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 a real estate agency a lead from a property portal goes cold within hours: it lands in a shared inbox, two agents call the same buyer or nobody does, and viewings get booked without checking whether the buyer can actually afford the place. We map the path from portal, website or sign call to first contact, qualification, viewing, offer and either a deal or a long-term follow-up list. You get rules for distributing leads, a first-response standard, simple qualification questions, a follow-up rhythm for buyers who are not ready, and numbers to track.
What is included
- What you getA written review: the lead path from enquiry to deal with roles, a table of lost and double-handled leads, the improved process with distribution rules and qualification questions, metrics and a change plan.
- Lead pathEnquiry, contact, qualification, viewing, offer
- Distribution rulesWhich agent gets which lead, and how fast
- Qualification questionsBudget, timing, financing, must-haves
- Not-ready buyersA follow-up rhythm for later deals
- Agency metricsResponse time, viewings per deal, lead source
How it works
- 1BriefYou describe lead sources and the team
- 2ReviewWe find where leads go cold or double up
- 3PlanYou get distribution rules and steps
What we need from you
Where leads come from (portals, website, calls, social media), how many agents you have and how leads are shared, your CRM, what happens before a viewing, where leads get lost, and screenshots of your lead list with client data hidden.
We will ask you:
- Where do most of your leads come from?
- Do you work with buyers, sellers, renters or all of them?
- How are leads shared between agents now?
- Which CRM or tools do you use?
Compare packages
| Packages | BasicOne lead flow$19 | StandardBuyers, sellers and rentals$39 | PremiumWhole agency pipeline, 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 listing descriptions?
Not in this order. This review is about how leads are handled; listing texts are a separate service.
Can you tell us which portal works best?
Only from the numbers you give us. We do not check portal prices or traffic ourselves.
Does this cover commissions between agents?
We can describe a fair lead-sharing rule, but commission terms are your agency's decision.