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Service · from month six

The part after go-live.

An installed system drifts. Rates change, the work changes, and the questions customers ask change with them. Operations Partner is the tier that keeps it current and keeps reporting the numbers.

At a glance

  • For clients with an installed system, from month six onwards.
  • A quarterly review against the baseline taken before go-live.
  • Rule and script tuning as your pricing and your work change.
  • The follow-up layer: chasing quotes that have gone quiet.
  • One new automation each quarter, chosen by what the numbers show.

What it covers

  1. Quarterly review. Response time, enquiries captured, quotes issued and win rate, set against the baseline rather than against a vendor dashboard.
  2. Tuning. Qualification questions, pricing rules and escalation thresholds adjusted as the business changes.
  3. The follow-up layer. Most quotes are lost to silence rather than to a no. This chases them on a schedule you set.
  4. One automation a quarter. The next thing worth automating, picked from what the review found, not from a roadmap.
  5. A peer session. Client-only, for owners running the same systems.

If the numbers do not move

That is a conversation we start, not one you have to. The review exists to surface it early, and the honest answer is sometimes that the constraint is somewhere else in the business.

Straight answers

Questions about Operations Partner.

Is this the same as support?

No. Support fixes what is broken and is part of the monthly fee on every package. This is the tier that improves what is working and adds to it.

Why month six?

Because before that there is not enough data to review. The first months are about getting the install stable and collecting a real baseline.

Can we stop it and keep the system?

Yes. You own the system and the data throughout. Operations Partner is an addition, not a condition.

Who does the work?

Steve, directly, with specialists brought in where a build needs them. You will not be handed to an account manager.

Already installed, or thinking ahead?

Twenty minutes to talk about what the quarterly rhythm would look like for your business.

Book a call