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Process improvement & automation

Where the enquiries go missing

Four weeks of calls, messages and quotes for a fictional kitchen fitter, laid out so the leaks are visible: calls nobody returned, messages that waited, quotes nobody chased. Then what they’re worth, on assumptions you can change.

Fictional business and data · assumptions editable

Audit results

What it could be worth

These are assumptions, not findings. The average job value starts at the average of this business’s own quotes. Change any of them; a real audit uses the business’s own rates.

Estimated work at risk over four weeks

£0

That’s the demo business. A missed-enquiry audit puts your own calls, messages and quotes through the same sums.

Mostly process, a little automation

  • Missed calls get a text within seconds with a link to book a survey or reply with a question, so nobody rings the next fitter on the list.
  • Every message gets a reply within two working hours, from one shared inbox rather than three phones.
  • Quotes are chased on day 3, 7 and 14, automatically, until someone says yes, no or not yet.
  • A one-page weekly report shows what came in, what was answered and what’s still open.

Your own numbers, alongside the systems you already use

The audit runs against your phone log, inbox and quotes, not samples, and the fixes plug into the booking tool, CRM or spreadsheet you already have. The point is the pound figure at the end: it’s yours, so there’s nothing to argue with.

Answering the common questions automatically is part of it: see the enquiry assistant

Talk about an audit

What are you trying to get moving?

Tell me where things stand, what needs to change and any date you are working towards.

You might have a project to scope, systems that aren’t joining up, or a task that keeps taking too much time. You don’t need a finished brief to start a conversation.

Start with what’s getting in the way.

A few lines about the situation, the people involved and what a useful result would look like are enough. I’ll come back to you personally with a practical next step.

The privacy policy explains how I handle your enquiry and personal information.

Let’s talk