Sector playbooks
The same product sells differently in a kitchen, a depot, a cleaning contract, a factory and a care home: different buyer, different law, different calendar. One playbook per sector, with the regulation quoted from the primary source.
TeamTalk - Sector Playbooks
Five playbooks for the non-construction sectors on the target list: contract catering and hospitality; logistics and warehousing; facilities, cleaning and security; food manufacturing; care and housing repairs.
Each one answers the same seven questions in that sector's own words: who buys and who actually signs, which regulation turns proof of receipt from a nice-to-have into a compliance purchase, what event makes them buy this month rather than next year, what they are using instead, how to price it, what they will push back with, and what the first thirty days look like.
Companion documents: [targets-100.md](./targets-100.md) (construction-led) and [targets-nonconstruction-100.md](./targets-nonconstruction-100.md) (ranks 101-200). Product, pricing and sales-kit detail live in the GTM guide chapters (ttgtm/pages/product.html, pricing.html, sales-kit.html); the price points quoted below are from that pricing chapter.
How to read the regulatory tables. Every quotation is from primary legislation or a government publication, linked. Quote the words, not a paraphrase, and let their compliance lead map it to their own obligations. Never give legal advice. Where a figure is an estimate or an inference it is marked est. or flagged in the sentence.
The argument that does not change between sectors
Three things are true everywhere on this list, and they are the spine of every pitch below.
1. The duty is to communicate, and the burden of proving you did is on you. Section 40 of the Health and Safety at Work etc. Act 1974: "it shall be for the accused to prove... that it was not practicable or not reasonably practicable to do more than was in fact done to satisfy the duty or requirement" (legislation.gov.uk). Food law has the identical shape - section 21 of the Food Safety Act 1990 makes it "a defence for the person charged to prove that he took all reasonable precautions and exercised all due diligence" (legislation.gov.uk). In both regimes the defendant supplies the evidence. A confirmed-receipt export is that evidence.
2. English-only is not automatically "comprehensible". Regulation 10 of the Management of Health and Safety at Work Regulations 1999 requires "comprehensible and relevant information" (legislation.gov.uk). Regulation 8(3) of PUWER 1998 requires equipment information to be "readily comprehensible to those concerned" (legislation.gov.uk). HSE itself publishes safety material in 17 languages (hse.gov.uk) - the regulator's own practice concedes the point.
3. The duty follows the person, not the payroll. MHSWR regulation 12 extends the comprehensible-information duty to "any person working in his undertaking who is not his employee" (legislation.gov.uk); COSHH regulation 12(4) does the same for "any person (whether or not his employee) who carries out work in connection with the employer's duties" (legislation.gov.uk). This is the answer to "the agency staff aren't ours" in every sector below, and the reason TeamTalk's pricing counts agency and subcontract workers without charging per seat for them.
1. Contract catering and hospitality
Kitchens, front of house, housekeeping floors and event teams are the purest version of the problem: a workforce that is young, high-churn, heavily non-UK-born, split across sites the head office never visits, on shift patterns that guarantee half of them are asleep when the notice goes out - and working under a food-safety regime where the evidence of briefing is the defence.
Who buys, who signs
| Role | What they own | Signs? | What they need to see |
|---|---|---|---|
| Operations Director / Managing Director (contract catering) | P&L, client retention, mobilisation | Yes, up to divisional threshold | That a client audit will not find a gap |
| Head of Food Safety / Technical / Compliance Manager | HACCP, allergen matrix, recall response, EHO relationship | Recommends; often the champion | The printable per-person record |
| Head of HSEQ / SHEQ Manager | Accidents, COSHH, equipment | Recommends | Chase list and hazard reports from the floor |
| People / HR Director | Onboarding, churn, ESOL, engagement | Co-signs | Onboarding in one break, no email needed |
| Head of Housekeeping / Rooms Division (hotels) | Room attendants, linen, chemicals | Influences; controls the pilot floor | Notices landing in the room attendants' languages |
| Area / General Manager network (pubs, restaurants, hotels) | The unit | Blocks or accelerates everything | That it costs them nothing to run |
Who really signs: in contract catering the Operations Director or divisional MD, because the GBP 2,500 pilot sits below almost every group's procurement threshold. In hotel and pub groups the signature is usually higher (Ops Director or COO) and the Area Manager is the gatekeeper you must win first.
The regulatory hook
| Instrument | The words that matter | Why that is a purchase |
|---|---|---|
| Food Safety Act 1990, s.21 | "a defence for the person charged to prove that he took all reasonable precautions and exercised all due diligence to avoid the commission of the offence" (source) | The sharpest hook in this document. The burden is reversed: the operator must produce the evidence. "Who read the allergen change?" is a due-diligence question, and a WhatsApp group is not an answer. |
| Regulation (EC) 852/2004, Annex II, Ch. XII | food handlers must be "supervised and instructed and/or trained in food hygiene matters commensurate with their work activity" (source) | The instruction duty is continuous, not a certificate on the wall. Every method change, every new supplier, every deep-clean instruction is an instruction event that should be evidenced. |
| Food Information (Amendment) (England) Regulations 2019 - "Natasha's Law", in force 1 Oct 2021 | requires full ingredient and allergen labelling on prepacked for direct sale (source) | PPDS labelling only works if the person making the sandwich knows the recipe changed. The recipe change is the notice; the confirmation is the control. |
| Food Hygiene Rating Scheme | inspectors assess "how you manage ways of keeping food safe, looking at processes, training, and systems" and form a "level of confidence in standards being maintained in the future" (source) | Confidence in management is a third of the rating and the most subjective third. A per-person briefing record is the cheapest confidence you can buy. |
| Food Safety and Hygiene (England) Regulations 2013 | hygiene improvement notices (reg 6), prohibition orders (reg 7), emergency prohibition (reg 8), remedial action notices (reg 9) (source) | These are the enforcement instruments an EHO reaches for. A remedial action notice on one kitchen becomes a group-wide notice cascade overnight. |
| FSA withdrawals and recalls guidance | a business must "immediately withdraw or recall the food from the market", notify the authority, and "document the investigation and actions taken, providing evidence to enforcement authorities" (source) | "Immediately" across 40 kitchens with no confirmed channel is a hope, not a process. |
| MHSWR 1999 reg 12 | comprehensible information to "any person working in his undertaking who is not his employee" (source) | Answers "our agency chefs and casual event staff aren't employees". |
Trigger events
| Trigger | What happens inside | Your move |
|---|---|---|
| Mobilisation of a new client contract | 60-200 TUPE'd staff arrive with no company channel, on day one, under a client watching closely | The single best moment in this sector. Ask every prospect: "what's your next mobilisation date?" and offer to be live for it |
| An EHO visit that scores below 5 | Rescore requested, evidence assembled, area manager under pressure | Sell the record, not the app |
| A supplier recall or allergen reformulation | Head office emails unit managers, unit managers "tell the team" | Ask for the last recall and how long the cascade took |
| An allergen incident or near-miss | Legal involvement, insurer questions, immediate policy rewrite that must reach every kitchen | Highest-urgency entry point; approach through Food Safety, not Ops |
| Client audit / retender | The client's own compliance team asks for briefing evidence | Position as a retention tool for the caterer, not a cost |
| A new shift pattern or site opening | Rotas change, everyone is confused, WhatsApp explodes | Low-stakes first post to prove the channel |
| Peak recruitment (Sep for education, Nov for hospitality) | Hundreds of new starters, none with a work email | Join card and QR onboarding demo |
The incumbent
WhatsApp groups run by unit managers on personal phones, plus a paper allergen folder and a laminated notice board in the back-of-house corridor. Above that sits either nothing or a rota tool with comms bolted on: Fourth (dominant in UK hospitality; workforce management, HR/payroll and inventory, with "Employee Engagement" listed but no published acknowledgement feature - uk.fourth.com), Deputy (Lite $5, Core $6.50, Pro $9 per user per month, Messaging & News Feed on all tiers - deputy.com/pricing), Planday (from GBP 2.99 per user per month, "Team communication", Messenger/SMS and Newsfeed - planday.com/uk/pricing) and Rotageek (multi-site, 400+ employees, AI scheduling, no published pricing - rotageek.com).
