3Fold
Diagnose my business
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How it worksExamplesIndustriesPricingSmall teamsDiagnose my business

What’s costing your business
time, money,
and clients?

We find the leaks, identify the bottlenecks, and show you how to fix them one by one.

One workflow, as it runs today

  1. Lead
  2. Quote
  3. Approvalwaiting 4 days
  4. Work
  5. Invoice
  • Missed follow-ups
  • Slow approvals
  • Quotes that wait
  • Invoices unpaid
  • Reports by hand
  • Work done twice
  • Training new hires
  • Tracking in spreadsheets and paper
Diagnose my businessSee two case studies

$250 once.

Built by Kent Shi, Harvard Kennedy School ’22

Find the problems before you spend big money on them.

Show us where things get stuck and we will review it in depth.

Your findingsSample

Where it slips
Client approvals sit in email. Nobody owns the chase until the launch date.
The bottleneck
No approval owner. Three threads last month asked who approves. One logo waited four days.
What it costs
About two delays a week. Each one takes a manager about two hours to chase.
Fix this first
One named owner per approval and a two day chase rule. Then the next leak, one by one.

Two case studies.

Real clients. Names withheld. Each one in the shape of the report you get.

Workflow Leak Diagnostic · Case 01Delivered

One of the largest Shopify agencies acquired by private equity

Where client launch approvals get stuck.

Workflow
Client launch
Team
Account managers, producers
Tools
Project tool, email

Workflow map

BriefAssetsClient OKwaiting on assetsBuildLaunch

Findings

  1. F1Brand assets arrive late and nobody can show who caused the delay.“We find out a launch is late when the client asks where it is.”High
  2. F2Rush edits and second builds go unbilled.The extra work was done. The invoice never named it.High
  3. F3Status is rebuilt by hand for every client update.One manager, every Monday, in a spreadsheet.Medium

What it costs

Late tasks waiting on client assetsmost

Late work on projects with under four weeks of noticemost

Fix this first. One ledger that reads the project tool every 15 minutes and shows who is late and why.

Built. Live in their own accounts. The extra work now gets priced from the ledger.

Workflow Leak Diagnostic · Case 02Proposed

One of the most renowned neurologists in Puerto Rico

Where new patients slip between the first inquiry and the visit.

Workflow
New patient inquiry
Team
Doctor, front desk
Tools
WhatsApp, paper

Workflow map

InquiryReplyno follow-upAssessmentProgramReturn

Findings

  1. F1People who ask about the program price hang up. The low-cost assessment books.“The ones who come in say yes. The ones who ask first say no.”High
  2. F2No tracker. Inquiries, notes and follow-ups live on paper.A missed booking is never chased.High
  3. F3Every patient so far came from friends and family.Nothing reaches a stranger yet.Medium

What it costs

Inquiries with no written recordall

Missed bookings followed upnone

Fix this first. An inquiry tracker, ten quick replies, three follow-ups then stop, and a Friday scorecard with five numbers.

Proposed. Decision pending.

“This is probably the best tracker I have ever seen.”

A government affairs professional, North Carolina

Once we know what’s wrong, we can build the fix.

No more chasing updates, copying data, or checking spreadsheets. We build software that handles the busywork using the tools you already have.

Projects start at $5,000. One-time payment. Ongoing support optional.

Get my $250 diagnostic

What can 3Fold fix?

  • Time

    Your team spends hours moving information between tools or checking the same things every day.

  • Money

    Leads, invoices, bookings, renewals or opportunities fall through.

  • Things getting missed

    Deadlines, approvals, files and follow-ups depend on someone remembering.

  • Visibility

    Managers cannot quickly tell what needs attention or where work is stuck.

  • Repetitive work

    People repeat work that software could prepare or finish.

  • Slow decisions

    The information exists but it is scattered across systems.

  • Research and monitoring

    Someone checks the same websites, records or databases again and again.

  • Owner dependence

    A workflow only works because one person carries it in their head.

How we take over repeating work

We don’t sell another tool to learn.

We build the missing piece between the tools you already use.

