Software dev agency
Millbrae Landing Labs · Software dev agency · Raleigh, NC
Kofi Yeboah leads delivery at Millbrae Landing Labs, a software development agency, and he uses this to carry every company that asks about a build from the first call through scoping and a priced proposal to a signed agreement.
Software and ITSales pipelineLinked tables5 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 2 stage rule sets · 1 row action · 1 agent
Use this templatePipeline board
OpportunitiesPennywhistle Toys customer loyalty app
Harborlight Community Services donor portal refresh
Goldfinch Logistics Cooperative load board integration
Fairhaven Dental Alliance appointment reminder service
Wexcombe Credit Partners loan origination integration
Tamarack Home Goods mobile ordering app
Brackenridge Energy Cooperative meter-reading data pipeline
Lindenwood College of Trades student records data pipeline
Oakhurst Insurance Group claims status prototype
Marrowfield Freight Lines driver dispatch app rebuild
Thistlegate Pharmacy Group refill reminder platform
Kestrel Ridge Utilities outage reporting portal
Alderbrook Fabrication shop-floor scheduling app
Silverpine Health Network patient intake portal
Wexcombe Credit Partners dealer portal rebuild
Tamarack Home Goods warehouse pick-list app
Oakhurst Insurance Group agent quoting tool
Brackenridge Energy Cooperative member billing integration
Kestrel Ridge Utilities field crew scheduling app
Marrowfield Freight Lines freight claims data pipeline
Thistlegate Pharmacy Group pharmacy kiosk app
Lindenwood College of Trades enrollment portal
Silverpine Health Network clinic scheduling integration
Fairhaven Dental Alliance patient reminders prototype
Alderbrook Fabrication machine uptime dashboard
Pennywhistle Toys gift registry web app
Harborlight Community Services volunteer scheduling app
Tables
Opportunities
28 sample rows · 16 columnsEvery project a company has asked about, from the first call to a signed agreement or a loss.
| Opportunity | Client | Kind of project | Stated budget | How we met | Stage | Owner |
|---|---|---|---|---|---|---|
| Harborlight Community Services donor portal refresh | Harborlight Community Services | $60,000 | Kofi Yeboah | |||
| Pennywhistle Toys customer loyalty app | Pennywhistle Toys | $85,000 | Linnea Torvaldsen | |||
| Fairhaven Dental Alliance appointment reminder service | Fairhaven Dental Alliance | $45,000 | Kofi Yeboah | |||
| Goldfinch Logistics Cooperative load board integration | Goldfinch Logistics Cooperative | $70,000 | Linnea Torvaldsen | |||
| Oakhurst Insurance Group claims status prototype | Oakhurst Insurance Group | $50,000 | Kofi Yeboah | |||
| Brackenridge Energy Cooperative meter-reading data pipeline | Brackenridge Energy Cooperative | $120,000 | Kofi Yeboah | |||
| Wexcombe Credit Partners loan origination integration | Wexcombe Credit Partners | $160,000 | Kofi Yeboah | |||
| Lindenwood College of Trades student records data pipeline | Lindenwood College of Trades | $95,000 | Linnea Torvaldsen | |||
| Tamarack Home Goods mobile ordering app | Tamarack Home Goods | $190,000 | Linnea Torvaldsen | |||
| Goldfinch Logistics Cooperative carrier scorecard dashboard | Goldfinch Logistics Cooperative | $65,000 | Linnea Torvaldsen | |||
| Alderbrook Fabrication shop-floor scheduling app | Alderbrook Fabrication | $110,000 | Linnea Torvaldsen | |||
| Thistlegate Pharmacy Group refill reminder platform | Thistlegate Pharmacy Group | $150,000 | Linnea Torvaldsen |
Clients
14 sample rows · 10 columnsThe companies the agency talks to, with their industry, size and the person who answers.