How to position against them, honestly. These are scheduling products. Their feed exists to tell people about shifts. Ask two questions: does it translate the post into the reader's language, and does it produce a per-person printable record an EHO or a client auditor will accept? If the answer to either is no, the rota tool is not the compliance channel - and you are not asking them to replace it. TeamTalk sits alongside the rota. Say that out loud; it removes the rip-and-replace objection entirely.
Three opening lines
- "When a supplier recall or an allergen change goes out to your kitchens, how do you know every kitchen has read it - and could you print that on the day an EHO asks?"
- "Section 21 of the Food Safety Act puts the due-diligence burden on you, not the council. On your last recall, what evidence did you keep that the message landed?"
- "You mobilise a new contract and inherit sixty TUPE'd staff with no work email and four first languages. How does head office reach them in week one?"
The pricing unit
The kitchen or the unit is the site. That is how a caterer already budgets and how a hotel already thinks.
- Single-site or small multi-site operator (an independent caterer, a hotel, a stadium): quote the Site plan at GBP 180 per site per month, up to 100 enrolled workers, overage GBP 1.60 per worker per month. A 70-person hotel reads as GBP 2.57 per worker.
- Contract caterer with an estate: quote the Company band. Eight kitchens and ~300 staff is the 251-500 band at GBP 950 a month, GBP 11,400 a year, every kitchen, every language.
- Pub and restaurant groups: use bands, not sites. A 25-person pub on the Site plan is GBP 7.20 per worker per month, which is over the Microsoft F1 + Viva ceiling of GBP 3.84 and will lose you the deal. A 400-unit group with 8,000 staff is Enterprise, quoted per estate.
- Hotel groups: hotel = site works up to roughly 12 hotels; above that the band is cleaner and re-bands only at renewal, which matters because housekeeping headcount swings seasonally.
Rule of thumb: if the average unit has fewer than 50 people, price by band; if it has more than 50, price by site.
Objections specific to this sector
| They say | You say |
|---|---|
| "The unit managers already have WhatsApp groups and they work." | "Keep them for the banter. But the group is on the manager's personal phone, and when they leave on Friday the allergen history leaves with them. Where does your evidence live?" |
| "We're mid-mobilisation, we haven't got time." | "That's exactly the week I want to be live. Sixty new people, no work email, and a client watching. What day do they start?" |
| "We already pay for Fourth / Deputy." | "Keep it - it's your rota. Does it translate the post and print a per-person record? If not, it's not your compliance channel, and I'm not asking you to replace it." |
| "Our chefs won't use another app." | "There's nothing from an app store. They scan a card on the pass and put in a phone number. The ones who won't do that weren't reading the notice board either - and now you'll know which ones." |
| "Client contracts are only 3 years, we can't commit." | "Twelve-month term, re-banded at renewal. If you lose a contract you shrink at renewal, not mid-term." |
| "Head office comms is not my budget." | "It isn't a comms budget line. It's the due-diligence file. Which is a food safety line." |
| "Allergen information has to be exact - machine translation is risky." | "Correct, and I will not pretend otherwise. Publish the allergen matrix in English as the controlled document and use the translation for the instruction: the recipe has changed, check the matrix before service. Translation gets them to the document; it does not replace it." |
The calendar
| Period | What is happening | The right approach |
|---|---|---|
| Jan-Apr | Education catering tender season for September starts; B&I contracts commonly start 1 Jan and 1 Apr; budgets fresh | Best prospecting window in the sector |
| May-Jul | Summer events season; hotel and holiday-park peak recruitment; school caterers plan the new academic year | Sell the September mobilisation |
| Aug-Sep | Education contracts mobilise (1 Aug / 1 Sep); hundreds of new starters | Go live, do not start selling |
| Oct-Dec | Christmas trading. Hospitality is unsellable from roughly mid-November | Close by early November or park until January |
| 18 Dec - 4 Jan | Shutdown | Nothing moves. Do not schedule a decision meeting into it |
Schools and education caterers run on the academic year, so their buying year is roughly six months ahead of everyone else's. B&I caterers run on the client's financial year. Ask which they are in the first five minutes.
First 30 days of a pilot
- Days 1-3 - Pick the unit and write the criteria down. One region, up to three kitchens or hotels, up to 250 workers. Agree in writing: 70% logged in within 14 days, 85% confirmed receipt on mandatory posts within 72 hours, two posts per site per week, and one compliance export the Food Safety lead accepts as evidence. Name the internal owner - usually the Compliance Manager, not Ops.
- Days 4-7 - Build the tenant and the language list. Brand colours and logo. Ask the unit managers, not HR, which languages are actually spoken on shift; the HR answer is always shorter. Create user groups for kitchen, front of house, housekeeping and night shift.
- Days 8-10 - Onboard at the shift handover. Print the join card, put it on the pass and by the time clock, and stand there for two consecutive shift changes. Target the whole unit in one break. Do not email an invitation to anyone.
- Days 11-21 - Post real work. A genuine allergen or recipe change as the first must-read, a hygiene reminder with a video and captions, one hazard report demonstrated by a chef. Use the chase list on day two of each must-read and have the unit manager phone the last three names.
- Days 22-30 - Produce the artefact and book the review. Print the per-person confirmation record for one must-read and put it in front of the Food Safety lead with one question: "would this satisfy an EHO or a client auditor?" Their answer is the pilot outcome. Book the day-60 decision meeting before you leave the building, with the Operations Director in the room.
2. Logistics and warehousing
Drivers, warehouse operatives, yard staff, cold-store pickers and depot night shifts. Two distinct populations with one problem: the warehouse population is dense, multilingual and shift-based; the driver population is dispersed, never at head office, and legally the subject of a documented briefing regime. Neither has a work email.
