Operations your team can follow without asking
Onboarding a client, handing work between people, keeping an account healthy: these are the processes that break first as a business grows, and they are rarely written down in a way anyone uses.
What it usually looks like.
- Onboarding a client takes a dozen steps across several tools, and one is always missed
- Handoffs between people happen in chat and get lost
- Account history is spread across inboxes
- The procedure document is out of date, so nobody opens it
Built around how you work.
The exact list comes out of the intro call and the written plan. These are the pieces we build most often.
- Your SOPs, rewritten with the people who do the work
- Checklists and forms that carry each procedure out, step by step
- One record per client: history, contacts, open work and next steps
- Handoffs that land with a named person and a due date
- AI where it helps: summarising notes, drafting replies and first versions; people decide
What support covers.
We review the workflows with you at each check-in and change them as your team and clients change.
Customer scheduling
Booking, intake and staff rotas built around your rules, not a booking tool’s defaults, with ongoing support as your services change.
Follow-up and billing
One place that shows who has been quoted, who is booked and who still owes, with follow-up written with you and kept up to date.
Custom solutions
Client portals, internal tools, quote calculators and member areas, built for how your business works and supported every month after launch.
An AI layer for your business
One controlled layer over your clients, bookings, invoices and documents that custom AI agents can read from and act through, with rules on what each agent may do.
Tell us where the time goes.
Thirty minutes on how your business runs today. If we can help, you get a written plan and a fixed price. If we can’t, we’ll say so.