Milestones Delivering like Dominos for service businesses.

Service-based businesses spend countless hours communicating with clients and updating them on projects.

To improve customer experience and streamline your operations they need to provide insight to customers on the status of work in progress, on-site visits special orders, and more.

How would a service-based founder automate this process of customer updates?

Look no further than Milestones, a Y Combinator Winter ‘23 company that specializes in providing customized client portal solutions for service businesses and both app and text-based automated status updates for customers. Just like Domino’s Pizza. 🍕🍕🍕

Meet Joshua Christensen, the co-founder of Milestones, who shared how their platform is revolutionizing the way service businesses and their clients interact. With Milestones, businesses can eliminate unnecessary communication and improve customer experience along with automatic update notifications for end customers.

But how does it work? Milestones' platform integrates seamlessly with CRMs, enabling businesses to offer their clients a personalized client portal that is specifically tailored to their needs. This allows for easy data flow between the client portal and the CRM, ensuring that all information is up-to-date and accurate and then customers have a series milestone (see what they did there) based update letting them know the status of their Service case or visit.

Josh also shares

🚀 His advice for other founders

🚀 The Role of Partnerships and Community in Milestones’ success

🚀 Josh shares his Y Combinator Experience

🚀 Nominates a future guest

Joshua also discussed the technical problems that Milestones is solving, including mapping data from any CRM to a unified Milestones schema along with unstructured metadata, robust workflows that trigger specific actions based on filter criteria, and a customizable client portal with views and interactions based on custom matching rules and dynamic data.

Looking to the future, Milestones plans to create a network of businesses to create a two-sided marketplace matching clients to businesses and extend workflows to external APIs and providers to completely own all client interactions with a business from start to finish.