Who buys, who signs
| Role | What they own | Signs? | What they need to see |
|---|---|---|---|
| Head of Health & Safety / SHEQ Director | Accident rate, HSE relationship, insurer | Recommends strongly | Evidence of briefing per person, per depot |
| Transport Manager (CPC holder) | The O-licence undertakings, driver defect reporting, DVSA | Personally exposed - the licence is in their name | That a driver briefing is provably received |
| Operations Director / Head of Network | Depots, service levels, peak | Yes, at divisional level | Adoption without depot-manager effort |
| People / HR Director | Agency intake, churn, engagement | Co-signs | Onboarding hundreds of agency staff in a day |
| Depot / Site Manager network | The shift | Blocks or accelerates | That it saves them the morning brief chase |
Who really signs: the Operations Director. But the Transport Manager is the most motivated human in the building, because O-licence undertakings and DVSA scrutiny attach to them by name. Multi-thread both.
The regulatory hook
| Instrument | The words that matter | Why that is a purchase |
|---|---|---|
| HSWA 1974, s.2(2)(c) and s.40 | duty to provide "such information, instruction, training and supervision as is necessary"; and "it shall be for the accused to prove" (s.2, s.40) | Warehouse and yard incidents are the sector's prosecution risk. The employer supplies the evidence. |
| MHSWR 1999 reg 10 | "comprehensible and relevant information" on risks, preventive measures and emergency procedures (source) | Warehouse populations are among the most multilingual in the UK. An English-only FLT safety alert is arguably not comprehensible. |
| PUWER 1998 reg 8 | equipment information must be "readily comprehensible to those concerned"; reg 9 requires adequate training (source) | Forklifts, reach trucks, baling machines, conveyors, dock levellers. Every equipment change is a reg 8 event. |
| LOLER 1998 reg 9 | thorough examination every 6 months for equipment lifting persons, 12 months otherwise, with documentary evidence (source) | When a MEWP or crane is taken out of service, the notice to stop using it must land immediately and be confirmed. |
| HSE HSG76 Warehousing and storage | covers manual handling, mechanical handling equipment, site transport, working at height, emergency procedures, including "specialist sites (eg temperature-controlled or dangerous substance storage)" (source) | The book an HSE inspector will hold up. Every chapter is a post template. |
| DVSA Guide to Maintaining Roadworthiness | operators must run systems for "daily checks, inspections, maintenance and record keeping", including driver vehicle defect reporting (source) | O-licence undertakings are enforced against the Transport Manager. Defect-reporting culture is a briefing problem. |
| Driver CPC | 35 hours of periodic training every 5 years; up to GBP 1,000 fine for driving professionally without it (source) | Not a comms product, but it makes "briefing the driver population" a budgeted, calendared activity you can attach to. |
| COSHH 2002 reg 12 | "suitable and sufficient information, instruction and training", extending to "any person (whether or not his employee)" (source) | Answers the agency-labour objection, which in this sector is the objection. |
Trigger events
| Trigger | What happens inside | Your move |
|---|---|---|
| New contract win / go-live of a new customer site | A whole warehouse of people hired or TUPE'd in six weeks | The best entry point. Ask about the pipeline of go-lives |
| Peak agency intake (Sep-Oct) | Headcount can double; agency workers arrive weekly | QR onboarding demo, priced without per-seat penalty |
| A DVSA visit, an OCRS deterioration or a Traffic Commissioner public inquiry | The Transport Manager needs demonstrable driver briefing | Approach the Transport Manager directly |
| An FLT / pedestrian-segregation incident or an HSE improvement notice | Immediate site-wide stand-down and briefing | Confirmed receipt within 24 hours is the ask |
| A new shift pattern or night-shift launch | Nobody knows what has changed | Low-risk first post |
| Cold-chain or temperature excursion | Product on hold; instructions must reach pickers on the floor now | Highest-urgency post type in chilled logistics |
| Fleet or equipment change (new tail-lifts, new MHE, new telematics) | New instruction, old habits | PUWER reg 8 framing |
The incumbent
WhatsApp groups per depot and per shift, a printed noticeboard in the transport office, a toolbox-talk sign-in sheet on a clipboard, and increasingly a driver app supplied by the telematics or TMS vendor that reaches drivers but not the warehouse. Larger 3PLs have Microsoft Teams for salaried staff and nothing for the floor. Where a workforce management system exists it is typically Deputy, Quinyx or a bespoke rota, none of which translates a post or produces a per-person compliance record.
The positioning line: "Your telematics app reaches the cab and Teams reaches the office. Nothing reaches the pick face."
Three opening lines
- "Your O-licence undertakings are in the Transport Manager's name. When a defect-reporting instruction goes out, what proof exists that each driver received it?"
- "How many first languages are on the night shift at your biggest DC - and what language was the last forklift safety alert written in?"
- "Peak starts in eight weeks and you'll take on several hundred agency staff. How do they get a safety notice on day one without a work email?"
The pricing unit
The depot or DC is the site - but only for the fixed population. Drivers, multi-drop rounds and field engineers have no site, and roughly a fifth of this sector is like that.
- Warehousing / DC operator: Site plan at GBP 180 per site per month up to 100 enrolled workers. A large DC with 600 people is GBP 180 + 500 x GBP 1.60 = GBP 980 a month, GBP 1.63 per worker - comfortably under the GBP 3.84 ceiling. Check this against the band before quoting; for a single big DC the Site plan with overage is usually the honest, cheaper number.
- Multi-depot 3PL: Company band, unlimited sites, banded by enrolled workers, re-banded only at renewal. This is the right answer when headcount swings 40% at peak - a busy October must not produce a surprise invoice.
- Driver-only or round-based operators (parcels, multi-drop, pallet trunking): Company band, organised by depot, hub or round rather than by building.
- Pallet networks (Palletways, Pallet-Track, Palletline, TPN, Fortec, UPN): the member depots are separate legal entities. Do not try to sell one contract across the network. Sell the network central operation a pilot, then ask for a slot at the members' conference. Treat the network as a channel, not an account.
- Ports and bus operators: the terminal or the garage is the site, and both are usually 200-800 people, so quote the band.
Objections specific to this sector
| They say | You say |
|---|---|
| "Most of them are agency, they're not ours." | "COSHH regulation 12(4) covers any person, whether or not his employee, doing work in connection with your duties. The regulator's view is that the duty follows the person on your floor. And on our pricing, adding them costs you nothing." |
| "Our drivers already have the telematics app." | "That reaches the cab. Does it translate, does it require a confirmation, and does it print? And what reaches the pick face?" |
| "Peak is coming, we can't change anything now." | "Then let's be live before peak, not during it. What's the last sensible go-live date - mid September?" |
| "Headcount doubles at peak, we'd be paying for it." | "You would not. We band by enrolled workers and re-band only at renewal. A busy October never produces a bigger invoice." |
| "Depot managers won't use it." | "They already run four WhatsApp groups by hand. This gives them one list of who hasn't read it, which is the only part of the job they hate." |
| "We're mid-integration after an acquisition." | "That's precisely when you discover you have no single channel to the frontline. Which depots are still on the old systems?" |
| "Toolbox talks are done face to face at shift start." | "Good - keep them. Post the same talk as a must-read afterwards and you have the attendance record without the clipboard, including the four people who were on a break." |
The calendar
| Period | What is happening | The right approach |
|---|---|---|
| Jan-Mar | Post-peak reset, budgets set, contract renewals commonly 1 Jan and 1 Apr | Prime prospecting window |
| Apr-Jun | New financial year, new contracts mobilise, safety-week programmes | Best window to run a pilot |
| Jul-Aug | Holiday cover, planning for peak begins | Sell the September go-live |
| Sep-Oct | Agency intake ramps; the last sensible go-live is late September | Onboarding is the pitch |
| Nov-Dec | Peak. Black Friday through Christmas. Nothing new is bought or deployed | Do not chase. Ask to be diarised for January |
Food wholesale runs a second peak into the pre-Christmas delivery window and a hard stop over the shutdown. Bus and coach operators buy against the timetable change dates rather than the calendar year - ask when their next major service change is.
