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How it works

Our Process

Twenty step-by-step "how it works" layouts broken into clear, numbered stages.

50 unique variations · responsive · production-ready markup
01Northbeam Payroll — run payroll in minutes3 badge cards
Get started in 3 steps

From new hire to first paycheck — same day

No spreadsheets, no faxing forms. Northbeam handles taxes, filings and direct deposit automatically.

1

Add your team

Import employees from a CSV or invite them to self-onboard. We collect W-4s and bank details securely.

2

Set the schedule

Pick weekly, biweekly or monthly. Northbeam calculates withholdings and overtime for all 50 states.

3

Run & relax

Click run. Deposits land in two days, tax filings go out on time, and everyone gets a clean pay stub.

02Cargolane — freight booking platformconnected timeline
How shipping works

Door to dock in four moves

  1. 1

    Quote

    Enter origin, destination and weight for an instant rate across 40+ carriers.

  2. 2

    Book

    Lock the lane, generate the BOL and schedule pickup in a single screen.

  3. 3

    Track

    Live GPS plus milestone alerts at every checkpoint along the route.

  4. 4

    Deliver

    Proof of delivery, auto-reconciled invoices and one-click reorder.

03Lumen Health — virtual primary carevertical stepper
Your care journey

See a doctor without leaving home

Most members are matched with a clinician in under 9 minutes.

  1. 1

    Tell us what's going on

    Answer a short intake about your symptoms and history — takes about two minutes.

  2. 2

    Get matched

    We pair you with a board-certified clinician licensed in your state.

  3. 3

    Meet by video

    Join a secure visit on any device — no app download required.

  4. 4

    Pick up your meds

    Prescriptions go straight to your pharmacy or arrive by mail.

04Forge Studio — brand & identity designalternating sides
Engagement model

How we build a brand together

01

Discovery

A two-week immersion into your market, audience and ambition. We leave with a strategy brief.

02

Concept

Three distinct creative territories, each grounded in the strategy, presented live.

03

Refine

We pick a direction and sweat the details — type, color, motion and voice.

04

Deliver

A full toolkit, guidelines and asset library, ready to roll out everywhere.

05Sproutbox — meal-kit subscriptionicon + number
Dinner, sorted

Fresh ingredients, zero planning

Step 1

Choose recipes

Browse 30 chef-designed meals each week and pick your favorites.

Step 2

We deliver

Pre-portioned, refrigerated ingredients arrive at your door on your day.

Step 3

Cook in 30

Follow the step-by-step card and plate a restaurant-quality dinner.

06Atlas Mortgage — home loans onlinezigzag split
The Atlas way

A mortgage that doesn't feel like one

1

Get pre-approved

Connect your accounts and get a verified pre-approval letter in three minutes — strong enough to win offers.

Pre-approved · $640,000
2

Lock your rate

Compare real-time rates side by side and lock the one you like for 60 days, free.

5.84% APR · locked
3

Close on time

A dedicated closer handles paperwork and coordinates with title — average close: 18 days.

Closing · keys ready
07Quantbridge — fintech onboardingphase pills
Implementation phases

From signed to live in six weeks

Phase 1 · Kickoff Phase 2 · Build Phase 3 · Launch
Weeks 1–2

Kickoff & data mapping

We connect your ledgers, map data fields and stand up a sandbox environment.

  • Dedicated solutions architect
  • Sandbox & test keys issued
Weeks 3–4

Integration & testing

Wire up webhooks, run reconciliation tests and certify your flows.

  • API integration support
  • End-to-end UAT sign-off
Weeks 5–6

Go live

Flip to production with a phased rollout and real-time monitoring.

  • Production keys & review
  • 24/7 launch support
08Reframe Coaching — career coachingoversized numerals
How coaching works

A clear path to your next role

01

Audit

We pull apart your resume, story and goals to find what's holding you back.

02

Position

Build a sharp narrative and target list of companies worth your energy.

03

Prepare

Mock interviews and negotiation drills until you walk in calm and ready.

04

Land

Weigh offers together and negotiate the package you actually deserve.

09Deckhand — DevOps deployment tool4-up grid
Ship with confidence

Push to production in four steps

Wire Deckhand into your repo once and every deploy follows the same safe path.

01

Connect repo

Install the GitHub app and pick the services to manage.

02

Define pipeline

Declare build, test and gate stages in a single YAML file.

03

Preview & review

Every PR spins up an ephemeral preview environment.

