Keep client administration moving between the meetings.
Remote support for professional services teams managing proposals, client records, documents and recurring reporting.
A clearer way to move the work.
Client delivery leaves little time for CRM housekeeping, proposal reminders and meeting preparation. Astrino handles defined administrative workflows so those tasks have an owner and a clear next step.
What Astrino can help with
- Maintain CRM and client records
- Follow up proposals at agreed intervals
- Coordinate appointments and meeting preparation
- Organise onboarding documents
- Manage routine inbox administration
- Prepare recurring operational reports
From scattered steps to an agreed process.
Illustrative before and after. This is not a client case study or a promised outcome.
The work is difficult to follow.
Proposal reminders depend on memory, documents are collected across email threads and meeting preparation starts from incomplete records.
A next step people can see.
Follow ups have agreed timing, document requests are tracked and relevant records are organised before the next client conversation.
How we get started.
Choose a client administration or proposal workflow. Agree authorised contacts, document access, review points and the matters that must go to a qualified member of your team.
What stays with you
You retain specialist advice, professional judgements, client acceptance, pricing, negotiation and all regulated work.
What this can help your team do
- Better organised client information
- A repeatable proposal follow up process
- Less routine preparation sitting with fee earning staff
Relevant services
Before we begin.
Will Astrino give advice to our clients?
No. Routine responses use approved information. Specialist questions are referred to your authorised team.
Can you support a confidential client workflow?
Access and information handling requirements must be agreed before work begins. Share an outline of the workflow first, without sensitive client details.
Discuss Professional Services Support
A short outline is enough to begin. Share what you want to improve, and we can discuss a clearly defined scope.
byron@astrino.co.za
South Africa, serving businesses internationally.