Find buyers
Research companies in Explorador and review context before outreach.
Explorador Comercial →Manage client work from the first enquiry to final delivery.
Find customers and organise enquiries, proposals, revisions and delivery with tools that fit the way you work.
Service providers
What would you like to improve?
Receive the enquiry
Use configured offers and questions in WhatsApp, with quotes and availability confirmed by a person.
WhatsApp Agent →Manage accepted work
Assess Bastidor for local work or Studio for a portal, calendar and specific integrations.
Bastidor →Workflow simulation
A consultancy project from enquiry to delivery
A sales assessment · report and presentation meeting · one agreed revision.
Find a company
Research accounts in Explorador and check whether the service meets a real need.
- Owner
- Consultant + Explorador
Gather the brief
Agree the objective, deadline and expected output. Configured WhatsApp questions can support the conversation.
- Owner
- Consultant + WhatsApp
Agree the proposal
Confirm deliverables, price, deadline, included revision and the person who approves the work.
- Owner
- Consultant + client
Organise the work
One operator records the job, tasks and deliverables in local Bastidor.
- Owner
- Consultant + Bastidor
Revise and deliver
Record feedback, the agreed revision and final delivery.
- Owner
- Consultant + client
Service providers
Where to start
Choose the products that fit your workflow. Makers Studio can help connect tools or adapt processes.
Explorador Comercial
Find companies that may need your service and prepare a relevant first conversation.
Explore Explorador Comercial →WhatsApp Agent
Gather the brief, dates and requirements; confirm the quote and your availability personally.
Explore WhatsApp Agent →Bastidor
Organise clients, jobs, deliverables and revisions on Linux, with local data and one main operator.
Explore Bastidor →More products for this workflow
Makers Studio
Build a client portal, calendar or bespoke connection where your workflow needs one.
Explore Makers Studio →Instagram Agent
Preview: triage prospective client enquiries on Instagram.
Explore Instagram Agent →AOS
In beta: coordination of more complex tasks and approvals.
Explore AOS →For different types of service providers
The workflow may be similar; each service has its own deliverables and requirements.
Creative and communications
Photography, video, design, content and agencies: briefs, proposals, versions and delivery.
Sport and training
Coaches, academies, camps and tournaments: enquiries, programmes and coordination.
Events and distribution
DMCs, MICE, weddings and outsourced reservations: groups, proposals and suppliers.
Operations and supply
Cleaning, laundry, maintenance, gardens and equipment: contracts, orders and completion.
Experiences and transport
Concierge, activities, catering and transfers: qualification, dates and human confirmation.
Management and professional services
Consultants, accountants, recruitment and projects: accounts, documents, deadlines and approvals.
Technology
IT, integrators and software suppliers: discovery, implementation, support and improvement.
What we need to understand
- Recurring client work, existing tools and the operating system in use.
- Who prepares proposals, delivers and approves.
- Deliverables, revisions and acceptance criteria.
Who should be involved
Independent professionals, partners and teams who prepare proposals, deliver services and manage client work.
Situations worth reviewing
- Briefs, proposals and feedback in separate conversations.
- Revisions and extra work disconnected from scope.
- Requests and deliverables without clear ownership.
From workflow to first delivery.
We start with your workflow and existing tools to define a useful first deliverable for your team.
Questions about this workflow
How do I track client approvals?
The operator records feedback in Bastidor after receiving it through the agreed client channel. Studio can build a separate online gallery if you need one.
Can I also partner with Makers?
Talk to us about client referrals or joint projects. The team will help define the next step.
Which workflow would you like to improve?
Makers leads the initial conversation. Share your context. This assessment helps decide between an existing product, a demonstration or a more detailed Studio discovery engagement.
Discuss this workflowStudio · Detailed project brief →