Operational fixes
Lead follow-up automation so quotes do not go stale
Automatic nudges, clear ownership, and simple reporting, wired to email, WhatsApp, or your CRM.
Clear scope and price band before work starts
Common situations
Follow-ups depend on memory
Hot leads cool off after 48 hours
Managers cannot see stuck deals
What can be included
Follow-up sequences and reminder automations
Dashboards with owners, KPIs, and alerts
Automations replacing manual copy-paste
Clear handover so your team can maintain it
Defined Deliverables
Typical scopes
SCOPE EXAMPLE
First scoped build
- 01 / Current Situation
- Manual steps and spreadsheets held the process together.
- 02 / OpsPatch Build
- Focused follow-up sequences and reminder automations with one measurable outcome in the first sprint.
- 03 / Delivered Handover
- Scoped deliverable + documentation + handover.
Common tools
- Google Sheets
- Excel
- Power BI
- Looker Studio
- Make
- Zapier
- WhatsApp
- AI assistants