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
Patients judge a clinic by everything around the appointment: getting through on the phone, waiting at reception, paperwork filled in twice, results that never arrive and a follow-up nobody booked. We map the patient's path from booking through reminders, check-in, the visit, payment or insurance, results and the next appointment, with who is responsible at each step. You get a smoother patient flow, fewer no-shows and gaps, clear front-desk rules and simple numbers to track.
What is included
- What you getA written review: the patient journey as numbered steps with roles, a table of waits, no-shows and gaps, the improved flow, front-desk rules, metrics and a change plan.
- Patient journeyBooking, reminder, check-in, visit, follow-up
- Waits and no-showsWhere patients wait or drop out
- Front-desk rulesCalls, check-in and rescheduling
- Results and follow-upWho sends what and when
- Clinic metricsNo-show rate, wait time, return visits
How it works
- 1BriefYou describe how patients move through
- 2ReviewWe find waits, gaps and lost follow-ups
- 3PlanYou get the new flow and desk rules
What we need from you
Your type of clinic and services, how patients book, who works at reception, how reminders and results are sent, the booking or clinic system you use, the main complaints, and screenshots with all patient data removed.
We will ask you:
- What kind of clinic is it?
- How do patients book, and how are they reminded?
- Where do patients complain or drop out?
- Which booking or clinic system do you use?
Compare packages
| Packages | BasicOne patient path$19 | StandardUp to 3 paths$39 | PremiumWhole clinic flow and 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 review treatment or medical decisions?
No. We look only at organisation: booking, waiting, paperwork and communication. Clinical questions stay with your doctors.
What about patient privacy?
Never send real patient names, records or contact details. Describe cases in general terms and blur screenshots.
Will you set up our booking system?
No. We describe the reminders and rules you need; your team or system provider sets them up.