Deliver Without Chasing

Winning the work sets up the whole project before the kickoff call

Auto

When: A deal is marked won in the CRM.

The system does: The system creates the project from the template for that service. The system assigns the tasks, the owners and the dates.

Touches: your CRM · your project tool

The client fills in one form and every system has the answers

Auto

When: A client completes the intake form.

The system does: The system creates the record in the CRM and in the project tool. The system reports any field that failed to write.

Touches: your forms · your CRM · your project tool

The client hears from you the same hour the team gets its list

Auto

When: A project record is created.

The system does: The system sends the client the kickoff email for that service. The system posts the internal checklist to the project channel.

Touches: your project tool · your inbox · your team chat

You know where every job stands without asking anyone

Auto

When: The last task in a stage is marked complete.

The system does: The system moves the project to the next stage. The system records the date the stage changed.

Touches: your project tool

The late task escalates on its own, before it becomes a client problem

Auto

When: A task passes its due date.

The system does: The system reminds the owner on the first day. The system notifies the manager at two days and the principal at four days.

Touches: your project tool · your team chat

Work stops when the invoice ages, instead of quietly continuing

Review

When: An invoice on the project is fourteen days past due.

The system does: The system sets the project to hold. The system notifies the account manager and the owner.

Touches: your accounting system · your project tool · your team chat