First 30 days of a pilot
- Days 1-3 - One depot, two sponsors, written criteria. Pick a single DC or depot of 100-250 people. Get the SHEQ Director and the Transport Manager both named on the pilot document - the warehouse and the driver population are different problems and each needs an owner. Criteria in writing: 70% logged in within 14 days, 85% confirmed on mandatory posts within 72 hours, two posts per week, and one export the SHEQ lead accepts as a briefing record.
- Days 4-7 - Build groups that match the shift pattern, not the org chart. Days, lates, nights, drivers, yard, agency. Ask the shift managers which languages are actually on nights; the HR answer will be shorter than the truth. Brand the tenant.
- Days 8-10 - Onboard at the gate and at the transport office. Put the join card at the turnstile, in the canteen and on the transport-office counter. Catch three consecutive shift changes in 24 hours, including the night handover. Enrol agency workers on the same card - it costs nothing and it is the whole point.
- Days 11-21 - Post the work that already exists. Take the last month's toolbox talks and safety alerts and publish them as must-reads: an MHE or pedestrian-segregation alert, a defect-reporting reminder for drivers, and one genuine operational change. Run the chase list at 48 hours and have the shift manager speak to the last few names at handover.
- Days 22-30 - Put the export in front of the Transport Manager. Print the per-person record for the driver briefing and ask: "if DVSA or the Traffic Commissioner asked how you evidence that every driver received this, would this do it?" That answer is the pilot result. Book the day-60 decision meeting with the Operations Director and ask for the depot count in the same conversation.
3. Facilities, cleaning and security
Structurally the best product fit on the entire target list. A commercial cleaning contractor employs people who work alone or in small teams, at night, inside somebody else's building, with no company premises, no email, and - in London especially - a first language that is very often not English. The employer's only channel to them today is the supervisor's personal phone.
Who buys, who signs
| Role | What they own | Signs? | What they need to see |
|---|---|---|---|
| Operations Director | Contracts, mobilisation, retention | Yes | Client-facing evidence and mobilisation speed |
| Head of HSEQ / Compliance | COSHH, accidents, audits, SIA ACS or BICSc | Recommends; usually the champion | Per-person training and briefing records |
| Head of Training (BICSc assessor network) | Competence framework | Recommends | Video with captions in the operative's language |
| People / HR Director | TUPE, right to work, ESOL, churn | Co-signs | Onboarding a TUPE'd population in one shift |
| Head of Compliance (SIA Approved Contractor Scheme) | ACS approval, assignment instructions | Recommends | Evidence that assignment instructions were received |
| Contract / Account Manager network | The client relationship | Gatekeeper | That the client sees it as added value |
Who really signs: the Operations Director, with HSEQ as champion. In security, the ACS compliance lead carries unusual weight because approval is commercially load-bearing - public-sector and large corporate buyers require it.
The regulatory hook
| Instrument | The words that matter | Why that is a purchase |
|---|---|---|
| COSHH 2002 reg 12 | "suitable and sufficient information, instruction and training" covering "details of the substances hazardous to health to which the employee is liable to be exposed", including safety data sheets; training must be "adapted to take account of significant changes"; and reg 12(4) extends it to non-employees (source) | The single strongest hook in cleaning. Every chemical change, dilution change or new product is a reg 12 event, delivered to a workforce that frequently does not read English. |
| MHSWR 1999 reg 10 and reg 12 | "comprehensible and relevant information"; extended to persons working in the undertaking who are not employees (reg 10, reg 12) | Cleaning and security workforces are frequently a mix of employed, TUPE'd, agency and subcontracted. The duty covers all of them. |
| Control of Asbestos Regulations 2012, reg 10 | "Every employer must ensure that any employee employed by that employer is given adequate information, instruction and training", adapted when work methods change (source) | Cleaners and grounds staff work in buildings with asbestos management surveys. An asbestos alert must reach the night shift tonight. |
| Private Security Industry Act 2001 | establishes the SIA, licensing of security operatives (Part 2) and the register of approved contractors (Part 3, ss.14-18) (source) | Approval is the commercial licence to bid. |
| SIA Approved Contractor Scheme | approval requires that "all security operatives you deploy must hold a valid SIA licence", assessed via a self-assessment workbook and an assessing body (source) | ACS assessment is documentary. Assignment instructions, briefings and their receipt are exactly the sort of thing an assessing body samples. Note honestly: the public gov.uk page does not itself specify briefing-record requirements - the detail sits in the ACS workbook. Do not overclaim; ask the compliance lead what their assessing body samples. |
| PUWER 1998 reg 8 | equipment information "readily comprehensible to those concerned" (source) | Scrubber-driers, ride-on mowers, RCVs, bin lifts, laundry tunnel washers. |
| DVSA Guide to Maintaining Roadworthiness | daily walkaround checks, defect reporting, record keeping (source) | Waste and grounds operators run O-licensed fleets. Round briefings are a transport-compliance artefact too. |
| BICSc | the sector's competence framework for cleaning operatives; training and assessment records are the evidence base (bics.org.uk) | Not statute, but it is what clients write into contracts. Frame the record as contract evidence, not legal evidence. |
Trigger events
| Trigger | What happens inside | Your move |
|---|---|---|
| TUPE mobilisation of a new contract | 50-500 staff transfer on a fixed date, none of whom the new employer can contact | The defining trigger of this sector. Ask for the mobilisation calendar in the first call |
| Contract retender or client audit | The client asks for training and briefing evidence | Sell as a bid differentiator: "we can evidence every operative was briefed, in their language" |
| A COSHH change or chemical supplier switch | New safety data sheets, new dilutions, hundreds of operatives to reach overnight | The cleanest single use case in the sector |
| An SIA ACS re-assessment | Documentary sampling of operative management | Approach the compliance lead |
| A lone-working or assault incident | Policy rewritten; must reach every night-shift operative | Hazard reporting from the floor becomes the ask |
| Loss of a contract / redundancy round | Access must be revoked cleanly | The leaver switch is a real, unglamorous selling point |
| New site opening in a client estate | New assignment instructions | Group-only posts |
The incumbent
Almost entirely WhatsApp, plus printed assignment instructions in a folder in the cleaners' cupboard or the security gatehouse, plus a supervisor doing a phone round. Some larger contractors have an intranet nobody on shift can reach, and a few have bought a frontline app - if they have, it is most likely Blink. Rota tools are less embedded here than in hospitality; where they exist, they are usually a time-and-attendance system (biometric clock or a call-in line) rather than a comms channel.