| Company | Industry | Employees | Website | Main contact | Phone | |
|---|---|---|---|---|---|---|
| Alderbrook Fabrication | https://www.alderbrookfab.net | Rosalba Quiñones | rosalba.quiones@alderbrookfab.net | (919) 555-0154 | ||
| Brackenridge Energy Cooperative | https://www.brackenridgeenergy.org | Marguerite Tilleman | marguerite.tilleman@brackenridgeenergy.org | (919) 555-0156 | ||
| Fairhaven Dental Alliance | https://www.fairhavendental.net | Zuleika Hargreaves | zuleika.hargreaves@fairhavendental.net | (919) 555-0162 | ||
| Goldfinch Logistics Cooperative | https://www.goldfinchfreightcoop.com | Tobiah Alvarenga | tobiah.alvarenga@goldfinchfreightcoop.com | (919) 555-0163 | ||
| Harborlight Community Services | https://www.harborlightcommunityhelp.org | Wendell Achebe | wendell.achebe@harborlightcommunityhelp.org | (919) 555-0157 | ||
| Kestrel Ridge Utilities | https://www.kestrelridgeutilities.org | Maximilian Oduya | maximilian.oduya@kestrelridgeutilities.org | (919) 555-0161 | ||
| Lindenwood College of Trades | https://www.lindenwoodtrades.edu | Ezekiel Pfaff | ezekiel.pfaff@lindenwoodtrades.edu | (919) 555-0155 | ||
| Marrowfield Freight Lines | https://www.marrowfieldfreight.net | Lucille Ferreira-Dunn | lucille.ferreiradunn@marrowfieldfreight.net | (919) 555-0150 | ||
| Oakhurst Insurance Group | https://www.oakhurstinsgroup.net | Barnabas Lindqvist | barnabas.lindqvist@oakhurstinsgroup.net | (919) 555-0159 | ||
| Pennywhistle Toys | https://www.pennywhistletoys.com | Clementine Adeyemi | clementine.adeyemi@pennywhistletoys.com | (919) 555-0160 | ||
| Silverpine Health Network | https://www.silverpinehealth.org | Anselm Wachira | anselm.wachira@silverpinehealth.org | (919) 555-0151 | ||
| Tamarack Home Goods | https://www.tamarackhomegoods.com | Thelonius Marchetti | thelonius.marchetti@tamarackhomegoods.com | (919) 555-0153 |
Proposals
19 sample rows · 10 columnsThe written offers sent to each opportunity, priced from their lines.
| Proposal | Opportunity | Proposal status | Sent on | Good until | Accepted on | Lines |
|---|---|---|---|---|---|---|
| PR-1418 Alderbrook Fabrication | Alderbrook Fabrication shop-floor scheduling app | Oct 6, 2026 | Nov 5, 2026 | — | Shop-floor scheduling app: discovery and design sprint, Shop-floor scheduling app: core build | |
| PR-1412 Thistlegate Pharmacy Group | Thistlegate Pharmacy Group refill reminder platform | Oct 4, 2026 | Nov 3, 2026 | — | Refill reminder platform: discovery and design sprint, Refill reminder platform: core build | |
| PR-1421 Silverpine Health Network | Silverpine Health Network patient intake portal | Oct 2, 2026 | Nov 1, 2026 | — | Patient intake portal: discovery and design sprint, Patient intake portal: core build, Patient intake portal: testing and release | |
| PR-1409 Marrowfield Freight Lines | Marrowfield Freight Lines driver dispatch app rebuild | Oct 1, 2026 | Oct 31, 2026 | — | Driver dispatch app rebuild: discovery and design sprint, Driver dispatch app rebuild: core build, Driver dispatch app rebuild: testing and release | |
| PR-1415 Kestrel Ridge Utilities | Kestrel Ridge Utilities outage reporting portal | Sep 28, 2026 | Oct 28, 2026 | — | Outage reporting portal: discovery and design sprint, Outage reporting portal: core build, Outage reporting portal: testing and release | |
| PR-1433 Brackenridge Energy Cooperative | Brackenridge Energy Cooperative member billing integration | Sep 19, 2026 | Oct 19, 2026 | — | Member billing integration: discovery and design sprint, Member billing integration: integration work | |
| PR-1427 Tamarack Home Goods | Tamarack Home Goods warehouse pick-list app | Sep 17, 2026 | Oct 17, 2026 | — | Warehouse pick-list app: discovery and design sprint, Warehouse pick-list app: core build | |
