Good work. A relationship that continues.
The proposal is ready, but the next client conversation is buried beneath project updates.
WE BUILDConsultancy brief forms · Proposal and approval portals · Client project update pages
Your work. Our build.
- 01Receive the brief
- 02Prepare the proposal
- 03Collect approval
- 04Share the delivery updates
- 05Discuss the next brief
Each handover is a chance to make the day run better.
How we help.
Four levels, from a new consulting brief to the next stage of agreed work.
Be found.
Show a prospective client the consulting work you are here to do.
- Clear consultancy specialism pages
- Approved stories behind your project work
- Brief forms capture the decision and context for a useful first call
- New briefs reach the responsible consultant
Be heard.
Make useful communication part of the consulting relationship.
- Approved professional insights
- Feedback about the project experience
- Client questions linked to the current proposal or project
- Consultants approve reply drafts before sending
Be remembered.
Keep the client relationship warm between projects.
- Relevant insights with the client’s permission
- Personal check-ins after agreed milestones
- Client history links previous briefs and current proposals
- Follow-up tasks have a responsible consultant
Be called back.
Turn a reviewed proposal into a clear delivery handover.
- A straightforward invitation to discuss the next brief
- Useful information about agreed delivery milestones
- Client approvals attached to the current proposal
- Delivery tasks created from the agreed scope
Behind each level: software built around the way you work.
Start with your working day.
“A proposal sits unanswered without a clear follow-up owner.”
“The client has replied to the wrong project update.”
Illustrative owner situations.
Works alongside tools like…
HubSpot, Microsoft 365, Google Workspace.
We connect your tools. We check access and available connections with you before the fixed quote.
Bring the process that frustrates you. We’ll work out what to build.
A few things to know.
Can a proposal keep its follow-up and approval in one place?
We can scope the proposal record, client access and approval steps around your working tools, with your consultant responsible for the final terms.
Can project updates be shared through a client portal?
Yes. We agree what the client can see, which files are current and who approves each update before building the portal.
How much does it cost?
We quote after the free 30-minute call: a clear, fixed scope.
Do we need to replace our existing tools?
We start with what you have and connect it where practical.
What happens after launch?
We help your team use the system, measure what changes and improve it.
What level is your business on?
A free 30-minute call and a one-page plan within 2 business days. Most builds live in 4 weeks. Fixed quote after the call.
