Productized services for ops and automation consultants

Build it once. Install it at every client.

QuickFlo turns the offering you keep rebuilding into an installable package: workflows, triggers, dashboards, and data, bundled, versioned, and billed under your own brand.

You ship the package. We run the infrastructure underneath. Stop reselling your hours and start installing your IP.

Start building free

A package bundles workflows, triggers, dashboards, data stores, connections, and a setup checklist. One installable unit per offering.

@your-org/lead-dedupe-prov1.2.0
  • Workflowsdedupe-leads · enrich-canonical3
  • Triggerson-schedule · on-webhook2
  • Data Storescanonical · staging2
  • Dashboardscanonical-records1
  • Setuponboard the client5
Requires: salesforce · slack webhookready to install
The math

Stop reselling your time. Start installing your IP.

The same offering, delivered twelve times, used to mean twelve manual builds and a calendar that only fills back up. Packaging changes the shape of the work, and the shape of the revenue.

Before packaging

Twelve clients, twelve builds.

  • Rebuild the same workflow 12 times.
  • Copy-paste dashboards from a previous client.
  • Document the setup steps in a Notion doc nobody reads.
  • Ship a fix? Touch 12 client tenants by hand.
  • Bill by the hour, because the work scales linearly.
With QuickFlo packages

One package, twelve installs.

  • Build the offering once in your tenant.
  • Publish a version: workflows, triggers, dashboards, data, all bundled.
  • Setup checklist onboards the client; you stop being the bottleneck.
  • Ship a fix? Push v1.2 once. All clients pull when ready.
  • Bill per install or per dashboard. Revenue scales without your hours.
MarginHands-on services businesses run near 30% gross margin. The same work, sold as a productized package you install instead of rebuild, runs closer to 60%.
ValuationServices-plus-software hybrids trade at 6 to 8x EBITDA and up once recurring revenue passes roughly 30% of the mix, versus the 1 to 2x a pure services book earns.
LeverageRevenue stops tracking headcount. The package you built last quarter installs again this quarter without you in the room, so the next twelve clients are installs, not rebuilds.

Margin and valuation figures are industry benchmarks for productized services, not QuickFlo claims. What QuickFlo provides is the packaging primitive that makes the shift practical.

How packages work

Three steps to productize your consulting offering.

Packaging in QuickFlo is a real platform feature, not a template export. Bundle the offering, ship updates, let clients upgrade when they're ready.

01

Build it in your tenant.

Author the workflows, configure the triggers, design the dashboards, define the data stores. Your tenant is the dev environment. Iterate until it's right.

02

Publish a version your clients can install.

Pick what to bundle. Declare what the client supplies at install: connections, secrets, default values. Ship the package.

03

Install at every client.

Each client gets their own install with their own credentials and config. The setup checklist walks them through what to provide. Ship updates later: each client upgrades when they're ready.

The platform underneath

The infrastructure you don't have to build.

Packaging is the wrapper. What's inside is the platform. Every offering you ship gets all of this without you writing a line of plumbing.

A workflow runtimeA durable queue with guaranteed delivery, smart retries with exponential backoff, and a per-step execution trace on every run. You don't write a job queue, and a failed install does not fail silently.
A code sandboxDeno V8 with npm imports at runtime. Install any library your offering needs without filing a platform ticket.
A dashboard engineCalculated fields, filters, drill-throughs, a SQL-aware query layer. Your clients get a real BI surface without you building one.
A data storePer-org RBAC and audit logs, plus read-only partner-share so you can run one dashboard across every client org and watch your whole fleet from a single place.
A versioning systemEach client stays on their installed version until they're ready to upgrade.
A trigger systemWebhooks, schedules, CRM events, chat sessions, websocket pings: all wired into the same workflow engine.

You ship the offering. We run it. You skip the first three months of plumbing on every client engagement.

“QuickFlo lets us say yes to the custom tooling our clients ask for. Schedule editors, contact database scrubbers, skill rotators: shipped in weeks, hosted forever.”
Founder, Square O
What ships

What consultants ship as packages.

The same offerings consultants are already selling, but bundled into a real installable product. Charge per install, per dashboard, or per seat.

