What would we build for you?

Responding to enquiries and qualifying leads Booking and managing appointments Getting new clients set up and onboarded Drafting documents, contracts, or proposals Chasing clients for documents or signatures Generating invoices and chasing payment Managing ongoing requests from existing clients Capturing call notes and updating records Tracking deadlines and compliance steps Keeping clients updated on progress Moving data between systems or generating reports Staying in touch with and re-engaging past clients Collecting client feedback and satisfaction scores

1–3 hours 3–5 hours 5–10 hours 10–20 hours 20+ hours

Just me 2–5 people 6–10 people 11–20 people 20+ people

Entirely manually — no system in place Partly manual — some tools but still a lot of hands-on work We have a process but it’s inconsistent across the team