SYSTEM 06

Professional & B2B

For CAs, lawyers, consultants, architects and agencies.

FLOWCHART

From qualified enquiry to client.

01Discover
02Enquire
03Qualify
04Consult
05Propose
06Follow-up
07Onboard
Example: A consulting enquiry moves through requirement capture, consultation, proposal and decision checkpoints instead of being forgotten after the meeting.

TOOLS

Tools selected after discovery.

WAWhatsApp
GGoogle
✉Email
▣Proposal
↗Workflow
↗Analytics

PACKAGES

Five USPs per package.

Foundation

  • Focused consultation path
  • Clear service pages
  • Organised enquiry view
  • Meeting templates
  • Owner handover

Growth

  • Lead/proposal pipeline
  • Qualification fields
  • Follow-up checkpoints
  • Onboarding checklist
  • Stage reporting

Enterprise

  • Decision-maker workflow
  • Role-based steps
  • Proposal/renewal journey
  • Integration review
  • Training and support scope