04

Promote

One click rolls out canary-first, with instant rollback.

10Verdure Solar — home solar installsarrow flow
Going solar

Sunlight to savings, handled end to end

1

Free assessment

We model your roof from satellite and size the perfect system.

2

Design & permit

Engineers finalize the layout and we pull every local permit.

3

Install & activate

A one-day install, inspection and grid connection — then you save.

11Helix AI — model fine-tuning platformdark numbered rows
The Helix pipeline

Train a custom model in an afternoon

01

Upload your dataset

Drop in JSONL, CSV or connect a warehouse. We validate and dedupe automatically.

~5 min
02

Pick a base model

Choose from eight open weights and set your compute budget with a slider.

~2 min
03

Run the job

Watch loss curves live as Helix orchestrates GPUs and checkpoints for you.

~3 hrs
04

Deploy an endpoint

Ship a private inference URL with autoscaling and per-token billing.

~1 min
12Cadence Recruiting — talent agencysteps + result stats
Our hiring method

The right hire, faster

1

Calibrate

We define the role and success profile with your team.

2

Source

We tap our network and reach out to passive A-players.

3

Vet

Structured interviews and work samples filter for signal.

4

Close

We manage offers and onboarding so candidates say yes.

21 daysaverage time to hire
94%offer acceptance rate
3.5xretention vs. industry
13Beacon EdTech — bootcamp platformsticky split list
  1. 01

    Foundations

    Master HTML, CSS and JavaScript through daily challenges.

  2. 02

    Build projects

    Ship four portfolio apps with code review from senior engineers.

  3. 03

    Specialize

    Go deep on a track — frontend, backend or full-stack.

  4. 04

    Get hired

    Mock interviews, intros to partners and salary negotiation.

14Tidewater Legal — small-business legalchecklist rows
Forming your LLC

Incorporate the right way, step by step

Pick your state & name

We run a real-time availability check and reserve the name for you.

Step 1

File the articles

Our attorneys draft and submit your formation documents to the state.

Step 2

Get your EIN

We secure your federal tax ID and operating agreement in one go.

Step 3

Stay compliant

Automated reminders for annual reports and registered-agent service.

Step 4
15Wander Co. — guided adventure travelcenter timeline
Plan your trip

How a Wander expedition comes together

  1. 1

    Dream

    Tell us your bucket list and we'll match you to a route and season.

  2. 2

    Design

    A trip designer crafts your day-by-day with stays, guides and gear.

  3. 3

    Prep

    Packing lists, training plans and visas — all handled before you fly.

  4. 4

    Go

    Local guides take it from here. You just show up and explore.

16Loomly Commerce — Shopify migrationstwo-col numbered
Migration playbook

Replatform without losing a single sale

1

Audit your store

We catalog products, redirects, apps and revenue-critical pages.

2

Migrate data

Orders, customers and SEO history move over with zero loss.

3

Rebuild theme

A faster, conversion-tuned storefront on your new platform.

4

QA everything

Checkout, tax, shipping and 301s tested across devices.

5

Cut over

A scheduled DNS switch during your lowest-traffic window.

6

Monitor

30 days of post-launch watch on speed, errors and revenue.

17Pulsegrid — energy monitoring hardwaredark progress line
Setup in minutes

Plug in. See every watt.

  1. 1

    Clip the sensor

    Snap the clamp onto your main panel — no electrician needed.

  2. 2

    Pair the hub

    Connect to Wi-Fi from the app and it auto-detects circuits.

  3. 3

    Calibrate

    Pulsegrid learns your appliances in the first 24 hours.

  4. 4

    Save energy

    Live dashboards and alerts cut the average bill by 18%.

18Northshore Builders — custom home constructionphase columns
Build process

From blueprint to keys, on schedule

01Design

Plans & permits

Architectural drawings, 3D walkthroughs and approved permits.

4–6 weeks
02Frame

Foundation & shell

Site prep, pour, framing and a weather-tight envelope.

8–10 weeks
03Finish

Systems & interiors

Electrical, plumbing, cabinetry and the details you'll love.

10–12 weeks
04Move in

Walkthrough & handoff

Final inspection, punch list and your warranty package.

1–2 weeks
19Folio — nonprofit grant managementeditorial minimal
How Folio works

Fund more good, with less paperwork

A simpler way for foundations to receive, review and award grants.

  1. 01

    Open a cycle

    Launch a branded application portal in minutes — no developer required.

