Mint Strategies
What We DoThe Score CardSet UpConnectRunCustomize
See Where You Stand↳
Industries We SupportHome InspectionConstructionReal EstateField ServiceHealth & WellnessView All Industries
See Where You Stand↳
Systems We ConnectHubSpotBuilder PrimeFieldPulseFollowUpBossISNSee all 28 integrations
We Build Software Too↳
What We PublishBlueprintsGuidesBlogEverything
The Operating Score Card↳
About
Get Your Score

Blueprint

Professional Services

A pipeline and a document flow, inside obligations that constrain both.

What This Is

The Stack, and Why

The work is a pipeline, an intake that qualifies properly, and documents that stop living in email. The constraint is privilege and confidentiality, which govern what may be stored, where, and who may see it. Scope is agreed with counsel before configuration.

System of record
HubSpot
Pipeline, lifecycle stages and reporting configured to how the practice actually works.
Intake
Typeform
Qualification before a consultation is booked, scoped to what may be collected.
Documents
PandaDoc
Engagement letters and proposals out of email and into a tracked flow with signature.
Phone
Aircall
Calls attached to the record, with the retention position agreed in advance.
Payments
Stripe
Retainers, deposits and instalments, with bank transfer default on larger sums.
Automation
Make or Zapier
The handoffs between intake, pipeline and documents.
Admin
Google Workspace
One domain and a mailbox structure that survives someone leaving.

Install Order

Sequence Matters

  1. Agree the confidentiality and retention scope with counsel.
  2. Pipeline stages that describe real decisions.
  3. Intake that qualifies before it books.
  4. Documents into a tracked flow with signature.
  5. Payments, then the automation between them.

What It Replaces

Before This

A pipeline held in one partner's head, engagement letters in a sent-items folder, and no way to say where work came from.

Professional services is one of six verticals reasoned from the pattern. Privilege and confidentiality scope is agreed with your counsel before any build.

On CRM selection. The stack above is the outcome of a selection, not an assumption. Where the industry platform already holds the customer properly, it is the CRM and we configure it. HubSpot comes in for what the platform does not do, starting free, and becomes the system of record only where there is no industry platform at all. Every engagement interviews the platforms that could plausibly fit against written requirements, with live demos and a back-end review, before anything is chosen.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with any platform named here.

Start Here

Find Out Where You Actually Stand

Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.

Get Your Score