Enquiry-to-quote workflow
Leads arrive by email, forms, phone notes or DMs — and quotes are delayed while the customer is still ready to decide.
Enquirytracked recordreply draftfollow-up reminder
Audit this workflow →
Use cases
The workflows that quietly hold growth back.
These are the workflows we fix most often for growing service businesses. Recognise your own, then bring it to a Workflow Growth Audit as the first workflow to examine.
Illustrative examples — not client claims
Quote follow-up workflow
Quotes go out but are not chased consistently, so promising work quietly goes cold.
Quote sentscheduled follow-upspipeline update
Audit this workflow →Email-to-CRM workflow
Enquiry details are still copied into the CRM by hand, so the pipeline drifts out of date.
Enquiry emailCRM recordtask for owner
Audit this workflow →Admin & reporting workflow
The owner rebuilds the same reports and chases the same updates by hand every week.
Week endsdata collectedreport draftedowner review
Audit this workflow →Spreadsheet-to-system workflow
A spreadsheet that used to work has quietly become a critical — and fragile — business system.
Spreadsheet trackerstructured workflow board
Audit this workflow →Review & referral workflow
Completed work rarely turns into the reviews and referrals that drive the next enquiries.
Completed jobreview requestreferral prompt
Audit this workflow →Not sure which workflow to start with?
That is exactly what the free 45-minute assessment is for. Describe how the work gets done and we will help you find the workflow limiting growth.