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
Deals rarely die in one place: leads wait hours for a first reply, follow-ups depend on someone's memory, and proposals stall because nobody owns the next step. We map your path from first enquiry to signed deal stage by stage, with who acts at each stage, how long it takes and where leads drop out. You get a cleaner pipeline with clear stage rules, a follow-up rhythm and a few numbers to watch each week.
What is included
- What you getA written review on the order page: your sales stages with owners and timings, a table of where leads are lost and why, the improved pipeline with stage rules, and the metrics and change plan for your package.
- Stage-by-stage mapFrom enquiry to closed deal, with owners
- Where leads drop outSlow replies, missing follow-ups, stuck proposals
- Stage rulesWhat must be true before a deal moves on
- Follow-up rhythmWhen and how to come back to a quiet lead
- Weekly sales metricsReply time, conversion per stage, deal age
How it works
- 1BriefYou describe your funnel and pain points
- 2ReviewWe trace each stage and find the leaks
- 3PlanYou get the new pipeline and next steps
What we need from you
How a lead reaches you and what happens next until payment, who works on deals, which CRM or tools you use, rough numbers per stage if you have them, and screenshots of the pipeline.
We will ask you:
- Where do your leads come from?
- What happens to a lead in the first 24 hours?
- Where do deals most often stall?
- Which CRM or tools do you use?
Compare packages
| Packages | BasicOne sales path$19 | StandardUp to 3 sales paths$39 | PremiumFull sales cycle and 90-day plan$79 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 4 days |
| Revisions | 1 | 2 | 3 |
| Sales 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
Will you set up our CRM?
No. We describe the stages, rules and fields you need; your team or CRM contractor sets them up.
Do you write call scripts too?
Not in this order. The review shows where a script is needed and what it should cover.
Can you promise more sales?
No. We show where leads are lost and what to fix first; results depend on how the team applies it.