The positioning line: "Your operatives work at 5am in a building you don't own. The only company channel that reaches them is a supervisor's personal WhatsApp - and when the supervisor leaves, so does it."
Three opening lines
- "You mobilise a new contract and inherit 200 TUPE'd cleaners on day one. How do you get an assignment instruction to all of them in week one, in the languages they actually read?"
- "COSHH regulation 12 requires information about the substances people are exposed to. When you changed chemical supplier, how did you evidence that every operative got the new safety data sheet - and read it?"
- "When your ACS assessing body samples your operative management, what do you hand them for briefings? A folder, or a per-person record?"
The pricing unit
Not the building. The contract - and usually not even that. This is where the site model breaks and you must say so before the buyer does. A cleaning contractor with 900 small contracts cannot buy 900 sites.
- Default: Company band, by enrolled workers. A 700-operative regional cleaner is the 501-1,000 band at GBP 1,600 a month, GBP 2.29 per worker. Unlimited "sites" lets them organise by contract, building, round or supervisor - which is exactly how they already think.
- Exception - one big building: an airport terminal, a stadium, a hospital or a single corporate HQ contract with 100+ operatives can be sold as a Site at GBP 180 per month with overage. This is a genuinely useful land-and-expand: sell one flagship contract, then take the reference to the Operations Director for the estate.
- Security: band by licensed operatives. Guarding contracts are people, not places.
- Waste and grounds: the depot is the site and the round is the group. A depot of 120 with eight rounds is one Site plus a bit of overage; a national operator is a band.
- Laundries: the plant is the site, and plants run 200-500 people, so quote the band or the Site-plus-overage arithmetic, whichever is lower and honest.
The line that closes it: "You don't pay per cleaner, and you don't pay per building. You pay one number for the whole workforce, and it only changes at renewal - so winning a contract in March doesn't cost you anything until we next sit down."
Objections specific to this sector
| They say | You say |
|---|---|
| "Our margins are 4%. We can't add software cost." | "It's GBP 1,600 a month for 700 people - GBP 2.29 each. One retained contract pays for it for a decade. Which is why I'd put it in your next bid, not your overhead." |
| "The client won't pay for it." | "Ask them. Contract cleaning bids are won on evidence now, and 'every operative confirmed the method statement in their own language' is a scoreable answer." |
| "TUPE'd staff arrive with no data - we don't even have their numbers." | "You get a name and a start date. Print a join card, put it in the mobilisation pack, and they enrol themselves on day one. We don't need a spreadsheet." |
| "Our operatives are older and not tech-confident." | "Phone number and an SMS code, no app store, no password. If they can receive a text from their supervisor they can use this." |
| "We use WhatsApp and it's instant." | "It is. And it's on the supervisor's personal phone, it has no leaver control, and when the ICO or your client asks for the record there isn't one. Keep it for the banter." |
| "We already have an intranet." | "How many of your night cleaners have logged into it this year?" |
| "Security operatives change site constantly." | "Which is why we price by person-band and let you post to groups, not buildings. Move someone between assignments and nothing about the licence changes." |
The calendar
| Period | What is happening | The right approach |
|---|---|---|
| Jan-Mar | Public-sector and corporate tenders written for 1 April starts; budgets set | Prospect hard; ask about April mobilisations |
| 1 April | The biggest single mobilisation date in UK FM (public sector financial year) | Be live, not selling |
| Apr-Jul | New contracts bedding in; audits and client reviews | Best pilot window |
| Aug-Sep | Education estates reopen; university and school cleaning contracts mobilise | Second mobilisation peak |
| 1 October | Second common contract start date | Be live |
| Oct-Dec | Winter gritting and grounds work; retail cleaning peak; ACS re-assessments cluster | Sell on winter operations and lone working |
Waste and recycling operators buy against local-authority contract cycles, which are typically seven or eight years with break points - ask which contracts are in their last two years, because that is where the evidence pressure is highest.
First 30 days of a pilot
- Days 1-3 - Pick a mobilisation, not a contract. The best pilot in this sector is a contract that is about to start, because the population arrives on a known date with no incumbent channel. If nothing is mobilising, pick one flagship building or one region of 200-500 operatives. Criteria in writing, with the HSEQ lead as owner: 70% logged in within 14 days, 85% confirmed within 72 hours, two posts a week, one export their assessing body or client would accept.
- Days 4-7 - Build groups by contract and by shift, and load the languages. Cleaning: early, day, evening, night, periodic. Security: static, mobile, control room. Waste: by round. Ask the supervisors which languages, not HR.
- Days 8-10 - Onboard where they actually are. For cleaning, that is the cupboard, the signing-in book and the 5am start; for security, the gatehouse handover; for waste, the depot yard before the rounds go out. Print the join card into the mobilisation pack so TUPE'd staff enrol themselves on day one without you needing their phone numbers in advance.
- Days 11-21 - Lead with COSHH. Make the first must-read a real chemical or safety data sheet change, translated, with a captioned 60-second video of the correct dilution. Follow with an assignment-instruction update and one lone-working reminder. Demonstrate a hazard report from a cleaner's own phone.
- Days 22-30 - Turn the export into a bid asset. Print the per-person record and take it to the Operations Director with one question: "could you put this in your next tender as evidence that every operative was briefed, in their own language?" If the answer is yes, you are no longer selling software, you are selling win rate. Book day 60 with the Operations Director and the bid lead in the room.
4. Food manufacturing
A factory floor of 400-900 people, running two or three shifts, with a documented nationality mix that is frequently published in the company's own modern slavery statement, audited annually against a standard that specifically examines training and competence records. Of all five sectors this is the one where the customer already agrees with you about the problem - the question is only whether they will spend money on it this year.
Who buys, who signs
| Role | What they own | Signs? | What they need to see |
|---|---|---|---|
| Technical Director / Head of Technical | HACCP, BRCGS certification, customer audits, specifications | Recommends decisively; often the real buyer | Training and briefing records that survive an audit |
| Head of Health & Safety / SHEQ Manager | Machinery safety, LOTO, COSHH, accident rate | Recommends | Per-person confirmation on safety alerts |
| Operations / Manufacturing Director | Output, shift structure, changeovers | Yes | No production time lost |
| People / HR Director | Agency intake, seasonal labour, nationality mix, ESOL | Co-signs | Onboarding without email addresses |
| Site / Factory Manager network | The shift | Gatekeeper | That it replaces the pre-shift huddle chase, not adds to it |
Who really signs: the Operations Director or Site Director, but the Technical Director opens the door, because they are the one who has just been asked by an auditor to produce evidence that everyone was briefed on the allergen changeover.
