A written Blueprint, delivered in 3 working days, showing where your business is losing time and what to do about it. Here is what that looks like in practice.
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Every report is specific to your business. This is an illustrative format using transparent assumptions, not a completed client result.
Operations Blueprint·Westbrook Plumbing Ltd
Prepared by Joe Armstrong, Cortel
Executive Summary
Illustrative inputs: 24 quotes a month at 25 minutes each, plus 20 invoice chases at 12 minutes each. That suggests 14 hours a month to investigate before allowing for review time, exceptions and adoption. A quote-to-job pipeline would be tested first; the actual change would be measured after implementation.
Proposed Systems
Priority
System
Time saving
Effort
Start here
Quote-to-job pipeline
8–10 hrs/month*
Low
Next
Overdue invoice reminders
3–5 hrs/month*
Low
Later
Job scheduling from WhatsApp
2–4 hrs/month*
Medium
System 1: Quote-to-job pipeline
The workflow being addressed
Pete writes every quote from scratch in a Word template, entering client details, job description, and parts list manually, roughly 25 minutes per quote. Accepted quotes are re-entered into Xero as invoices by hand. There is no record of which quotes are open or which have gone cold.
What Cortel builds
A quoting form connected to Westbrook's existing Xero account. Pete describes the job in a short form; the system generates a formatted quote, logs it, and converts it to a Xero invoice on acceptance. If a quote receives no response in 7 days, a follow-up is triggered automatically.
*Illustrative monthly ranges; actual impact depends on volumes, exceptions and adoption
Your report will be specific to your business, your tools, and your workflows, not a generic checklist.