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BuildRunKit CRM: Tasks Sub-Section
BuildRunKit CRM: Tasks Sub-Section The Tasks sub-section helps you organize action items, set follow-up deadlines, and track execution across all CRM contact records and sales opportunities. Header & Action Buttons + New Task: Direct action button to open...
BuildRunKit CRM: Activities Sub-Section
BuildRunKit CRM: Activities Sub-Section The Activities sub-section tracks client interactions, including logged calls, meetings, internal notes, and email records. Header & Action Buttons + New Activity: Opens the activity logging modal. Generate Report...
BuildRunKit CRM: Settings Dashboard Overview
BuildRunKit CRM: Settings Dashboard Overview Top Header Navigation Brand Logo: BuildRunKit logo in top-left corner. Workspace Selector: Dropdown showing current workspace (Bernadette.F's Workspace) with access tier badge (All Access). Top Right Actions:...
Strategy Tasks Sub-Section
Strategy Tasks Sub-Section The Strategy Tasks sub-section provides an interactive canvas for managing tasks within a specific board, organizing workflows across status columns, tracking completion progress, and filtering action items. Create New Task Board ...
BuildRunKit Strategy Hub: Problems Sub-Section
BuildRunKit Strategy Hub: Problems Sub-Section The Strategy Problems sub-section offers a dedicated board layout for organizing, tracking, and resolving operational roadblocks across your workspace. Create New Problem Board Open Modal: Click the blue + New...
Strategy Hub: Strategy Whiteboard Sub-Section
Strategy Hub: Strategy Whiteboard Sub-Section The Strategy Whiteboard sub-section provides a freeform canvas to sketch, draw, and collaborate visually with your team. Create New Whiteboard Board Open Modal: Click the blue + New Board button at the top righ...
Strategy Relationship Sub-Section
Strategy Relationship Sub-Section The Strategy Relationship sub-section allows you to map connections between people, companies, and ideas across your workspace. Create New Relationship Board Open Modal: Click the blue + New Board button at the top right...
Strategy Mind Maps Sub-Section
Strategy Mind Maps Sub-Section The Strategy Mind Maps sub-section provides a directory and visual workspace for brainstorming and mapping out ideas interactively. Create New Mindmap Board Open Modal: Click the blue + New Board button at the top right of th...
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 ...
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 onboa...
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 th...
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 ...
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 th...
Go-to-Market Stage
Go-to-Market Stage The Go-to-Market Stage is a strategic marketing and execution 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 Go-to-Market Stage The in...
Finalize and Export Stage
Finalize and Export Stage This represents the absolute final milestone in the user experience pipeline, consolidating the entirety of the operational strategy modules into a single, definitive conclusion block. Navigation & Collapse Component This area acts a...
BuildRunKit Brands Module Sub-Section
Brands Module Sub-Section The Brands module allows users to establish, manage, and maintain brand profiles, tone of voice guidelines, and visual identity assets across their business projects. Metrics Summary Cards Total Brands: Displays the total number...
BuildRunKit Saved Outcomes Sub-section
Saved Outcomes Sub-section The Saved Outputs module (displayed as Saved Outcomes) tracks two core elements of your progress: Founder Journey Sub-Stage Completions and saved Output Subsections. It serves as a central log showing what steps you completed, when...
BuildRunKit Tools Directory Sub-section
Tools Directory Sub-section The Tools section acts as a central library for built-in utilities designed to streamline content generation, branding, productivity, and financial calculations. Navigation & Filtering Controls Search Bar: Quick filter field t...