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Personal support. Thoughtfully connected.

Built around
the owner.
Connected to you.

From an owner’s next step to your program’s bigger picture.
Explore the technology behind working with Revby.

THE PEOPLE BEHIND EVERY PROJECT

Support starts with connection.

City of Tacoma organization logo
City of TacomaEDO / ESO partner
Emilio, a Revby consultant
EmilioRevby consultant
AI-generated portrait of Maya, the illustrative business owner
MayaSmall business owner

Illustrative connection. Maya and her project story are fictional.

The fictional Maya standing in her small child care business

Meet Maya, a small business owner

She owns a small child care business and wants to move to a bigger location

She needs help from Revby to get her financials in place to secure a loan

Revby captures the requirements

With a culturally sensitive, personal approach, we work alongside each business owner to understand their goals and define the support they need.

Maya
MayaSmall business owner
Zoom
Emilio
EmilioRevby consultant

01 / THE PROJECT DASHBOARD

One place to
manage it all.

Revby provides a project dashboard where small business owners can manage their entire project with Revby—from their plan and next steps to meetings, files, and conversations.

Maya, Juniper Child Care, and all data on this page are illustrative. The features shown are based on the Revby experience.

01Overview & scope

A shared starting point.

Maya wants to get her financials ready for a loan application so she can move Juniper Child Care into a bigger location. Her project dashboard brings the scope of that work into focus, so she and her Revby team have a shared understanding of what they’re working toward.

A clear scope. A business goal. A place to begin.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project overview
jk✳
Juniper Child Care

Maya · Small business owner

PROJECT SCOPE

A financial plan for the next chapter.

Understand costs, refine pricing, and build a cash flow forecast to guide the business’s next steps.

Cash flowPricingFinancial planning
Illustrative project · sample data
02Revby contacts

People behind the plan.

Personal support starts with knowing who’s there for you. Maya can see her Revby contacts right on the project and connect with them through project messages.

The relationship stays at the center of the experience.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Your Revby team
R
Your Revby contact

Your people. Right here.

The Revby team supporting Maya’s financial planning project.

Connected to project messages
Personal support, with a shared place to work.
Illustrative project · sample data
03Status & budget

Know where things stand.

Project status, key dates, and the percentage of budget used bring the essentials into view. Maya and her team can understand the project’s position as the work unfolds.

Budget use is shown separately from task completion.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project visibility

PROJECT BUDGET USED

40%

Visibility into the resources used on the project.

STATUS

Active

CREATED

October 5

Budget used is separate from task completion.

Illustrative project · sample data
04Tasks

Big goals. Practical steps.

The financial plan becomes a series of manageable tasks. Maya can follow individual pieces of work and their statuses, from reviewing pricing to building a cash flow forecast.

A view of the work behind the bigger ambition.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project tasks
TaskStatus
Review current pricing and costs

Revby team

Complete
Build a cash flow forecast

Revby team

In progress
Review the forecast together

Maya + Revby

Upcoming
Finalize the financial plan

Revby team

Upcoming
Illustrative project · sample data
05Meetings

Every conversation builds.

A meeting timeline keeps the history of working together alongside the project. Dates, durations, and meeting descriptions help connect each conversation to the work.

Continuity from the first conversation to the next.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Meetings

OCTOBER 19 · 45 MIN

Making the numbers work

Reviewing costs and discussing the first version of the cash flow forecast.

OCTOBER 5 · 60 MIN

A shared starting point

Understanding the business, Maya’s priorities, and the project ahead.

Illustrative project · sample data
06Outcomes survey

Progress starts with a baseline.

Maya can complete her project outcomes survey through the dashboard. A baseline at the start and a final survey after completion create two points of reflection on her experience.

We’ll take a closer look at those two moments below.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project outcomes survey
Baseline01 / 09

LET’S START WITH YOU

How confident do you feel in your ability to complete your bookkeeping correctly this year?

12345678910
Less confidentMore confident

One question at a time. A starting point for comparison.

Illustrative project · sample data
07Outcomes report

Bring the story together.

