DOC.N.I.L.

COMMERCIAL SERVICES

COMMERCIAL SERVICES / CONSULTING + OPERATIONS

Design the handoffs behind a better client experience.

A CRM does not fix an unclear process. We define the data, decisions, ownership, and exceptions before recommending which steps should be automated.

What you receive Price this brief
FORCommercial Services
CAPABILITYConsulting + Operations
ENGAGEMENTProject based / scoped to your brief
01 / WHAT THE PRODUCT DELIVERS

CRM + Marketing Automation Consulting

Design customer workflows, lead handling and marketing automation.

  • 01

    A lifecycle and handoff map

  • 02

    A field, stage, and ownership specification

  • 03

    An automation and exception backlog

  • 04

    An implementation, test, and governance plan

02 / THE WORKING METHOD

Built to create
a useful change.

Every automation receives an exception path and a human owner, so a failed trigger cannot quietly turn a client into an orphaned record.

01 / MAP THE RELATIONSHIP LIFECYCLE

Map the relationship lifecycle

Trace inquiry, qualification, proposal, delivery, and retention. Identify who owns the next action at each stage.

02 / DEFINE THE OPERATING MODEL

Define the operating model

Specify stages, required fields, routing rules, permissions, and the events that should trigger a workflow.

03 / TEST THE AUTOMATION PLAN

Test the automation plan

Walk sample records and exception cases through the proposed process, then prioritize a practical implementation sequence.

03 / SCOPE BEFORE PRICE

Three levels.
One clearly defined brief.

The rate-card scope factors are shown below. Client complexity is applied separately.

Focused / ×1

Focused scope

One project designing one client lifecycle in one CRM environment with a focused automation backlog.

Expanded / ×1.8

Expanded scope

One project coordinating several teams or channels with more detailed data, routing, and integration requirements.

Complex / ×3.2

Complex scope

One project planning a multi-system lifecycle with complex access, migration, and governance requirements.

04 / TUNE THE BRIEF

See how the scope
changes the investment.

A planning range using the same rate card as the full DOC N.I.L. calculator.

Client complexity and scope are separate factors. The written proposal confirms the level that matches your brief.

05 / THE ACCEPTANCE GATE

Know what good
looks like.

Assess handoff clarity, required-field completeness, and test-case completion before considering a workflow ready to launch.

ILLUSTRATIVE APPLICATION / NOT A CLIENT RESULT

Illustrative engagement

A service business defines lead qualification, proposal follow-up, and onboarding ownership before selecting automation tools.

06 / PRICE GUARDS

Protect the scope.
Protect the result.

Outside this product unless agreed.

  • CRM subscriptions or third-party usage fees
  • Production integration code or large-scale migration unless specified
  • Automated outreach without your approved consent and communication rules

No hidden expansion.

The proposal confirms quantities, review rounds, locations, versions, and the service period. Additional work receives a written change scope before it starts.

8% G&A is additional. Third-party costs and applicable tax are confirmed separately. Estimates are planning ranges, not a booking or a guarantee of results.

Before we begin.

Will you build the workflows too?

Consulting creates the operating and implementation plan. Configuration, integration, and migration can be included only when explicitly scoped.

Can we keep our current CRM?

Yes. The assessment starts with the process and existing environment rather than assuming a replacement is needed.

07 / CONNECTED PRODUCTS

Build the next part.

Separate products. Connected when the brief calls for them.

GOOD WORK STARTS WITH A CLEAR BRIEF

Define the next move.
Then make it happen.

Build a planning estimate Discuss this product