Professional services: clients share a lot, but no one picks up the next step.
Turn scattered inquiries into clear requirements, then hand them to an owner for proposal and follow-up.
Where Work Gets Stuck
Clients describe needs through forms, messages and meetings. After sales reorganizes everything, the budget, decision-maker or deadline is still unclear.
How the Process Connects
- Consolidate the client's background, goals and timeline into one requirements summary.
- Flag unconfirmed scope and constraints, and hand them to the owner to follow up.
- Confirm fit, then schedule a discussion and prepare the proposal.
- Log proposal versions, client replies and the next follow-up date; hand off to the delivery team once the deal is closed.
What Staff Confirm
The owner approves service scope, pricing and delivery commitments to the client.
What the Team Gets
Requirements summary, proposal to-dos, owners and follow-up records.
Optional Metrics to Watch
- Time from inquiry to first action
- Number of cases with no next step
- Number of cases not followed up after proposal
The scenarios and process designs below are illustrations. They do not represent existing client results or mean every feature is deployed. Screens use fictional data and do not create client records or send notifications.
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