Win projects, deliver them, and bill without the handoffs.

1. 1

   Monday: the enquiry goes on a board, not in an inbox

   A referral arrives. It becomes a card on a lead board with a value, an owner, the client organisation and a stage — and your boards can be separate, so new business, partner referrals and renewals are not competing for the same column. Each stage carries a probability, so the board header tells you what the pipeline is worth twice: in full, and weighted.

2. 2

   Tuesday: the proposal is a document, not a deck rebuilt from scratch

   Convert the lead into a draft quote and the title, the brief, the organisation, the contact and the value come with it. Build the scope out of free-text lines for the paragraphs that explain a phase and priced lines for the phases themselves, nest a discount under one line or under the whole document, and send it as a branded PDF from inside Corker. When they come back asking for the cheaper option, revise it: a new draft, a bumped revision number, and the old one marked revised rather than overwritten.

3. 3

   Thursday: winning it does not mean re-typing it

   Mark the lead won and convert it into a project. The name, the brief, the category, the contract type, the organisation and the tags carry across; you add the project manager, the dates, the cost centre and the accounting code. The lead stays permanently linked to the project it became, so in eight months you can still read what you actually promised.

4. 4

   Friday: the shape of the work

   Epics are the phases — discovery, design, build, launch — and issues are the work inside them, each with an owner, a priority, an estimate in hours, a deadline and tags. Every project has both a board and a list. Group the board by assignee when the question is who is buried, by priority when the question is what gets cut.

5. 5

   The following Monday: can the four of us actually do this?

   The planning board is one row per person and one lane per project, across a window of one to twelve weeks. Drag a bar to move it, drag its edge to resize it, drag across an empty row to create one. Each person's week shows the hours they are planned for against the hours they have — after their working week and your public holidays are taken off — and marks the week on track, tight or over.

6. 6

   Month end: the invoice is already half-written

   Fixed-price work invoices from the accepted quote, which copies every line across exactly — structure, discounts and tax rates. Time-and-material work invoices from the timesheet: Add unbilled hours lists every uninvoiced billable entry for that client, grouped by activity, and each one you select becomes its own line at the activity's price. Once the invoice leaves draft, the hours behind it lock, so the timesheet and the invoice still agree next quarter.

Each step has a page of its own if you want the detail: pipeline and CRM, projects and delivery, time tracking and quotes and invoicing.