ENQUIRY
A prospect submits a strategy enquiry from a case-study page and books discovery.
TEMPLATE · AGENCY
Agencies
A client-service model built around discovery, proposals, projects, approvals, retainers and billing — without pretending agency work is a trade-style job.
Marketing, creative, design, video, web, recruitment and specialist service agencies.
Start with this modelAgenciesWEBSITE PREVIEW
TAILORED SITE STRUCTURE
A website built for how this business wins customers.
HomeServicesWork / case studiesProcessAboutBook a call
THE OPERATING MODEL
The workflow is the template — not just the colours.
BusinessBuilder still adapts this after onboarding. This is the sensible starting model for this type of company.
1Lead2Discovery3Proposal4Accepted5Kick-off6Delivery7Client review8Approved9Retainer / invoice
WEBSITE STARTING POINT
Pages chosen for the customer journey.
HomeServicesWork / case studiesProcessAboutBook a call
WORKSPACE STARTING POINT
Only modules that make sense.
Website
Leads
Proposals
Clients
Projects
Tasks
Approvals
Retainers
Invoices
WORKED EXAMPLE
New strategy client
SALE
Discovery notes become the basis of a proposal with scope, value and next follow-up.
DELIVERY
Acceptance creates the client project with deliverables, owners, due dates and review/approval stages.
MONEY
The same engagement can create a one-off invoice, stage billing or an ongoing retainer.
TAILORED AFTER YOU ANSWER
This is a starting model, not a rigid package. Pages, stages and modules change around the real business.