Agencies & Professional Services: smoother ops, better delivery.
Score your firm on collaboration, delivery standards, CRM hygiene and security. Get practical monthly nudges that reduce friction and improve utilisation.
- • Standardise handoffs & SOW templates
- • Clean CRM fields & pipeline stages
- • Improve file structure & versioning
- • Lift security basics (MFA, access)
Where you’ll see impact
Predictable delivery
Reusable playbooks and checklists reduce rework and context loss.
Cleaner pipeline
Trusted CRM data improves forecasting and reduces wasted follow-up.
Happier team
Less friction across tools and handoffs; clearer ownership and standards.
What you’ll improve first
Delivery playbooks & SOWs
Template SOWs, handoffs and QA checklists to reduce slippage.
Resource & time tracking hygiene
Clear roles, project codes and weekly cadence for accurate utilisation.
Project hubs & files
Standard folder structure, naming, and client-approved artefact locations.
CRM pipeline standards
Stage definitions, required fields and duplicates control for forecasting.
Client comms templates
Kick-off packs, status templates and RACI for smoother delivery.
Security basics
MFA, least-privilege access, device encryption and shared password vaults.
See features and benchmarks for details.
“We finally agreed a playbook and pipeline standards - delivery is smoother and forecasts are believable.”
Managing Partner, digital consultancy (18 people)
FAQs
- What kinds of actions will we get?
- Examples include: standardising handoffs, templating SOWs, cleaning CRM fields, improving file structure, and adopting MFA.
- Can the team use it together?
- Yes. Invite teammates, run quarterly reassessments, and share a simple dashboard with trends.
- How quickly can we start?
- Right away. The baseline takes 10–15 minutes and you’ll get your digital snapshot instantly.