Operational fixes
Sales process automation for owner-led teams
Automate the steps between enquiry and booked job with tools your team already touches daily.
Clear scope and price band before work starts
Common situations
Quotes take too long to send
Handoffs between admin and sales drop details
Forecasting is guesswork
What can be included
Sales workflow automation and pipeline visibility
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 sales workflow automation and pipeline visibility 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