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05 / Specialist B2B services
Complex services need a system, not a brochure
When the sale involves scoping, documents and several decision-makers, generic CRM software fights you. The workflow has to be built around how the work is actually won.
Customer journey
- Search
- Landing page
- Scoping call
- Proposal
- Onboarding
- Revenue
Where it breaks
What we usually find.
- The pipeline exists in three heads and one out-of-date spreadsheet.
- Scoping happens in email threads that nobody can reconstruct six weeks later.
- Proposals are copied from the last similar one, including its mistakes.
- Delivery starts by re-asking the client everything sales already knew.
Digital opportunity
What we build instead.
- Search coverage that matches the serviceA landing-page engine covering the specific problems clients search for, not one generic page.
- Scoping as structured dataA scoping tool that produces a reusable record instead of an email thread.
- Proposals generated, not rewrittenScope, pricing and terms assembled from the record, tracked to a decision.
- A clean handover into deliveryWon work becomes a job on the same record — no re-typing, no second system.
Built for this sector
Specialist B2B services · Platform
Live systemChambers Path
Fill cohorts predictably and take the admin off the tutors.
Cohort 26-A · 34/36 seatsPayment plans active: 19Tutor load balanced · 4 sessions
3 hrsadmin per cohort, down from two daysMeasured
Specialist B2B services · Operations
Live systemForgeline Ops
Replace the master spreadsheet running a 40-person operation.
Active jobs 62 · at risk 4Capacity week 31: 88%Margin variance flagged on 2 jobs
128 hrsadmin recovered per monthMeasured
Is this your workflow?
Forty-five minutes, one call. We map your enquiry-to-revenue journey against what we already know about specialist b2b services, and tell you what is worth building first.