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NigelBuilds

Managed business systems · Professional Services

Managed Business Systems for agencies and firms.

Proposals followed up, inquiries answered, documents chased. The Opportunity Map shows what to systemize first. Past work

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Illustration: a professional services owner reviewing a proposal at a desk
Generated image

Example systems

Example systems for an agency or firm.

  • Lead Response System

    Available nowConnect

    A new inquiry gets a first reply drafted from your price sheet, ready for your approval.

  • Estimate & Proposal Follow-Up

    Available nowReplace

    Quiet estimates get a follow-up drafted for your approval.

  • Client Intake System

    Available nowBuild

    Project details, photos and answers collected before you quote or visit.

  • Document Chase

    Available nowReplace

    Missing documents and signatures get chased until they arrive.

  • Inbox Management System

    Available nowReplace

    Mail sorted by rules, complaint and dispute wording flagged, replies drafted for your approval.

  • Weekly Operations Report

    Available nowBuild

    The numbers you check every week, gathered for you.

See all the systems →

Sample Results Brief

A sample Monday morning, start to finish.

Monday at Keystone Advisory.
  1. A notification arrives: Daily brief is ready · 4 items, 3 for you.
  2. The owner opens the daily brief for Keystone Advisory: New inquiry from Brightline (draft), Proposal quiet for 9 days (approval), Scope question from Northgate (draft), 18 threads sorted (read).
  3. The owner taps the item waiting on them: Check-in to Lumen about the retainer proposal. Drafted in your wording. Nothing is sent until you send it.
  4. The owner opens the draft. The item is marked Draft opened · 7:04.
  5. A second notification: Lumen asked for a promised result. Only you can promise that. I did not reply.

  1. 01

    Proposal follow-up

    Finds proposals that went quiet and drafts a check-in for your approval.

  2. 02

    First reply to new inquiries

    Drafted from your price sheet, ready to approve.

  3. 03

    A Leak Report on Day 3

    From 90 days of mail: quiet quotes and unanswered threads.

Your tools

Use what already works.

  • GmailReady to connect
  • Hostinger Business EmailReady to connect
  • Google CalendarReady to connect
  • HubSpot CRMCustom build, confirmed at intake
  • QuickBooks OnlineCustom build, confirmed at intake
  • DocuSignCustom build, confirmed at intake
  • Custom connectionCustom build, confirmed at intake

Systems read the business mailbox you connect and draft for your approval. A custom build is scoped and confirmed at intake before anything is built.

See all integrations →

When a system is unsure

It stops and flags you.

“Lumen asked if we can promise a 30 percent traffic increase.”

That is a commitment only you can make, so I did not answer it. I drafted a reply for the rest of their email and flagged that question at the top of your brief.

The business, names and numbers in this example are fictional demo data.

Start here

The 21-Day Automation Pilot

Non-refundable, credited toward setup for 12 months. The Pilot does not renew, and no plan starts unless you choose one at Day 21.

Start the PilotBook a Plan Call
  • A 30-minute intake call, run by our closer
  • Your first two systems, tested in shadow
  • Every draft waits for your approval

Questions

Can it turn meetings into tasks?

That is a custom workflow. A standard one uses 1 system slot, and complex ones are quoted from $2,500. Library systems work from your mailbox and prepare replies you approve.

Will it give advice to clients?

No. It never gives legal, tax or financial advice. It prepares scheduling, document requests and follow-ups, and flags advice questions for you.