Capture the enquiry properly
Record client, requirement, location, timeline and service category. Incomplete enquiries should be clarified before pricing begins.
Assess capability and commercials
Review resource needs, costs, risks and whether the opportunity fits the business.
Convert commitment into a plan
Once work is confirmed, transfer information from the sales or tender stage into an execution plan with owners and dates.
Close the loop
After delivery, complete billing, collect feedback, archive records and note lessons for future projects.
A consistent workflow reduces handover gaps and makes it easier to scale operations without losing visibility.
This insight is published for general business information. Project, legal, tax, regulatory and contractual requirements should be verified for the specific situation.
