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
In an online store most complaints start after checkout: an order sits unconfirmed, the item is out of stock but still on sale, packing waits for a manager, or tracking never reaches the buyer. We follow one order from payment to delivery through your team, warehouse or 3PL and carrier, and mark every pause, double check and manual copy between systems. You get a smoother order flow with clear owners, cut-off times and the few numbers that show whether orders ship on time.
What is included
- What you getA written review: the order journey as numbered steps with roles and systems, a table of delays and errors, the improved flow with cut-off times, metrics and a change plan.
- Order journeyPayment, confirmation, picking, packing, shipping
- Stock and sync gapsWhere overselling and manual copying happen
- Cut-off timesWhich orders ship today and which tomorrow
- Buyer updatesWhen the customer hears about their order
- Shipping metricsTime to ship, picking errors, late orders
How it works
- 1BriefYou describe how an order moves today
- 2TraceWe follow one order and mark each delay
- 3PlanYou get the new flow and fixes in order
What we need from you
Your platform and sales channels, who confirms, picks, packs and ships orders, your carriers, typical daily order volume, what goes wrong most often, and screenshots of the order screen.
We will ask you:
- Which platform and channels do you sell through?
- Do you pack orders yourselves or use a fulfilment partner?
- How many orders do you ship on a normal day?
- What do customers complain about most?
Compare packages
| Packages | BasicOne order flow$19 | StandardUp to 3 flows$39 | PremiumStore operations and 90-day plan$79 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 4 days |
| Revisions | 1 | 2 | 3 |
| Order flows | 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
Will you connect our store to the warehouse system?
No. We describe which data should pass between systems and when; setting up integrations stays with your team or developer.
Do you compare carriers or fulfilment prices?
No, we do not check live prices. The review covers how your process runs with the partners you have.
Are returns covered too?
Only if you list them as one of the processes in Standard or Premium. A separate returns review is also available.