Service businesses sell organized expertise
Consultancies, agencies and other professional teams may need proposals, client records, projects, tasks, documents, time or milestone billing and collections to remain connected.
Useful workflow questions
- How does an enquiry become an approved project?
- Which scope, deadline and team responsibilities are recorded?
- Are invoices based on milestones, retainers, time or fixed work?
- Which expenses are billable or internal?
- What should clients, staff and managers be allowed to see?
The platform should match the actual commercial model rather than forcing every service company into the same workflow.