Stage 1 · Dissolve
The problem
As the partners described it- Proposals go out, then nothing.Fee quotes sit in sent-items with no follow-up system. Nobody knows how many are outstanding, or which are still warm.
- Good clients quietly become compliance-only.The client whose turnover doubled still just gets year-end accounts — because nobody's looking for the advisory conversation.
- Deadlines are treated as admin, not openings.Every approaching year-end and threshold is a legitimate reason to call. The practice chases records instead of opportunities.
Before: partner's "must chase" list, kept in a drawer
Bramley proposal — sent…when?£28.8k ??
Osier mgmt accts quotefollow up "next week"
Marlin — mention restructure??since 2024
Redgate records still not iny/e in 3 wks
Stages 2–3 · Separate & recombine
Watch the build
Recreated build sequence · real workflow, synthetic data01 · Dissolve
Map the practice data
What the PM system already knows
02 · Separate
Define the signals
Quiet, dormant, due — in numbers
03 · Recombine
Score & draft
Ranked list + outreach written
04 · Perfect
Ship the morning scan
07:00 daily, to the partners
Stage 4 · Perfect
The result — this morning's scan
Click "Draft ready" to open the outreachRecoverable fees found
£147k
across 38 opportunities
Quiet proposals
16
no decision in 30+ days
Compliance-only clients
13
no advisory in 18+ months
Deadline openings
9
in the next 60 days
| Opportunity | Type | Value | Signal age | Action |
|---|---|---|---|---|
| Bramley Logistics LtdOpened the proposal twice last week — warm | Quiet proposal · outsourced finance | £28,800/yr | 32d | |
| Marlin Marine ServicesTurnover up 40% in two years — outgrowing its structure | Compliance-only · restructure opening | est. £12,000 | 26 mo | |
| Redgate Interiors LtdRecords not in — the chase doubles as an advisory opener | Deadline · year-end in 22 days | £4,800 | 22d to due |