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Order management

One person shouldn’t be holding all twelve steps.

Suits any business where each order passes through many manual steps, from the first email to the invoice.

What we take on

  • Taking ownership of the whole order workflow, from the first email to the invoice, and following it exactly.
  • The twelve steps of a typical order, done the same way every time: order received, delivery availability and logistics, contact added to your accounting system, quote from your product database, quote sent, changes and re-quotes, invoice on confirmation, production order form, shared with your team, added to the calendar, labels, and the customer added to your CRM.
  • Reading orders that arrive by email, spreadsheets, forms and apps.
  • Quotes from a price database we build with you.
  • Weekly and monthly reports.

Who does what

Bots do the repetitive work. A person checks, decides and says yes, and nothing goes out without it.
Human

Owns the workflow, sends quotes and invoices, updates the calendar and CRM.

Bot

Reads orders in any format, fills forms, looks up prices.

Never alone: Send a quote or invoice.

Who says yes: You, on your price list and workflow, and on any order outside them.

A task, from start to finish

An example day
  1. 09:00Bot

    An order arrives by email. The bot reads it, in whatever format, and picks out quantities, dietary needs and times.

  2. 09:02Bot

    It fills in the form and looks up the prices in your product database.

  3. 09:15Human

    Our person owns the order from here. They check delivery availability and logistics, and add the contact to your accounting system.

  4. 09:30Human

    Our person checks the quote and sends it.

  5. 11:00You

    An order outside your price list or workflow waits for your yes.

  6. 14:00Human

    The customer confirms. Our person sends the invoice.

  7. 14:15Human

    Our person completes the production order form, shares it with your team, and updates the calendar and your CRM.

Tools we work in

If we don’t know your tool, we learn it in the training week.
  • Shopify
  • WooCommerce
  • Xero
  • QuickBooks
  • Google Workspace
  • Microsoft Outlook and Teams
  • HubSpot, Zoho, Pipedrive or your own CRM
  • Mailchimp
  • Slack
  • Asana, Trello, Monday.com, Notion and ClickUp

Proof

We have scoped this flow in detail. Today we run order checks for a client, a print-on-demand company. Our people check orders for out-of-stock items and address problems, so issues are caught before customers complain.

Print-on-demand key accounts

A German print-on-demand company

Live since September 2025; about 850 Slack conversations in the first full month

What it costs

You only pay for the hours we cover. The first week is free, and live work is charged from week 2.

One all-inclusive hourly rate, typically 38 to 40% less than the true cost of an equivalent UK hire. See what a UK hire costs

Industries where this matters

Questions people ask

What does order management mean here?

We take ownership of the whole order workflow, from the first email to the invoice, and follow it exactly. You check the reports.

Can a bot send quotes and invoices?

No. A bot reads orders, fills forms and looks up prices. A person sends every quote and invoice, and nothing goes out without a human yes.

Can you read orders in any format?

Yes. The bot reads orders that arrive by email, spreadsheets, forms and apps, and pulls out quantities, dietary needs and times. A person checks what it found.

Where do the prices come from?

From a product database that we build with you, so quotes are fast and consistent. You own your price list, and any order outside it comes to you.

Is this flow already running for a client?

We have scoped it in detail. Today we run order checks for a client, so problems are caught before customers complain.

Find a couple of jobs you hate doing. We’ll take them first.