ENQUIRY
A director finds a specific expertise page and sends an enquiry with the business problem already described.
TEMPLATE · PROFESSIONAL SERVICE
Consultancies
A simpler professional-service model where credibility, expertise, proposals, engagements, deliverables and billing matter more than job boards and field scheduling.
Consultants, advisers, technical specialists, independent experts and professional-service teams.
Start with this modelConsultanciesWEBSITE PREVIEW
TAILORED SITE STRUCTURE
A website built for how this business wins customers.
HomeExpertiseServicesCase studiesAboutInsightsContact
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.
1Enquiry2Qualification3Discovery4Proposal5Engagement6Deliverable7Invoice8Follow-up
WEBSITE STARTING POINT
Pages chosen for the customer journey.
HomeExpertiseServicesCase studiesAboutInsightsContact
WORKSPACE STARTING POINT
Only modules that make sense.
Website
Leads
Proposals
Clients
Engagements / Projects
Documents
Invoices
Follow-ups
WORKED EXAMPLE
Specialist advisory engagement
SALE
Qualification and discovery produce a proposal using the same contact and scope information.
DELIVERY
The accepted proposal becomes an engagement with meetings, deliverables, documents and client actions.
MONEY
Billing dates and terms follow the agreed engagement without rebuilding the client record.
TAILORED AFTER YOU ANSWER
This is a starting model, not a rigid package. Pages, stages and modules change around the real business.