Less chasing. Clearer next steps.
From customer inquiries to everyday admin, put a clear process around the work that gets stuck. We review your tools and scope one workflow with your team.
One workflow · Pilot from $1,500 · Scope and final price agreed in writing
Prefer email? Send your workflow detailsYour tools, first.
We check what your existing tools can do before proposing a build.
Your team, in control.
Your rules. Your approvals. A person owns the next step.
A clear handover.
Agreed checks, a useful activity record, and instructions for your team.
01 / A clearer follow-up
See what happens after “estimate sent.”
One example: follow up on an estimate, quote, or proposal. Your fit review can start with a different workflow.
Start with the right estimates.
System replacement
Eligible estimates only
Agree on timing, exclusions, and when follow-up stops. Your current CRM is the starting point.
A useful nudge. On your terms.
Example message · approved before use
Your timing. Your stop rules.
Define the message, channel, timing, and permissions together. Stop follow-up when someone replies or opts out.
The conversation stays human.
Example customer reply
A named owner for the next step
Route questions and exceptions to the right person. Your team handles pricing, commitments, and the customer conversation.
Know where things stand.
Example follow-up record
A record you can check
Review attempts, replies, and exceptions against your starting point. An activity record makes the handover useful.
Illustration only. Your tools and agreed scope determine the final workflow.
02 / Put a number on it
What is sitting in your open estimates?
For businesses that send estimates or proposals: use your own numbers to explore the value of work awaiting a decision.
A planning exercise, not a forecast.
Value awaiting a decision
12 estimates × $4,000 average value.
This is quoted value, not recovered revenue or profit.
Illustrative inputs. No conversion rate or recovery assumption.
03 / Start small. Build it properly.
One workflow.
A better way forward.
A focused implementation for your business, with the tools, steps, and handoffs agreed before you commit.
- 01
Review your tools
We look at your current setup and find where follow-ups, scheduling, or handoffs stall. If your tools already handle the job, we will say so.
- 02
Agree the build
Confirm one workflow, actions, stop rules, access, costs, and acceptance checks in writing before we start.
- 03
Test and hand over
Test the agreed process, review how handoffs reach your team, and hand over the workflow with documentation.
Good questions.
Clear answers.
Straight answers about what’s included, what to expect, and how it works.
Will this work with my tools?
We check that first. The fit review looks at your tools’ existing features, available access, and integration options. We only propose a build once we know what your tools support. If your current tools already handle the job, we will say so.
What am I actually buying?
The Quick Win pilot is a one-time implementation of one agreed workflow, such as estimate follow-up. The written scope covers setup, agreed actions and stop rules, handoffs, testing, and a documented handover. Final price and timing are agreed before payment.
Are there ongoing costs?
Required software subscriptions, messaging charges, or access upgrades are identified during scoping and are separate from the implementation price. Ongoing support is optional and scoped separately. You see these costs before committing.
Does this guarantee more jobs?
No. The pilot is designed to create a consistent workflow and a clear record of what happens. We measure activity and outcomes against your starting point, but customer decisions, booked jobs, and revenue are not guaranteed.
Looking for DIY templates instead?
Separate product: Operator Vault · $28. Downloadable AI instructions and templates. Setup and implementation are not included.