Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Process review: order-to-delivery at a custom furniture workshop
Current process map (order intake → production)
- Customer sends an inquiry via website form, phone or Instagram DM
- Owner (Dan) replies personally, often 1–3 days later
- Dan measures on site, sketches by hand, photographs the sketch
- Quote typed in a Word template, emailed as PDF
- Customer pays 50% deposit by bank transfer; Dan checks the bank app manually
- Sketch and notes handed to the shop lead on paper
- Shop lead orders wood by phone; adds job to the whiteboard
Bottlenecks and losses
| Problem | Where | Impact |
|---|---|---|
| All inquiries go through one person | Steps 1–2 | ~20% of inquiries never get a reply; slow first response |
| Paper handoff to the shop | Step 6 | 3 rework cases last quarter due to lost or misread dimensions |
| Deposit checked by hand | Step 5 | Jobs start late; once a job started without a deposit |
| Whiteboard is the only schedule | Step 7 | Delivery dates promised without seeing the load |
Improved process
- All channels lead to one shared inbox; office manager replies within 4 working hours with a booking link for measurement
- Measurements entered into a job card (shared spreadsheet or simple CRM): dimensions, wood, finish, photos
- Quote generated from a price sheet with standard options; Dan approves only non-standard items
- Office manager confirms the deposit and marks the job card "Ready for production"
- Shop lead takes jobs only from the "Ready" column; materials ordered from the card
- Delivery date given only after the job is placed on the shared schedule
Simple metrics to track
- First response time — target: under 4 working hours
- Inquiry → paid deposit conversion — current estimate 25%, target 35%
- Rework cases per month — target: 0–1
- On-time delivery — target: 90%
Step-by-step plan
- Week 1: set up a shared inbox and a job card template
- Week 2: build a price sheet with the 12 most common options
- Week 3: move the whiteboard to a shared schedule; train the shop lead
- Week 4: review the first 10 orders against the new metrics
Client: Oak & Pine Studio, a 9-person workshop making custom tables and shelving. Processes reviewed: order intake, production scheduling, delivery and installation.
The client and all details are made up.
About this service
Agencies lose the most goodwill between the signed contract and the first result: the client fills in a long brief twice, waits for logins to be shared, and nobody tells them what happens in the first two weeks. We map the path from signed deal to kickoff and first delivery: handover from sales, brief, access requests, kickoff call, first deliverables and the first report. You get a clear onboarding sequence with owners and deadlines, a client-facing welcome plan and numbers to track, such as days to kickoff.
What is included
- What you getA written review: onboarding steps from contract to first delivery with roles, a table of delays and repeated questions, the improved sequence, a welcome plan outline, metrics and a change plan.
- Sales-to-team handoverWhat the team must know before kickoff
- One brief, asked onceRemoving repeated questions and forms
- Access and assets checklistWhat to request from the client and when
- First two weeks planWhat the client sees and hears from you
- Onboarding metricsDays to kickoff, days to first delivery
How it works
- 1BriefYou describe how new clients start now
- 2ReviewWe find waits and repeated requests
- 3PlanYou get the new onboarding sequence
What we need from you
What your agency does, how a deal is handed from sales to the team, what you ask clients for at the start, how long it takes to start work now, what clients complain about early on, and screenshots of your brief or project board.
We will ask you:
- What kind of agency are you?
- What happens right after a client signs?
- How many days does it take to start real work?
- Which tools do you use for projects and client communication?
Compare packages
| Packages | BasicOne onboarding path$19 | StandardUp to 3 paths$39 | PremiumOnboarding to first report, 90-day plan$79 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 4 days |
| Revisions | 1 | 2 | 3 |
| Processes | 1 | up to 3 | up to 6 |
| Metrics to track | up to 3 | up to 6 | up to 10 |
| Improvement plan | Step by step | Step by step | 90 days, week by week |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
Do you write the welcome emails and brief form?
The review outlines what they should contain and when to send them. Full texts are a separate order.
Can you look at our project management tool?
We do not log in to your tools. Send screenshots of the board and templates instead.
Is this about contracts too?
No. We look at the workflow after signing, not at contract terms.