What we can examine
Choose the workflow that matters.
01A lead
From arrival to an assigned response. Where the enquiry waits, who sees it, what context is available and what needs a person.
02A job
Booked, scheduled, dispatched, done, invoiced, paid. Identify which handoffs are automated, which are manual and which need review.
03A hire
From application to first shift. Who reviews the evidence, how interviews are arranged and where applicants wait.
04A campaign
From a post or an ad to a booked job. What content costs to make, what can be attributed and which publishing steps require approval.
05A Monday
What the owner has to read to know what happened. How many inboxes, how many logins, how much of it should have been one briefing.
A sample of the findings
What the write-up looks like.
Illustrative examples using fictional situations. These are not measured customer or related-company results. A real assessment distinguishes observed evidence, estimates, unknowns and recommendations.
Illustrative finding 1
After-hours enquiries lack an assigned next action.
- Fact
- In this fictional example, two channels feed separate inboxes and no response owner is recorded.
- Cost
- Unknown until enquiry timestamps, contact permissions and outcomes are reviewed. Do not infer lost revenue from an unanswered record alone.
- Recommendation
- Route permitted enquiry data into one queue, assign an owner and test the response and exception paths.
Illustrative finding 2
Quotes have no shared rate card.
- Fact
- In this fictional example, staff use different templates and revisions are hard to trace.
- Cost
- Preparation time and correction rate need a baseline. Profit effects require actual job cost and outcome data.
- Recommendation
- Agree a rate card, approval rules, version history and a delivery handoff for accepted scope.
Illustrative finding 3
Applications wait without a review owner.
- Fact
- In this fictional example, applications arrive in an inbox and interviews are coordinated manually.
- Cost
- Review time and applicant drop-off are unknown until the records are examined.
- Recommendation
- Assign a human reviewer, use a job-related rubric and connect scheduling after calendar compatibility is confirmed.
What you leave with
Agree the deliverables before the review.
- The recordingWhen agreed and consented to, a recording of the scoped session for your internal team.
- The scorecardObserved evidence, unknowns, assumptions and recommendations, with the source of any measurement.
- A range, or a noA proposed next step and planning range when the evidence supports one. Financial outcomes depend on the business and are not promised.
Recording is optional and agreed with everyone attending before capture. Ask us to stop and we stop. Share only the information needed for the review, and keep credentials and sensitive records out of the screen share. Publication needs separate written permission. See the terms page.
What it is not
Not a sales call with a slide deck.
The review should help decide whether configuration, a focused improvement, a deeper assessment or no new build is appropriate. See the demonstrations for examples of the workflows we can discuss.