Briefs arrive unstructured
Requirements and attachments need an owner before useful discovery can begin.
Proposals and follow-through
Keep the brief intact. Through every handoff.
Carry the client's ask through discovery, proposal review, buyer response and delivery preparation.
For consultancies, agencies and service firms coordinating new-business conversations, proposals and client onboarding.
Illustrative customer record
BluePeak FoodsTransformation brief · Strategy engagement
- Current state
- Proposal review
- Owned next step
- Partner feedback due tomorrow
Where client context breaks
The brief enters once. Then the trail splits.
A shared email becomes discovery notes, proposal versions, internal reviews and delivery preparation. The handoff weakens when those decisions travel separately.
Reviews obscure the decision
Multiple proposal versions circulate without one visible approval state or next reviewer.
The handoff loses the brief
Onboarding starts without the promises, stakeholders and open questions established during sales.
One client journey
From brief to handoff. Context intact.
Follow the client's ask through discovery, the current proposal, buyer response and delivery preparation.
01 · Capture
Own the incoming client brief
Bring the shared email into a team inbox and assign the first response to the right person.Explore Inbox02 · Discover
Keep stakeholders and requirements together
Build a connected view of the client, company, conversations and emerging scope.Explore Customer context03 · Qualify
Progress the opportunity deliberately
Use clear stages for discovery, solution fit, proposal and commercial review.Explore Pipelines04 · Review
Make the proposal decision visible
Keep the current commercial version and approval state attached to the opportunity.Explore Quotes05 · Handoff
Turn onboarding promises into assigned work
Carry agreed actions, owners and due dates forward so delivery receives a usable handoff.Explore Tasks
Inside the product
The brief. The proposal. The handoff.
Three product views show the original ask, the current commercial decision and the reviewed next step.
Proof 01
01 · Shared intake
BluePeak’s brief reaches the new-business team.
The original email, contact and responsible teammate are available together before anyone scopes the response.- Shared email
- Client record
- Conversation owner
Proof 02
02 · Proposal control
Proposal review shows the next decision.
Business development and reviewers can align around the opportunity, commercial version and approval still required.- Opportunity stage
- Current proposal
- Review state
Proof 03
03 · Clean handoff
Onboarding follow-up waits for review.
The automation stays in draft with a named owner and an explicit approval state, so the team can inspect the handoff rule before activating it.- Named owner
- Approval state
- Activation control
What powers the journey
Everything behind a usable client handoff.
New business and delivery work from the same brief, client record, proposal and agreed next action. Forms, approvals, automations and assisted drafting support the handoff without obscuring it.
- 01
Shared Email Inbox
Own every incoming brief
Keep the original email, client record and responsible teammate together before discovery begins. - 02
Customer Context
Keep stakeholders and requirements together
See the client, company, contacts, conversations and open commercial work in one view. - 03
Pipelines
Move the opportunity with intent
Use clear stages for discovery, solution fit, proposal and commercial review. - 04
Quotes
Keep the current proposal clear
Keep revisions, approval and the buyer's recorded response attached to the opportunity. - 05
Tasks
Turn agreed promises into delivery work
Carry agreed actions, checklists, owners and due dates forward into delivery preparation.
Configured around your client lifecycle
Your client journey. A clear system boundary.
Use your own service lines, stages, fields and review points while delivery and finance systems remain authoritative.
Inside your WRKZY workspace
Built around your client lifecycle.
The inboxes, stages, fields and workflows below match the way this team sells.
New business · Client onboarding
Put the first enquiry in a shared queue and make one person responsible for the reply.
Explore InboxAdvisory opportunities · Retainers
Name the decision points, require the information they need and show what comes next.
Explore PipelinesAssignment · Review nudges · Handoff tasks
Use reviewed workflows for the handoffs your team repeats.
Explore AutomationsCustomer context
Service line · Scope · Partner · Start window
WRKZY
Client journey.
- Incoming briefs and new-business conversations
- Opportunity, proposal review and client commitments
- Traceable onboarding handoffs and owners
Specialist system
Not delivery.
- Delivery resourcing, time sheets and utilisation
- Project execution and work-product repositories
- Billing and revenue-recognition records
Make the handoff usable
Keep the brief intact. Through every handoff.
Start with WRKZY, or bring your current brief-to-onboarding journey to a focused industry demo.