1. Understand your workflow
Describe one task you want to improve, the people involved and the tools you use today. Choose the outcome you want to review first.
Choose a service and tell us which workflow you want to review. The team confirms the available demonstration and meeting details.
Name, email, service and a short description are enough to begin. Fields marked optional can be left blank.
Before you hire us: ownership, handover, payments and support
Use this agenda to plan a focused conversation. The team confirms which demonstration screens are available and agrees the meeting format with you.
Describe one task you want to improve, the people involved and the tools you use today. Choose the outcome you want to review first.
Review the available example from enquiry to next action, including the records, roles and reports relevant to your request. Identify what needs configuration or development.
List open questions, required integrations and the proposed first release. Decide whether to prepare a written scope and quote, arrange another discussion or pause.
Please leave out passwords, payment details and customer personal information.
Use the discussion to distinguish available demonstration features from proposed development and third-party dependencies. Any price, delivery date, ownership or support commitment belongs in the written proposal.
Prepare your project briefExplore a service before requesting a walkthrough.
Pages, customer journeys, enquiries, portals and app workflows.
Explore serviceLead control, operational records, permissions and reporting.
Explore serviceTravel websites, agency workflows, supplier dependencies and booking requirements.
Explore serviceA successful submission shows your saved enquiry reference on screen. Keep it for follow-up; submitting a request does not reserve a meeting.
The team reviews your selected service and priorities, then contacts you to agree availability, the format and the relevant demonstration. Your preferred time is a request until confirmed.
After the discussion, agree the next action. If you proceed, review the written scope, dependencies, pricing, acceptance checks and support arrangements before approving work.
Review the proposal checklistNo. Project scope, pricing, payment milestones and support terms are agreed separately in writing.
A description of your workflow is enough for the first discussion. Use anonymized examples if they help explain your requirements.