Landscape Panel:
- Objective: Market position and competitors.
- Assets & Timeline Panel:
- Objective: Pre-launch assets and launch timeline.
- Go-to-Market Strategy Summary Panel: Spans the lower width of the layout to present a “Complete overview of your market entry plan”, tracking Strategy Completed logs alongside macro Key Takeaways.
- Navigation Controls: A blue Next → navigation utility button anchors the absolute bottom-right corner of the footer page to conclude the framework pipeline.
- Main Stage Title: Displays "Finalize and Export Founder Journey Results".
- Instructional Subtitle: “Thanks for playing, here is your final report. Next steps, can we use this information to get you started on an investor pitch deck”.
- Welcome Banner: A prominent blue gradient card welcoming the user with: “Welcome to Your Founder's Journey Export! Your comprehensive business roadmap is ready. Every strategic decision, metric, and insight is here.”.
- Download Utility: Features a prominent white action button labeled Download Journey Report 📥.
- System Notification Box: A card at the base of this initial screen reads, “Can't find Founder's Journey Brand Data. We could not find the required brand data or an error occurred while processing this brand.” (Note: This appears because the metrics have not yet been fully populated).
- Key Business Metrics Grid:
- Total Addressable Market: N/A (Business Opportunity).
- Serviceable Market: N/A (Target Audience Reach).
- Monthly Revenue Target: No available (Sales revenue projection).
- Customer Acquisition Cost: No available (Target CAC per customer).
- Strategic Positioning Layout:
- Target Personas Card: Prompts for “Who you're building for”, displaying an empty user icon reading “No target personas available”.
- Launch Strategy Card: Outlines “Your go-to-market channels” split across Social Platforms (“No launch strategy available”) and Direct Channels (“No launch strategy available”) alongside a Launch Date entry reading “No available”.
- 1 - Orientation Stage ("Get acquainted with the the journey and how to navigate it."):
- Substage 1: Welcome to the Founder Journey
- Substage 2: Stages Information
- Substage 3: Basic Information
- Substage 4: Export Orientation Results
- 2 - Discovery Stage ("Explore your business idea and validate your concept."):
- Substage 1: Welcome to the Discovery Stage
- Substage 2: Founder Fit Scan
- Substage 3: Idea Generation and Selection
- Substage 4: Working Name + NAICS
- Substage 5: Early Market Signal Check
- Substage 6: Export Discovery Results
- 3 - Market Research Stage ("Understand your target market and competition."):
- Substage 1: Welcome to the Marketing Research Stage
- Substage 2: Confirm Business Details
- Substage 3: Market Type
- Substage 4: Ideal Persona
- Substage 5: Trends & Insights from Market Reports
- Substage 6: Market Statistics
- Substage 7: Competitive Analysis
- Substage 8: Moat
- Substage 9: Export Marketing Research Results
- 4 - Brand Foundations & Brand Kit Stage ("Create your brand identity and messaging."):
- Substage 1: Welcome to the Brand Foundations & Brand Kit Stage
- Substage 2: Brand Basics
- Substage 3: Core Values
- Substage 4: Target Audience
- Substage 5: Fonts
- Substage 6: Color Palette
- Substage 7: Export Brand Foundations & Brand Kit Results
- 5 - Admin and Operations Stage ("Set up business structure and operations."):
- Substage 1: Welcome to the Admin & Operations Stage
- Substage 2: Legal Setup
- Substage 3: Banking & Finance
- Substage 4: Budgeting & Planning
- Substage 5: CRM & Customer Data
- Substage 6: Project & Task Management
- Substage 7: Document Management
- Substage 8: Strategy & Planning
- Substage 9: Compliance and Risk
- Substage 10: Export Admin & Operations Results
- 6 - Go-to-Market Stage ("Plan your launch and market strategy"):
- Substage 1: Welcome to the Go-to-Market Stage
- Substage 2: Product Positioning & Messaging
- Substage 3: Ideal Customer Profiles (ICP) & Personas
- Substage 4: Pre-Launch Plan
- Substage 5: Launch Plan
- Substage 6: Post-Launch Growth Plan
- Substage 7: Measurement & Optimization
- Substage 8: Export Go-to-Market Results
- 7 - Finalize and Export Stage ("Complete the journey and export your business plan and results."):
- Substage 1: Finalize and Export Founder Journey Results
- Ecosystem Update Banner: An orange notification panel stating: “We are working hard to bring to you updates, new journeys, tools and content. Stay tuned, exciting features are on the way! Meanwhile, feel free to explore our tools and make the most of your current journey.”.
- Quick-Link Hubs: Offers two white direction buttons inside the orange layout panel:
- Go to Journeys →
- Go to Tools →
- Final Form Control: A solid blue button marked Next → anchors the bottom-center of the entire frame to finalize the master reporting application.
- Total Coach Counts: The aggregate number of registered mentors active on the platform.
- Recent Activity Logs: A rolling log of recent coach additions, profile updates, and edits.
- Infrastructure Tracking: A history of recent adjustments and deployments made to white-label configurations.
- Referral Analytics: Performance metrics tracking the click-through and registration data for the top 5 referral links.
- Look up, edit, and manage profiles for all active business coaches.
- Track specific branding assignments, individual client network sizes, and referral revenue metrics.
- Access the deep-dive route (`/coaches/{id}/view`) to audit individual mentor performance data.
- Internal Invites: Admins can search the existing user database to send direct collaboration invites to join the business coach program.
- External Provisioning: Admins can provision and invite completely external users via email, granting them direct access to the coaching infrastructure upon sign-up.
- Link Management: Tools to create, edit, track, and monitor active affiliate and referral links.
- Full CRUD Configurations: Full administrative capabilities to Create, Read, Update, and Delete the foundational infrastructure for white-label setups.
