Give your clients a system that actually works
Small businesses lean on you for guidance, but you can't personally run every adjustment conversation, document every agreement, or monitor every follow-up. TryMosaic handles the messy middle so you don't have to.
You want to help clients do the right thing, but you can't carry every case
Across a portfolio of small businesses, adjustments are handled as inconsistent one-offs. No audit trail. No follow-through. No time for you to keep checking in.
One workflow your clients can maintain
- Employees complete a structured snapshot of their needs.
- Managers receive clear, practical guidance.
- Adjustments are documented, tracked and reviewed.
- You get an auditable record without doing the admin.
- Your clients stay compliant, confident and less dependent on your inbox.
Clear roles, one shared record
- Employees: Create clean, digital Adjustment Passports in minutes, based on your assessment.
- Clients: See clearly defined, agreed adjustments and next steps. No guesswork.
- You, the adviser: Get a centralised, secure record of every adjustment. Track progress and effectiveness.
Turn one-off assessments into ongoing, data-driven support
- A single, consistent adjustments workflow across every client
- A defensible audit trail on every agreement
- Documented follow-through you no longer chase by email
- GDPR-compliant, encrypted, safely stored records
- White-label available: your brand, our engine underneath
- Ongoing, data-driven support in place of forgotten documents
Ready to raise the standard of adjustments?
Book a walkthrough and see how quickly your assessments can turn into real, audit-ready change for every client you serve.