For professional services

Do the billable work. The follow-up is handled.

Enquiries answered, consults booked, proposals followed up and invoices chased, so new work keeps coming in while you’re with clients. Your named Operator does the chasing, on the Back Office system.

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Sound familiar?

Back-to-back days leave enquiries waiting.

Back-to-back

You’re in meetings all day. The 10am enquiry gets a reply at 6pm, after they’ve booked a call with someone else.

The proposal

The proposal went out and the prospect said they’d think about it. Nobody followed up, so they never decided.

The annual client

Clients you see once a year drift off between visits, and nobody checks in until they’ve already moved on.

The fix

Every prospect followed up until the engagement is signed.

From first call to invoice and review, each new client goes through six set steps. Follow-ups are paced to suit a considered decision, and your Operator keeps every open proposal moving, so good prospects hear from you while you’re doing the work that pays.

See the six steps in full

Consult booked Proposal followed up

Off your plate

Handled without taking you off billable time.

Enquiries answered promptly, with the key details captured before the first call

Consults and discovery calls in the diary, confirmed and reminded

Proposals followed up at a respectful pace until the client decides

Invoices chased on your terms, so the cash comes in on time

Clients asked for a review after a job well done

A check-in to past clients before your busy season

Find out what your stalled proposals are worth.

Talk Dom through a proposal's journey once it leaves your desk. Your Blueprint shows the follow-up that keeps it moving.

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Backed by the See-It-First Guarantee · Month to month