Keep ownership with your business
Choose a suitable customer-owned tool and plan. Agree the account owner, users, visibility and recovery arrangements before booking. Any paid software or additional access-control features are separate.
DaveBrain · Bristol, UK
Every job.
A clear owner.
A visible next step.
One practical board for the work you have agreed.
Keep track of jobs after the sale, with a simple customer-owned board showing what needs doing, who is responsible and what happens next. David agrees the workflow, configures the board and shows your team how to use it.
Personal help from David. Scope and suitability agreed before booking.
Clear scopeAgreed priceYou keep controlPersonal handover
What the offer covers
Practical help.
Clear boundaries.
See the work move forward
Set up one board with up to five stages, such as agreed, ready, in progress, waiting and complete. This tracks delivery of agreed jobs; sales pipelines and enquiry tracking belong in the separate CRM brief.
Start from a useful checklist
Create two reusable task checklists and up to ten fictional example cards. Agree the task owner and due-date routine. Live customer records, historic-job imports and data cleanup need a separate scope.
Check who can see the work
Check private visibility, user permissions and access removal with suitable test users. Free plans have different controls; select a plan that meets the agreed needs. Customer enters credentials and retains recovery details.
Rehearse a job from start to finish
Use fictional jobs to practise assignment, due dates, moving stages, completion, archiving and the export options supported by the chosen plan. Confirm the team knows what each stage means.
Leave with a clear routine
One revision within the agreed brief, a practical handover and a short written guide. This is setup and training; ongoing task entry, supervision, integrations and project management are separate.
Know what you’re choosing
£195 to get organised.
A board your team owns.
A fixed starter for one simple delivery workflow. There is no compulsory DaveBrain monthly fee. We check whether the work overlaps your CRM or automation brief and quote only for distinct additional work.
- £195 one-off setup
- One board and up to three users
- Up to five workflow stages
- Two checklists and fictional example jobs
- One revision and practical handover
Tell David what you need first. We confirm availability, suitability, scope and any separate costs in writing before you commit.
How to get started
A conversation.
Then a clear plan.
Tell David what you need
Choose this service on the enquiry form and describe the outcome you want. No payment or files are needed to start.
Agree the scope
We check suitability and availability, then confirm the brief, full price, timing, access and any separate costs.
Work and handover
The agreed work is completed and checked with you, with a practical handover and any next steps made clear.
Before we begin
Clear about the details.
Does this replace a CRM?
No. A CRM tracks enquiries and sales follow-up. This board tracks the work after a job is agreed. We can advise which one you need and remove overlap from a combined brief.
Are the software fees included?
No. The chosen workspace belongs to you. A free plan may suit a simple brief, but paid features, subscriptions and stronger access controls are separate and agreed before booking.
Will you import all our existing jobs?
The starter uses up to ten fictional example cards. Authorised live-data migration, cleanup, historical imports and additional boards need a separate quote.
Will David manage our projects each month?
No. This is a setup and handover service. Your team owns the board and manages its work; integrations, messaging, invoicing and ongoing project management are outside this starter.
Let’s talk
What do you
have in mind?
Tell David how you track agreed jobs. The homepage form will have this service selected for you.
This is an enquiry, not a booking or purchase. No marketing signup. Please do not send passwords, identity documents or sensitive files through the public form.