Application and workflow
- Proposed inclusion
- Scheduled workspace, project, task and collaboration application components.
- Excluded or conditional
- Client records, provider accounts and unrelated proposal or agency software.
TidyFlo
Keep client projects, tasks and next steps in one organised workspace.
Give teams and clients a shared view of projects, tasks and next steps. Bring an organised client workspace into your existing service or software offering, with branding shaped around your business.
At a glance
- Best-fit buyer
- Agencies and client-service software providers that want a project workspace within their existing customer offering.
- Customer value
- Give teams and clients a shared view of work, responsibility and progress.
- Transaction options
- Software asset acquisition or a defined licence.
- Included in discussion
- Scheduled workspace, project, task and collaboration application components.
The opportunity
Give teams and clients a shared view of work, responsibility and progress.
Explore the workflow
See the journey from start to finish.
Follow the key steps from the first input to the final outcome. Request a private demonstration focused on your requirements.
Set up the workspace
Organise the project and invite the people who need to take part.
Example journey
A sample client project brings a team and its invited client into a shared workspace.
Continue with the next step below.
Make the work clear
Arrange tasks, responsibilities and the next actions within the project.
Example journey
Sample tasks show the next action and the person responsible within the project.
Continue with the next step below.
Review progress
Use the shared workspace to follow status and bring the work to completion.
Example journey
The team reviews the sample project status and agreed completion steps together.
Your acquisition or licence
A clear scope from the outset.
Agree the assets, rights and delivery milestones before commitment, with the detail set out in the signed schedule.
View included assets, exclusions and conditions
Interface and supporting materials
- Proposed inclusion
- Specified interface, data schema and relevant operating documentation.
- Excluded or conditional
- Custom mobile applications, third-party integrations and ongoing development outside the agreed package.
Rights and delivery
- Proposed inclusion
- Defined software rights and agreed branding scope for the buyer's client offering.
- Excluded or conditional
- Best suited to an operator with a clear client-service use case. Resale, sublicensing, custom domains and exclusivity are expressly defined in the agreement.
Agreed acceptance
- Proposed inclusion
- Agree an invitation-to-project-completion journey, validate client and team permissions and confirm the selected branding requirements.
- Excluded or conditional
- Buyer-specific delivery requirements and any continuing services are agreed separately in writing.
A straightforward acquisition or licence.
A defined workspace setup and knowledge-transfer package, with a fixed transition period and separately scoped future changes.
Explore the transaction structure that fits your business. Speak directly with the founder about the commercial fit and next steps.
Request confidential details →Explore your commercial scenario
What could this mean for your business?
Explore a paid client-workspace offer alongside the services you already provide.
Editable sample assumptions. Use your own figures. These examples are not forecasts, observed results or sale asking prices.
Illustrative annual gross software revenue
Formula: Client workspaces × monthly software fee × paid months.
Gross revenue before delivery, software, other costs and taxes; not net profit.
Discuss this scenarioDefine the deal
TidyFlo
Give teams and clients a shared view of work, responsibility and progress.
Included in the discussion
- Scheduled workspace, project, task and collaboration application components.
- Specified interface, data schema and relevant operating documentation.
- Defined software rights and agreed branding scope for the buyer's client offering.
A clear handover
A defined workspace setup and knowledge-transfer package, with a fixed transition period and separately scoped future changes.
Scope and acceptance
Agree an invitation-to-project-completion journey, validate client and team permissions and confirm the selected branding requirements.
Best suited to an operator with a clear client-service use case. Resale, sublicensing, custom domains and exclusivity are expressly defined in the agreement.
Agree before commitment
- Application and permitted use
- Brand and domain scope
- Delivery and acceptance milestones
- Payment schedule and fixed support period
A proposed starting package
- Rights
- Acquire the scheduled seller-owned software assets, or license the defined workflow for your operation. Brand and domain rights are itemised separately.
- Exclusivity
- Acquisition and licence alternatives are priced separately. Any exclusivity is defined by the rights, market, territory and term in the agreement.
- Handover allowance
- A defined workspace setup and knowledge-transfer package, with a fixed transition period and separately scoped future changes.
- Payment structure
- A staged payment schedule tied to signed scope, agreed workflow acceptance and completed handover. Amounts and timing are agreed in the written offer.
Discussion terms, subject to the exact rights schedule, costed delivery scope and written agreement. These handover allowances begin after acceptance; implementation obligations and defect remedies are specified separately.
Proposed commercial scope. Final rights, price and delivery obligations are agreed in writing.
Discuss this package →Make an informed acquisition
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