BUSINESS AUTOMATION, BUILT AROUND YOU
Connect your marketing, clients, work and money.
Give the repeatable steps a system.
Source, conversation, delivery and money. The context travels with the work.
It starts with a request.
What happens next should connect.
FOLLOW THE WORK
Five connected areas. One context that stays with the work. Explore the handoffs, then picture your own business.
Inquiry
In focusClient
NextDelivery
NextMoney
NextFollow-up
NextAn illustrative workflow. No private accounts or client records are used here.
Capture an inquiry from a connected form or inbox. Attach its source, business and next action so it can move forward with context.
Keep the conversation, follow-up and commitments together. Routine work follows saved permissions. A new external action goes through its existing review step.
Bring delivery stages, people, timing and costs into view. Surface a blocker before another promise is made, with a useful next action attached.
Read the recorded accounting status beside the related work. Keep invoice, payment and cost information traceable to its source, with disagreements made visible.
Carry useful context into the next opportunity. Track the follow-up, compare outcomes and let Legacy help you choose what is worth doing next.
Each workflow is one part of a larger system.
Legacy connects the information so the next decision gets better.
Tell Legacy what takes up your time. Explore how the work could connect, from the first inquiry to the next opportunity.
Plan my business demoYour business. All the moving parts.
“What would you like your business to do with less effort?”
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52-SECOND OVERVIEW
Follow the work from the first inquiry to the final invoice. Legacy connects marketing, clients, and daily operations so you know what needs attention next.
Tell us about one task you’d like to simplify.
Built around your work.
Across disciplines. Around the world.
We work with businesses, creators and organizations of all kinds. These are a few examples.
Tell us what you doGood people shouldn’t spend their days
holding disconnected work together.
Construction crews. Homes. Apps. Creative work. Community projects. Different worlds, brought into focus by one way of working.
Explore the workflows we bring together. Business identities stay private.
Start with one recurring problem.
Build a system that earns its place.
Operations & handoffs
Connect the steps between inquiry, assignment and follow-through. Give the next task an owner, a source and a place to go.
Leads & outreach
Prepare useful follow-ups, keep each business's audience separate, and put the exact message in front of a person before it sends.
Reporting & visibility
Bring the signals your team needs into one workspace. Keep the underlying source visible, so a summary never replaces the facts.
Content & campaigns
Move from source material to a prepared draft, review and schedule. Keep your channels connected without making every post another loose end.
Your business data stays in its workspace. Access follows the account. Important external actions have a clear review step. The point is a better way to work, with you in control.
Already have a workspace? Log inLET’S PUT THE PIECES TOGETHER
Tell us where the work gets stuck. We’ll start with the process, the people and the tools you already use.
Sean@runwithlegacy.com No account access needed to start a conversation.Your starting point: Client services. Tell us what would make it work for you.
