Projects / Opportunity Systems

From morning opportunity review to connected preparation

A management routine became a software workflow for preparation, follow-through, and coaching.

Status: Current work · summary October 2026
My role: Designed and built, with development assistance
System of record: The CRM
Projects: Save-A-Deal Logic · Cam Clark Opportunity App · earlier Royal Bond platform

Save-A-Deal Logic reviews pasted CRM notes and re-reviews them after a CRM update; the Cam Clark Opportunity App compares imported CRM activity with a saved plan. Planned activity, completed CRM activity, and customer outcome are shown as separate columns. — Save-A-Deal Logic and the Cam Clark Opportunity App, recreated with sample data from each application’s documented workflow. Save-A-Deal Logic reviews CRM notes pasted into it; the Cam Clark Opportunity App compares imported CRM activity with a saved plan. Planned activity, completed CRM activity, and customer outcome stay separate. Open full-size image

On this page

Start with visibility

The original purpose was the morning save-a-deal meeting: help managers see missed opportunities and use a consistent review method. The work began with documented standards and training, then developed into software support.

Separate projects, connected experience

Save-A-Deal Logic, the Cam Clark Opportunity App, and the earlier Royal Bond platform are distinct projects. This overview explains the continuity in my thinking without treating their capabilities or ownership as interchangeable.

Earlier application

Royal Bond platform

My earlier, independently owned dealership application. Later work draws on its experience and architectural concepts.

Connected Dealership Platform →

Custom application

Save-A-Deal Logic

Turn CRM notes into clearer next steps, accountable follow-up, and better visibility into stalled opportunities.

CRM notes are pasted in for review. After the CRM is updated, the notes are reviewed again to confirm whether the planned step happened.

Later application

Cam Clark Opportunity App

Supports reviewing the customer record, identifying what is known and unknown, and preparing an approach. Imported CRM activity is compared with the saved plan.

Current-work summary: October 2026. Availability and adoption vary by workflow and store; this page does not claim group-wide adoption or a quantified financial impact.

Prepare, plan, execute, review

The later Cam Clark Opportunity App supports reviewing the customer record, identifying what is known and unknown, and preparing an approach. Salespeople execute their customer activities in the CRM. Imported activity can then be compared with the saved plan, while customer outcomes remain a separate question.

Planned activitySaved as the plan

Completed activityExecuted and recorded in the CRM

Customer outcomeA separate question

The CRM remains the source of truth. A saved plan is not proof that an activity happened, and an activity is not proof of a successful customer outcome.

My contribution

I designed and built the application around dealership operating needs, drawing on my earlier platform experience and using development assistance to accelerate implementation. The work combines process design, application logic, data structures, integrations, and training.