Guided Workflows that move the engagement forward

Leads, pricing, onboarding, and diagnostic — the same path for every client, from first conversation to live books.

01 - Client Lifecycle

Take a prospect from first conversation through pricing, diagnostic, and a live client record.

Capture, qualify, and nurture prospects until they are ready for pricing.

Scope, price, and send proposals — including scope changes and updated proposals for existing clients.

Stand up a new engagement: full scope capture, AI-assisted pricing, and save as client or prospect.

Assess a prospect's books, document findings, and price the remediation roadmap.

Migrate a signed client from legacy contracts and spreadsheets with AI-assisted scope extraction.

Upload the filled import template — one row per client — and create them all at once.

Stand up the systems the engagement runs on — cloud books, ecommerce, and a periodic health check.