Structure, Process Optimization & Guidance
from €1,125
We bring structure to the steps after an enquiry: who handles what, where does information live and how do you prevent follow-up depending on scattered emails or spreadsheets.
About this service
Enquiries come in through different channels, information is spread across systems and follow-up is not always clearly assigned. Many SMB teams work with loose tools, email and spreadsheets, which means manual work piles up and not everyone knows the current status. We analyse your workflow, set up processes and tooling more logically and help your team work with more clarity and less noise. ClickUp is our preferred tool, but the approach applies more broadly to processes, work agreements and tooling.
Benefits
Right for you if…
- You have processes that currently run via Excel, email or WhatsApp
- Multiple people work on the same process without a central overview
- Manual work leads to errors, delays or loss of information
- You want more structure without immediately stepping into automation or custom software
Less suitable if…
- You want direct technical integrations between systems (see Automations & Integrations)
- You want a fully custom platform directly (see Custom Software)
- Your process is fine but your marketing or visibility is the problem (see Growth)
Packages & pricing
Consultancy
One-time advisory engagement for grip on your processes and tooling.
Consultancy
€1,125
- Intake & workflow analysis
- High-level process design
- Advice on tooling and structure
- Priority list and concrete advice
Guidance
Ongoing guidance so that structure actually sticks.
Basic
€599/mo
- 1 meeting per month, approx. 1 hour
- Progress tracking
- Short report or action list
- Ad-hoc questions via email within the agreed scope
Pro
€1,099/mo
- 2x meetings per month
- Dashboards & KPIs
- More active guidance and reporting
- Optimization of work processes
Premium
€1,899/mo
- Weekly meetings
- KPI monitoring & reports
- Proactive guidance and follow-up
- Closer involvement in team rhythm and execution
ClickUp setup & management
ClickUp setup and ongoing management for teams that want to work with a clear overview.
ClickUp licence costs are not included. Technical integrations with external systems fall under Automations & Integrations.
ClickUp setup
from €1,125
- Workspace structure and statuses
- Views, templates and basic dashboards
- Basic automations within ClickUp
- Short work instructions
ClickUp Management
€225/mo
- User management & permissions
- Workspace maintenance & cleanup
- Templates, dashboards and light internal ClickUp automations (no external system integrations)
- Technical support for questions
Found what you need?
Schedule a free FreshScan and we will look together at which package fits you best.
All prices excl. VAT.
How a project starts
- 1 FreshScan: map out your current process (30 min)
- 2 Process analysis: where is the most time wasted or error-prone?
- 3 Proposal: ClickUp setup, integration or custom tool, depending on scope
- 4 Implementation in short iterations, close to the users
- 5 Instructions and aftercare
Combine this with
Automation & Integrations
Think of an enquiry from your website that automatically ends up in the right place, so you can follow up faster without manually transferring data.
Custom Software, SaaS & Platform Development
When your process becomes too specific for standard software, we build a solution that fits how your team works: from quote calculator to client portal or internal dashboard.
Websites & Webshops
A website or webshop should not just look good – it should also fit how customers reach you. We build a clear online foundation where visitors understand what you do, build trust and can easily submit an enquiry.
Frequently asked questions
- What do you mean by process optimisation?
- We look at the places where work stalls, tasks are copied manually or steps are unclear. Think of how enquiries come in, how they are followed up and how your team tracks progress. We map that out and help you improve it concretely, with or without additional tooling.
- Is process optimisation also suitable for small businesses?
- Absolutely. Especially with small teams, poorly organised manual work costs a disproportionate amount of time. We always focus on what delivers the most value in the short term, without complex systems that cost more than they save.
- How long does such a project take?
- An initial process analysis takes half a day to a full day on average. Depending on the outcome, a follow-up project can be a few days or several weeks if tooling or automation is involved. We work in short iterations so you see results quickly.
Ready to get started?
Schedule a free FreshScan and we will look together at your website, enquiries and the digital steps that can improve.