Bounded systems work for small teams

Make the next customer action obvious.

Northvault Digital helps small service businesses make it easier for customers to understand the offer, inquire, and move into organized follow-up.

See fixed-scope pilots
NorthVaultDigital workflow from inquiry to organized follow-up
Demonstration workflow; no customer data shown.

Free browser utility

Need to inspect an inconsistent bank CSV before it reaches a spreadsheet or import workflow? Use the free Bank CSV Normalizer. It runs in your browser; files are not uploaded to NorthVault and no bank connection is required.

Open the free Bank CSV Normalizer

Preparing a contact list for a CRM import? Review the CRM Import Readiness Kit.

Portfolio

Demonstration examples show the structure and finish of the work without exposing customer data. They are examples, not customer results.

CRM

Lead-to-job flow

Pipeline, booking queue, follow-up rules, owner dashboard, and weekly report.

Demonstration lead-to-job workflow stages
Website

Before / after messaging

Clearer offer hierarchy, trust cues, mobile review, and a primary next step.

Demonstration website structure review with a clear next step
Handoff

Operator-ready delivery

Bounded instructions and a practical handoff that a small team can use.

Services

CRM PILOT

Lead-to-Job CRM System Pilot

Lead-to-job CRM pilot workflow illustration

For an owner-operated service business that needs leads, bookings, and follow-up in one usable flow.

$199 · 5 business days · 1 revision

  • One bounded CRM workflow
  • One owner dashboard
  • One handoff and walkthrough
Start CRM pilot — $199
WEBSITE PILOT

Website Conversion Repair Pilot

Website conversion repair pilot structure illustration

For a small business with an existing service website and a weak or unclear inquiry path.

$149 · 2 business days · 1 revision

  • One public page review
  • One primary CTA
  • Mobile review and before/after handoff
Start website pilot — $149

How it works

  1. Share the goal
    A bounded request and the current context.
  2. Confirm fit
    Scope, timing, requirements, and exclusions.
  3. Receive the handoff
    A usable result with clear next steps.

Scope stays honest

No live deployment, credential handling, ad spend, SEO guarantee, or off-platform payment routing is included in these pilots. Any client-side change remains the client's decision.

Common questions

Do I need to share account credentials?

No. These pilots are designed around approved public information and a bounded handoff. Credentials and account access are excluded.

What happens after I submit a request?

The request is reviewed for fit, scope, and timing. No message is sent automatically, and payment is handled separately through the hosted checkout when the scope is accepted.

Do you guarantee more leads or sales?

No. The work improves clarity and workflow structure; traffic, rankings, leads, and revenue are not guaranteed.

What do I receive?

A bounded deliverable, a clear handoff, and one revision within the stated pilot scope and timing.

Start a request

Share the minimum context needed to review fit. Submitting this form creates a request for review; it does not send a customer message or start paid work.

Ready to review your request.

Payment architecture: STRIPE_HOSTED_PAYMENT_LINKS · card details stay on Stripe. Submission creates a review record only; no customer message is sent automatically.

Contact / support

Questions are welcome before work begins. Requests are reviewed manually so the scope, timing, and next step are clear.

Questions

Share the outcome you want and the constraints that matter.

Before work begins

Scope, timing, and payment are confirmed separately. A request alone is not an order.

After delivery

Each pilot includes a practical handoff and one revision within the stated scope.