Two working workflows
Choose the highest-value changes: onboarding and handoffs, commitment tracking, scope changes, account reviews, or renewal preparation.
Client Operations Build
Turn good intentions into the way work gets done.
A useful diagnosis needs an operating system behind it. We take two high-value workflows—from onboarding to scope control or renewal preparation—and make them clear, usable, and owned.
What you walk away with.
We build the operating habits and workflows behind reliable client delivery, inside the tools your team already uses.
One usable account view
Connect the agreed information across up to three existing systems so the team can see account commitments, owners, and next decisions.
Clear standards and ownership
Practical SOPs, exception rules, and a test pack that make the workflow understandable to the people who will run it.
A team ready to use it
Two training sessions, a complete handover, and a 30-day window to correct defects in the delivered scope.
The standard build covers two workflows and up to three existing systems. Software subscriptions, a full CRM migration, custom product development, and additional workflows are outside this scope and priced separately if needed.
How the engagement works
A clear path through.
Agree the operating design
Confirm the diagnosis, choose two workflows, and define owners, success criteria, system access, and scope.
Build and test with your team
Implement the agreed workflows in your existing stack, then test normal cases and exceptions with the people doing the work.
Train, hand over, and stabilize
Run two training sessions, hand over the documentation, and correct in-scope defects during the 30-day support window.
Before we begin
A good fit when…
You know where client delivery is breaking down and need the workflows, visibility, and ownership to make the change stick.
What we need from your side
A documented diagnosis, an accountable internal lead, access to the agreed systems, and a team available to test and adopt the workflows.
All prices in USD. Applicable taxes and third-party software costs are additional. Partner setup: $1,500, waived after an equivalent 3reesixty build completed within the previous 60 days. Final scope is agreed in writing before work begins.
Compare all engagementsYour existing clients deserve a closer look.
Start with a
better conversation.
Tell us what’s happening across your accounts. We’ll talk through where 3reesixty could help, and whether there’s a fit.
Book a conversationSee scope and pricing first