Give each enquiry an owner
Capture context, identify the service need and assign a next action. Use interpretation where language varies and agreed rules for routing.
Sales automationProfessional services
Industry 03 / 04Make more room for client work.
Connect enquiry handling, proposals, onboarding and delivery milestones so client relationships do not depend on administrative memory.
Discuss your workflowA workflow in focus
From an enquiry to a client ready to start.
A strong first conversation should carry through into the proposal and the delivery brief. Keep context with the opportunity so clients do not have to explain the same need twice.
- 01Capture the need
- 02Qualify and scope
- 03Review the proposal
- 04Prepare onboarding
01 / Opportunities
Where the work
can work better.
Client work involves judgement, but much of the administration around it repeats. The useful starting point is the handoff between business development and delivery, where scope, ownership and promised dates can lose clarity.
Prepare a consistent proposal
Bring approved service descriptions and discovery notes into a draft. Retain review for scope, pricing, professional advice and commitments.
Sales automationTurn agreement into onboarding
Create the delivery record and checklist from approved scope. Collect the information the team needs and make missing items visible.
Operations automationConnect delivery and billing
Carry approved milestones, time records or completed work into the billing process, with an owner for disputed or incomplete records.
Systems integration02 / Decisions & controls
Make the exceptions
part of the design.
- Client confidentiality
- Agree which information can be processed, who can access it and where it can be used before connecting systems.
- Professional judgement
- Keep advice, suitability, scope and final deliverables with the accountable practitioner.
- Changes to scope
- Distinguish the approved agreement from later requests. A new message should not automatically become a new commitment.
03 / Measures of success
Know what changed.
Agree a baseline before implementation. These are useful measures to investigate, rather than promised results.
- Enquiry progression
- Opportunities with an owner, agreed next action and current status.
- Onboarding readiness
- Time to gather the information required to begin delivery.
- Administration effort
- Time spent preparing documents, chasing information and updating systems.
04 / Your starting point
Start at the handoff to delivery.
Show us how an accepted proposal becomes active work. We will map what needs to travel with it, who owns the next action and where information is requested again.
Find your opportunitiesAn initial conversation to understand the work and agree a practical next step.