Lead Dedupe and Cleanup Pipelines

Composite-key dedupe with address-aware merge, a canonical-record dashboard, and a daily cleanup trigger. Ship with a setup checklist that asks for the source CRM connection.

Dialer List Refresher

Pull contact lists, sprinkle data customization logic in, and sync the result to your CCaaS platform of choice. Includes a contact-rate dashboard and a campaign-health trigger.

Daily Ops Reports

Pull metrics from your client's stack, render a templated PDF, drop it in Slack or email at 7am every weekday. One package replaces a dozen Zaps and a fragile Google Apps Script.

CRM-to-Warehouse Sync

Streaming sync from Salesforce or HubSpot into BigQuery or Postgres. Per-table mappings, change-data-capture triggers, and a freshness dashboard the client sees first thing.

Refund Decisioner

A workflow that consults policy, fetches Stripe charges, posts a decision, and routes anything over a threshold to a human approver. Built once, tuned per client via package config.

Contact Center System Check

Hourly checks against your client's contact center: list saturation, agent availability, disposition drift. Package ships with a remediation runbook your client's team can follow.

Code steps, for real

Import the libraries you'd actually use.

The QuickFlo code step runs on Deno. Real npm imports, real URL imports, real V8 sandbox: every library you'd reach for locally, installed at runtime, isolated per execution.

Most of what your offering needs already exists as one of 200+ built-in steps. The code step is for the last mile no catalog can cover: a niche library for one client, a quirky transform, a one-off API. Import it inline and ship it inside the package. No allowlist requests, no platform tickets. The code you write at a keyboard is the code that runs in production.

core.code · deno
// Real imports. Real sandbox.
import { z } from 'npm:zod';
import { parse } from 'jsr:@std/csv';
import phone from 'npm:libphonenumber-js';

const Lead = z.object({
  email: z.string().email(),
  phone: z.string(),
});

export default async ({ input }) => {
  const rows = parse(input.csv);
  return rows
    .map(Lead.parse)
    .map(r => ({
      ...r,
      phone: phone(r.phone, 'US')?.number,
    }));
};
Two ways in

Package it yourself. Or have us help.

If you've already got the offering, packaging is mostly a structuring exercise. We'll help if you want a hand on the first one.

Package it yourself

You build it in your tenant. You publish versions. You install at every client. The platform stays out of the way.

  • Visual package authoring in your tenant.
  • One install per client. Each upgrades when they're ready.
  • Per-client RBAC: their data stays scoped, your install stays admin.
Start building

We package the first one with you

The first package is the hard one. If you've never structured an offering as software before, we'll sit down with you for it.

  1. Tell us your offering. The workflows, the dashboards, the deliverable.
  2. We help you bundle. Setup checklist, what the client supplies at install, your upgrade plan.
  3. You ship it. The next twelve clients are installs, not builds.
FAQ

The questions consultants actually ask.

Short answers. No fine print.

Do I still own the client relationship?

Yes. You own the package, the install, and the billing. The client is yours. QuickFlo sits behind your work, not between you and the people who pay you.

Is this just a fancy template export?

No. Packaging is a real platform primitive: semantic versioning, per-client config supplied at install, per-install RBAC, and a fleet view of every customer running your package. A template you copy and paste drifts the moment a client changes something. An install stays linked to the version you shipped.

Do I have to babysit every install when I ship a fix?

No. Publish the new version once. Every install pulls it when its client is ready, and the install-time bindings replay automatically, so you don't re-wire connections by hand per tenant. One fix reaches every client from one place.

Do I own the workflows I build?

Yes. Workflow definitions, dashboard configs, data-store schemas, and package manifests are all yours. We host the runtime. We don't own the work.

Can I take my packages with me if I leave?

Package definitions export as portable manifests. The internals come with you. We're not building you a walled garden you can't leave.

How do I bill my clients?

However you want. Per install, per dashboard, per seat, per month. The package is the unit of value and you decide what it's worth. We charge you for the platform. What you charge downstream is your call, and you keep it.

What if a client wants to leave?

Their data is theirs. Your package is yours. The install is the bridge between them. If the client leaves, they take their data, you keep your package, and you install it for the next one.

Get started

Your IP, finally a product.

Show us the offering you keep rebuilding. We'll show you what it looks like as an installable, billable package with an upgrade path your clients can actually trust.

See pricing