Designed for Certification Leaders
From Contact to Contract
In this edition, learn how large certification bodies can standardize and optimize client onboarding — from initial contact to final scope definition — across teams and regions.
Are your regional teams aligned when it comes to onboarding new clients?
See how Zertic helps
| ⚠️ Current State |  Future State |
💡 How Zertic Fills the Gap | |
|---|---|---|---|
| Quote Preparation | Multiple calculation sheets for different standards and sites | Predictable revenue growth with standardized quoting (+20% growth target) | Smart quoting engine simplifies and accelerates multi-site/multi-standard offers |
| Scope Definition | Chasing down client details and scope clarifications | Higher close rates (X%) through a guided, complete intake process | Interactive, configurable forms collect all scope and site data upfront |
| Offer Compilation | Merging data manually from spreadsheets and emails | Real-time dashboards show application progress, reducing manual compilation | End-to-end digital workflow from intake to quote generation |
| Deadline Management | Deadlines frequently overlooked | X% increase in on-time task completion through automated tracking and reminders | Task-based automation with visual timelines and alerting |
| Task Coordination | Dependence on manual reminders and human follow-up | Real-time scheduling and notifications streamline internal coordination | Automated workflows assign and trigger next steps based on status |
| Lead Visibility | No status overview for sales on ongoing leads | Workflow-based lead status gives full visibility into progress and blockers | Role-specific dashboards with lead stages, dates, and blockers |
| Client Communication Tracking | Difficulty tracking conversations across tools and people | Centralized communication enables X% faster internal and external responses | All conversations and files linked to client and lead records |
| Lead Qualification | Time wasted on unqualified leads | Better-qualified leads with more transparency and improved forecasting | Built-in intake checklists and lead scoring tools |
Step by step, this is how
the magic happens!
1.
Add a new client
Fill the online registration form with client data like organization, contact person, and standards in scope and easily add them to the CRM.
2.
Determine main scope
and categories
The client will receive an email with a link and login credentials to the self-management client portal.
The client can add and maintain sites, scopes, and standards in this portal. You can request whatever data you want via the client portal and expand your data.
3.
Configure site-relevant scoping and calculation data
All this data will be automatically updated in the CRM and directly available.
You can easily manage every variable including calculations, the standards in scope, and the related sites.
You can even combine them under one single report to communicate with management and your clients!
4.
Calculate onsite and offsite hours, risk factors and much more!
You can manage the scoping on the right level depending on the standard, calculation variables. Individual scoping per site is possible too!
Per standard, you can determine the Main Site and Scope on the Certificate.
Per site, you can manage all calculation and scoping variables needed to set up the final contract.
You can configure the scope variables or even the site in scope could be different for individual standards, that is why this data is managed on a site and at a standard level
See possible cases
Case 1
A company with 6 locations applied to be ISO9001 certified.
- 1
Get this application through a form that links to the Zertic system.
- 2
Add the Client and Contact to our CRM with one click
- 3
Give access to the client portal by sending an automated email.
- 4
Client fills in all Standard, Scope and Site details.
- 5
Easily set up the multi-year and audit contract.
- 6
Share contract via digital signature process.
Case 2
A company with 4 locations is applied to be iso9001 and iso 14001 certified – The same principles apply as in case 1, but the efficieny is taken into account in calculation, pricing and eventually in execution. See coming series.
- 1
Combine or integrate the Standards in the audits.
- 2
Calculation rules will determine the efficiency and related reduction in hours.
- 3
Hour reduction is reflected in the pricing.
- 4
Fully automatize your multi-site and standard calculation and contract process.
Zertic for Certification Leaders
The series concludes with an exclusive whitepaper for all registered participants. Register now to receive the complete whitepaper along with each episode when published.