Workflow definition
Map the intended inputs, outputs, approvals and exception paths.
Run on better systems
Custom Development & Integrations
Define the workflow and the handoffs it needs.
We discuss a specific process, the systems involved and what should happen when a step needs review or fails.
Our booking page calls this a Growth System Review. You can use the session to discuss a separately scoped project.
A particular process may need more than standard setup.
Some work calls for a custom build or a connection between systems. The project begins with the actual workflow, the information crossing each handoff and the person responsible for exceptions.
Project scope
What we can define together
Agreed build
Define and build the custom work or connection included in the project scope.
Checks and ownership
Test agreed cases and document responsibilities for access, failures and later changes.
Working together
How we define the work
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Map the handoffs
Show us where the current process gets stuck and which systems hold the relevant information.
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Agree the build
Confirm access, data handoffs, human approvals and acceptance examples.
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Build and test
Check the defined workflow with your team before responsibilities are agreed for its use.
A clear scope
What to agree before we start
System access, compatibility, failure handling and work after the build are agreed in the project scope.
Basic enquiry recording and inbox setup needed for another purchased service remain part of that service.
Mapped business processes, CRM records and specified workflows belong to Business Process Automation; we can discuss broader custom software or connections here.
Project pricing, timing, responsibilities and any work after the build are set out in the agreed scope. The Growth System package terms do not apply to this project.
Useful details
Questions about Custom Builds
Is this the same as Business Process Automation?
Business Process Automation improves a defined business process, such as estimates, records, routing and reminders. This page is for a bespoke software build or broader connection that needs its own project scope.
Do I need this for basic enquiry recording?
No. Recording and inbox setup needed to deliver another purchased service are included with that service.
Connected work
Related services
A separately scoped project
This work sits outside the Growth System package. That package manages the customer conversion journey; it does not include this custom project.
Explore the Growth System’s separate scope Your next step
Let’s talk about Custom Builds.
Bring one workflow, the systems it touches and the decisions your team needs to keep.
Use our Growth System Review booking page to discuss a separately scoped project.