ENQUIRY
A client asks for a commercial office refurbishment after viewing a relevant sector/project page.
TEMPLATE · PROJECT DELIVERY
For businesses where the sale turns into a longer project with pre-start, procurement, tasks, approvals, handover and staged billing rather than a simple call-out job.
Fit-out, refurbishment, interiors, construction subcontractors and other project-led service companies.
Start with this modelTAILORED SITE STRUCTURE
THE OPERATING MODEL
BusinessBuilder still adapts this after onboarding. This is the sensible starting model for this type of company.
WEBSITE STARTING POINT
WORKSPACE STARTING POINT
WORKED EXAMPLE
ENQUIRY
A client asks for a commercial office refurbishment after viewing a relevant sector/project page.
SALE
Scope, estimate and commercial notes stay with the opportunity until award.
DELIVERY
The awarded job becomes a project with pre-start information, procurement, programme tasks, approvals, changes and handover requirements.
MONEY
Payment stages and final account stay connected to the same project rather than a separate spreadsheet.
TAILORED AFTER YOU ANSWER
This is a starting model, not a rigid package. Pages, stages and modules change around the real business.