Gather the context.
Give a client or enquiry a clear record: the person, the brief, the potential value and the next stage.
From enquiry to a clear outcome
Work moves.
Judgement stays with you.
A practical sequence for the daily work of a business. Each step leaves a clearer next one.
Give the work a shape.
Convert an opportunity into a project. Break the work into tasks, set priorities and keep the delivery board current.
Prepare the decision.
Write the draft or prepare the quote. Submit it to the review queue so the right person can approve it or request changes.
Record what happened.
Update the project, preserve the decision, and add the relevant financial record. Reports keep each category separate.
The human part
Preparation can be organised.
Your name still means
your decision.
An approval records a decision inside your workspace. You choose how to deliver or publish the reviewed work through your own agreed channels.
The next chapter