When an outcomes report is available, it sits within the project dashboard. It brings the project context, work, and outcomes together in a format that can be revisited.

A lasting reference for the work together.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project outcomes report

PROJECT OUTCOMES REPORT

A clearer plan.
A next chapter.

Juniper Child Care · Financial planning

THE WORK TOGETHER

Project context, work delivered, and outcomes brought into one report.

Illustrative project · sample data
08Project files

The work has a home.

The forecast, pricing review, and financial plan belong with the project. Connected project files keep useful materials close to the tasks and conversations they support.

Deliverables that remain part of the project story.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project files

PROJECT FOLDER

The work has a home.

Cash flow forecast.xlsx
Pricing review.pdf
Financial action plan.pdf
Illustrative project · sample data
09Messages

Keep the conversation moving.

Questions and updates have a dedicated place. Maya and her team can use the project conversation to stay connected as they work through the plan.

People, context, and conversation. Together.

RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Messages
PROJECT CONVERSATION
Revby team

The first version of your forecast is in the project folder. We can walk through it together at our next meeting.

Maya

Thank you! I’ve added my latest costs so we can review those too.

A conversation connected to the work
Illustrative project · sample data
MAYA’S PROJECT 01 / 09
RevbyProject dashboard
M
Projects / Juniper Child Care

FINANCIAL PLANNING

Room to grow.

Active
Project overview
jk✳
Juniper Child Care

Maya · Small business owner

PROJECT SCOPE

A financial plan for the next chapter.

Understand costs, refine pricing, and build a cash flow forecast to guide the business’s next steps.

Cash flowPricingFinancial planning
Illustrative project · sample data

Scroll to explore. Or choose a section.

One project. People, plans, files, and conversations connected.For applicable projects, the dashboard also includes a business loan section.

02 / THE PROJECT OUTCOMES SURVEY

Where they started.
What changed.

The work matters. So does the owner’s experience of it. A baseline survey and a final survey help bring that perspective into view.

01

AT THE START

A baseline.

Owners rate their confidence, identify a business weakness, and reflect on their ability to address it.

02

AFTER COMPLETION

A fresh perspective.

The final survey revisits those ratings and asks owners about tangible benefits from their work with Revby.

Available through the project dashboard or an emailed link, with questions presented one at a time.

jk
Juniper Child Care

Owner-reported outcomes · illustrative example

Confidence, revisited.

Baseline Final

Bookkeeping confidence

4
8

Confidence in starting a new revenue stream

5
8

Ability to address the original business weakness

3
7

Scores out of 10. Sample responses, not actual customer results.

BENEFITS REPORTED IN THE FINAL SURVEY

Improved bookkeeping or accounting

Created a financial model, budget, or pricing structure

THE INDIVIDUAL AND THE BIGGER PICTURE.

Partners can explore individual survey results and program-level comparisons. Growth comparisons include projects with both baseline and final responses, so the starting point and follow-up stay connected.

03 / YOUR ORGANIZATION DASHBOARD

The whole program.
Down to the individual.

Your organization has its own dashboard. Get an overview of your program, then explore the details of any project within it.

ILLUSTRATIVE PARTNER DASHBOARD

Your small business program

Partner view
Projects3
Active2
Completed1
Project status breakdown

Active Completed

Your projects

Explore the project behind the overview
Northline StudioBusiness planningActive
Cedar & Co.Marketing strategyActive
All businesses, counts, and results shown are illustrative.

See the program.

Project status and available outcomes data bring your program into view.

Explore the work.

Open a project to see its scope, team, tasks, hours, meetings, and results.

Understand the experience.

Survey comparisons and reported benefits add the owner’s perspective.

04 / YOUR WEEKLY UPDATE

Weekly email updates

Visibility comes to your inbox, too. Revby’s weekly organization update brings the week’s activity together, with a link back to your program dashboard.

A regular connection to the businesses you support.

PEOPLE FIRST. CONNECTED THROUGHOUT.

Connected to the people.
Accountable to the funder.

A shared place for owners and their Revby team.
A clear view for the organizations making it possible.

Let’s build your program’s next chapter