Case study · Practice Portal + Growth Engine
Two products from one platform. Practice Portal serves the clients a firm already has. Growth Engine, a website with a sales list and proposals accepted online, wins the next ones. Both carry the firm's own brand, and both are self-serve.
Fourteen days free, no card.
Screenshots of the live product: a proposal and a firm website on a phone, both for Buzz Accounting, the platform's first customer.
Growth Engine runs the first four steps and Practice Portal takes over at the fifth. It is one login and one record the whole way. The vet practice below is fictional.
A guide on the firm's own site answers the question somebody searched for.
The enquiry lands in the sales list with a next action, and the team is emailed.
Turnover and headcount go in. Three priced options go out as a link.
The prospect accepts online. The engagement letter is written and sent for e-signature.
The same record becomes a client with a portal: documents, requests, key dates.
Practice Portal
Buzz OS proved the pattern inside one firm. The question was whether the client half could become a product any firm could run in its own colours without us in the room. It could, and it took days.
Every firm gets its own walled-off slice of the database, with the walls enforced in the database engine itself. Its logo and colour sit on every screen and every email.
Free tool
Directors now have to verify their identity with Companies House. The checker reads the public register for any company and shows who has verified, who still must, and by when.
Company number or nameOpen the checkerIts first real run found an overdue unverified director in our own firm.
Growth Engine
The stages end in an engagement letter and the values are in annual fees. Organisations are built from Companies House, and enquiries arrive from the firm's website or any form that posts to it. Contacts can come across from Capsule.
Proposals are priced from the firm's own catalogue: flat fees, per head, or turnover bands. When a prospect accepts, the letter is generated from the firm's template with the agreed services and fees, goes out for e-signature, and the client's set-up starts. The firm finds out by email that it has all happened.
In front of it sits a website on the firm's own domain and colours, with a library of client guides that publishes weekly so the site never goes stale.
Serving clients · Practice Portal
£49/month
Up to 25 clients and 2 team members
£99/month
Up to 150 clients and 6 team members
£199/month
Unlimited clients and 20 team members
Winning clients · Growth Engine
£79/month
Sales list and proposals, without the website
£99/month
Designed, built and hosted, with a client guide published weekly
£129/month
Website, sales list and proposals: the whole path
£199/month
Monthly, cancel any time, prices exclude VAT. Fourteen days free on every plan. Our own accountancy practice is customer zero, with real clients, deadlines and signatures.
Chivvy's trade is bespoke builds. Twice now a build for our own businesses has been general enough to sell: the Acquisition Engine, and this. The rule was to productise only what we already use in production. Every feature on the pricing page was in daily use before a stranger could pay for it.
A firm's clients see the firm: its logo, its colour, its email address on every message, its name on the engagement letter. Practice Portal appears once, in the small print of the sign-up the firm itself goes through.
Tell us the job that keeps not getting done. We'll tell you if software can take it off you, and what it costs.