New-client handover
Get a new client into delivery
without the admin chase.
The sale is done, but delivery cannot start because the details are split between email and the CRM, with the commercial terms sitting in a proposal. Someone retypes them into the project and invoicing systems, chases what is missing and hopes every version agrees.
Dux connects one complete handover. The agreed scope and client details feed the project setup, assign the right owner and prepare draft invoicing across the named systems. Anything incomplete or unusual stops for a person before it reaches delivery.
This suits an established service with a repeatable handover and systems the team intends to keep. It should not force an unusual client through a process that does not fit.
Prefer to try a smaller version yourself? The Double-entry handoff starter comes with a free System Prompt subscription, including one practical AI setup by email each week.
Implementation help
What happens after a client says yes?
Describe where the client details begin and which system delivery needs them in. We will read it and tell you whether this looks like a fit for the implementation. One or two lines is enough; Alistair reads every message and will reply using your preferred contact method.
Want to say more? Use the longer form.
Prefer to try it yourself? Subscribe to System Prompt and get the Double-entry handoff starter.