GETTING STARTED
Getting Started With Grow Biz OS
Start with the connected workflow: sales context becomes client context, client context becomes delivery work, and delivery work feeds business visibility.
The Basic Connected Workflow
This is a practical starting point, not technical documentation.
- Lead
Capture a new enquiry and keep the next action visible.
- Deal
Track the commercial opportunity before it becomes delivery work.
- Client
Create a connected client relationship record.
- Project
Turn the commitment into a delivery workspace.
- Task
Assign owners, deadlines and execution details.
- Invoice / Payment
Track commercial obligations around the work.
- Reporting
Summarize operational context for management visibility.