Your flow, written out
The route an enquiry takes from first contact to invoice, in the order it actually happens rather than the order you would describe it. Most owners have never seen their own written down.
Before you buy anything
What happens to an enquiry after it lands?
Tell me how an enquiry travels through your business right now, from the first call or form to the job being invoiced. What comes back is a short written map of your own process: where it leaks, what that is costing you in hours, and what I would automate first. You do not have to hire me to use it.
Nothing you type leaves this page until you choose to send it.
Operations teardown
Where is your business leaking?
Five questions about how an enquiry actually travels through your business. I draw your flow as you answer, and mark the points where leads and hours go missing. Nothing to install, no account to make.
Tell me how an enquiry travels through your business right now, from the first call or form to the job being invoiced. I map it, show you where leads and hours are leaking, and tell you what I would automate first.
It comes back as a short written map. If the answer is that you do not need me, I will say so.
1 of 5
When an enquiry comes in, where does it land first?
Who sees it, and how fast?
Where does it get recorded?
What happens if nobody replies within a day?
One line is plenty. Quoting, chasing, rescheduling, retyping the same details into two systems, whatever it actually is.
I'll write this up properly. Your whole flow, where the hours go, and what I would automate first, sent over as a short written map.
Sent. I've got your map and I'll come back to you personally within one working day.
Rather talk it through than type it out?
20 minutes. You leave with a clear view of what to build first, whether you hire me or not.
Your flow Drawn as you answer. Anything leaking is marked and named.
EATS THE WEEK
The written map
What I actually send back.
Not a report, and not a proposal with a sales page stapled to it. One page you could put in front of somebody on your team, and they would recognise their own week in it.
Where it leaks, and what it eats
Every point where an enquiry can stall, go unseen, or quietly stop moving, with the hours it takes out of your week named beside it.
What I would automate first
The one change worth making before any of the others, and the ones I would leave alone. Sometimes the fix is a change to how you work, and software would only make the mess faster.
Some of what ends up on that list will not need me at all. It will be a setting in something you already run, or ten minutes of somebody's Tuesday, and I will tell you that rather than build around it.
If you would rather just talk, the call does the same job with me asking the questions instead of a form.
20 minutes. You leave with a clear view of what to build first, whether you hire me or not.