Business map

Every rule is written down, and Headroom follows it.

Headroom works from a written map of your business: who owns what, and which rules can't bend.

Your client changes the plan, and Headroom updates everything.

Hartwell WealthWealth advisory · 9 people

Rules it learned

Over $50K needs MarcusCut-off 4:00 PMTransfers follow client instructions

We start by listening
We sit in on how your business really runs: the emails, the handoffs, the exceptions everyone just knows.
Every stage, written down
Each kind of job gets its stages, and every action says which stage it can happen from and what it moves the job to.
Who can do what
Who approves, who signs off and who can act on each record become rules in your workspace, not habits.
Instructions Headroom reads
Your way of doing things goes into the instructions on each process and property, so Headroom works the way you would.

Common questions

Do we have to write it ourselves?

No. We do it with you as part of setup, then keep it current as you change.

What happens when the way we work changes?

Tell us in a sentence. We update the map, and Headroom follows the new way from then on.

Can Headroom break a rule?

Actions only run from the stages they're allowed from, and only for the people allowed to run them.

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