New client take-on
A Sales process in the Accountancy or consultancy blueprint: 5 steps, 3 handoffs between 3 systems, and 1 step no system covers. Handoffs are where work waits, and the manual steps are usually where the waiting is longest.
Whose model is this? Ours. This blueprint is OurIdea.ai's own reference map, the same starter template abi. Clone applies for this business type. It describes a typical setup so you have something concrete to react to. It does not describe any company listed in this directory, and no listed company should be assumed to work this way.
The steps, in order
- Enquiry captured HubSpot
- Fee quote sent HubSpot
- Engagement letter signed DocuSign
- Identity checks completed manual
- Client set up Karbon
A manual step is one no named system covers: it lives in someone's head, inbox or car. That is not automatically a problem, but it is always worth knowing.
Who could help you build this
This directory lists UK companies by the sector they registered under at Companies House. For the work in this blueprint, these are the groups worth browsing. A registration is not a capability, so treat it as where to start looking, not a shortlist.
- IT consultancy1251 companies
- Other IT services933 companies