The work Kelp already does.
Kelp brings in clients, wins proposals, delivers projects, runs the admin and looks after accounts.
The full cycle: acquire, sell, deliver, operate, renew.
They are stages of the same cycle in agencies, consultancies and professional services firms. Kelp works in each one and passes on to the next what that stage produces.
- Reactivates your dormant contacts
- Answers and qualifies every incoming lead
- Follows up until the meeting is booked
- You just turn up to the meeting
From acquiring to selling
Every meeting comes with its dossier.
Kelp prepares the meeting before you get there, so the sale starts with full context.
Who the contact is and what their company does
Your relationship so far and why they accepted
Leaves it in the calendar invite
JuneM9T10W11T12F13
9:0010:0011:0012:00
Norte Seguros10:00
II
Iñigo IriarteYes, Thursday
Iñigo IriarteYes, Thursday
10:00Thu 12
10:00Thu 12
NSNorte SegurosII
Dossier
NSNorte SegurosII
Dossier
DossierNS
Iñigo Iriarte, CFOInsurance, 400 people
Proposal in 2024Cut costs- Scores each opportunity and tells you how to win it
- Writes the proposal from what you have already won
- Fills in the CRM without anyone typing
- Follows up every opportunity until it's a yes
From selling to delivering
Everything sold passes to the project intact.
When a proposal is won, Kelp hands the delivery team everything agreed with the client.
Extracts the scope, timelines and commitments
Attaches the minutes and emails from the sale
The team starts with no handover meeting
Proposal
Norte Seguros
Scope
Timelines
Commitments
Project · Norte Seguros
Not startedIn progressDiagnostic15 Jun
Pilot campaigns30 Jun
Monthly reportDay 5
MinutesEmails- Does the work: analysis, documents, deliverables
- Sends progress updates to the client for you
- Stays on top of everything: status, deadlines, tasks, slippage
- Prepares contracts and invoices, and follows up on payments
From delivering to invoicing
No delivery goes uninvoiced.
Every delivery goes out with its invoice, and nobody at the firm has to remember to collect payment.
Issues the invoice for each delivery
Sends payment reminders
Confirms payment when the client pays
Invoice
€8,700
NSNorte Seguros
Final report
Reminder12 Jul
BanknowTransfer received€8,700 · Norte Seguros
- Prepares contracts and follows them through to signature
- Issues invoices and follows up on payments until they come in
- Does the recurring work when it is due, without being asked
- Writes and sends the management report every month
From delivery to renewal
The renewal arrives with the dossier ready.
Nobody has to reconstruct what was done during the year: Kelp records it as it happens.
Saves each deliverable when it is delivered
With the result it achieved
Builds the dossier with the value delivered
Oct1Renewal
Sep18
Jun27
Tue14
−22% cost per lead
NSDiagnostic
NSDiagnostic1,240 leads
NSPilot campaigns
NSPilot campaigns+31% meetingsNSFinal report
NSFinal report
NSNorte Seguros
Value delivered
−22%cost per lead
1,240leads
+31%meetings
- Alerts you if an account is cooling
- Watches every client and brings you expansion opportunities
- Prepares each renewal months ahead
- Remembers everything that was promised
The cycle closes and starts again
What was learnt goes back to the start.
As each cycle closes, Kelp saves what happened in it to the firm's memory.
Why each proposal was won or lost
What worked in each project
Uses it from the first draft of the next one
WonShort pilot
LostPrice too high
WorkedMonthly report
The firm's memory
Proposal · Castell Foods
Draft 1