Constraints
One workflow: approval to project-ready. Marketing pipelines, retainer billing and resource planning stay out of scope unless agreed separately.
Agencies & consultancies
Proposal approved. Project not ready.
The client has accepted the proposal, but delivery still waits on someone to re-enter scope, contacts and kickoff details.
Free 30-minute conversation with Jay.
How the work usually stalls.
Approved proposal in the CRM → missing details chased by email → project created by hand → team learns the scope in a kickoff call.
Relevant proof
See the proposal-to-project illustration and the demonstration delivery artifact on Our work.
A practical scope to discuss.
Proposal approval, information collection and project handover.
What we need to establish
Who owns the process, what has already been tried, which systems are involved and how an improvement would be measured.
What happens next
A free fit call. If investigation is needed, a scoped diagnostic. If the fix is already clear, we can discuss an implementation quote.
Bring one workflow. We’ll start there.
Tell us where work gets stuck and which tools are involved. We’ll discuss whether a diagnostic, a small configuration fix or another approach makes sense.
Book a workflow call