Named lanes, not vague help
Every engagement is a specific list of workflows with owners, boundaries and exception rules — agreed before anything starts.
Inbox & diary
Triage, scheduling, booking confirmations, "where are we" answers — to an agreed daily cut-off, not "when someone remembers".
YOU SEE · one triaged inbox, bookings confirmed
Job → invoice
Job sheet to invoice on an agreed cadence, with your prices and your sign-off before anything sends.
YOU SEE · invoice drafted, awaiting your send
Quote follow-up
Every quote gets a scheduled chase — the follow-up that wins work is the one that actually gets sent.
YOU SEE · every quote chased on schedule
Payment chasing
Polite, scheduled, escalating reminders on your terms — the awkward calls stop being yours.
YOU SEE · reminders sent, paid invoices logged
Documents for your accountant
Shoebox to organised records your accountant can use. Collection and preparation only — your accountant signs off, always.
YOU SEE · tidy records your accountant can use
Compliance reminders
Certs, renewal dates and paperwork deadlines tracked and surfaced before they become emergencies.
YOU SEE · dates surfaced before they're urgent
Which lane leaks the most?
Six questions, five minutes — the mini-audit shows where your week actually goes.
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