THE PROCESS / LESS GUESSWORK
We start with how the work actually moves through your business. Then we build a setup that makes the next step easier.
Talk through my processClear scope. Real-world testing.
A handover you can use.
We follow one real enquiry through your business: where it comes from, what you ask, how you estimate, and what happens after you send a quote.
A conversation about your trade, service area, typical jobs, and current tools.
A short list of bottlenecks, a recommended starting point, and a written scope.
We design your website or workflow around the agreed outcome. We check tool access and integration support before promising a connection.
Your existing branding, project photos, service details, and access to the tools in scope.
A working preview you can review, with clear rules for what happens and when.
We run through the customer experience and the internal process—from the form on a phone to the notification your team receives.
Your feedback on the copy, the process, and what should happen in unusual cases.
Checked forms, tested notifications, agreed follow-up rules, and a launch checklist.
We launch the system, walk you through the controls, and document the pieces your team will use. Support is agreed as part of your scope.
The people who will use the system and approval to go live.
A team walkthrough, clear ownership of your accounts, and an agreed support plan.
TRY THE CUSTOMER JOURNEY.
Click through this example enquiry, estimate request, and quote. Each stage gives the customer and your team a useful next action.
Explore what’s includedA project request becomes a clear, organised lead.
BEFORE WE START.
Timing depends on the website, the number of workflows, the tools being connected, and how ready your content is. We agree on milestones and an estimated launch window in the proposal rather than promising a generic turnaround.
Your business should own its domain, customer data, and business software accounts. Ownership, access, hosting, and the handover are documented in the scope.
Yes, when it is useful—for example, organising incoming project details or drafting a reply for review. Important pricing, commitments, and unusual customer situations stay under your team’s control.
We agree on what messages are sent, who receives them, and how someone can stop receiving them. Marketing sequences need an appropriate consent process. We configure the workflow around the approved rules.
YOUR NEXT CHAPTER
Let’s find the gap between your next enquiry and your next job.