Commercial inquiries with accountable follow-up
Keep discovery notes, the current proposal and the next customer question visible to the account manager.
Industries / Managed IT providers and MSPs
Your 30-day revenue sprint
Win more service contracts. Grow recurring revenue.
Connect qualified inquiries, quote follow-up and onboarding handoffs so your team can move the right opportunities into contracted work.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
Better-owned quotations and onboarding can support additional approved services and recurring contracts; signed scope, recognized revenue and renewals stay distinct.
The commercial opportunity
Make the next step
worth more.
Approved expansion without a lost handoff
Organize additional locations or services around the agreed scope and responsible team, with changes returned for review.
Onboarding that protects the new relationship
Track customer-supplied requirements and internal tasks without collecting passwords or silently changing production access.
A workflow for managed it providers and msps
A service expansion request reaches the account owner
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Capture the account context
Keep the requested service, customer context and existing account owner together. Support requests remain support work unless a person identifies a genuine commercial next step.
Step 2 of 4
Complete the scoping handoff
Prepare the agreed questions about users, devices, locations or timing. Sensitive access details stay in your approved systems rather than a public intake form.
Step 3 of 4
Approve the service proposal
Your technical and account teams confirm fit, scope, exclusions and pricing. The workflow does not promise resolution times, security outcomes or a contract extension.
Step 4 of 4
Connect acceptance to onboarding
Route an approved agreement to the onboarding owner with the agreed tasks and unresolved dependencies. A signed agreement is tracked separately from completed activation.
Your team approves technical scope, security access, commercial terms, service commitments and production changes.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Choose one inquiry or expansion workflow and baseline proposals, agreements and completed onboarding.
- Days 8–14
Connect the approved account and task sources; test support-versus-sales routing and changed scope.
- Days 15–21
Run a bounded set of opportunities with account-manager approval and clear technical ownership.
- Days 22–30
Review signed scope, first-month recognized revenue and onboarding completion; prioritize the next improvement.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Qualified opportunities receiving a reviewed proposal
- Signed agreements with completed onboarding handoff
- Attributable first-month recognized service revenue
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Are you replacing our PSA or ticketing platform?
The proposed first workflow uses the records and handoffs you already rely on. A specific connector is agreed only after the actual destination and access are known.
Can support messages become automatic upsells?
No. Support intent and service obligations come first. A person decides whether an inquiry represents a suitable expansion opportunity before any commercial proposal is prepared or released.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.