Frictionless Velocity
Turning a won deal into a clean handover to delivery, without the chasing
“From Teams ping-pong to a handover that answers the questions before they're asked. Live in hours, not months.”
What wasn't working
Every won deal was handed to delivery through a manual Microsoft Teams message. What went into that message depended on who wrote it and how busy they were. Key details were missing, so the delivery team had to come back with questions, and the sales team had to stop and answer them.
It's the same moment a contractor hits when a job is won and the office has to mobilise it: if the handover is a message and a memory, the questions afterwards cost office time on every job.
A traditional business-analysis project would have meant months of requirements documents before anything changed.
How we tackled it
We skipped the report-heavy approach and built a working prototype instead. Pipedrive became the single CRM, using what it does out of the box rather than recreating the old, bloated process.
Rather than weeks of written specs, we mapped the process live with the team, how it ran today and how it should run, and built against that in the same sessions.
What changed
Use what the tool already does
Moved to Pipedrive and leaned on its standard features, so the team needed very little training.
A standard handover, every time
No-code automation links the CRM to Teams. Every "Deal Won" now sends the same structured handover, with the full context of the sale, to the people who need it.
Working version first
A first version was live in hours. It improved through feedback from the people using it, not through revised 50-page documents.
Less chasing
With the right information arriving at the right time, the back-and-forth on Teams stopped, and people got on with their own work.
The difference
| Before | After | |
|---|---|---|
| Time to Value | Months of discovery and reporting | Hours to a first working prototype |
| Documentation | Long manuals nobody reads | A process simple enough not to need one |
| Handover Detail | Manual, vague, different every time | Automatic, complete, the same every time |
| Team Focus | Constant interruptions and follow-up questions | Focused on their own work |
Why it matters
Removing small, repeated bits of friction made a large difference to how fast work moved. The best fix wasn't the one with the most documentation; it was the one that felt like common sense to the people using it.
For a contractor, the equivalent is the handover from a won job to the people who mobilise it. Get that right once and every job after it starts cleaner, and the team gets their time back.
Want the same for how your jobs run?
No pitch, no prep. Describe how jobs run now and I'll help you pinpoint the bottlenecks.