Market
How do customers find you?
Brand, website and campaigns set up so every enquiry is captured and every shilling of spend can be traced to revenue.
You know which channels bring paying customers.
- Brand
- Campaigns
- Website
- Lead capture
Systems
Your business needs more than software. It needs a system.
Six functions. For each one, we install what is missing: owners, processes, rules, tools and reporting. Then we connect it to the rest.
Customer
How do you win and keep them?
A pipeline with owners, stages and response rules, held in a CRM rather than in people's phones.
No enquiry is forgotten. Every customer has a history.
- CRM
- Pipeline
- Follow-up
- Onboarding
Delivery
How does the work get done?
Documented workflows, task tools and automation for the work you repeat, with custom applications only where needed.
Work moves without waiting for the founder.
- Workflows
- Task management
- Automation
- Custom applications
Money
How does cash move and get counted?
Invoicing, accounting and payments connected, with reconciliation and approval limits built in.
You see cash, receivables and margin every week.
- Invoicing
- Payments
- Reconciliation
- Budgets
People
Who decides and who does?
Roles, decision rights, approvals and a shared workspace, so knowledge stops living in one head.
People know what they own and who approves what.
- Roles
- Approvals
- Communication
- Collaboration
Intelligence
How do you know what is happening?
Agreed KPIs, automated data flows and dashboards, tied to a weekly and monthly management rhythm.
Decisions are made on numbers, not impressions.
- KPIs
- Dashboards
- Reporting
- Management rhythm
Technology
The business determines the technology. Not the other way round.
We're vendor-neutral. Each technology is a component, chosen for the functions it serves.
| Component | Market | Customer | Delivery | Money | People | Intelligence |
|---|---|---|---|---|---|---|
| CRMPipelines, customer records, follow-up | Serves Market | Serves Customer | Does not serve Delivery | Does not serve Money | Does not serve People | Does not serve Intelligence |
| AccountingLedgers, invoicing, payables | Does not serve Market | Does not serve Customer | Does not serve Delivery | Serves Money | Does not serve People | Serves Intelligence |
| Payment systemsM-Pesa, cards, bank feeds | Does not serve Market | Serves Customer | Does not serve Delivery | Serves Money | Does not serve People | Does not serve Intelligence |
| Microsoft 365Documents, email, Teams, approvals | Does not serve Market | Does not serve Customer | Serves Delivery | Does not serve Money | Serves People | Does not serve Intelligence |
| Power BIDashboards and management reporting | Does not serve Market | Does not serve Customer | Does not serve Delivery | Does not serve Money | Does not serve People | Serves Intelligence |
| AutomationWorkflows between systems | Does not serve Market | Serves Customer | Serves Delivery | Serves Money | Does not serve People | Does not serve Intelligence |
| WebsitesEnquiry capture and content | Serves Market | Does not serve Customer | Does not serve Delivery | Does not serve Money | Does not serve People | Does not serve Intelligence |
| CommunicationWhatsApp Business, email, telephony | Serves Market | Serves Customer | Does not serve Delivery | Does not serve Money | Serves People | Does not serve Intelligence |
| Custom softwareOnly where a real gap remains | Does not serve Market | Does not serve Customer | Serves Delivery | Does not serve Money | Does not serve People | Serves Intelligence |
| CloudHosting, storage, identity, backup | Does not serve Market | Does not serve Customer | Does not serve Delivery | Does not serve Money | Serves People | Serves Intelligence |
CRM
Pipelines, customer records, follow-up
MarketCustomer
Accounting
Ledgers, invoicing, payables
MoneyIntelligence
Payment systems
M-Pesa, cards, bank feeds
MoneyCustomer
Microsoft 365
Documents, email, Teams, approvals
PeopleDelivery
Power BI
Dashboards and management reporting
Intelligence
Automation
Workflows between systems
DeliveryMoneyCustomer
Websites
Enquiry capture and content
Market
Communication
WhatsApp Business, email, telephony
MarketCustomerPeople
Custom software
Only where a real gap remains
DeliveryIntelligence
Cloud
Hosting, storage, identity, backup
PeopleIntelligence
Next step
Your business should not need you for everything.
Ready to see how your business is really running? A Grid Session maps all 30 cells in one working conversation.