Brain
Library
New
← Library
ET Design Build
Piney Flats TN design-build firm — K PSA workflow deal
Version 1 · June 29, 2026
companies
deals
et
Content
# ET Design Build _Parent: Companies_ **Status:** Proposal sent · Meeting scheduled **Owner:** Sam **Last touch:** 2026-05-24 **Website:** etdesignbuild.com **Service category:** Automation ## Who they are Design-build firm based in Piney Flats, TN. Out-of-state from our usual UT focus — exception based on the workflow fit and Sam's referral path. ## Key contacts | Name | Role | Email | Phone | Notes | |---|---|---|---|---| | _(to be filled in)_ | _(role)_ | _(email)_ | _(phone)_ | _(notes)_ | ## Their stack - **System of record:** Sage - **PDF tooling:** Bluebeam (used to build pay app invoices) - **File storage:** SharePoint - **Inbox watcher target:** dedicated PSA mailbox - **Existing automation:** none — fully manual today ## Critical context The PSA billing loop consumes ~30 hours/week of one team member at $75/hr loaded — roughly **$117,000/year** of labor tied up in manual data movement. Specific pain triggers they named: - One typo throws off the running total - One missed threshold delays a pay app invoice - Month-end reconciliation cleanup eats days ## Active deals - PSA Workflow — $47K ($22K Foundation + $25K Workflow), 45 days ## Past deals _(none yet)_ ## Files & locations See ET — Files & Locations ## History - 2026-05 — Initial discovery + proposal drafted - 2026-05-24 — Proposal materials finalized, meeting scheduled --- _Last updated: 2026-05-24_
Change notes (optional)
Save
Cancel