BFD / Advisory teams
Your best process should work beyond one person’s memory.
BFD helps advisory teams turn meeting preparation, client follow-up, and repeatable service steps into software their people can use. Start with one workflow, the people who run it, and a clear way to judge whether it helps.
Discuss your workflow Use the workflow checklistChoose the work that keeps coming back
Bring a workflow that crosses inboxes, spreadsheets, documents, or several tools. It should happen often enough to test, have a named owner, and leave room for an advisor to make the decisions that need judgment.
Build around the tools and judgment you already rely on
We map the current steps, agree on what the first version must do, and build the screens and connections for that scope. Your team tests the work with realistic examples before launch. Access, review steps, and the handoff are part of the build.
Set the size of the first release
The New Business package is $20,000 for a two-week launch version with a core feature build, product design, launch support, and a 30-day fix guarantee. The Growth package is listed at $44,000 plus monthly support, with connections to existing tools and three months of improvements. We confirm scope and support terms before work starts.
Leave with something your team can operate
The first release includes the agreed workflow, a working product, a handoff, and a way to compare the new process with the old one. Your team owns the code. A larger system starts with evidence from that first release.
Start with the decision your team needs to make.
If the problem or first scope is still unclear, a Foundations Sprint gives the team a way to choose. If you already have a working product, compare the growth package.