Solution · Professional services & agencies
Intake, scoping, approvals and handovers that do not depend on the partner's memory
The conflict check happens after the kickoff. Scope is signed off in an email nobody can find. The team that delivers learns the client from the team that sold, verbally. Ovenbird gives each owner the documented next step on the engagement.
Reads the documents you already have. Writes to no customer. One afternoon to set up.
Sounds familiar?
- Handovers are verbalWhat the client was promised lives in the seller's head.
- Approvals by emailScope, rates and subcontractors agreed in threads nobody can audit.
- Juniors learn by askingEvery intake question goes to the same two people.
The procedures you already have
- Client intake and conflict checksWhat must be checked and recorded before the engagement letter goes out.
- Scoping and approvalsWho approves a quote above which threshold; what the proposal must contain.
- Sales-to-delivery handoverWhat the project record needs before the team starts: scope, contacts, commitments made.
- Review and sign-offWho reviews deliverables, in which order, when a second reviewer is required.
What changes
- Intake and conflict checksTodayEngagement letters go out before checks are recorded.With OvenbirdWhat must be checked and recorded first, as the next step on the opportunity.
- Scoping and approvalsTodayQuotes above threshold slip through.With OvenbirdThe approver for this amount and what the proposal must contain.
- Sales-to-delivery handoverTodayDelivery starts without the commitments sales made.With OvenbirdThe handover is incomplete until the record has scope, contacts and commitments — two missing items, quoted.
- Review and sign-offTodayWho reviews what is tribal.With OvenbirdReviewers in order, when a second pair of eyes is required.
- Across all fourNew consultants learn the firm's way in a week, not a quarter; partners see who follows it; senior hours stop going to "how do we do this here?".
How it works
- 1
Point it at the documents you have
Confluence, Google Docs, Notion or a web page. No rewriting; Ovenbird reads the live version and shows which one it followed.
- 2
People ask on the work in front of them
In Slack, on the web or from the record: the one next step, the fact it depends on asked first, the paragraph quoted.
- 3
Corrections and training come from the same page
Every "this is wrong" becomes a proposed edit. Every procedure becomes a short course with refreshers and records.
Built for
- Managing partnerIntake and delivery run the same for every engagement.
- Operations or PMO leadApprovals routed by amount and type, evidenced.
- Delivery leadsStart with the scope, the contacts and the promises in one place.
What a pilot measures
- Handovers returnedProjects sent back to sales for missing information.
- Scope disputesEngagements where the record didn't say what was promised.
- Time to first unaided engagementWeeks before a new consultant runs the process alone.
Agreed before the pilot. Reported after 90 days, before and after.
Questions buyers ask
Does it write to clients?
No. It tells the owner what the process requires a contact to achieve; the message is theirs.
Our process differs per service line.
If the document branches by service line, it follows that branch and asks which one applies.
Can it track billing steps?
If they are in the process (scope sign-off before invoicing, for example), they become next steps with owners.
See it on one of your own documents
Paste a link to a procedure. The next step and the course exist the same minute.