New customer brief
Details gathered
KTWHAT WE BUILD
Made for the way
your business works.
A clearer view, a smoother workflow, a little less manual work. We turn the problem into a focused, usable workspace.
Tell us what needs to work better01 / CUSTOM DASHBOARDS
Start with the question.
Build a better view.
A sales review, a client report, a daily operations view. We agree what the numbers mean, connect the right sources and design the interface around the decisions you need to make.
Scope a dashboardTHE REPORTING BLUEPRINT01
- 01
Questions
What does the team need to understand?
- 02
Definitions
Which calculation, period and source?
- 03
Connections
What can your existing systems provide?
- 04
Views
What is useful in the day-to-day?
Your questions set the scope.
02 / CRMs & WORKFLOWS
A place for the work.
And the people doing it.
Customer records, internal tasks, pipelines and approvals, designed around how your team actually works. Keep the important details attached as the work moves forward.
Scope your workflowA SHARED WAY FORWARD02
To reviewWORK / 001
In progressWORK / 002
Prepare the proposal
Alex · Due Tuesday
AMReadyWORK / 003
Team review
Context attached
KTInternal records and decisions stay together.
03 / OPTIONAL ONGOING CARE
A useful first release.
Room to keep improving.
Support doesn’t have to stop at handover. An optional care plan keeps the agreed setup maintained and gives you a clear route to discuss issues and improvements.
Explore care from £100/monthCARE, WITH A CLEAR SCOPE03
Maintain
Keep the agreed setup in good shape.
Review
Investigate connection and data issues.
Improve
Plan useful, carefully scoped changes.
Coverage and response arrangements are agreed in your proposal.
HOW WE GET THERE
A shared plan.
Visible progress.
- 01
Understand
We work through your goals, existing tools and the work that feels harder than it should.
- 02
Agree
You review the deliverables, connections, cost and delivery stages in a written proposal.
- 03
Build & review
We work through the agreed build with useful review points and checks along the way.
- 04
Handover & care
We help you start using the workspace and agree any optional ongoing management.
Connections are scoped to your data and permissions. Any action that changes another system needs an agreed workflow and approval steps.
Your next chapter.
A clearer view.
Custom projects from £1,000.
Built around your business, from the first conversation.