Relaypath

Relaypath

Good work.
Fewer loose ends.

Good work.
Fewer loose ends.

Good work.
Fewer
loose ends.

Operations consulting for the work between people and tools. We clarify the process, connect the steps and help your team run it.

Operations consulting for the work between people and tools. We clarify the process, connect the steps and help your team run it.

Operations consulting for work between people and tools, built around your current systems.

The work, in one view.

The work, in one view.

The work, in one view.

See the people, decisions and handoffs before changing the process.

See the people, decisions and handoffs before changing the process.

Colleagues map a process with cobalt and apricot paper records at a shared table

RELAYPATH / AN OPERATING MAP

AN OPERATING MAP

See the work.

See the work.

See the work.

People

Who does the work

Who does the work

Tools

Where context lives

Where context lives

Find the break.

Find the break.

Find the break.

Decisions / Review

Decisions / Review

Connect the next move.

Connect the next move.

Connect the next move.

Next owner

Next owner

The work record

The work record

Context

Client onboarding

Client onboarding

Client onboarding

Agreed scope + source notes

Agreed scope + source notes

Decision

Confirm the scope

Confirm the scope

Confirm the scope

Reviewer checks the agreed context

Reviewer checks the agreed context

Next action

Kickoff with the record

Kickoff with the record

Kickoff with the record

Delivery owner receives one clear brief

Delivery owner receives one clear brief

Two colleagues review work together at a shared table in a professional studio

A new client is ready.
What happens next?

A new client is ready.
What happens next?

A new client is ready.
What happens next?

A signed agreement is only the start. Context, decisions and ownership need to travel together.

A signed agreement is only the start. Context, decisions and ownership need to travel together.

01 / A CLIENT ONBOARDING RECORD

Scope / Ready to review

Context / Account lead

Complete the context.

Complete the context.

Owner / Account lead

SCOPE

Agreed work + boundaries

SOURCE

Goals, notes and client context

Send the agreed scope and source notes.

Review / Scope

Make the call.

Make the call.

Owner / Reviewer

CHECK

Agreement against the brief

DECISION

Confirm the agreed scope

Confirm the decision, then hand over.

Next owner / Delivery

Prepare kickoff.

Prepare kickoff.

Owner / Delivery owner

RECORD

Confirmed scope + decisions

NEXT STEP

Owner, action and kickoff

One ready packet. A named next move.

Context moves to review. The decision and next owner travel with the record.

Start with a useful question.

Start with a useful question.

Start with a useful question.

Do we need to change our tools?

Not always. We start with the work you need to run, then decide which current systems can support it.

Do we need to change our tools?

Not always. We start with the work you need to run, then decide which current systems can support it.

Where should we start?

Choose one recurring process with a clear trigger and someone responsible for the outcome.

Where should we start?

Choose one recurring process with a clear trigger and someone responsible for the outcome.

What stays with a person?

Judgement, sensitive decisions and exceptions stay with a named reviewer. Those boundaries are designed before implementation.

What stays with a person?

Judgement, sensitive decisions and exceptions stay with a named reviewer. Those boundaries are designed before implementation.

Who owns it after handover?

Your team receives operating notes, clear account ownership and recovery steps for the agreed scope.

Who owns it after handover?

Your team receives operating notes, clear account ownership and recovery steps for the agreed scope.

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