SidleyEstimating & ConsultingProcess Improvement Studio
Make the work easier to follow.
Explore how a small business could improve customer intake and follow-up. Choose a stage to see the problem, a possible change, and how to check whether it works.
Where things get stuck
Capture the request
A typical informal workflow for a growing service business.
STEP 1Customer sends an email or calls
STEP 2Details are kept in separate inboxes
STEP 3Someone manually creates a note
Opportunity: Requests can be missed when information lives in different places.
Have a process that needs a clearer path?
Discuss your business need