  2. 02

    Collect & score

    Reviewers rate submissions against your rubric in one shared workspace.

  3. 03

    Award & disburse

    Approve grants and send funds with built-in compliance tracking.

  4. 04

    Report impact

    Automated outcome reports keep your board and donors in the loop.

20Strive Fitness — strength coaching appfull-bleed dark band
Your first 4 weeks

Get stronger without guessing

A coach-built program that adapts to every session you log.

1

Assess

A movement screen sets your starting lifts and mobility baselines.

2

Plan

Your coach builds a weekly split around your goals and schedule.

3

Train

Follow guided sessions with form cues and auto-loaded weights.

4

Adapt

The plan recalibrates each week from your logged performance.

Start your free assessment
21Northwind Lending — mortgage originationnumbered step cards, 3-up grid
How it works

Close your mortgage in three clear steps

No paperwork mazes. A guided path from pre-approval to keys in hand.

01

Get pre-approved

Answer eight questions and connect your bank in minutes. A soft pull, no credit ding.

~6 min
02

Lock your rate

Compare live offers from 40+ lenders and lock the rate that fits your budget.

Same day
03

Close on time

Your dedicated advisor coordinates the closing. Sign digitally, fund, and move in.

21 days avg
22Atlas Freight — logistics & customshorizontal connector line
Shipment lifecycle

Every container, tracked end to end

1

Book

Instant quote and slot booking across 120 ports.

2

Clear

Customs docs auto-filed and pre-cleared on arrival.

3

Haul

Last-mile carrier dispatched with live ETA.

4

Deliver

Proof of delivery and invoice in one place.

23Vireo Health — telemedicine onboardingvertical stepper
Patient journey

From sign-up to first visit

A calm, guided intake designed with clinicians — so your first appointment is your best one.

Start intake
  1. Create your profile

    Securely share history and current medications.

  2. Match with a provider

    We pair you with a licensed clinician in your state.

  3. Meet by video

    Join a 30-minute visit from any device, no app required.

  4. Get your plan

    Prescriptions and follow-ups sent straight to your pharmacy.

24Foundry & Co — custom furniture studioalternating sides
Made to order

From sketch to your living room

Step 1

Design consultation

We measure your space and sketch options with you over a 45-minute call.

Step 2

Handcrafted in oak

One of our four makers builds your piece from FSC-certified hardwood.

Step 3

White-glove delivery

We deliver, assemble, and place it exactly where you want it.

25Pulsewave Security — penetration testingicon + step, dark
Engagement model

How a Pulsewave assessment runs

Adversarial testing on a fixed timeline, with findings you can act on the same week.

01 — Recon

We map your attack surface and prioritize the highest-value targets.

02 — Exploit

Manual exploitation chains real attacks, not just scanner noise.

03 — Report

Severity-ranked findings with reproduction steps and fixes.

04 — Retest

Free verification round confirms every fix holds under pressure.

26Harvest Lane — meal-kit subscriptionzigzag timeline
Weekly rhythm

Dinner sorted, every week

Pick your menu

Choose 3–5 recipes from 24 weekly options by Wednesday.

We source locally

Pre-portioned ingredients from farms within 200 miles.

Chilled to your door

Insulated box arrives Sunday, no contact required.

Cook in 30 minutes

Step-by-step cards get dinner on the table fast.

27Beacon Studio — brand & web designtabbed phases
Our engagement

Four phases, one obsessive standard

Discover Define Design Deliver
Phase 01

Discover

Stakeholder interviews, competitive teardown, and a workshop to align on what your brand needs to do.

  • Kickoff workshop
  • Audience research
  • Strategy brief
Timeline2 weeks
Sessions4 live
DeliverableBrand brief
28Cedar Wealth — financial planningbig-number rows
Working together

A plan built around your life

Fee-only, fiduciary advice in a process you can actually follow.

1

Discovery meeting

We map your goals, assets, and timeline — no products pitched.

2

Your custom plan

A clear roadmap covering retirement, tax, and estate strategy.

3

Implementation

We handle the paperwork and account transfers for you.

4

Ongoing reviews

Quarterly check-ins keep your plan on track as life changes.

29Relay HR — recruiting platformarrows between cards
Hiring pipeline

From open req to signed offer

Source

Find candidates

AI-matched profiles from a 12M talent pool.

Screen

Structured interviews

Scorecards keep every panel fair and fast.

Close

Offer & onboard

E-sign offers and start onboarding in one click.