The regulatory hook
| Instrument | The words that matter | Why that is a purchase |
|---|---|---|
| Regulation (EC) 852/2004, Annex II, Ch. XII | food handlers "supervised and instructed and/or trained in food hygiene matters commensurate with their work activity"; those responsible for HACCP procedures must have "adequate training in the application of HACCP principles" (source) | The statutory floor beneath every customer audit. |
| Food Safety Act 1990, s.21 | the due-diligence defence: the operator must "prove that he took all reasonable precautions and exercised all due diligence" (source) | Same reversed burden as catering, at ten times the volume. |
| BRCGS Global Standard Food Safety, Issue 9, clause 7.1 (training) | Issue 9 made pre-operational training mandatory for all staff and requires a documented record of training needs for every employee; competence is tested for control measures including allergen controls and CCPs. Clause 7.1 is a critical clause, so a non-conformity has certification consequences (BRCGS Issue 9 interpretation guideline) | The commercial hook, not the legal one. BRCGS grade determines whether a retailer will buy from the site. Flagged: this summary is drawn from BRCGS's own published guideline material and secondary interpretation, not from the paywalled Standard itself. Confirm the clause wording with the customer's technical team before quoting it in writing. |
| PUWER 1998 reg 8 and reg 9 | information "readily comprehensible to those concerned"; adequate training in use, risks and precautions (source) | Food manufacturing has one of the worst machinery-injury records in UK industry. Guard removal, LOTO and clean-down instructions are reg 8 events. |
| COSHH 2002 reg 12 | information on hazardous substances including safety data sheets, adapted to changes, extending to non-employees (source) | CIP chemicals, sanitisers, ammonia refrigeration. |
| MHSWR 1999 reg 10 and reg 12 | "comprehensible and relevant information", including to persons who are not employees (reg 10, reg 12) | Answers the agency-labour objection, which in a seasonal packhouse is 40% of the workforce. |
| FSA withdrawals and recalls guidance | "immediately withdraw or recall", notify the authority, and "document the investigation and actions taken, providing evidence to enforcement authorities" (source) | A recall is a cascade to every line, on every shift, at once, with a documented outcome. |
Trigger events
| Trigger | What happens inside | Your move |
|---|---|---|
| A BRCGS or customer audit non-conformance on training records | Corrective action with a deadline, reported to the retailer | The highest-intent trigger in this sector. Ask directly: "when's your next unannounced audit, and what was the last non-conformance?" |
| A product recall or withdrawal | Every line stops; instructions must reach every operative and be evidenced | Recall drill is a demo scenario, not a hypothetical |
| An allergen changeover or new-line introduction | New procedure, mixed-language workforce, zero tolerance for error | The cleanest single post to demo |
| A machinery incident or HSE improvement notice | Immediate stand-down and briefing across shifts | Confirmed receipt within the shift |
| Seasonal / agency intake (Apr-Oct in produce, Sep-Nov in bakery) | Hundreds of temporary workers, many with limited English | QR onboarding at the gate |
| A new retailer customer or a new site | New specifications, new standards, new audit | New systems budget exists |
| Publication of the modern slavery statement | The company has just written down its own nationality mix | Quote their own number back to them |
The incumbent
Line noticeboards, laminated SOPs at the workstation, a pre-shift huddle with a sign-in sheet, and a WhatsApp group per line or per shift run by the team leader. Some sites have digital signage in the canteen. Larger groups have SAP or a Workday HR system that reaches nobody on the floor, and a growing number have bought a factory-floor tablet system (SafetyCulture/Mitti and similar) whose comms module is an afterthought. Where a frontline app has been bought it is usually Blink.
The positioning line: "The huddle sheet proves attendance at a meeting. It does not prove that the Romanian packer understood the allergen changeover. Your auditor knows the difference."
Three opening lines
- "Your modern slavery statement says you employ people of [N] nationalities. What language was your last allergen changeover instruction written in?"
- "When your BRCGS auditor asks for evidence that every operative was briefed on the new procedure, what do you hand them - a signing sheet, or a per-person record?"
- "Talk me through your last recall. How long did it take to reach every shift on every line, and how do you know it did?"
The pricing unit
The factory is the site - but a factory is bigger than the Site plan's 100-worker allowance, so do the arithmetic in front of them.
- Single-site manufacturer, 400-900 people: Site plan GBP 180 + overage GBP 1.60 per worker above 100. At 600 workers that is GBP 980 a month (GBP 1.63 per worker), against a 501-1,000 Company band of GBP 1,600 (GBP 2.67 per worker). Quote the lower number and say why - it buys enormous credibility in a sector that assumes software vendors are trying it on. Both are well under the GBP 3.84 Microsoft ceiling.
- Multi-site group, 2,000+ workers: Enterprise from GBP 3,600 a month, quoted per estate. Groups this size will want SSO and a security review, which is what Enterprise is for.
- Seasonal packhouses and produce growers: Company band, re-banded at renewal only. This matters more here than anywhere else - a soft-fruit business can go from 300 to 2,500 people between April and August. Say explicitly: "your August headcount does not change your August invoice."
- Group with several factories: band by total enrolled workers, then let them create a "site" per factory, per line and per shift at no extra cost.
Objections specific to this sector
| They say | You say |
|---|---|
| "Phones aren't allowed on the production floor." | "Correct, and they shouldn't be. People read this in the changing room, the canteen and on the bus. What matters is that it's confirmed before they step onto the line, and that you can prove it." |
| "We do a pre-shift huddle and everyone signs." | "That proves attendance at a meeting. It doesn't prove comprehension, and it doesn't survive the question 'was it in a language they read?' Post the same brief as a must-read afterwards and you have both." |
| "Half of them are agency - the agency briefs them." | "MHSWR regulation 12 and COSHH regulation 12(4) both reach people who aren't your employees. And your auditor will ask you, not the agency." |
| "Our translations have to be technically accurate." | "Machine translation is good enough for the instruction, not for the specification. Use it to say the changeover procedure has changed, see the SOP at station 4 - and you'll get more people to the SOP than an English-only notice ever did." |
| "We're mid-integration / mid-acquisition." | "Then you currently have two frontlines and no shared channel. Which site would you rather prove it on?" |
| "IT will have to review it." | "Expected. Cyber Essentials certificate, DPA and a one-page security summary go over today. What's their questionnaire?" |
| "We already bought a safety app." | "Does it translate the post, and does it show you who hasn't read it? If it does, you don't need me. If it does inspections and audits, keep it - that's a different job." |
The calendar
| Period | What is happening | The right approach |
|---|---|---|
| Jan-Mar | Post-Christmas reset; capital and systems budgets set; retailer range reviews | Prime prospecting window |
| Apr-Jun | Seasonal produce intake begins; summer range launches; audits resume | Best pilot window; sell the seasonal onboarding |
| Jul-Sep | Harvest and produce peak; bakery and chilled ramp toward Christmas ranges | Sell, do not deploy, into a packhouse at peak |
| Oct-Dec | Christmas production peak from roughly late September; heavy agency intake; sites are locked down | Close early or park to January |
| Year-round | BRCGS certification anniversaries and unannounced audit windows | Ask for the audit date. It is the best qualifying question in the sector |
First 30 days of a pilot
- Days 1-3 - One site, the Technical Director as champion, criteria written down. Pick one factory. Get the Technical Director to define what "acceptable audit evidence" means to them, in their words, and put that sentence in the pilot document alongside the numbers: 70% logged in within 14 days, 85% confirmed within 72 hours, two posts a week.
