Professional services
From enquiry to a prepared client engagement.
Typical systems
Client forms · CRM · documents · project management
AN EXAMPLE WORKFLOW
- 1Capture and organize an enquiry
- 2Prepare a draft brief from approved materials
- 3Review and route to the responsible person
What to measure: Preparation time, handoff quality, and missing information.
Where people stay involved: Client-facing advice and commitments remain subject to human approval.