SOLUTION · WORK DELIVERY
The sale is fine. Everything gets messy after the customer says yes.
Once work is won, dates, tasks, documents, customer updates and payment milestones need to follow the real operating process — not live in separate calendars and chats.
Build around this problemWHAT IT FEELS LIKE NOW
The problem is usually bigger than one missing feature.
Start dates are in calendars while the actual scope lives somewhere else.
Tasks are remembered by individuals rather than generated from the process.
Required documents or approvals are discovered late.
Different departments use different language for the same job or project.
WHAT BUSINESSBUILDER SHOULD BUILD
A joined-up response to the problem.
Detect whether the business runs jobs, projects, bookings, orders or recurring visits.
Generate sensible stages and let the business rename or reorder them.
Attach owners, dates, prerequisites, documents and customer updates to the right stage.
Show blocked, late and upcoming work from the same underlying records.
Connect completion or milestones to the next billing action.
CONCRETE EXAMPLE
Office fit-out contractor
After award, the project needs pre-start information, procurement, programme tasks, site delivery, snagging, handover and staged invoices. None of those steps fit a generic ‘deal won’ screen.
1Award2Pre-start3Procurement4Project5Snagging6Handover7Final account
RESULT
BusinessBuilder gives the project its own delivery model with requirements and owners attached, while keeping commercial and customer history connected from the original opportunity.
THE PRODUCT AREAS THAT HELP