WORKFLOW DETAIL
The opportunity
A new client means creating records, requesting information, assigning tasks and briefing the delivery team. We connect those steps so the same details do not have to be re-entered or rediscovered.
The agreed scope remains the source of truth. Automation prepares the handover; your team approves commitments and exceptions.
THE WORKFLOW
From agreed scope to a prepared project
01
Confirm
Capture the approved scope, client details and responsible team.
02
Prepare
Create linked records, folders and tasks in the existing tools.
03
Start
Review missing inputs and hand the work to a named delivery owner.
A clear review point before handover.
Unclear inputs return to a named owner. Approved work moves to the next agreed step, with the source and status still attached.
Starting point
We map the signed scope, required client details, delivery roles and tools. Different service types can follow different checklists without losing a shared standard.
What you get
Create the project or account, prepare tasks, assign responsibility and track missing inputs. Notifications tell the right person what is ready and what still needs attention.
Useful for marketing agencies, advisory businesses and property-service teams with repeated onboarding work.
How we build it
We define the trigger, mandatory fields and the point at which a person must approve the start. Failed connections and incomplete records need an owner and a recovery path.
A pilot can cover one service package and one handover before extending to the rest of the business.
Your first step
We will identify where information was copied, lost or delayed and define a small first workflow around those steps.
Tool access, responsibilities and ongoing support are agreed before implementation.
