01 / 05Business & Sales Consulting
Business review and gap analysis
A structured look at how the business brings in money: customers, offer, pricing, pipeline and delivery. The report says what works, what does not, and what to fix first.
Typical projects
- Full business review
- Pre-expansion check
- New-owner review
02 / 05Business & Sales Consulting
Sales process and pipeline
The path from first contact to signed order, set out as stages with an owner and a next step for each, and a pipeline you can read at a glance.
Typical projects
- Pipeline stages
- Follow-up routine
- Weekly sales review
03 / 05Business & Sales Consulting
Offer and pricing
What you sell, how it is packaged and what it costs, checked against your own costs and the alternatives your customers have. Often the fastest way to recover margin.
Typical projects
- Price list review
- Service packages
- Quote template
04 / 05Business & Sales Consulting
Customer journey
Every step a customer takes with you, from first enquiry to repeat order, mapped from their side. It shows where people wait, repeat themselves or leave, and what to change.
Typical projects
- Journey map
- Onboarding steps
- Complaint handling
05 / 05Business & Sales Consulting
Growth plan
Where the business should be in a few years and the route there: which customers, which offers, which hires and which systems, in what order, with the numbers to track.
Typical projects
- Annual plan
- Expansion plan
- Hiring sequence
01 / 04Process & AI Adoption
Systems and integrations
Choosing, setting up and connecting the tools you already use, so each piece of information is entered once and reaches every system that needs it.
Typical projects
- Accounting to CRM link
- One customer record
- Reporting feeds
02 / 04Process & AI Adoption
Workflow automation
Removing manual steps from work that repeats: routing, approvals, reminders and handoffs between people and tools.
Typical projects
- Invoice approval routing
- Document intake
- Automatic status updates
03 / 04Process & AI Adoption
AI, when it fits
AI for the tasks where it saves real time: drafting, sorting, summarizing and answering routine questions. Where a plain fix does the job, we recommend that instead.
Typical projects
- Sorting incoming requests
- First report drafts
- FlintLever Private AI
04 / 04Process & AI Adoption
Technology advice
An independent view of which tools and platforms suit your business, and what each will take to run, before you commit.
Typical projects
- Software selection review
- Tool stack review
- Vendor comparison
01 / 06Systems, Software & Apps
Custom software
Software built around how your team works, for the jobs that no off-the-shelf product does well.
Typical projects
- Client portal
- Quoting tool
- Service scheduling
02 / 06Systems, Software & Apps
Internal tools and dashboards
Simple tools for the work your team does every day, and dashboards that show the numbers that matter in one place.
Typical projects
- Approvals tool
- Operations dashboard
- Job tracker
03 / 06Systems, Software & Apps
Sales tools
Tools that support the sales team from first contact to renewal, so no lead or follow-up is lost.
Typical projects
- Lead tracking
- Proposal generator
- Renewal reminders
04 / 06Systems, Software & Apps
HR and people tools
Onboarding, leave, training and review tools that cut paperwork and keep records in one place.
Typical projects
- Onboarding checklist
- Leave requests
- Training tracker
05 / 06Systems, Software & Apps
Stock management
Tracking what you hold, what goes out and when to reorder, so stock neither runs out nor sits too long.
Typical projects
- Inventory tracker
- Reorder alerts
- Stock count app
06 / 06Systems, Software & Apps
Communication tools
Shared channels and simple tools that keep staff, and sometimes customers, informed without endless email.
Typical projects
- Internal notice board
- Customer status updates
- Shared task inbox