Client document chasing
Request lists, reminders and tracking what has come back.
For exampleAn accountancy practice sends every client their year-end list. Reminders go out on their own, and you can see at a glance who still owes bank statements.
- Stays with you
- Judgement, review and sign-off
- Set-up
- £1,250 + VAT
- Monthly
- £50 + VAT
Enquiry to quote
Capturing enquiries from email, web and phone notes, chasing missing details and drafting the quote.
For exampleA roofer’s web form, a voicemail note and an email become one tidy enquiry. Missing details get asked for, and a draft quote is waiting for you to price.
- Stays with you
- Pricing and the conversation with the customer
- Set-up
- £1,750 + VAT
- Monthly
- £60 + VAT
Survey or site visit to report
Turning notes, photos and measurements into a draft report.
For exampleA builder sends in the notes, photos and measurements from a site visit, and gets back a draft report in their usual format, ready to check and sign.
- Stays with you
- The survey and what the report says
- Set-up
- £1,950 + VAT
- Monthly
- £60 + VAT
Order checks
Stock, price and delivery checks on routine orders, flagging the odd ones.
For exampleA packaging supplier’s routine orders are checked against stock, price list and delivery dates. Only the ones that don’t add up land on someone’s desk.
- Stays with you
- Exceptions and customer relationships
- Set-up
- From £2,250 + VAT
- Monthly
- £75 + VAT