What to Expect from our
4-Step Sales Process
What to Expect from our
4-Step Sales Process
What to Expect from our
4-Step Sales Process
We believe the sales process should be transparent, collaborative, and tailored to your needs.
Every conversation is an opportunity to see if Safe Workplace is the right fit for your organisation.
Our goal is to guide you through discovery, show you what’s possible, and help you find
the solution that works best for you. Even if it’s not us.
We believe the sales process should be transparent, collaborative, and tailored to your needs. Every conversation is an opportunity to see if Safe Workplace is the right
fit for your organisation.
Our goal is to guide you through discovery, show you what’s possible, and help you find the solution that works best for you.
Even if it’s not us.
Leaders at top organisations use Safe Workplace
Leaders at top organisations use Safe Workplace
Step 1
Step 1
Discovery, Alignment & Understanding Your Needs
Discovery, Alignment & Understanding Your Needs
Discovery, Alignment & Understanding Your Needs
Most organisations we work with are trying to solve challenges around process, consistency, and data.
They’ve realised that their current tools aren’t keeping up with the demands of governance, compliance, and risk management.
Instead of one cohesive system, they’re juggling fragmented processes, outdated technology, and a lack of reliable insights for leadership.
That usually looks like:
Most organisations we work with are trying to solve challenges around process, consistency, and data.
They’ve realised that their current tools aren’t keeping up with the demands of governance, compliance, and risk management.
Instead of one cohesive system, they’re juggling fragmented processes, outdated technology, and a lack of reliable insights for leadership.
That usually looks like:
Scattered Workflows
Incident management spread across SharePoint, Excel spreadsheets, or email, with no central source of truth.
Scattered Workflows
Incident management spread across SharePoint, Excel spreadsheets, or email, with no central source of truth.
Scattered Workflows
Incident management spread across SharePoint, Excel spreadsheets, or email, with no central source of truth.
Scattered Workflows
Incident management spread across SharePoint, Excel spreadsheets, or email, with no central source of truth.
Outdated, Rigid Tools
Systems that lack innovation and flexibility, forcing teams to work around them instead of with them.
Outdated, Rigid Tools
Systems that lack innovation and flexibility, forcing teams to work around them instead of with them.
Outdated, Rigid Tools
Systems that lack innovation and flexibility, forcing teams to work around them instead of with them.
Outdated, Rigid Tools
Systems that lack innovation and flexibility, forcing teams to work around them instead of with them.
Lack of Cohesion
Too many systems in too many different areas, with no integration or consistency between them.
Lack of Cohesion
Too many systems in too many different areas, with no integration or consistency between them.
Lack of Cohesion
Too many systems in too many different areas, with no integration or consistency between them.
Lack of Cohesion
Too many systems in too many different areas, with no integration or consistency between them.
Limited Data Visibility
Leadership doesn’t have the real-time insights they need to make decisions, and reporting is often delayed or incomplete.
Limited Data Visibility
Leadership doesn’t have the real-time insights they need to make decisions, and reporting is often delayed or incomplete.
Limited Data Visibility
Leadership doesn’t have the real-time insights they need to make decisions, and reporting is often delayed or incomplete.
Limited Data Visibility
Leadership doesn’t have the real-time insights they need to make decisions, and reporting is often delayed or incomplete.
No Easy-to-Follow Process
Staff don’t have a clear, consistent process for reporting and investigating concerns. Everyone does it differently.
No Easy-to-Follow Process
Staff don’t have a clear, consistent process for reporting and investigating concerns. Everyone does it differently.
No Easy-to-Follow Process
Staff don’t have a clear, consistent process for reporting and investigating concerns. Everyone does it differently.
No Easy-to-Follow Process
Staff don’t have a clear, consistent process for reporting and investigating concerns. Everyone does it differently.
Missed Micro-Issues
Managers and team members aren’t equipped to record small concerns and behaviours that can escalate over time.
Missed Micro-Issues
Managers and team members aren’t equipped to record small concerns and behaviours that can escalate over time.
Missed Micro-Issues
Managers and team members aren’t equipped to record small concerns and behaviours that can escalate over time.
Missed Micro-Issues
Managers and team members aren’t equipped to record small concerns and behaviours that can escalate over time.
Poor Visibility of Trends & Root Causes
Identifying patterns or learning from incidents is slow, unclear, or not possible with current tools.
Poor Visibility of Trends & Root Causes
Identifying patterns or learning from incidents is slow, unclear, or not possible with current tools.
Poor Visibility of Trends & Root Causes
Identifying patterns or learning from incidents is slow, unclear, or not possible with current tools.
Poor Visibility of Trends & Root Causes
Identifying patterns or learning from incidents is slow, unclear, or not possible with current tools.
Leadership Not Equipped for Boardroom Conversations
Decision-makers lack the right data at the right time, meaning compliance and risk discussions are reactive rather than proactive.
