C1 · SAL.1–SAL.4 → DEL.1 · Example design

Give delivery a brief it can accept

Missing costs and unclear commitments can turn a promising enquiry into a difficult project. Inspect the estimate, available team time and proposed terms before the delivery lead accepts the work.

Run this workflow example ↗Discuss this kind of work ↗

01 / HANDOFF DESIGN

What goes in. What comes out. Who decides.

Select a stage to inspect the records it needs, the work it prepares and the person who accepts or returns it. Follow a role link to try its own fictional example.

C1 · SAL.1–SAL.4 → DEL.1EXAMPLE DESIGN · HUMAN REVIEW AT EACH STEP

Choose a step to see the input, prepared output and person who decides. The complete sequence remains available below.

Selected handoff / 01

Enquiry & fit

Pursuit partner owns this step.

What goes in: Authorised enquiry
What comes out: Pursue, decline or clarify
Try a supporting role: Case coordinator
Allowed sources and actions: Consent and assigned CRM record
Who decides: Partner decides fit

Read the full handoff and exception sequence

Enquiry & fit (SAL.1) — Pursuit partner receives authorised enquiry and produces pursue, decline or clarify. The handoff is fit decision. Partner decides fit.
Discovery (SAL.2) — Pursuit partner receives fit decision and stated need and produces bid / no-bid record. The handoff is qualified brief. Partner owns bid decision.
Scope & fee (SAL.3) — Partner + finance receives qualified brief and cost inputs and produces approved proposal. The handoff is approved scope and economics. Finance and partner approve fee.
Signed terms (SAL.4) — Authorised signatory receives approved proposal and negotiated terms and produces signed obligations. The handoff is signed obligations record. Signatory approves terms.
Delivery accepts (DEL.1) — Engagement lead receives signed obligations and access needs and produces accepted delivery brief or return. This is the recorded outcome. Delivery lead accepts handoff.

Return path: Brief rejected / scope unclear sends work from Delivery accepts to Scope & fee.

02 / WHY ASSESS IT

What would make this worth changing?

Fewer scope returns and incomplete handoffs may protect partner time. A no-bid decision can be the right outcome.

MEASUREMENT BASIS

Records to inspect

Enquiry and consent, discovery, conflict/capacity check, approved cost, signed terms and delivery acceptance.

STOP / RETURN

Where it can fail

Conflict, weak economics or missing authority leads to no-bid. Delivery can reject an unusable brief and return it to the partner.

DESIGN ACCEPTANCE

Cases to test

Test fit, no-bid, missing cost, changed terms and rejected handoff; verify exact signed and received versions.

03 / SPECIALIST ROLES

Give each supporting role a clear job.

These candidate roles prepare specific parts of the work. Inspect the output and the reviewer before deciding whether a person, existing software, a rule or AI role is appropriate.

COORD

Case coordinator

Show who needs to act, what is overdue and which earlier decision is holding up the case.

Human review: The operations or account owner approves commitments and resolves missing cover. This example sends no reminders or reassignments.

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COMMERCIAL

Commercial analyst

Check scope and cost for sales, or reconcile milestone, invoice and payment for finance.

Human review: The partner and finance owner approve fees, terms, invoices and collection decisions. Sales and finance keep separate source access.

Try this role’s example ↗

DRAFT

Deliverable writer

Turn approved findings into a marked draft with the source beside the claim.

Human review: The editor or partner approves issue or sending. An unsupported claim holds the draft; preparation is not permission to publish.

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CHECK

Quality checker

Compare the proposed output with the original evidence and explain each discrepancy.

Human review: The named reviewer decides whether to correct or issue the work. A clean check is not professional sign-off.

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INTAKE

Intake analyst

Compare the case files with the agreed intake list and name what is missing.

Human review: The evidence owner accepts completeness and approves requests for more information. The role cannot admit restricted material.

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All ten roles ↗

Find out whether this could improve your firm’s capacity

Start with a no-fee Firm Capacity Fit Call about a constraint on client work. If the paid Blueprint is the right next step, it measures one important revenue path, fully designs three connected improvements and ranks the first installation. A simpler process or no installation may be the right answer. Installation is separately scoped; pricing is quote-specific.

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How a Blueprint is scoped →

Two promises.
In writing.

A clear Blueprint decision—or your money back.

14 calendar days after complete delivery and the decision review to request your Blueprint fee back.

No defect proof or installation purchase is required. We refund the fee actually paid within five business days. You keep the delivered Blueprint and its agreed use rights.

The agreed workflow works—or both fees back.

If the core workflow or an essential agent fails the agreed tests, we correct and retest within ten business days after the failure report and agreed lawful evidence/access. If it still fails, you may stop. We refund the installation fees actually paid and the associated Blueprint fee actually paid within five business days, with no duplicate refund.

How the guarantee works

Deposit upfront. The remaining installation balance is due only on written acceptance.

If the core workflow or an essential agent fails its agreed tests, we correct and retest within ten business days after the failure report and agreed lawful evidence/access. If it still fails, you may stop: installation fees actually paid and the associated Blueprint fee actually paid are refunded within five business days, with no duplicate refund. The remaining balance is waived; agreed restoration and handover are included.

30 calendar days of in-scope stabilisation follow written acceptance. Later support is a separate choice; no automatic retainer.

A clear Blueprint decision — or your Blueprint fee back. An agreed workflow and its essential agents working against their written tests — or the installation fees paid and the associated Blueprint fee back. Agreed ongoing service checks — or the affected support-period fee back.

This voluntary guarantee applies to new engagements agreed from 27 September 2026. It covers the defined Blueprint decision, separately scoped workflow-and-agent installation and separately scoped support service, not revenue, savings, professional judgement or client action. A third-party outage is outside the promise, but does not excuse a failure of Build n Bloom's agreed configuration or integration work.

The promise covers the agreed deliverable and written tests, not revenue, savings, adoption or professional judgement. Free calls and demos carry no paid-fee refund. Statutory rights remain unaffected; full terms apply.

Read the full terms and claim process