Before we get access
The first review can start from screenshots, exports, sample records, and a walkthrough. Password sharing is not the default.
Delivery process
Find the leak. Fix the smallest thing that stops leads from getting lost.
The work starts with your real leads and handoffs, not a preferred tool. Scope stays bounded, automation has clear stop rules, and the handoff includes enough documentation for your team to run the system.
Five steps
From a broken handoff to a documented fix.
- 01
Show me where leads are coming from
Start with your real lead sources: calls, forms, ads, referrals. Not a generic checklist.
- 02
Map what happens next
Follow a lead from first contact through follow-up, quote, and close to see where it actually goes.
- 03
Find where the process breaks
Pinpoint the exact step where leads go quiet, stall, or fall through the cracks.
- 04
Fix the smallest high-value problem
Repair the one break that recovers the most work, without a full rebuild.
- 05
Test it and document it
Confirm the fix holds under real scenarios, then hand off clear notes on how it runs.
How it stays under control
Automation is only one part of the fix.
A good fix also defines who owns it, what happens when something breaks, and how the results get checked.
Evidence
Use exports, screenshots, sample records, and a walkthrough to trace what's really happening.
Scope
Define the exact trigger, owner, output, and stopping point for the fix.
Build
Change the smallest system that solves the agreed problem.
Exception
Document what happens when data is missing, a tool fails, or something duplicates, and who handles it manually.
Validation
Check that the records, steps, and reports match what was expected.
Control Exception Output
Before anything goes live
Triggers, branches, message approvals, stop rules, and failure paths are checked against real examples first.
Before handoff
The workflow is tested, failure points are visible, and your team receives the rules, test notes, and next actions.