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MAINFRAME FOR CONSULTANTS & AGENCIES

Keep client work moving between meetings.

Prepare the briefing, shape the proposal and review outstanding commitments. Keep the context and the next piece of work together for each client.

Find your first workflow
ILLUSTRATIVE OUTPUTClient meeting brief

Alder Interiors · Website project · Thursday, 11:00

What changed
The client wants the website launch split into two phases. The booking journey is the first priority.
Decision for this call
Agree which pages and booking steps belong in phase one; keep the brand refresh outside this scope.
Questions to take in
Who signs off the booking flow? When can the team provide the service descriptions?
Fictional example · Results depend on your sources and setup.

More room for the work that needs you.

A good client conversation creates another round of work: collect the background, write up the scope and remember who owes what. Across several engagements, that administration competes with delivery. Mainframe gives those repeatable jobs a place alongside your client knowledge.

ONE WORKING DAY. CONNECTED JOBS.

Start with one job.
Build a useful rhythm.

These are illustrative workflows with fictional sample data. Each is configured for your sources, access and expected result.

Before the client call · When needed

Walk into your next meeting prepared.

Ask Mainframe to prepare a client briefing from meeting notes and accessible CRM records, including open commitments and questions for your next conversation.

See inputs, output and setup

Discuss this workflow

ILLUSTRATIVE OUTPUTClient meeting brief

Alder Interiors · Website project · Thursday, 11:00

What changed
The client wants the website launch split into two phases. The booking journey is the first priority.
Decision for this call
Agree which pages and booking steps belong in phase one; keep the brand refresh outside this scope.
Questions to take in
Who signs off the booking flow? When can the team provide the service descriptions?
Fictional example · Results depend on your sources and setup.

After the conversation · When needed

Turn the conversation into a proposal draft.

Use client notes and company material to draft a proposal with scope, deliverables and next steps, ready for your team to review in Mainframe.

See inputs, output and setup

Discuss this workflow

ILLUSTRATIVE OUTPUTWebsite refresh proposal

Prepared for Alder Interiors · Working draft

01The objective
Make it easier for visitors to find the right service and request a consultation.
02Phase one deliverables
A revised homepage, three service pages and a consultation enquiry flow, with a content handover checklist.
03Before we agree the scope
Confirm the booking integration, content owner and launch window. Fees and dates are still to be agreed.
Fictional example · Results depend on your sources and setup.

Every Friday · On a schedule

Finish Friday with next week’s follow-ups prepared.

A scheduled Mainframe routine reviews client notes and open CRM tasks, summarises the week and prepares follow-up drafts for your review.

See inputs, output and setup

Discuss this workflow

ILLUSTRATIVE OUTPUTNext week’s client follow-ups

Client delivery · Friday review

  1. Alder Interiors

    Confirm phase-one scope with Maya. Follow-up draft prepared for Monday.

  2. Harbour Logistics

    Request the missing service descriptions from Leo before Tuesday’s content review.

  3. Marlow Advisory

    Discovery notes ready for the account owner. No client follow-up needed this week.

Fictional example · Results depend on your sources and setup.

YOUR BUSINESS CONTEXT

Use what your team already knows.

Use the client’s notes, your current service description and the proposal template you already trust. Separate confirmed facts from assumptions. Each draft should preserve the open questions, not invent the missing commercial details.

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THE NEXT RUN

Keep the latest picture in view.

The Friday review checks current notes and tasks. If scope is still unconfirmed, it remains open with a follow-up draft. Once your source records show it is resolved, the next review should reflect that change.

A clear first step.

What should we set up first?

Start with a briefing or proposal draft using one client’s material. Once the output is useful, configure a weekly commitments review for the same client and test the result before enabling it.

Does it send proposals or commit to prices?

These examples produce drafts for your review. Confirm scope, dates and commercial terms yourself. Sharing a proposal is a separate action, governed by the chosen delivery process and account permissions.

How do we get started?

Choose a workflow above and tell us about your sources and the result you need. Access begins with an enquiry, not an instant account. Compare platform plans or explore help setting up your first workflow.

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Owners & operations leaders

Know what needs you. Keep the rest moving.

Start the day with the meetings, messages and commitments that deserve your attention. Give recurring checks a home, so each review builds on the last.

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Sales & client teams

Prepare the next conversation. Keep the next step visible.

Research an enquiry, prepare the account context and draft the follow-up. Work from your customer records so each conversation starts with the right background.

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