The sale closed. Now the delivery runs on its own.
We organise and automate what happens after the sale: the handover from sales to the team that delivers, client onboarding, the tasks, the owners and the deadlines. All on a management platform built for it, connected to your CRM.
RESIDENTIAL PROJECT
Sale closed.
Won
- Client details
- Service agreed
- Conversation history
PROJECT CREATED
Client onboarding
- WelcomeDoneMC
- DocumentsRequest sentJP
Start the projectOwner and deadline setAL
Automatic
Where the operation jams.
The handover from sales to delivery
The salesperson closes and the information stays in WhatsApp, in an email or in their head.
Every new client starts from zero
Nobody has the full list of steps, so one of them is always left behind.
Nobody knows who has what
To find out where something stands, somebody has to ask.
The deadline slips and nobody finds out until later
From the sale to the delivery, with the repetitive part automated.
The same logic as the sales process: the platform does what repeats, your team does the real work.
The sale closes in the CRM
Your team
The client’s project opens in the management platform, with the sale’s data
Automatic
The opening documents (work order, contract, document request to the client) are generated from templates
Automatic
The onboarding tasks appear with an owner and a deadline
Automatic
The team does the work and marks each task as done
Your team
Stage complete: the project moves on and the next stage’s tasks appear
Automatic
Delay or blocker: an alert inside the task, tagging the owner
Automatic
The manager follows deadlines and progress on one panel
Your team
What the implementation covers.
An automatic link between the CRM and the management platform
A closed sale becomes a project, with nobody copying anything across.
A client onboarding template
With every stage, task, owner and deadline.
Tasks that appear at the right moment
When the previous stage finishes.
Documents generated automatically
From your own templates, when it makes sense.
Alerts inside the task itself
For the owner, when something slips or needs a decision.
A weekly routine for the team
With what each person has to deliver that week.
A view of the deadlines
So the manager sees progress and delays.
Training for the team
And a usage manual.
The diagnosis first, the tool after.
Management diagnosis
We look at how the operation runs today, where it jams and what needs adjusting. €490 excl. VAT.
A new process
During the implementation we draw with you how each client moves from the sale to the delivery. You sign it off.
Setup and automation
We build the whole thing on the platform. That work is ours.
Testing
First with made-up cases, internally. Then with real ones.
Final handover and training
The team learns by doing and starts using it.
If you go ahead with the implementation, the €490 for the diagnosis comes off the price.
More control. Less repeated work.
No new client forgotten
Between the sale and the delivery.
Everyone knows what to do
And by when.
You see the whole operation
Without having to ask.
Less manual work
Because what repeats happens on its own.
Working with companies in Belgium and across Europe since 2018
Who already works with us.
Support in four languages: French, Portuguese, English and Spanish.
What do they say about us?
Read the reviews of clients who reached real results with our help. Your own could be here next.
Excellent
Based on 4 reviews
1 year ago
I am delighted with my experience with this team! Beyond their professionalism and the quality of the work, it is their attentiveness, their empathy and their initiative that struck me.
1 year ago
Excellent service, precise information and solid execution. A team qualified to deliver the best results in marketing.
1 year ago
I tried three marketing agencies before finding this one, and the difference was immediate. On top of great support, the results went well beyond what I had hoped for.
1 year ago
Very attentive, quality service. Recommended!
Frequently asked questions
Not always. In the diagnosis we look at what you already have. If your current tool can cope, we integrate it. If it cannot, we propose the migration and bring your contacts and their history across.
Up to 4 weeks. In that time we map the process, configure it, test it, train the team and put it live. The timing can vary with the size of the operation and of the sales process.
At two separate moments. During the implementation, 3 to 5 meetings across the month: one to map the process as it is today, one to present the process as it will be, one or two to adjust if you want to change something, and a final handover with the training. The configuration is entirely ours. Day to day afterwards, the team only does what is marked “Your team”. Documents, tasks and alerts happen on their own. The point is for the team to spend less time on repetitive work, not more.
Yours. The account is in your company’s name, with your data. We set it up and look after it, but the ecosystem is yours.
That is the most common risk, which is why the implementation includes training and a simple process, built for your company’s routine. The more the system works on its own, the less the team has to remember to open it.
No. You get the report and you decide. If you go ahead with the implementation, the €490 for the diagnosis comes off the price.
How much time does your team spend asking “where are we on this”?
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