KariTECH
Teams / Client Services
CLIENT DELIVERY / ILLUSTRATIVE WORKFLOW

Keep the small asks from getting lost.

Give every change request a place, an owner, and a decision before it quietly becomes extra work.

Draft a change-request handoff
A lime request token pauses at a frosted decision gate on a branching graphite track.
CLIENT DELIVERY / A CONNECTED WAY TO WORK
THE SHIFT

Same team.
A different way to work.

WITHOUT A CONNECTED WORKFLOW

When someone has time.

A client asks for a tweak in a message. Someone starts working, another person misses the update, and the scope discussion happens after the time is spent.

WITH A CUSTOM WORKFLOW

A process that keeps moving.

The request becomes a structured record, links to the affected deliverable, and routes to an owner for a scope and priority decision.

WHAT THIS MAKES PRACTICAL

A visible decision trail for every request, including the small ones that are easy to overlook during a busy week.

THE WORKFLOW

Here’s how it
could come together.

A reliable review of small changes while the team stays focused on delivery.

  1. 01

    Capture the request

    Collect the requested change, the reason, and the affected deliverable.

  2. 02

    Connect the context

    Attach the agreed scope and relevant work so the reviewer can assess the request.

  3. 03

    Route the decision

    Ask an accountable person to approve, clarify, defer, or quote the change.

  4. 04

    Update delivery after approval

    Create or revise the task and make the decision visible to the delivery team.

WHAT GOES IN

Client requests, current deliverables, agreed scope, and the responsible reviewer.

WHAT COMES OUT

A change-request queue, recorded decisions, and updated delivery tasks after approval.

WHAT WE WOULD MEASURE
  • Requests with an accountable owner
  • Time waiting for a scope decision
  • Unapproved work identified before delivery
PEOPLE KEEP THE FINAL CALL

Built to support
your judgment.

A person makes scope, pricing, and priority decisions. The workflow records and routes those decisions; it does not make commercial commitments on its own.

TRY ONE BUILDING BLOCK

Start with something useful.

Use the handoff builder to capture the change and decision needed. A connected workflow can keep that record linked to the original request.

Draft a change-request handoff
LET’S FIND YOUR FIRST WORKFLOW

What’s slowing
your agency down?

Bring one recurring headache and the tools you use.
That’s enough to start a useful conversation.

Discuss your workflow

Tell us what happens today.
We’ll explore what could work better.