Eliminate Every Wasted Minute
Redesign your business processes from the ground up. Cut cycle times by 50%, complete 40% more jobs, and get paid 3x faster.
Process Transformation Maps
Step-by-step optimization of your core processes
Quote to Cash
Impact
$47,000/month faster cash flow
Step 1
Lead capture
Current
Manual entry
Optimized
Auto-capture
Time Saved
30 min
Step 2
Site visit
Current
Drive twice
Optimized
Virtual + once
Time Saved
2 hrs
Step 3
Quote creation
Current
2 hours
Optimized
15 minutes
Time Saved
1.75 hrs
Step 4
Follow-up
Current
Manual calls
Optimized
Auto sequence
Time Saved
1 hr
Step 5
Job scheduling
Current
Phone tag
Optimized
Online booking
Time Saved
45 min
Step 6
Invoicing
Current
End of week
Optimized
Same day
Time Saved
3 days
Step 7
Payment
Current
30 days
Optimized
14 days
Time Saved
16 days
Job Execution
Impact
+3 jobs per crew per week
Step 1
Morning prep
Current
Scramble for info
Optimized
Pre-loaded tablets
Time Saved
20 min
Step 2
Travel
Current
Get lost/wrong address
Optimized
GPS + verified address
Time Saved
15 min
Step 3
Materials
Current
Multiple trips
Optimized
Pre-picked packs
Time Saved
45 min
Step 4
Documentation
Current
Paper forms
Optimized
Digital + photos
Time Saved
20 min
Step 5
Customer sign-off
Current
Chase later
Optimized
On-site digital
Time Saved
30 min
Step 6
Clean up
Current
Rush job
Optimized
Systematic
Time Saved
10 min
Your 5 Biggest Bottlenecks
Fix these first for maximum impact
Quote approval delays
Affects 67% of quotes
Root Cause
No follow-up system
Solution
3-7-14 day auto follow-up
Double-booked crews
Affects 3x per week
Root Cause
Manual calendar
Solution
Central scheduling system
Missing materials
Affects 40% of jobs
Root Cause
No inventory tracking
Solution
Job packs + alerts
Invoice delays
Affects 5-7 days average
Root Cause
Batch processing
Solution
Auto-generate on completion
Payment collection
Affects 45 day average
Root Cause
No reminders
Solution
Auto chase sequence
Key Performance Indicators
Track these metrics to measure optimization success
Quote to cash cycle
First response time
Jobs per day per crew
Invoice to payment
Customer satisfaction
Crew utilization
Process Optimization Tools
Tools to analyze and improve your workflows
Process Mapping
Miro
Free-$16/userVisual workflows
Lucidchart
$7.95/userProcess diagrams
Time Tracking
Toggl
$10/userTask timing
RescueTime
$12/userAutomatic tracking
Analytics
Google Analytics
FreeWebsite metrics
Databox
$72/monthBusiness KPIs
90-Day Optimization Sprint
Transform your business processes in 3 months
Days 1-30: Analysis
- • Map current processes end-to-end
- • Time each step with stopwatch
- • Identify top 5 bottlenecks
- • Calculate cost of inefficiencies
Days 31-60: Design
- • Redesign processes for efficiency
- • Select automation tools
- • Create new workflows
- • Train team on changes
Days 61-90: Implementation
- • Roll out new processes
- • Monitor KPIs daily
- • Adjust based on feedback
- • Celebrate wins publicly
Expected Results
40% efficiency gain • $32K monthly impact
Ready to Optimize Your Operations?
Free process audit identifies $10K+ in monthly savings