  1. What you have

    Your tools and information

    • Email and calendars
    • Spreadsheets
    • Your CRM and project tools
    • Billing and accounting
    • Websites and public records

  2. What we build

    The 3Fold implementation

    • Connects your software
    • Watches for changes
    • Brings information together
    • Applies your business rules
    • Uses AI where it helps
    • Drafts the next action
    • Keeps people in control
    • Adds a management view when one helps

    Each build uses only the parts your workflow needs.

  3. What your team gets

    A clear next step

    • What needs attention
    • What happens next
    • Actions prepared or done

Keep the tools that already work. 3Fold builds around them.

What AI implementation means

Case study

What we built for a Shopify agency

A Shopify e-commerce agency coordinated time-sensitive client launches in Basecamp. Assets, approvals and deadlines got buried in project activity.

3Fold built an operating layer that surfaces what needs attention, flags work at risk and prepares follow-ups while the account manager stays in control.

The views below are samples with invented data.

Cards slide out of a loose pile into one ordered column. A dot marks one of them.
Sample data1 / 4
Review overdue

Downtown loft launch review

Owen Park · 5 days to launch

What needs attention

Due work with the missing pieces flagged.

See the sample board
Sample data1 / 4
Approval waiting

Harbor & Co report v2

Asked 4 days ago

Work at risk

Who holds each approval and how long it has waited.

See the approvals
Sample data1 / 4
Next step ready

Ask Maya for a review slot today

Follow-ups prepared

The account manager edits each one and sends it.

See the next steps

Other examples

We also built a free website check for local businesses. Check a website

We also built Grant Studio, a free grant finder.

Two ways to start.

Workflow Leak Diagnostic

$250 once

  • One workflow reviewed
  • A findings report
  • An action plan with the first fix on top
Get my $250 diagnostic

Implementation

From the standard $5,000* scope.

One time. Monthly maintenance is optional.

  • $2,500 to start. Paid after you approve the scope in writing.
  • $2,500 at acceptance. Due when the implementation is ready for acceptance.
I already know what needs fixing

Maintenance

from $750/mo (optional)

  • Connection checks and rule tweaks
  • A monthly review
  • Cancel anytime

*For your first standard 3Fold build. Larger or additional builds are scoped separately.

Complex or regulated projects may need a custom scope.

Solo or a team of up to 10? See the Small Setup.

Questions

Is this just a demo?

You buy a real review of one workflow and a written recommendation.

What if I don’t hire 3Fold?

You keep the report and the action plan.

What does a build cost?

Builds start at $5,000. A standard build is $5,000 one time. Larger builds are scoped in writing.

Do I need to connect my tools?

You give us no access to your systems.

What if my workflow is out of scope?

We check the fit before you pay.

Do we have to meet?

No. A 15 minute call with Kent is optional after your findings.

Is this another project tool?

No. We build around the tools you already use.

Do I have to replace my software?

Usually no. We connect what you have and build only the missing piece.

What can you build?

Integrations between your tools. Alerts and drafted follow-ups. Approval and decision queues. Reports and management views. Research and monitoring systems. Custom internal software when nothing else fits.

What does $5,000 cover?

One bounded workflow. We map it and build it. We connect up to three of your existing systems. Then we test it, deploy it and hand it over with documentation.

What if my workflow is larger?

Then it needs a custom scope.

Do you send messages without approval?

No. A person on your team approves every outside message. That changes only if your written scope says so.

Who owns the work?

When the final payment clears you own the custom code we wrote for you and the documentation that goes with it.

What happens after?

Later work is quoted in writing and priced on its own.

What does AI implementation mean?

We learn how one workflow runs today. Then we build the software that fixes it inside the tools you already use. We use AI where it makes sense.

I’ll handle the build.

Kent, the founder of 3Fold

I’m Kent Shi, founder of 3Fold.

My builds track what governance meant at Harvard Kennedy School: who owns what, what’s approved and what’s late.

  • I scope and build every implementation
  • You work with me directly

Tell us what isn’t working.

Get my $250 diagnostic

Already know what needs fixing? Start a written scope