| PR-1451 Fairhaven Dental Alliance | Fairhaven Dental Alliance patient reminders prototype | Sep 17, 2026 | Oct 17, 2026 | Sep 26, 2026 | Patient reminders prototype: discovery and design sprint, Patient reminders prototype: core build | |
| PR-1436 Kestrel Ridge Utilities | Kestrel Ridge Utilities field crew scheduling app | Sep 15, 2026 | Oct 15, 2026 | — | Field crew scheduling app: discovery and design sprint, Field crew scheduling app: core build, Field crew scheduling app: testing and release | |
| PR-1424 Wexcombe Credit Partners | Wexcombe Credit Partners dealer portal rebuild | Sep 14, 2026 | Oct 14, 2026 | — | Dealer portal rebuild: discovery and design sprint, Dealer portal rebuild: core build, Dealer portal rebuild: testing and release | |
| PR-1430 Oakhurst Insurance Group | Oakhurst Insurance Group agent quoting tool | Sep 10, 2026 | Oct 10, 2026 | — | Agent quoting tool: discovery and design sprint, Agent quoting tool: core build, Agent quoting tool: testing and release | |
| PR-1448 Silverpine Health Network | Silverpine Health Network clinic scheduling integration | Sep 9, 2026 | Oct 9, 2026 | Sep 18, 2026 | Clinic scheduling integration: discovery and design sprint, Clinic scheduling integration: integration work |
Proposal lines
44 sample rows · 6 columnsThe pieces of work in each proposal: who does them, for how many hours and at what rate.
| Line | Proposal | Role | Hours | Hourly rate |
|---|---|---|---|---|
| Agent quoting tool: core build | PR-1430 Oakhurst Insurance Group | 624 | $165 | |
| Agent quoting tool: discovery and design sprint | PR-1430 Oakhurst Insurance Group | 60 | $145 | |
| Agent quoting tool: testing and release | PR-1430 Oakhurst Insurance Group | 208 | $110 | |
| Claims status prototype: core build | PR-1403 Oakhurst Insurance Group | 136 | $165 | |
| Claims status prototype: discovery and design sprint | PR-1403 Oakhurst Insurance Group | 60 | $145 | |
| Clinic scheduling integration: discovery and design sprint | PR-1448 Silverpine Health Network | 60 | $145 | |
| Clinic scheduling integration: integration work | PR-1448 Silverpine Health Network | 224 | $165 | |
| Dealer portal rebuild: core build | PR-1424 Wexcombe Credit Partners | 572 | $165 | |
| Dealer portal rebuild: discovery and design sprint | PR-1424 Wexcombe Credit Partners | 60 | $145 | |
| Dealer portal rebuild: testing and release | PR-1424 Wexcombe Credit Partners | 188 | $110 | |
| Driver dispatch app rebuild: core build | PR-1409 Marrowfield Freight Lines | 652 | $165 | |
| Driver dispatch app rebuild: discovery and design sprint | PR-1409 Marrowfield Freight Lines | 60 | $145 |
Also included
- Pipeline board
- Proposal
- Contracts under review
- Proposal cover noteThe note that goes out with a priced proposal so the company knows how long the price holds.
- Agreement signedTells the engineering manager the moment an opportunity signs so a team can be staffed.
- Lost to in-house
Related templates
- IT asset managementDrumlin Ridge Systems5 tables · 6 views · 1 form · 2 dimension sets · 1 dashboard · 1 notification · 1 stage rule set · 1 agentLinked tables
- Managed IT providerPebblecreek Springs IT3 tables · 5 views · 2 forms · 2 dimension sets · 1 portal · 1 digest · 1 notification · 2 stage rule sets · 1 agentBoards
- SaaS companyCopperbrook Ridge Software3 tables · 4 views · 2 forms · 2 dimension sets · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentBoards
- App studioPinecrest Harbor Apps4 tables · 7 views · 1 form · 1 dashboard · 1 checklist · 1 notification · 1 agentGoverned columns
- App studioFlintridge Hollow Apps4 tables · 5 views · 1 form · 1 dimension set · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentImports
- App studioSilverbirch Corners Apps4 tables · 6 views · 1 form · 3 dimension sets · 1 dashboard · 1 digest · 1 document · 1 notification · 1 agentDocuments and e-sign