Two ways to commission it
The First Workflow
One workflow, designed, built and installed in the tools you already use, documented, with a person approving anything that leaves. The fee is fixed and does not move.
- One workflow chosen with you and agreed in writing
- Built and installed in the email, documents or records you already use
- A person approves anything that leaves your business
- A plain-English guide: what it does, what it may see, who approves what, how to turn it off
- A walkthrough for the people who will use it
- Everything in your own accounts, yours at handover
- Fee
- $7,500
- Duration
- About three weeks
- Admission
- Open. No Diagnostic required.
One workflow. Tools you already use.
Implementation
If the first workflow works and you want more, Implementation builds the rest: more workflows, and the intake, documents, approvals and reporting around them. We scope it with you at that point, and its fee is fixed in writing before it starts.
- More than one workflow, built to the same standard
- The intake, documents, approvals and reporting around them
- Your staff trained, with a written operating manual
- Credit for The First Workflow fee, in full, within six months
- Fee
- $25,000 to $75,000
- Duration
- Six to twelve weeks
- Admission
- Scoped with you after The First Workflow. The $7,500 is credited in full if you continue within six months.
When one workflow leads to more.
The $7,500 is credited in full against Implementation if you continue within six months. If you do not continue, nothing is lost: the workflow is documented, it runs in your own accounts, and you can keep running it without us.
How this reads by discipline
The work does not change. The vocabulary does.
A new inquiry deserves a prompt, careful reply. A first workflow puts a draft in front of your lawyer quickly, and the lawyer decides what goes out.
- New inquiries wait in an inbox until someone has time to read them.
- Engagement letters and routine documents are assembled by hand from the last similar file.
- The status of open matters lives in one person's head.
Adds an approval step so nothing leaves the firm without a lawyer's decision. Whether your use of any tool meets your professional duties is a question for your own counsel.
A board is made of volunteers with day jobs. The work that repeats every month is the work most worth handing a first draft to.
- Owner and shareholder questions arrive by email and sit until the next board meeting.
- Notices and minutes are rebuilt from scratch each month.
- A monthly summary of open requests is written by hand by whoever has the time.
Adds a board member's approval before any notice or reply goes to owners, and keeps the drafts in the association's own accounts.
Real estate is a business of fast, personal replies. A draft ready for the agent to read, change and send keeps the personal part with the agent.
- Listing inquiries are answered when an agent finds a free minute.
- Listing descriptions and client follow-ups are written from nothing each time.
- Pipeline updates are compiled by hand every Friday.
Adds an agent's approval before anything reaches a client, and a weekly pipeline summary drawn from the brokerage's own records.
A foundation's staff time is the cost of everything it does. A first workflow takes the assembling off your people so they can spend it on the judgment calls.
- Grant inquiries arrive in a general inbox and are sorted by hand.
- Board packets are assembled from the same documents every quarter.
- Reports to trustees are written from scratch each cycle.
Adds a staff approval step before anything is sent to an applicant or a trustee.
A program judged on attention can lose it to the inbox. A drafted reply that your person edits keeps the voice theirs and the speed up.
- Allocation and reservation requests are answered one email at a time.
- Tasting notes and member letters are written from a blank page.
- A weekly summary of orders and requests is pulled together by hand.
Adds a host's or manager's approval before any member or guest sees a reply.
A representation office runs on discretion and speed. A first workflow handles the sorting and drafting, and the representative still decides what is said and to whom.
- Inbound requests for a represented person are sorted by whoever sees them first.
- Deal memos are assembled by hand from the last similar one.
- A weekly summary of open offers is compiled from several inboxes.
Adds a representative's approval before anything leaves the office, and keeps a represented person's material in the office's own accounts.
What this is not
This is one workflow, built in tools you already have. It is not a Diagnostic, but if you go on to a full Implementation it takes the Diagnostic’s place. The workflow prepares work and a person decides: it does not send, file or sign anything on its own. We cannot promise how much time it saves, so we agree in writing at the start what working means and show it to you working before we hand it over. We do not tell you what any law or professional rule requires of you; that is a question for your own counsel. The fee covers our work. Subscriptions to the tools involved, and any usage charges from their providers, are yours and are billed to you by those providers.