LeapHeart turns a starting point into a structured journey — helping define what is needed, build a clear costed quotation and draft contract, plan delivery, access QBOS and keep the resulting records, accounting and reports together.
One structured journey. Five connected zones.
LEAPHEART JOURNEY
Live progress
A
DIAGNOSIS
Complete
B
QUOTATION + CONTRACT
In progress
C
DELIVERY
D
QBOS
E
RECORDS + REPORTS
A CLEARER WAY
TO MOVE FORWARD.
LeapHeart brings diagnosis, quotation, delivery, subscription access and ongoing records into one connected journey.
UNDERSTAND.
PLAN.
DELIVER.
MANAGE.
WHO IS THE JOURNEY FOR?
LeapHeart begins by understanding whether the journey is for an individual or an organisation.
FOR ME
A structured LeapHeart journey for an individual.
FOR BUSINESS
A structured LeapHeart journey for an organisation.
THE LEAPHEART FRAMEWORK
ONE JOURNEY.
FIVE CONNECTED ZONES.
LeapHeart moves progressively from diagnosis through quotation, delivery, QBOS and ongoing records.
A
ZONE A — DIAGNOSIS
1 / 5
Understand where you are before deciding where to go.
Identify the current position, desired outcome, problems, assets, capabilities, relationships, risks, opportunities and priorities.
A — DIAGNOSIS
UNDERSTAND WHERE YOU ARE BEFORE DECIDING WHERE TO GO.
The journey begins by identifying the current position, desired outcome, problems, assets, capabilities, relationships, risks, opportunities and priorities.
CURRENT POSITION
DESIRED OUTCOME
ASSETS
CAPABILITIES
RISKS
OPPORTUNITIES
PRIORITIES
DIAGNOSIS QUESTIONNAIRE
Question 3 of 12
What best describes your current starting position?
Exploring options
Ready to define requirements
Preparing for delivery
CONTINUE
B — QUOTATION & CONTRACT
FROM REQUIREMENTS TO A COSTED QUOTATION.
As requirements are selected, the quotation can build dynamically with points, costs and a running total.
SELECTED REQUIREMENTS
✓
Requirement 01
Diagnosis workshop & discovery pack
12 pts
£480
✓
Requirement 02
Automated quotation assembly
18 pts
£720
✓
Requirement 03
Draft contract preparation
15 pts
£600
RUNNING TOTAL
£1,800
QUOTATION
Costed summary
DRAFT CONTRACT
Ready for review
C — PROJECT DELIVERY
TURN THE AGREEMENT INTO DELIVERY.
Once the requirements are agreed, LeapHeart provides a structured project delivery journey.
PROJECT CONTROL
Delivery roadmap
IN PROGRESS
Timeline · 12 weeks
Progress · 42%
1
PROJECT START
2
MILESTONE 01
3
MILESTONE 02
4
MILESTONE 03
5
DELIVERY
6
REVIEW
D — QBOS
YOUR ONGOING
DIGITAL WORKSPACE.
QBOS is accessed through subscription as part of the LeapHeart journey.
QBOS
Subscription active
Workspace overview
12 active items
Active services
4 running
Activity
Updated today
Records
Organised
RECENT ACTIVITY
Workspace sync completed
Records folder updated
E — RECORDS & REPORTS
RECORDS, ACCOUNTING & REPORTS
Keep the journey organised with structured records, accounting information and reports.
JOURNEY ARCHIVE
RECORDS
ACCOUNTING
INVOICES
PAYMENTS
EXPENSES
REPORTS
REPORT PREVIEW
Monthly journey summary
FINANCIAL SUMMARY
Invoices
£4,820
Payments
£3,650
Expenses
£920
EVERY ANSWER CAN HELP BUILD THE NEXT STEP.
QUESTION
↓
SELECTION
↓
POINTS
↓
COST
↓
RUNNING TOTAL
↓
QUOTATION
↓
DRAFT CONTRACT
SEE YOUR JOURNEY AS IT MOVES FORWARD.
LEAPHEART DASHBOARD
Journey overview
28%
Overall
A
Diagnosis
Completed
B
Quotation + Contract
In Progress
C
Delivery
Not Started
D
QBOS
Upcoming
E
Records + Reports
Upcoming
Current zone
B — Quotation & Contract
Next action
Review draft contract
Running cost
£1,800
Key documents
Quotation · Draft contract
Timeline
Week 3 of journey
ONE FRAMEWORK.
DIFFERENT JOURNEYS.
FOR ME
INDIVIDUAL
A journey centred around the individual — clarifying personal starting points and building a clear path forward.
FOR BUSINESS
ORGANISATION
A journey centred around the organisation — aligning requirements, delivery and ongoing operational records.
TRANSFORM
·
LEAP
·
REPEAT
YOUR NEXT STEP STARTS WITH UNDERSTANDING WHERE YOU ARE NOW.
Start the LeapHeart journey and move through diagnosis, quotation and contract, project delivery, QBOS and records.
LeapHeart
TRANSFORM · LEAP · REPEAT
A clearer way to understand where you are, plan what comes next, and move forward with structure.