Services

What we build and run

Sector by sector, this is what Cortel takes on.

Recruitment Agencies

We give your consultants their billable hours back — and keep the client pipeline moving.

  • CVs formatted to your house style, ready to send
  • Interview and client-call notes turned into structured debriefs
  • Job adverts drafted quickly and screened for wording that could discriminate
  • New vacancies and candidate emails sorted and routed as they arrive
  • Lapsed clients re-approached with researched, personal messages
  • Invoice and timesheet chasing on a polite-to-firm escalation
  • A weekly desk report: what moved, what stalled, what needs a decision

Engineering & Manufacturing

We take the paperwork off your shop floor and your sales desk — so quotes go out faster and nothing slips between the office and the works.

  • Enquiries and RFQs sorted as they land, with missing information flagged back
  • Structured quote drafts built from your pricing rules, reviewed and sent by your team
  • Every sent quote followed up until there’s an answer
  • A weekly watch on tenders and frameworks in your niche, with deadlines listed
  • Your processes captured from a conversation and written up as proper SOPs
  • Margin visibility by job or product line, with low-margin work flagged
  • Invoice chasing on a polite-to-firm escalation

Logistics & Freight

We keep your quotes answered, your customers updated and your invoices paid — without your ops desk spending the day on the phone.

  • Quote requests acknowledged as they arrive, with structured drafts from your rates and lanes
  • Sent quotes followed up until there’s a yes or a no
  • PODs chased the moment a job completes, so invoicing never waits on paperwork
  • Status updates for email and WhatsApp in your voice, built around your TMS
  • Complaints triaged by severity with careful draft replies
  • A weekly report: jobs, margins, problem accounts, what needs a decision

Professional Services

We clear the admin between you and your billable work — onboarding, chasing, notes and follow-ups handled.

  • Client emails triaged, sorted and routed the moment they arrive
  • Proposals and engagement letters drafted for your review
  • Clients chased for documents and approvals, politely and persistently
  • Meeting notes turned into action lists and follow-ups
  • Invoice chasing on a polite-to-firm escalation
  • A weekly practice report: pipeline, workload, what needs a decision

Financial Services

We handle the chasing and the paperwork around your advice — so cases move without your day disappearing into admin.

  • New enquiries triaged and routed to the right adviser
  • Document collection chased: ID, fact-finds, statements
  • Clients kept informed at every stage of their case, in your voice
  • Meeting notes written up with clear next actions
  • Fee and invoice chasing with approval on every message
  • A weekly pipeline report across advisers and cases

Every outgoing message runs through your approval before it sends. We build around the tools you already use — nothing is replaced for its own sake.

How it starts

The £500 Operations Blueprint

Most clients start with the Blueprint. It gives both sides a clear picture before any implementation commitment — and every engagement is scoped and priced from its findings, so you will see the scope, delivery plan, and price before deciding whether to proceed.

Step one

Operations Blueprint

A structured diagnostic of your business: questionnaire, 45–60 minute session, written Blueprint with practical opportunities prioritised, and a follow-up call. Fixed fee, no commitment beyond it.

  • -Practical opportunities, prioritised for instant impact
  • -Specific tools named and matched to your situation
  • -One clear first step you can take this week
  • -Follow-up call included

If you'd like to jump straight in with the Blueprint, email us at hello@cortel.io.

£500
Fixed fee
Time estimates are based on your team, workflows and information.

If you start a Cortel retainer within 14 calendar days of the written Operations Blueprint being delivered, the £500 Blueprint fee is credited against your first retainer invoice.

How the Blueprint works

Three steps from enquiry to report

01

Questionnaire

A short form on your business: what you do, how you work, where the friction is. About 15 minutes.

02

Workflow session

A focused 45 to 60 minute call where we walk through your day-to-day. No slides. We ask; you talk.

03

Written Blueprint + call

Within 3 working days: your written Blueprint with practical opportunities prioritised, then a follow-up call.

Common questions

FAQ