A practical digital office in three steps
A short guide to organising visibility, customer follow-up and document hand-offs.
Make contact straightforward
Check that your website clearly explains what work you do and where you operate. Test your phone number and contact form on your own device. Ask only for the information needed to answer an enquiry.
Give every enquiry a next step
Keep the contact details, requested work and next action with each enquiry. Record who follows up and when. Track quote changes so you and your customer can refer to the same agreement.
Prepare a complete hand-off
Agree the required documents, information and deadlines with your accountant. Gather supporting records consistently, check for missing details and use the agreed secure channel. Improve one workflow before expanding further.