Leadership Not Equipped for Boardroom Conversations
Decision-makers lack the right data at the right time, meaning compliance and risk discussions are reactive rather than proactive.
Leadership Not Equipped for Boardroom Conversations
Decision-makers lack the right data at the right time, meaning compliance and risk discussions are reactive rather than proactive.
Leadership Not Equipped for Boardroom Conversations
Decision-makers lack the right data at the right time, meaning compliance and risk discussions are reactive rather than proactive.
We'll Also Chat About:
We'll Also Chat About:
Change Management
Explore how change is currently handled in your organisation and agree on what support you’ll need from us.
References
Offer the chance to speak with one of our existing clients who’s been through this process.
Define Success
Identify your success metrics and what outcomes matter to you the most (such as; faster investigations, improved compliance visibility, stronger governance).
Stakeholder Mapping
Who else should be involved in the conversation to ensure all voices are heard and enable alignment from the start.
Integration Needs
Discuss what other systems you’d like to connect with Safe Workplace or if it should stand alone.
Timeline
Aligning expectations around the 8-week launch process.
This call sets the foundation for everything that follows.
This call sets the foundation for everything that follows.
Step 2
Step 2
Customised Demo
Customised Demo
Customised Demo
Once we understand your challenges and goals, we’ll show you Safe Workplace in action. This customised demo reflects your reality, so you can see exactly how our platform would fit into your organisation from day one and shape around your teams.
Once we understand your challenges and goals, we’ll show you Safe Workplace in action. This customised demo reflects your reality, so you can see exactly how our platform would fit into your organisation from day one and shape around your teams.
What you'll see:
What you'll see:
Your Pain Points, Solved
How Safe Workplace addresses the issues you’ve highlighted during the Discovery stage, whether that’s scattered workflows, missed micro-issues, or poor data visibility.
Your Pain Points, Solved
How Safe Workplace addresses the issues you’ve highlighted during the Discovery stage, whether that’s scattered workflows, missed micro-issues, or poor data visibility.
Your Pain Points, Solved
How Safe Workplace addresses the issues you’ve highlighted during the Discovery stage, whether that’s scattered workflows, missed micro-issues, or poor data visibility.
Your Pain Points, Solved
How Safe Workplace addresses the issues you’ve highlighted during the Discovery stage, whether that’s scattered workflows, missed micro-issues, or poor data visibility.
Real Workflows
How reporting, investigations, audits, and compliance tracking flow through the platform in a way that mirrors your own processes.
Real Workflows
How reporting, investigations, audits, and compliance tracking flow through the platform in a way that mirrors your own processes.
Real Workflows
How reporting, investigations, audits, and compliance tracking flow through the platform in a way that mirrors your own processes.
Real Workflows
How reporting, investigations, audits, and compliance tracking flow through the platform in a way that mirrors your own processes.
Dashboards & Insights
Real-time reporting that equips leadership with trends, root causes, and compliance data — replacing guesswork with clarity.
Dashboards & Insights
Real-time reporting that equips leadership with trends, root causes, and compliance data — replacing guesswork with clarity.
Dashboards & Insights
Real-time reporting that equips leadership with trends, root causes, and compliance data — replacing guesswork with clarity.
Dashboards & Insights
Real-time reporting that equips leadership with trends, root causes, and compliance data — replacing guesswork with clarity.
User Experience
What the platform feels like for frontline staff, managers, and executives, and how each role gets the access they need.
User Experience
What the platform feels like for frontline staff, managers, and executives, and how each role gets the access they need.
User Experience
What the platform feels like for frontline staff, managers, and executives, and how each role gets the access they need.
User Experience
What the platform feels like for frontline staff, managers, and executives, and how each role gets the access they need.
Step 3
Step 3
Proposal & Project Plan
Proposal & Project Plan
Proposal & Project Plan
After your customised demo, we’ll present a tailored proposal designed around your organisation’s priorities.
This is a detailed plan showing exactly how Safe Workplace will work for you, what outcomes to expect, and how we’ll support you through change management and adoption so you can decide with confidence.
What the Proposal includes:
After your customised demo, we’ll present a tailored proposal designed around your organisation’s priorities.
This is a detailed plan showing exactly how Safe Workplace will work for you, what outcomes to expect, and how we’ll support you through change management and adoption so you can decide with confidence.
What the Proposal includes:
After your customised demo, we’ll present a tailored proposal designed around your organisation’s priorities.
This is a detailed plan showing exactly how Safe Workplace will work for you, what outcomes to expect, and how we’ll support you through change management and adoption so you can decide with confidence.
What the Proposal includes:
After your customised demo, we’ll present a tailored proposal designed around your organisation’s priorities.
This is a detailed plan showing exactly how Safe Workplace will work for you, what outcomes to expect, and how we’ll support you through change management and adoption so you can decide with confidence.
