Turn an explicitly accepted job into a project folder, a checklist, an information request and approved welcome messages.
Agreed rules. Visible exceptions. A person in control.
Acceptance creates a client folder and checklist, then prepares an approved information request. Staff check access and missing documents.
An authorised person marks a job accepted, or an agreed system records the customer's explicit acceptance.
You confirm acceptance and any required agreement or payment checks before the workflow starts. You approve the checklist and messages. Staff decide whether the returned information is sufficient to begin work.
An enquiry or draft quote cannot start onboarding. Closed jobs stop pending actions. A repeated acceptance reuses the original workspace rather than creating another.
Use named, permissioned access rather than sending passwords in an enquiry.
SharePoint or Google Drive for folders; Microsoft Planner, Trello or an existing client portal for tasks; Outlook or Gmail for messages.
Examples are subject to compatibility, subscription and access checks. A connection is confirmed during scoping.
Start with the applications you already use. Review the setup cost, running costs and handover together before you decide to go ahead.
Show me the task you want to improve. I’ll map the steps and quote for connecting your applications, checking the workflow and showing you how to use it. You can review the cost before committing.
Storage, task-management seats, electronic signatures or additional mailboxes may add charges when included in the agreed process.
Your written quote confirms what is included, responsibilities, exclusions and any applicable VAT. Your accounts belong to you, with subscriptions normally paid directly to suppliers.
You receive a workflow map, configuration notes, template copies and a walkthrough. Access is granted through your accounts, with the permissions needed for the job. We agree how CDM access is removed or retained at handover.
For planning, allow approximately £10–£30/month for a small Make-based workflow, excluding existing application subscriptions and CDM maintenance. This is an indicative allowance, not a supplier quote or a guaranteed ceiling. Check current Make plans, usage, currency, billing term and taxes before purchase.
Your team owns day-to-day status updates and reviews failed runs. Optional maintenance can cover agreed monitoring, connection checks and small changes; scope and limits are written into the proposal. Without maintenance, the handover explains how to pause, retry and recover manually. These five starting workflows do not require runtime AI. Any later AI processing needs a separate explanation of purpose, review and charges.
Your website, forms and internal workflow need to work together.