Consultanciesand professional services.

For owner-led firms managing enquiries, proposals, client onboarding, delivery and recurring work.

Consultancy programmes

Clarify which clients and services to focus on, organise sales follow-up and make the handover into delivery consistent. Defined programmes use your service information, roles and working examples.

A new client moves from enquiry through proposal and onboarding with fewer missing details and a named owner at each stage.

Optional monthly software

Select the tools that support the agreed process. They are separate from the consultancy programme and subject to platform fit.

CRM and enquiry handling

Track enquiries, contacts, opportunities and next actions. Capture calls and website forms in the agreed sales process.

Proposals and onboarding

Use approved proposal templates, electronic signatures and document requests through supported tools.

Project and capacity planning

Track project stages, responsibilities, workload and agreed deadlines using a selected project platform.

Client communication and reporting

Schedule relevant follow-up emails, organise renewal reminders and report on a small set of agreed delivery and sales measures.

Specialist practice management, regulated advice and industry-specific case systems are assessed separately. We check supported connections before including them.

Explore the full software offering

How the work fits together

01 / Consultancy

Consultancy

Agree the client onboarding process and the information needed to begin work.

02 / Setup

Setup

Configure the selected proposal, approval and onboarding workflow.

03 / Monthly software

Monthly software

Run the agreed tools with defined users, support and usage allowances.

An example of how the services can be combined, not a client case study. Setup fees, monthly subscriptions and any provider usage charges are confirmed before work starts.

Tell us about
your business.

Describe what you want to improve. We’ll help you identify the right programme and explain the scope, timetable and fee.

growth@tifa.co.uk ↗

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TIFA Business Review
TIFA Business Review

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