23 Systems
Agencies & Consultancies

Keep the promise.
Deliver with context.

Connect the commitments made during sales with the people delivering the work. Give leaders the evidence to prioritise opportunities, agree scope, and resolve handoff gaps.

Find improvements for your businessAll industries
Less time piecing together the deal and a clearer basis for the next customer conversation.
GO-TO-MARKET / AGENCIES & CONSULTANCIESWhich proposals need a decision?
01 / THE INFORMATION YOU ALREADY HAVE
CRM opportunitiesStage, owner, next action
Approved proposalsScope and exclusions
Discovery notesCustomer commitments
Sales playbookQualification criteria
AIbleto PlatformSTRUCTURED CONTEXT
Ready to connect
02 / A BETTER-INFORMED DECISION
Proposal decision briefDRAFT

Bring records into a shared, usable structure.

Where should the account lead focus?

Decision to makeAdvance or clarify the proposal?

Evidence to checkProposal §3 / discovery note #18

Action to considerConfirm scope before advancing.

Ready for your reviewYour leader decides the next step.

Deal records, activity, and guidance live in different places.

CONFIGURED REFRESH · SOURCE REFERENCES · CONTROLLED ACCESSIllustrative workflows · integrations scoped per business
When this sounds familiar

Less reconstruction.
A clearer next step.

The proposal, CRM, and project plan each tell a slightly different story. Your account and delivery leads spend time reconstructing what was agreed.

GO-TO-MARKET

Which proposals need a decision?

Explore the solution

The leadership decision

Which opportunities are ready to advance, and which still have unresolved scope or ownership?

What we would implement

Structure selected opportunity and proposal records, link the source evidence, and prepare a review of missing next actions and conflicting commitments.

Potential business benefit

Less time piecing together the deal and a clearer basis for the next customer conversation.

OPERATIONS

Is delivery ready to start?

Explore the solution

The leadership decision

Can the delivery team start with confidence, or does a missing input or conflicting commitment need an owner?

What we would implement

Compare approved scope, intake requirements, and project records. Surface possible differences for the delivery lead to verify.

Potential business benefit

Clearer expectations and fewer avoidable clarifications after delivery starts.

Recommended first project

One service offering, from approved proposal to delivery kickoff.

Sources to start with

Selected CRM opportunities, approved proposals, kickoff checklists, and project records.

Who owns the decision?

Account lead and delivery lead

How to measure the improvement

Time preparing a handoff; missing inputs at kickoff; clarification requests; unresolved scope differences.

What we confirm before connecting

Client information stays within agreed audiences. We confirm source access and retention before importing it.

Agree a baseline and success criteria before implementation. Refresh frequency, retention, hosting, database choice, and integration access are scoped to your business; no universal connector availability or savings are assumed.

Find improvements for your business
Explore tools, access requirements, and integration readiness
Do we need to replace our current tools?

We start by inspecting existing sources and access options. Keep what works; connect only what the selected pilot needs.

Will the system decide or change records for us?

The examples support decisions with evidence. People verify differences and own the final action. Any write-back or external automation needs separate scope and permissions.

How does AIbleto fit?

AIbleto provides the data and knowledge foundation. Twenty Three Systems configures sources, access, and the workflow around your business. We verify current platform capabilities and integration requirements during discovery.