Client Operations Automation

PAID IMPLEMENTATION PILOT · TWO SMALL SERVICE FIRMS

Start client work with everything you need.

No more chasing files, access and answers. Turn your client-start process into one visible workflow, with clear start criteria and a person approving the handoff.

For service businesses with 1–10 people. €1,250 excluding VAT.

Check pilot fit

One real workflow built around your current tools.

A signed client is not a ready client.

A brief is incomplete. Access is missing. Nobody knows who should follow up. Files land in email, chat and personal folders. Work begins anyway, and the cost appears later as rework, delays and awkward client conversations.

If the process depends on memory, it will fail when you are busy.

One controlled path from “yes” to ready-to-start.

1. Client intake

Collect the brief, contacts, files, access requirements and decisions in one clear place.

2. Readiness check

Check the inputs against your start criteria. Turn missing items into clear actions.

3. Workspace and task setup

Create the agreed folders, tasks and internal record when the essentials are present.

4. Focused follow-up

Prepare requests for missing information without rewriting the same email.

5. Human approval

A person reviews readiness before the project starts. Automation prepares the handoff.

6. Failure visibility

Log important steps, assign owners and provide a recovery path if a connection fails.

What you receive

A 60-minute workflow mapping session.
A blueprint defining inputs, roles, conditions and handoffs.
One client-start workflow built around your current tools, using Make where it fits.
A reusable readiness checklist.
A fictional-client test and a 30-minute handover.
A short recovery guide and one revision round after testing.

Software will not decide whether to accept a client, approve sensitive sharing or commit to scope. Irreversible communication requires human review.

Two places. One real workflow each.

Pilot investment: €1,250 excluding VAT.

Includes one workflow, one business unit, up to three connected tools and one revision round. Tool subscriptions are separate. Scope and a delivery schedule are agreed before work starts.

The first two qualified businesses provide structured feedback and permission for an anonymised before-and-after case study. You keep the workflow documentation and the process created for your business.

If Make fits, Libebox may earn an affiliate commission at no extra cost to you. The recommendation follows the workflow need.

A good fit

A recurring onboarding or project-start process.
A clear point where work gets stuck.
Existing tools and a repeatable service.
One decision-maker who can join mapping and testing within 21 days.

Not ready yet?

This pilot does not include a new CRM, a complete operations stack or a process designed from zero. It is unsuitable for fully custom work with no repeatable steps or decisions made without human review.

A solo business can apply. Low volume may make a checklist a better investment.

Smarter tools. Simpler life.