Fit Note
- What we saw
- What you told us
- What we think might be true
- What we do not know
- One useful next step
To keep whether or not you proceed.
You want the business to do something it does not do well yet. Get from enquiry to booked job. Get the full invoice out when the job is finished. You do not need to know where AI fits in that. Finding out is the first stage, and it begins with a free call.
A 25‑minute call. No files, no homework. A written note either way.
Find the work that carries your goals.
To keep whether or not you proceed.
Make a goal real, piece by piece.
One accepted output
Lena Ruiz
12 white oak cupboard doors
720 x 450 mm.
Fitted before 18 December.
| Wexcombe price list | 4 November |
| White oak door blank | $112.00 each |
| Quote | Quotes hold for 30 days. |
Installed in your existing tools.
Sam, office manager
AcceptedKeep it working.
December
| Job | Agreed by |
|---|---|
| Quote from enquiry | Sam |
| Final invoice | Pat |
| Questions about a job | Pat |
Take on the next goal.
Get what you already have working.
Technical Review
| No. | Item / Definition of done |
|---|---|
| 1 | Workshop scheduleA whiteboard and a spreadsheet. Agree one. |
| 2 | Photos of finished jobsOn three phones. Agree one folder first. |
| 3 | Price list kept currentEach change needs an owner and a date. |
Teach your people to run it.
Team Enablement Workshop
| Mon | Tue | Wed | Thu | Fri |
|---|---|---|---|---|
| People | Operations | Customer care | Sales | Finance |
| New starter’s first week | Fitting date offered | Questions about a job | Quote from enquiry | Final invoice |
| Pat | Sam | Pat | Sam | Pat |
Included in every Build
Pat checks
Pat, owner
finds the work that carries your goal. The free Fit Call leaves you a written Fit Note, to keep whether or not you proceed. An Evidence Check, a Blueprint and the AI Operating Policy and Controls Pack go further.
makes one piece of that work real. You hold one accepted output a named person uses or signs, installed in your existing tools. A Connected Build is two or three Builds working together for one accepted result.
keeps it working. Care is the named responsibility for that, and you get a monthly note. After the first thirty days, Care is a monthly choice you can cancel with 30 days’ notice. Care Plus, Programme Care, a Hosted environment and an SLA upgrade add to it.
improves a Build or widens the work. An Optimisation Sprint is one week on an existing Build to lift a measured number. A Programme is staffed work across several Builds or a whole organisation. Model or provider migration, Programme set‑up and On‑site days sit here too.
starts from a system you already have. A Technical Review leaves you a prioritised backlog, with a definition of done and a day estimate for each item. Engineering Days work through it. Care for inherited systems keeps it running.
gets your people running it. One Team Enablement Workshop is included in every Build. Operator or Reviewer sessions, Builder Coaching and Office Hours go beyond it.
A Build or a Connected Build is scoped and quoted as a fixed fee before you commit. You pay a deposit up front and the balance when you accept the work in writing.
What shapes the price: whether the goal needs one Build, or two or three working together; how many systems it connects; how much testing the work needs; how many sites or teams it covers; how fast you need it.
No stage commits you to the next. The Fit Note is yours whether or not you proceed. An Evidence Check can end in no‑build. A Blueprint is yours to keep, with no installation needed. After a Build you choose Care or the handover, and Care is a monthly choice. A Programme ends on 30 days’ notice at the end of a quarter.
Usage is per token, paid to the provider in your own account.
You get a fixed fee in writing before you commit. It is the same for every client.
Build
You
Build a firm that can deliver more.
You hold: the Firm Capacity Blueprint, when one revenue path needs designing first.
Build toward your goals. Leave the reminders to your software.
You hold: a written note that says so when a setting does the job.
Start with what you want the business to do.
You hold: a written note either way, including when the answer is a later date or nothing.
Your roadmap is built one accepted piece at a time.
You hold: one build, accepted in writing, before any Programme.
Fit is assessed against the work itself, not assumed from the sector.
You hold: results on a sample of your own cases, from a one-week Evidence Check.
The system prepares and flags. Authorised professionals decide.
You hold: results on your own cases, and go, a simpler route or no-build.
Keep the useful systems. Keep responsibility visible.
You hold: your existing agreement, honoured as written. New work starts at the boundary.
Twenty‑five minutes with a founder, and a written Fit Note to keep.
Fit Note
To keep whether or not you proceed.