One card per prospect, in the six steps the client also sees. Tap a card.
Contact: Dana Rolle, General Manager · Source: discovery form + 2 calls
Client has signed off 4 of 7 sections. 3 open questions answered of 5. Prices stay hidden from the client until the scope is signed.
Pre-discovery form, call transcript 28 Sep, call notes 29 Sep. The AI drafts every section from these.
See exactly what Dana sees before anything reaches her.
Unlocks when the client signs the scope.
Builds, checkpoints the client tries, change requests.
What the AI reads to draft the understanding. Nothing here reaches the client.
15 rooms · restaurant open to the public · 24 staff · uses Little Hotelier, QuickBooks, Square…
“We live in Little Hotelier all day — the calendar, the booking engine, the folios…”
Channel manager pushes rates to Booking.com and Expedia. Guests pay deposits online.
Seven sections instead of one long document. Each one is edited on its own, chatted with on its own, and signed off by the client on its own.
A form, not a text blob. Saving changes this section only; the other six are untouched.
If the client had already signed this section off, saving a real change reopens it for their sign-off, and they are told what changed.
Tell it what to change in plain words. It proposes; nothing changes until you tap Accept.
Every feature the client uses today, and whether IslandFlow matches it. Anything we cannot match becomes an open question for the client — never a silent gap.
| Feature they use | IslandFlow | Notes |
|---|
What Dana sent from her page. Nothing she sends changes the understanding. You accept, reject or reply.
This is Dana's page, exactly. Buttons here save nothing.
| Operator plan (everything marked Core) | $349/mo |
| BUILT FOR YOURooms & bookings (Little Hotelier rebuild) | $ set by you |
| BUILT FOR YOUQuickBooks export | $ set by you |
Same as today: builds linked to each signed section, checkpoints the client tries, and change requests priced against the signed scope.
Hi Dana. This is what we understood from our calls. Check each part, tell us if anything is off, and sign it off. About 10 minutes.
Read a part, then tap Looks right — or Suggest a change / Ask a question. Your suggestions go to our team; we reply and update it. Prices come afterwards in a separate proposal, once the scope is agreed.
You have checked every part. Signing says this is what you want us to build. Nothing is charged by signing — the priced proposal comes next.
Scope signed by Dana Rolle. Here is what it costs.
| Operator plan — everything marked “Included” | $349/mo |
| Built for you: Rooms & bookings | $—/mo |
| Built for you: QuickBooks export | $—/mo |
Try each piece when it's ready and tell us how it went.