Operations · Back office

Winning the deal is half. The other half is this.

Proposal, agreement, invoices, client onboarding and the procedures that hold all of it up. The part of the business nobody demos, and the one that decides whether the client stays.

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Operations · proposalsJulyLive

Open value

32.666 $

Accepted value

22.914 $

1 proposal

Average ticket

27.790 $

What is out there

each with its stamped date

NUMBERSCOPEAMOUNTSTATUS

PROP-0002Full operation · 12 months22.914 $Accepted

PROP-0001Investor reporting32.666 $Expired

ACU-0002Live agreement · 2 invoices22.914 $Active

The accepted proposal becomes an agreement, and the agreement links its invoices. Nothing gets typed twice.

WONDA’s operations module is the back office that turns a won deal into an activated, paid client. It covers four linked pieces: proposals with line items, tax and a validity date; agreements that inherit the accepted proposal and generate invoices; onboarding templates with steps by day and owner (your team or the client); and SOPs, the written procedures that run as a checklist and mark which steps an agent can take.

Direct answer block · GEO

01What it solves

Margin isn’t lost selling. It’s lost afterwards.

Between the signature and the first value delivered there’s a stretch nobody measures and that eats weeks.

Job 01 · Proposal

The proposal you send in Word and lose in the inbox.

Here a proposal carries a number, a scope, line items with quantity and price, tax, total and a date it’s valid until. Accepting it stamps the date, and the agreement with its invoices comes out of that. The thread between what was sold and what was collected never breaks.

Line items with subtotal, tax and total calculated automaticallyStates draft, sent, accepted, rejected and expired, each with its stamped dateConversion rate and average ticket, computed on what actually exists

Client onboardingD0 to D3Live

The first days, written down

every step with an explicit owner

01Welcome and portal accessautomatic email and user createdD0

02Kick-off session with the teamagenda proposed by the agentD1

03Documentation and business informationclient’s step · chased automaticallyD2

04First agents on shiftinbox and calendar switched onD3

Four templates per service. The step that belongs to the client is marked as theirs and chased as such.

Job 02 · Client onboarding

The first month decides whether the client stays three years.

Onboarding templates spread the steps across days — D0, D1, D2, D3 — and every step has an owner: your team or the client. Progress shows as a percentage on the live instance, not on a separate sheet. You know what’s missing and who it depends on.

Templates per service, with estimated days and numbered stepsAn explicit owner on every step: your team or the clientPercentage progress on each client’s live instance

Procedures8 activeLive

What the house knows how to do, written down

“auto” = steps an agent can take

PROCEDURECATEGORYSTEPSAUTO

New client onboardingClients116

Month-end closeOperations85

Sending the investor reportDelivery65

Lead qualification and routingSales54

Onboarding an advisor into the operationAI agents72

Five of the eight procedures are delegable to an agent. The other three need human judgment.

Job 03 · Procedures

An SOP that gets run, not filed

Every procedure has a category, a trigger, an owner, estimated minutes and steps. It runs as a checklist with a percentage and per-step notes, and each step marks whether an agent can take it. It’s the bridge between what the team knows and what the AI can pick up.

Job 04 · Collection

The invoice comes from the agreement, not from memory

The agreement links its invoices, so what was signed and what was issued read in the same place. Issuing and reconciliation live in finance, and the amount you signed for never gets typed into a form again.

02The difference

Who does what, from day 1.

This isn’t a feature you learn to use: it’s work that stops being yours, with an explicit split of responsibilities.

Split of responsibilities · OperationsIn force from day 1 of operation

The agent

Prepares and kicks off

Drafts the proposal with the deal’s line items and scope
Raises the onboarding template from the service that was sold
Flags when a proposal is approaching its expiry date
Marks the SOP steps it can take without a person

Your team

Signs and executes

Checks the amount and the terms before it goes out
Runs the onboarding steps that require a conversation
Chases the client when the pending step is theirs
Closes the procedure when the work is genuinely done

The WONDA team

Designs and orders

Writes the business’s proposal and onboarding templates
Turns what lives in the founder’s head into an SOP
Reviews conversion and average ticket every month
Marks which steps are worth delegating to an agent and which aren’t

03What it works with

The back office touches everything else.

These are the modules that back it up most, and the channels the work goes out through.

Sibling module

Finance

Where the agreement’s invoice is issued and reconciled.

See module Sibling module

Projects

Where client onboarding drops into tasks with dates.

See module Sibling module

Skills

A delegable SOP ends up as an agent’s skill.

See module

Web boardEmailClient portalWeekly digest

After the signature

The meeting where it gets signedlasts an hour.What comes after lasts months.

Proposal, agreement, client onboarding, invoices and the procedures that hold all of it up. It’s the part nobody demos, and the one that decides whether the client renews.

04Where it shines

Where the paperwork decides the renewal.

Solution

Pre-sales without leaks

From interest to reservation without paperwork cooling the buyer.

See the solution

Real estate development under construction

Industry

Developers

Reservations, contracts and buyer onboarding in the same chain.

See the industry

Industry

Capital managers

From an LP’s commitment to the first report, with no gaps.

See the industry

05Typical scenario

The numbers of a real operation.

Real estate manager · 2 services

Eight written procedures, five of them delegable to an agent.

Onboarding a new client depended on the partner remembering eleven things in the right order. Templates per service and eight procedures were written. On review, five turned out to be delegable to an agent with no argument: the ones that only asked for searching, drafting or notifying.

See cases Calculate yours

The change, measured

SOPs written and active0 → 8

Steps an agent can take5 of 8

Onboarding templates per service4

Proposal conversion rate50%

Illustrative scenario built from WONDA's operating patterns. Published cases, with audited figures, are added under cases.

Frequently asked

What people ask about operations.

Is there electronic signing inside the platform?

No. The proposal and the agreement are prepared, sent and marked accepted with their date, but electronic signing happens outside. We’d rather say so than let you find out a month into operating.

Where are invoices issued?

In finance. The agreement links and displays its own, but issuing and reconciliation live in the money module, which is where they belong.

Is the onboarding for clients or for employees?

For clients. It’s the chain from won deal to a client up and running. The internal team side lives in your human team.

Who writes the procedures?

The WONDA team writes them during installation, interviewing whoever runs them today. The platform helps draft them from the business plan, but the judgment comes from your operation.

What does it mean for a step to be delegable to an agent?

That the specific step needs no human judgment: look up a figure, draft something, notify someone, prepare a document. The step gets marked and that work moves to the agent; the rest stays with a person.

How long does your business take between the “yes” and the first value delivered?

The diagnostic times that stretch: proposal, signature, invoice and onboarding. It’s almost always where the margin you won selling gets lost.

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