- Days 4-7 - Groups by line and by shift, languages from the shift leaders. Days, nights, weekend crew, hygiene team, engineering, agency. This is the sector most likely to have a published nationality count - find it in their modern slavery statement before the meeting and use it to build the language list.
- Days 8-10 - Onboard in the changing room and the canteen, never on the line. Phones do not belong on the production floor and you should say so first. Put the join card at the clock, in the changing rooms and in the canteen, and catch every shift within one 24-hour cycle including the weekend crew.
- Days 11-21 - Run a real allergen changeover and a recall drill. Publish an actual changeover instruction as a must-read with a captioned video. Then, with the Technical Director's agreement, run a mock recall: publish, watch the reach page, and time how long it takes to reach 100% across three shifts. That number is the deliverable.
- Days 22-30 - Hand the audit pack over. Print the per-person confirmation record for both posts and give it to the Technical Director to show their certification body or their retailer's technical team. Ask directly whether it closes the training-evidence gap. Book day 60 with the Operations Director, and ask which of their other factories goes next.
5. Care and housing repairs
Two workforces that look different and buy for the same reason. Care staff are shift-based, heavily internationally recruited, working in a home rather than an office, under a regulator that inspects records. Housing repairs operatives are mobile trades in vans, working inside residents' homes under a fast-tightening safety regime. Neither has a work email; both are subject to a duty to prove that instruction reached them.
Who buys, who signs
| Role | What they own | Signs? | What they need to see |
|---|---|---|---|
| Director of Quality & Compliance / Head of Governance (care) | CQC relationship, policy library, inspection readiness | Recommends decisively; the champion | Evidence a policy update reached every staff member |
| Director of Operations (care) | Homes, occupancy, agency spend | Yes | Registered managers not being given more admin |
| Head of Learning & Development | Mandatory training matrix | Recommends | Video with captions for internationally recruited staff |
| People / HR Director | International recruitment, sponsorship, churn | Co-signs | Onboarding without email addresses |
| Registered Manager network | The home | Gatekeeper. Nothing happens without them | That it removes work, not adds it |
| Director of Property Services / Head of Repairs (housing) | DLO, contractors, Awaab's Law compliance | Yes | Operatives confirming safety-critical instructions |
| Head of Health & Safety (housing) | Asbestos, gas, working at height | Recommends | Asbestos and gas alerts confirmed same day |
Who really signs: in care, the Director of Operations, with Quality & Compliance as champion and the Registered Manager network as the real adoption risk. In housing, the Director of Property Services, and repairs budgets are usually larger and less contested than comms budgets.
The regulatory hook
| Instrument | The words that matter | Why that is a purchase |
|---|---|---|
| Health and Social Care Act 2008 (Regulated Activities) Regulations 2014, reg 17 (good governance) | providers must "maintain securely such other records as are necessary to be kept in relation to - (i) persons employed in the carrying on of the regulated activity, and (ii) the management of the regulated activity" (source) | The core hook. Records about employed persons and the management of the activity are inspectable, and "we told everyone" is not a record. |
| Reg 18 (staffing) | staff must "receive such appropriate support, training, professional development, supervision and appraisal as is necessary" (source) | Policy and procedure updates are part of that support. The confirmation record is the artefact. |
| Reg 13 (safeguarding) | "Systems and processes must be established and operated effectively to prevent abuse of service users" (source) | A safeguarding alert that half the night staff never saw is a system that is not operating effectively. |
| Hazards in Social Housing (Prescribed Requirements) (England) Regulations 2025 - "Awaab's Law", in force 27 October 2025 | prescribed timescales for investigation (regs 6-8), a written summary to the resident (reg 9), emergency action (reg 5) and making safe (reg 11) (source); the enabling power is s.42 Social Housing (Regulation) Act 2023, enforceable "through actions for breach of the covenant" (source) | The newest and hardest deadline in this document. Statutory clocks that start when a resident reports a hazard, and a defence available only where the landlord "used all reasonable endeavours". Every hour a repairs operative does not know about a case is an hour off the clock. |
| Control of Asbestos Regulations 2012, reg 10 | "adequate information, instruction and training", at regular intervals, adapted when work methods change (source) | A DLO operative opening a ceiling in a 1970s block needs the asbestos register position before the drill goes in. |
| Gas Safety (Installation and Use) Regulations 1998 | reg 35 requires gas appliances at a place of work to be "maintained in a safe condition"; reg 36 sets landlords' duties (source) | Appliance recalls and safety notices must reach every gas operative the same day. |
| HSWA 1974, s.2(3) | duty to "bring the statement and any revision of it to the notice of all of his employees" (source) | An explicit statutory duty to communicate a document to every employee, with no evidential mechanism defined in the Act. The export is that mechanism. |
Trigger events
| Trigger | What happens inside | Your move |
|---|---|---|
| A CQC inspection or a "requires improvement" rating | Action plan, evidence gathering, board attention | The strongest care trigger. Approach Quality & Compliance |
| A safeguarding incident or a medication error | Immediate policy or procedure change to every home, every shift | Confirmed receipt within 24 hours across the estate |
| An outbreak (flu, norovirus, COVID-type) | Infection-control instructions change daily | Winter is the season; be live before November |
| Awaab's Law compliance programme | Repairs teams rebuilding process against statutory timescales since 27 Oct 2025 | The best housing trigger available right now |
| A damp-and-mould or building-safety case going public | Board-level scrutiny of whether operatives knew | Proof of receipt becomes a governance ask |
| International recruitment cohort arriving | 20-60 new staff, English as a second language, sponsor-licence obligations | Translation and captions demo |
| New policy library / policy management system rollout | Every policy needs an acknowledgement | The natural attach point |
| Local authority fee settlement (April) | Budgets confirmed | Buy window opens |
The incumbent
In care: a policy management system (Quality Compliance Systems, Radar Healthcare and similar) that emails policies to managers, a handover book on the unit, a noticeboard in the staff room, and a WhatsApp group per home. The gap is always the same - the policy tool reaches the Registered Manager and stops. In housing DLOs: a job-management or dynamic-scheduling system (a repairs mobile app on the operative's device) that carries jobs but not notices, Microsoft Teams for office staff, a toolbox-talk clipboard, and a supervisor's WhatsApp group per trade.
The positioning line, care: "Your policy system proves the policy exists and that the manager received it. Regulation 17 asks what records you keep about the people employed in the activity. Who read it?"
The positioning line, housing: "Your scheduling app sends jobs to the van. It doesn't send the asbestos alert, and it doesn't tell you who read it."
Three opening lines
- "Regulation 17 asks you to keep records relating to the persons employed in the regulated activity. When you change a safeguarding procedure, what record shows every care assistant on every shift actually received it?"
- "You've recruited internationally this year. What language did your last medication-safety alert go out in, and how do you know the night staff read it?"
- (housing) "Awaab's Law has been running since October 2025 and the timescales start when the resident reports. When a case lands, how fast does the operative on the estate know - and can you show that they did?"
