SARZ Internal System

The brief

SARZ is two partners and a lawyer. Saish closes the deal, RZ builds it, the lawyer writes the contract. Every hand-off between them is a place where a client can wait, a demo can slip or an invoice can go unsent. We wanted one system that makes those hand-offs impossible to drop, so we built it for ourselves first.

What we built

One system with a desk for each of the three people who run SARZ. Each desk sees only what that person would.

Selling

• Deals. Everything Saish has closed, on its way to a signature, with a note on what each client cares about. Two progress bars per deal, the demo and the contract: when both are full, we're ready for the room.
• Handovers. The moment Saish hands a client to RZ, it lands here with the meeting date and what still needs a demo.
• Meetings. Every meeting with its prep, and who from our side is in it.
• The Playbook. Everything we know about selling, written to be read on a phone five minutes before walking in: how we sell, who does what in the room, a card for every service, and training cards for objections, services, terms and industries.

Building

• Builds. Every build on one board, from queued to building, with the client, in revisions and live. Late builds are flagged first.
• Home. What needs doing next, the calendar, the builds and the pipeline, on one screen when the day starts.

Clients and money

• Clients. Every client with their stage, services and health, plus who needs a check-in and what to offer them next.
• Money. Balances that reconcile with the bank, a ledger, invoices, quotes, a price book and month end, plus each partner's balance.
• WhatsApp inbox. Client conversations in one place, with a simulation mode to post a test message and watch what the system does with it.

The result

It's the same promise we make to clients, kept for ourselves: Saish makes the promise, RZ keeps it, and nothing falls between the two. The demo runs on sample data, so you can open it and click through every desk yourself.