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Small Setup for teams of up to 10

One board for the follow-ups you keep chasing.

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Sample data

3 drafts to review

Next step

Send Harbor & Pine a friendly reminder about invoice #1042.

Waiting for you to review

Hi Sam, a quick note on invoice #1042 for $1,800, which was due on the 3rd. Could you let me know when it’s scheduled? Happy to resend it if that helps.

Sample only. Nothing is really sent.

Sample data. You read each draft and decide what to send.

Your follow-ups are spread across your tools.

  • What’s overdue, in one place
  • Who you’re waiting on, and for how long
  • The follow-up, already drafted
See what you get

You can keep Notion, Asana or your spreadsheet.

  • Reads two or three of your tools
  • Puts every follow-up on one board

Three things small teams chase every week.

Sample data1 / 3
Overdue 21 days

Invoice #1042

Harbor & Pine · $1,800

Unpaid invoices

Which are late, and the reminder drafted.

Sample data1 / 3
Waiting on client

Logo round 2

Keel Studio · Asked 6 days ago

Client approvals

Proofs and quotes sitting with a client.

Sample data1 / 3
No reply yet

Website inquiry

Dana Ruiz · Came in Monday

Leads not followed up

Every inquiry that hasn’t had a reply.

Sample data. Nothing is sent until you approve it.

Get my $250 diagnostic

What you get

  • One board for one workflow
  • Two or three of your tools connected
  • Rules we agree on together
  • Follow-ups drafted in your tone
  • Setup and a short video walkthrough
  • A fixed price before we start
  • You own the custom work

What’s not included

  • Replacing your tools
  • More than one workflow
  • Messages sent without you
  • Someone running the board for you

How it works

  1. Tell us what you chase

  2. Get your diagnostic

  3. Go live in 1 to 2 weeks

Get my $250 diagnostic

Pricing

Workflow Leak Diagnostic

$250

  • One workflow reviewed
  • A findings report and action plan
Get my $250 diagnostic

Small Setup

$1,500–$2,500

One time. Monthly maintenance is optional.

  • One workflow, two or three tools
  • Drafted follow-ups and setup

Maintenance Lite

$250/mo (optional)

  • Connection checks and rule tweaks
  • Cancel anytime
More than 10 people? See what 3Fold builds for larger teams
Which tools do you work with?

Email, invoicing, spreadsheets, forms, CRMs and project boards.

What if my tools aren’t supported?

We tell you before you pay for the setup.

Do we need to get on a call?

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

Does it send messages for me?

No. You read each draft and send it yourself.

What happens after setup?

Maintenance Lite is $250 a month.

Can I grow into a bigger build later?

Yes.

What do you keep chasing?

Get my $250 diagnostic