The Challenge
What needed solving
The coaching business ran its property-investment math in a Google Sheet — not scalable, not client-friendly, and impossible to gate behind qualification. Prospects also needed to be qualified on usable equity before consuming valuable coaching time.
Our Solution
How we built it
We built a Next.js portal that reproduces the spreadsheet's calculations exactly — verified to within ±$1 by a 26-test suite — inside an interactive live-preview UI, and wrapped it in a funnel that captures leads, auto-computes equity qualification and programme tier, and routes clients through admin approval before granting dashboard access. Client records and approvals live in Notion so non-technical staff can run it.
Results & Outcomes
What we achieved
- Spreadsheet-parity investment calculator verified to ±$1 across a 26-test suite
- 15-year cash-flow model with NZ tax, GST and depreciation, and a two-scenario comparison
- Equity-qualification onboarding funnel with automatic programme tiering
- Passwordless magic-link auth with admin approval gating and a Notion-backed CRM
Project Details
Category
Web
Technologies
Tags
Build something similar?
We can architect and build a custom solution tailored to your exact requirements.
Start a Project