What each capability includes.
Packages define what you get; capabilities define what is possible. Each card says what the work covers.
THE NINE
01
Customer journey architecture
How clients move through your business.
Journey mapping
Lifecycle clarity
✓ The full client lifecycle, from first contact to renewal
✓ Clear stages and transitions
✓ Responsibilities at every step
Onboarding flows
First experience
✓ Step-by-step onboarding journeys
✓ Tasks, messages and confirmations
✓ Clear handoff points
Delivery playbooks
Service consistency
✓ Documented delivery standards
✓ How work is reviewed and completed
✓ Service checkpoints along the way
Response standards
Operational clarity
✓ Response time rules
✓ Escalation paths
✓ Communication expectations
02
Operational intelligence
Experience turned into measurable signals, so nothing critical is invisible.
Client health score
Risk detection
✓ Scoring logic for each client
✓ Based on engagement, delays, satisfaction and behaviour
KPI dashboards
Decision support
✓ Dashboards for pipeline and onboarding progress
✓ Churn risk and performance in one view
Feedback loops
Continuous improvement
✓ Automated surveys and check-ins
✓ Review triggers
03
Automation and systems
The operational backbone.
Automation setup
Workflow engine
✓ Reminders, task creation and follow-ups
✓ Payment triggers
✓ Lifecycle transitions
Deeper workflows and AI support continue in AI & Automation.
Renewal planning
Retention logic
✓ Renewal triggers
✓ Check-in flows
✓ Re-engagement sequences
04
Group
Intent
Extensions, when the system needs more.
Client-facing layers and tool clean-ups that build on the operations setup.
APPLY THE OPERATIONS
Client experience layer
Self-service and visibility
✓ Client-facing portals and dashboards
✓ Knowledge bases or status views
Conditional · best with an operations setup · also in Apps & Custom Development
Tool consolidation and migration
Operational reset
✓ Clean-up of existing tools and workflows
✓ Consolidation or migration
Conditional · best with an operations setup
Your team runs it. We stay close.
Helping your team adopt, apply and maintain the system over time.
USE IT DAILY
Role-based job aids and input guides
Operational clarity
✓ Role-specific job aids and intake forms
✓ What information is needed and how tasks are done
✓ How handoffs work between roles
Conditional · best with an operations setup
Now in AI & Automation
✓ AI support tools
✓ Workflow and automation expansion
✓ AI efficiency layer
✓ Team onboarding and workflow training
✓ Internal playbook and SOPs
Chatbots, deeper automations and the training around them are their own project now, with or without an operations setup.
Now in Care & Improvement
✓ Ongoing operations support
Keeping your systems aligned as the business evolves is a monthly plan.
Which package includes what.
The first two packages build on each other; the custom platform adds what your complexity needs. Add-on means available with any package.
COMPARE
Customer journey
Operational intelligence
Automation and systems
Group
Extensions
Use it daily
Capability
C1
Onboarding and delivery system
price to decide
MOST CHOSEN
C2
Retention and operations system
price to decide
C3
Custom client platform
scoped per project
Journey mapping
✓
✓
✓
Onboarding flows
✓
✓
✓
Delivery playbooks
✓
✓
✓
Response standards
−
✓
✓
Client health score
−
✓
✓
KPI dashboards
−
✓
✓
Feedback loops
−
✓
✓
Automation setup
✓ welcome, reminders, handoffs
✓
✓ multi-stage
Renewal planning
−
✓
✓
Client experience layer
add-on
add-on
add-on
Tool consolidation and migration
add-on
add-on
add-on
Role-based job aids and input guides
add-on
add-on
add-on
Prices to be confirmed. The highlighted column is a placeholder until you decide which package to recommend.