The pricing unit
The care home is the site, and it is the cleanest fit anywhere in this document. A typical home has 60-120 staff, which sits squarely inside the Site plan's 100-worker allowance.
- Care homes: GBP 180 per home per month. At 80 staff that reads as GBP 2.25 per worker. A 25-home group is the 1,001-2,000 band at GBP 2,600 a month if headcount is around 2,000, or Site-by-site if they want to start with one home. Start with one home. It is the easiest pilot to run in the entire target list because the Registered Manager is a single, identifiable owner.
- Domiciliary and supported living: there is no site. Company band, organised by branch, round or supervisor. A 3,000-carer domiciliary provider is Enterprise territory; a 400-carer regional provider is the 251-500 band at GBP 950.
- Housing association DLOs: the DLO is the unit, not the housing association. A repairs workforce of 300-800 operatives is a Company band. Do not try to price the whole association - the tenant-facing side is not your buyer and the frontline you want is the trades.
- Healthcare facilities providers: the hospital contract is the site; a large acute contract runs 300-800 porters, cleaners and caterers, so use Site-plus-overage or the band, whichever is lower.
Objections specific to this sector
| They say | You say |
|---|---|
| "We already have a policy management system." | "Keep it - it's your document control. It proves the policy exists and that the manager got it. Regulation 17 asks about records relating to the people employed. Who read it?" |
| "Registered managers are already overloaded." | "This takes work off them. Today they chase fourteen people by phone. Tomorrow they open a list of the four who haven't confirmed." |
| "Our carers don't have work phones." | "Nor do most carers anywhere. They have their own phone and a number. No app store, no password, no company device." |
| "CQC doesn't require an app." | "It doesn't. It requires records. This is a way of producing them that costs less than the admin time you spend producing them badly." |
| "Data protection - we care for vulnerable people." | "We hold a staff name, a phone number and a language. No resident data touches it. UK hosting, DPA in the pack, and leavers lose access on their leaving date - which is more than the home's WhatsApp group does." |
| "Agency staff are a third of our rota." | "Then a third of your rota is outside your only comms channel. Adding them costs you nothing on our pricing." |
| (housing) "Repairs operatives are on a job app already." | "That's work allocation. When the asbestos register changes on a block, does that app deliver it and record who read it?" |
| (housing) "We're a housing association - procurement is a process." | "Understood. The GBP 2,500 pilot is below most associations' tender threshold and can go on a purchase order from Property Services. Let's prove it on the DLO first." |
The calendar
| Period | What is happening | The right approach |
|---|---|---|
| Jan-Mar | Winter pressure peaks; budgets for the April year set; local-authority fee negotiations | Prospect, do not deploy |
| April | New financial year; fee uplifts confirmed; housing association business plans start | The buy window opens. Best month to close |
| Apr-Sep | Quieter operationally; international recruitment cohorts arrive; best pilot conditions | Run the pilot |
| Oct-Dec | Winter planning, flu vaccination programmes, outbreak season begins | Sell on winter readiness; be live before November |
| Year-round | CQC inspections are unannounced; Awaab's Law clocks run continuously | Neither is seasonal - which is the point |
First 30 days of a pilot (care)
- Days 1-3 - One home, one owner, written criteria. Pick a single home with a confident Registered Manager and 60-120 staff. Agree in writing: 70% logged in within 14 days, 85% confirmed on mandatory posts within 72 hours, two posts a week, and one export the Head of Governance accepts as a regulation 17 record.
- Days 4-7 - Tenant, brand, languages, groups. Ask the Registered Manager which languages are on the night rota. Build groups for care staff, nurses, night shift, housekeeping and kitchen, and maintenance.
- Days 8-10 - Onboard at handover. Join card on the staff-room noticeboard and at the handover desk. Catch both day and night handovers on the same 24 hours. Enrol agency staff on the same card - it costs nothing and it is the point.
- Days 11-21 - Post real governance. One genuine policy or procedure update as a must-read; one safeguarding refresher with a captioned video; one infection-control notice. Use the chase list at 48 hours and have the manager speak to the remaining names at handover.
- Days 22-30 - Hand the export to Governance. Print the per-person confirmation record and ask the Head of Quality & Compliance one question: "if an inspector asked how you evidence that a procedure change reached every member of staff, would this answer it?" Book the day-60 decision meeting with the Director of Operations, and ask for the second and third homes in the same conversation.
(For housing repairs, substitute: pick one DLO trade group; make the first must-read a genuine asbestos-register or gas-appliance notice; and hand the export to the Head of Health & Safety rather than Governance.)
The five sharpest hooks, ranked
If you only remember five sentences from this document, make them these.
- Food Safety Act 1990, s.21 - "a defence for the person charged to prove that he took all reasonable precautions and exercised all due diligence". The burden of proof is on the caterer or manufacturer, in food law exactly as in health and safety law. (source)
- HSWA 1974, s.40 - "it shall be for the accused to prove... that it was not practicable or not reasonably practicable to do more than was in fact done". Say it in every discovery call, in every sector. (source)
- COSHH 2002, reg 12 - information, instruction and training on hazardous substances, "adapted to take account of significant changes", owed to "any person (whether or not his employee)". Every chemical change in every kitchen, warehouse, cleaning contract and factory is a dated, evidenceable event. (source)
- Health and Social Care Act 2008 (Regulated Activities) Regulations 2014, reg 17 - providers must "maintain securely such other records as are necessary... in relation to persons employed in the carrying on of the regulated activity". Inspected, unannounced, in every care home in England. (source)
- Hazards in Social Housing (Prescribed Requirements) (England) Regulations 2025, in force 27 October 2025 - statutory investigation and written-summary timescales for social landlords, with a defence only where "all reasonable endeavours" were used. The newest deadline on the list and the one nobody has finished implementing. (source)
Runners-up worth carrying: MHSWR 1999 reg 10 "comprehensible and relevant information" and PUWER 1998 reg 8 "readily comprehensible to those concerned" - the two phrases the translation feature hangs on; Regulation (EC) 852/2004 Annex II Ch. XII, the continuous food-handler instruction duty; and BRCGS Issue 9 clause 7.1, which is commercial rather than legal but decides whether a retailer will buy from the site at all.
What this document does not claim
- BRCGS clause wording is summarised from BRCGS's own published guideline material and secondary interpretation, not the paywalled Standard. Confirm with the customer's technical team before putting it in writing.
- SIA ACS briefing-record requirements are an inference. The public gov.uk ACS page sets out licensing, fitness and director requirements but does not specify briefing evidence; the detail sits in the ACS self-assessment workbook. Ask the compliance lead what their assessing body actually samples.
- Competitor feature claims (Fourth, Deputy, Planday, Rotageek) are taken from those vendors' own public pages on the dates fetched and reflect what is published, not what is possible on a bespoke enterprise contract. Ask the prospect what their contract actually includes rather than asserting what it does not.
- Trigger-event frequencies and calendar windows are practitioner estimates drawn from sector contract cycles, not measured data. Treat them as prospecting heuristics.
- Nothing here is legal advice. Quote the words, link the source, and let the customer's own compliance lead map it to their obligations.