01Reporting
“This report takes
too much time.”
A report your team can refresh, with clean inputs and visible error checks.
What we would deliver
One agreed report or workbook, source mapping, checks against the original totals, and a refresh guide.
How we check it: compare the same reporting task before and after, reconcile the totals, and have someone on your team repeat the refresh.
We confirm sources, row limits and definitions before quoting. Bookkeeping, tax advice and historical reconstruction need separate expertise or scope.
02Sales operations
“Who’s following up
on this lead?”
A clear pipeline with an owner and next step for every inquiry, in tools you already use.
What we would deliver
One pipeline or inquiry workflow, agreed stages, a next-action view, and follow-up templates your team can review.
How we check it: sample inquiries have owners and dated next steps; duplicate and stop-contact records are handled correctly.
Access, imports and any integrations are checked before quoting. This is a workflow implementation, not a promise of appointments or new revenue.
03Client onboarding
“We’re still chasing
the same details.”
One intake path with a document checklist, owners and clear handoffs.
What we would deliver
One onboarding workflow, a checklist, reusable request messages, and a short guide for the process owner.
How we check it: run a fictional client through the steps, test incomplete inputs, and have your team repeat the handoff.
We agree on the tools and one service line before quoting. Custom portals and untested integrations are outside the initial scope.