The right first paid stage depends on the product, records and decision owner. Qualification and a scoped proposal come before any audit, review or pilot.
Each has a different buyer, source record and deliverable. The fit call identifies the relevant route and a written proposal sets the scope and price before paid work starts.
For: Trade distributors, hire firms and other businesses with old quotes, dormant accounts or serviceable customer records.
What you receive: A usable set of records, contactability and consent findings, exclusions, ownership rules and a prioritised human-reviewed recovery queue.
See the related productFor: External transport management and transport-compliance consultancies preparing recurring operator review packs for a named Transport Manager.
What you receive: A source map, missing-evidence and exception queues, named professional approval points and a recommendation to configure, integrate, build or stop.
See the related productFor: Appointment-based businesses deciding whether their current platform, a vendor product or a bounded integration should handle an enquiry workflow.
What you receive: A comparison of suitable options and a written recommendation. This is not the default starting product for the wider portfolio.
Missed-call revenue calculator and no-show revenue calculator let you put your own figures through the two routes.
See the related productSee how the five options are compared in the Buy, Enable, Configure, Integrate and Build method.
The free fit call and qualification identify the named workflow. A written proposal then states whether the next stage is an audit, campaign design, vendor review or direct configuration; no paid assessment starts before contract.