Client operations for UK service firms
From signed proposal to project-ready.
Connect client onboarding, delivery handovers and updates across the systems you already use. Built for project-based consultancies and specialist B2B agencies with 10–30 people.
One workflow. Written scope. Pilot projects from £5,000.
What was agreed
Signed proposal
Capture the agreed scope and commitments.
What we need
Client onboarding
Collect the inputs and flag what is missing.
Who takes it on
Delivery handover
Give the work a named owner and a ready check.
What happens next
Client updates
Share the agreed next action and open questions.
Between sales and delivery
The work is won.
The handover still needs work.
The problem often sits between tools and teams. We start there, with the process your people actually follow.
The scope stays in the sales inbox.
Delivery starts from a conversation instead of a clear record of what was sold, what is needed and who owns the next step.
One missing detail holds up the start.
Documents, access and approvals are chased in different places. Nobody has a complete view of what is still outstanding.
Every update needs another round of chasing.
Someone has to assemble progress from messages, task lists and spreadsheets before the client can get a useful answer.
How it works
Map. Implement. Care.
A defined piece of work, from the first process review to the way it is looked after.
Map
Find the actual handover problem.
Walk through recent cases, establish the volume and effort, and check what your existing software can already do.
An agreed process, baseline and scope.
Implement
Connect one workflow properly.
Set up the agreed handover, including ownership, missing information, failure handling and the checks needed before your team accepts it.
A tested workflow and a documented handover.
Care
Keep useful work working.
Where ongoing support is needed, agree the checks, issue ownership, service hours and capacity for small changes in a separate proposal.
A defined support scope, if you need it.
One-workflow pilot · from £5,000
The proposal defines the systems, access, deliverables, timing and acceptance criteria. Software, third-party costs and ongoing care are separate; applicable taxes are confirmed in the proposal.
A focused fit
For firms with a repeatable service.
And a handover worth improving.
Our focus is UK project-based consultancies and specialist B2B agencies with 10–30 people. Team size is a starting point: the frequency of the work and the cost of its exceptions determine whether a project makes sense.
A good starting point
- Recurring client handovers across a CRM, inbox and delivery tools.
- A named owner who can show recent cases and arrange access.
- A specific delay, repeated task or exception we can measure.
A different route may fit better
If an existing template solves the problem, start with that. A new all-purpose platform, a 24/7 helpdesk or fully autonomous client decisions fall outside this offer.
See the working interface
A place to review the work.
Explore how a client can see project progress, the next milestone and shared deliverables. The portal demo uses sample data; it is not a customer result.
Open the portal demoEnter demo as the access code.
Clarity at each handover
- The scope
- The work and criteria you have agreed.
- The next action
- A clear responsibility and next step.
- The output
- Deliverables available for review.
Start with the handover
Where does a new project get stuck?
Tell us what happens after a client says yes. We will review the process, the systems and whether a focused pilot is a sensible next step.