Miles Media
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Work/Apps & tools

Client dossier toolkit

Builds a research dossier and a plain-language site review for each prospect, and blocks publishing until spelling, jargon and client-name checks pass.

All work
Client
Miles Media
Type
Prospect research tool
Date
Sep 2026
Status
Private build

The brief

A strong first conversation with a prospect needs research on their business, pricing and competitors plus an honest read of their current website. Doing that by hand is slow, and the written result is easy to get wrong.

What we built

  1. Built a crawler that visits every page of a prospect's site at desktop and phone widths and records screenshots, content and issues.
  2. Added a booking-flow walker that clicks through a reservation or checkout step by step, following popups and embedded forms.
  3. Made the site review plain-language: it opens with a short version and every finding says what is happening, what it costs and what to do.
  4. Added a render check that opens each finished document at phone and laptop widths and fails on overflow or broken images.
  5. Added a pre-publish gate that checks American spelling, em dashes, placeholders, jargon and one client's name appearing in another client's document.
  • Full-site crawl and screenshots
  • Booking flow walker
  • Plain-language review
  • Pre-publish gate

Where it stands

Built in September 2026 and extended with the pre-publish gate on September 16, 2026. Folders marked for review are blocked from publishing until they pass.

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