30Voltline Energy — solar installationdark, numbered grid
Go solar

Powered by the sun in four steps

From first quote to grid connection, handled by one team you can call.

01

Free assessment

A satellite design and savings estimate within 24 hours.

02

Permits & design

We file every permit and engineer your custom array.

03

Installation day

Certified crews install in a single day, roof to inverter.

04

Switch on

We handle inspection and utility hookup. Watch the meter spin back.

31Northwind Lending — mortgage originationnumbered step cards, 3-col grid
How it works

Close your home loan in four clear stages

No paperwork mazes. Northwind moves you from application to keys in an average of 19 days.

01

Apply online

Answer eight questions and connect your bank in minutes. Soft-pull only — no impact on your score.

02

Get pre-approved

Our underwriting engine returns a verified letter within hours, not days.

03

Lock your rate

Compare locked rates from 40+ partner lenders and choose with confidence.

04

Sign & close

E-sign final docs and fund remotely. We handle the title coordination end to end.

32Atlas Freight — logistics platformhorizontal connector line
The Atlas pipeline

Every shipment, tracked from dock to door

  1. 1

    Book

    Instant quotes across 1,200 carriers.

  2. 2

    Dispatch

    Auto-matched driver, ETA in seconds.

  3. 3

    Transit

    Live GPS plus temperature telemetry.

  4. 4

    Deliver

    Proof of delivery synced to your ERP.

33Meridian Health — patient onboardingvertical stepper
Getting started

Your first visit, mapped out

We walk every new patient through five guided steps before they ever sit in the waiting room.

  • Create your profile

    Insurance, history, and medications in one secure form.

  • Match with a clinician

    We pair you by specialty, language, and availability.

  • Pre-visit screening

    A 4-minute questionnaire so your provider arrives prepared.

  • Visit & treatment

    In person or video — your records travel with you.

  • Follow-up plan

    Clear next steps and prescriptions sent to your pharmacy.

34Cedar & Co — interior design studioalternating sides
Our approach

From empty room to a home that fits you

Phase 01

Discovery walkthrough

We tour your space, photograph every angle, and learn how you actually live in it.

Phase 02

Concept & mood

Two distinct directions, rendered in 3D so you can stand inside the idea.

Phase 03

Sourcing & build

We procure, manage trades, and keep one budget you can see at all times.

Phase 04

Styling & reveal

The last 5% — the layers that make a room feel finished, then the big reveal.

35Forge DevTools — CI/CD platformicon + step, dark
Pipeline in four moves

Push code. Ship to production.

1 — Commit

Open a PR and Forge spins an isolated build in under three seconds.

2 — Test

Parallelized suites run on ephemeral runners with smart caching.

3 — Preview

Every branch gets a live URL with logs and traces attached.

4 — Deploy

Merge to main triggers a zero-downtime rollout across all regions.

36Bloom & Vine — wedding planningzigzag timeline
Twelve months, beautifully planned

The road to your wedding day

12 mo out

Vision & venue

We define the feel and lock the perfect location.

8 mo out

Vendors booked

Florals, photography, catering — all curated for you.

3 mo out

Design & details

Tastings, fittings, and a timeline down to the minute.

The day

We run the show

You celebrate. Our team handles everything behind the scenes.

37Quanta Capital — wealth onboardingtabbed phases
Onboarding journey

Four phases to a managed portfolio

01 Assess 02 Strategize 03 Allocate 04 Monitor

Assess your full picture

A licensed advisor reviews your goals, risk tolerance, and existing holdings in a 45-minute call. You leave with a written summary and zero obligation.

  • Goal & timeline mapping
  • Risk questionnaire
  • Held-away account review
$2.4B assets under advisement
0.35% flat advisory fee
38Solstice Energy — solar installationbig-number rows
From quote to power-on

Going solar is a three-step decision

1

Free roof analysis

Satellite modeling estimates your savings within 24 hours — no salesperson on your porch.

2

Custom system design

Engineers size panels, batteries, and inverters to your exact usage and roofline.

3

Install & activate

Certified crews finish in one to two days; we file every permit and rebate for you.

39Relay Studio — brand agencyarrows between cards
How we build brands

A sprint that moves in one direction — forward

Week 1

Immerse

Stakeholder interviews and a deep market audit.

Week 2

Define

Positioning, voice, and a single sharp message.

Week 4

Design

Identity system, web, and a launch-ready toolkit.

