Playbooks / Professional Services
Professional Services — 9 workflows.
The operating layer for a relationship-driven firm: legal support, finance, agency, or consulting work. Intake, deliverable tracking, and renewal cadence with governance built in.
What ships
- 9 workflows, installed at setup.
- 3 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
New Business
Inquiry Qualification
Same-day response drafts to new inquiries capturing scope, budget range, and timing. Every inquiry gets the same professional experience.
See the workflow →Proposal Drafts
Scoped proposals: objectives, deliverables, timeline, pricing structure, assumptions. Offer two options where it helps the client choose.
See the workflow →Routing + Handoff
Route qualified work to the right owner with a clean brief: who the client is, what they need, what was already said. Clients never repeat themselves.
See the workflow →Client Delivery
Milestone Tracker
Tracks every deliverable with date, owner, and status. Flags stalled items weekly with the exact next action.
See the workflow →Proactive Status Updates
Clients hear from us before they think to ask: milestone reached, upcoming decision points, anything slipping and the recovery plan. Approval before send.
See the workflow →Deliverable QA Checklist
Final quality check before anything leaves: scope match, format, naming, client-specific requirements. Runs the checklist every time, no exceptions.
See the workflow →Retainers + Renewals
Renewal Cadence
Quarterly value summaries feeding the renewal conversation at 90 and 60 days. Ground each summary in real delivered work.
See the workflow →Expansion Drafts
When delivery reveals adjacent needs, draft the additional-scope proposal tied to what the client already values. Professional review before send.
See the workflow →Referral + Testimonial Asks
Timing-based asks after wins: a specific, short request referencing the work just delivered. Approval before send.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Professional Services agent. Walk the live box and put one of them to work.