What the Proposal includes:
Your Challenges Restated
A clear summary of what we heard from you in Step One and in Step Two, and what needs solving
Your Challenges Restated
A clear summary of what we heard from you in Step One and in Step Two, and what needs solving
The Safe Workplace Solution
How our platform addresses your highest-priority needs today, with flexibility to expand in the future (for example: audits, policies, incident reporting, integrations, analytics).
The Safe Workplace Solution
How our platform addresses your highest-priority needs today, with flexibility to expand in the future (for example: audits, policies, incident reporting, integrations, analytics).
Commercials
Clear pricing, contract terms, and optional add-ons (such as pilots or bolt-ons).
Commercials
Clear pricing, contract terms, and optional add-ons (such as pilots or bolt-ons).
Success Criteria
Agreed milestones and measures of impact (such as; reduced admin burden, improved visibility, faster investigations).
Success Criteria
Agreed milestones and measures of impact (such as; reduced admin burden, improved visibility, faster investigations).
Implementation Plan
A phased approach covering:
Phase 0
Procurement & Commercials: stakeholder sign-off, contract, deposit.
Procurement & Commercials: stakeholder sign-off, contract, deposit.
Phase 1
Workshops & Planning: requirements gathering, branding, process design.
Workshops & Planning: requirements gathering, branding, process design.
Phase 2
Configuration & Customisation: workflows, access groups, dashboards, exports, imports.
Configuration & Customisation: workflows, access groups, dashboards, exports, imports.
Phase 3
Training, Testing & Launch:
end-user training, testing, and 8-week launch.
Training, Testing & Launch:
end-user training, testing, and 8-week launch.
Step 4
Step 4
Decision & Commitment
Decision & Commitment
Decision & Commitment
Once we’ve presented the proposal and you’ve had time to review, the final step is deciding if Safe Workplace is the right fit for your organisation.
This stage is about clarity and confidence, ensuring you feel ready to move forward.
Once we’ve presented the proposal and you’ve had time to review, the final step is deciding if Safe Workplace is the right fit for your organisation.
This stage is about clarity and confidence, ensuring you feel ready to move forward.
What this includes:
What this includes:
1
Finalising Commercials: Confirming the agreed pricing, scope, and contract terms, with no hidden surprises.
Finalising Commercials: Confirming the agreed pricing, scope, and contract terms, with no hidden surprises.
2
Stakeholder Sign-Off: Supporting you in securing internal approvals, whether that’s senior leadership, procurement, or compliance teams.
Stakeholder Sign-Off: Supporting you in securing internal approvals, whether that’s senior leadership, procurement, or compliance teams.
3
Procurement & Contracting: A clear, straightforward process to keep momentum, with our team available to answer any final questions.
Procurement & Contracting: A clear, straightforward process to keep momentum, with our team available to answer any final questions.
4
Launch Scheduling: Setting the timeline for your 8-week implementation, so you know exactly what happens next.
Launch Scheduling: Setting the timeline for your 8-week implementation, so you know exactly what happens next.
5
Transition Support: Guidance on change management, internal communication, and how to prepare your teams for adoption.
Transition Support: Guidance on change management, internal communication, and how to prepare your teams for adoption.
Our Goal
Our Goal
At every stage, our goal is simple: to help you decide whether Safe Workplace is the right solution for your organisation.
We do this by:
At every stage, our goal is simple: to help you decide whether Safe Workplace
is the right solution for your organisation.
We do this by:
At every stage, our goal is simple: to help you decide whether Safe Workplace
is the right solution for your organisation.
We do this by:
At every stage, our goal is simple: to help you decide whether Safe Workplace
is the right solution for your organisation.
We do this by:
Asking the right questions to understand your challenges and vision of success.
Showing you how our platform can be tailored to your workflows and culture.
Presenting a clear proposal with phased implementation and transparent pricing.
Supporting you through change management, integrations, and launch readiness.
Our sales process isn’t about selling software, it’s about partnership.
By the time you reach a decision, you’ll know exactly what Safe Workplace can deliver, how we’ll implement it, and what outcomes you can expect. Whether you choose us or not, you’ll leave the process better informed and better equipped to build a safer, more compliant workplace.
Our sales process isn’t about selling software, it’s about partnership.
By the time you reach a decision, you’ll know exactly what Safe Workplace can deliver, how we’ll implement it, and what outcomes you can expect. Whether you choose us or not, you’ll leave the process better informed and better equipped to build a safer,
more compliant workplace..
Our sales process isn’t about selling software, it’s about partnership.
By the time you reach a decision, you’ll know exactly what Safe Workplace can deliver, how we’ll implement it, and what outcomes you can expect. Whether you choose us or not, you’ll leave the process better informed and better equipped to build a safer, more compliant workplace..
Next Step
Next Step
Ready to Start
the Conversation?
Ready to Start
the Conversation?
Ready to Start
the Conversation?
Let’s explore what Safe Workplace could look like for you.
Let’s explore what Safe Workplace could look like for you.
Let’s explore what Safe Workplace could look like for you.