40Vantage Security — penetration testingdark, monospace stepper
Engagement workflow

How we break in — so attackers can't

01

Scope & rules of engagement

We agree on targets, windows, and escalation paths in writing.

recon
02

Reconnaissance

Asset discovery, attack-surface mapping, and threat modeling.

enumerate
03

Exploitation

Manual and automated attacks to prove real, exploitable risk.

exploit
04

Report & retest

Prioritized findings, remediation guidance, and a free verification pass.

report
41Northbeam Mortgage — home loan originationnumbered step cards, 3-up grid
How it works

From application to keys in three moves

A lending process built to close 40% faster than the industry average.

01

Get pre-approved

Upload income documents and we return a verified pre-approval letter in under 12 hours.

~12 hour turnaround
02

Lock your rate

Compare offers from 28 lenders and lock a rate that stays guaranteed for 60 days.

60-day rate lock
03

Close on your terms

Sign remotely with a dedicated closer who handles title, escrow, and funding.

Remote e-closing
42Cadence Studio — brand & web designhorizontal connector line

Our engagement model

Four phases, one obsessive standard

1

Discover

Stakeholder interviews and an audit of your category.

2

Define

Positioning, naming, and a single-sentence promise.

3

Design

Identity system, type, and a living component kit.

4

Deliver

Handoff, guidelines, and a 30-day launch runway.

43Meridian Health — patient onboardingvertical stepper
New patients

Your first 30 days, mapped

Every step is coordinated by a care navigator assigned on day one.

  1. 1

    Intake call

    A 20-minute call to capture history, medications, and goals.

  2. 2

    Records transfer

    We retrieve and reconcile prior records from your providers.

  3. 3

    Care plan review

    Sit with your physician to build a personalized plan.

  4. 4

    Ongoing check-ins

    Quarterly reviews and unlimited messaging with your team.

44Forge Robotics — factory automationalternating sides, dark

Deployment process

How we put robots on your line

01

Floor scan

We 3D-map your facility and model cycle times against throughput targets.

02

Pilot cell

A single live cell runs for two weeks to validate uptime and ROI.

03

Scale out

Roll automation across every station with 24/7 remote monitoring.

45Anchor Tax — small business accountingicon + step grid
Tax season, handled

A four-step path to a clean filing

Step 1

Connect books

Link your bank and accounting software in minutes.

Step 2

We review

A CPA flags deductions and reconciles every account.

Step 3

Approve

Review a plain-English summary and sign off online.

Step 4

We file

Federal and state filed electronically, refund tracked.

46Verdant Build — sustainable constructionzigzag with imagery

Building greener, in sequence

Phase 01

Site assessment

Solar orientation, soil, and water modeling before a single foundation pour.

01
Phase 02

Passive design

Envelope and material choices that cut energy demand by up to 70%.

02
Phase 03

Certified delivery

We hand over LEED Platinum keys with a verified performance report.

03
47Pulse Labs — usability researchtabbed phases

Research sprint

A study, end to end, in two weeks

Plan Recruit Test Report
Days 1–3 · Plan

Frame the questions that matter

We translate product hypotheses into a study script, define tasks, and align on the success metrics your team will act on.

  • Research plan in 48 hours
  • Task script reviewed with stakeholders
14days per cycle
8–12participants
100%session recordings
48Stride Freight — logistics & shippingbig-number rail
Fulfillment flow

Pallet to porch, four touchpoints

One platform tracks every shipment from dock to delivery.

1

Pickup scheduled

Book a carrier in seconds with live capacity and instant rates.

2

In transit

GPS milestones and proactive alerts on every leg of the route.

3

Last mile

Route-optimized final delivery with photo proof on arrival.

4

Reconciled

Automated invoicing and audit close the loop the same day.

49Lumen Capital — startup fundraisingarrows between cards
From pitch to wire

Our raise process, step by step

01

Diagnostic

We pressure-test your deck and model against investor objections.

02

Warm intros

Targeted introductions to 30+ funds matched to your stage.

03

Close

Term sheet negotiation and diligence support through the wire.

50Obsidian Security — threat monitoringdark numbered timeline

Incident response

How we contain a breach

A defined runbook our SOC executes the moment an alert fires.

T+0m

Detect

Behavioral models surface the anomaly and open an incident.

T+5m

Isolate

Affected hosts are quarantined from the network automatically.

T+20m

Eradicate

Analysts remove persistence and rotate compromised credentials.

T+1h

Report

A timestamped forensic timeline is delivered to your team.