06Services
Requests shouldn’t live in an inbox
When every job arrives by email, lives in someone’s head and ends in a spreadsheet, things get lost — not because people are careless, but because the system is an inbox. The fix is not more discipline. It is a flow where every request becomes a tracked task with an owner, a status and a deadline.
The symptoms are familiar
A customer asks “how is it going?” and the honest answer takes twenty minutes of searching. Two people start the same job, a third job nobody starts. Invoicing at month-end becomes archaeology: what did we actually do for whom?
Growth makes it worse. The routines that worked when one person knew everything stop working the day there are two of you — which is exactly when the chaos costs the most.
What we set up
An intake that catches requests from forms, email and phone notes into one queue. Task boards where every job has an owner, a status and a deadline, visible to the whole team. Status updates the customer can see without asking — or a simple client portal when that fits the business.
Most agencies sell you the software and leave. We set up the working routine around it: who triages, what the statuses mean, when a task is “done”, and how the flow connects to invoicing so nothing billable evaporates.
Built on tools that fit you
We are deliberately unreligious about tools. Sometimes the right answer is the CRM you already pay for, configured properly. Sometimes it is a lightweight board plus a few automations. The system you will actually use beats the system with the longest feature list.
Setups are quoted per project after a free review of how work flows through your business today. Workflow improvements are also part of the Business Support plan.
Drowning in email and spreadsheets?
Describe how a typical job moves through your business today. We reply with what a structured flow would look like — and what it costs.
Describe your flow