RoadBook

A pocket logbook for on-the-road small businesses and field visits

Problem

A brand outreach coordinator is always on the road visiting clinics and partners; someone running a multi-state mobile RV service works away from home for months. Both need to remember which clients they visited, what deals were discussed, and which monthly tasks are on track, but today it lives in scattered notes and memory.

Solution

A mobile-first, lightweight workspace: record each visit around place + client with follow-up status and promises made; work offline and sync when back online; turn monthly team tasks into simple checklists; include a weekly social posting reminder. Not a heavy CRM.

Users

Individual or 2-3 person teams in brand outreach, field sales, on-site services, and mobile businesses operating across regions.

MVP

Visit and follow-up log by client/place; offline-first with sync; simple monthly task checklist and reminders; weekly social posting to-dos; export visit history to CSV/PDF.

Revenue

Free personal tier plus team subscription ($5-$15 per user/month); or a one-time purchase for a local-first/self-hosted version.

Why now

Small businesses are moving back offline, but mainstream CRMs are built for desk-bound sales teams and feel heavy. A mobile-first, offline-first tool can deliver a much better phone experience at a fraction of the complexity.