- 01
Brand awareness
Understand where your business stands in your digital market. See how potential customers find you and where there are opportunities to improve your visibility.
- 02
Lead generation
Connect your enquiries to their sources and eventual outcomes. Understand which marketing activity brings in leads, which leads become customers and what those customers are worth.
- 03
Lead qualification
Identify which opportunities are the right fit for your business. Capture requirements, budget and timescales early so your team can prioritise enquiries with the strongest potential to become profitable work.
- 04
Enquiry to quote
Identify what slows down your response, where enquiries stall and why opportunities are lost. Build a clearer process that keeps your team accountable and potential customers informed.
- 05
Quote follow-up
Give every quote a clear next step. Structured reminders and relevant follow-up help your team keep conversations moving, spot neglected opportunities and maintain a more accurate sales pipeline.
- 06
Sale to delivery
Make the handover from sales to delivery consistent. Ensure your team knows what has been agreed, who is responsible and what needs to happen next, including scope, deadlines and payment terms.
- 07
Capacity and resource planning
Understand whether you have the people, time and resources to deliver what you're selling. Spot bottlenecks before committing to deadlines and make informed decisions about workloads, recruitment and outsourcing.
- 08
Project management
Keep scope, deadlines, communication and costs visible. Help your team and customers understand progress, identify additional work and spot projects that are falling behind or eating into your margin.
- 09
Invoicing and payment
Connect agreed work, delivery milestones and additional requests to your invoicing process. Keep unbilled work, upcoming payments and overdue invoices visible, with consistent follow-up to support your cash flow.
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10
Project completion and retention
Build a consistent process for gathering feedback, staying in touch and identifying future opportunities. Understand whether each project delivered a satisfied customer and a healthy margin, then use that knowledge to improve the next one.
- 06
Sale to onboarding
Make the start of every service relationship consistent. Ensure your team knows what has been agreed, who owns the account, what the customer expects and how and when they will be billed.
- 07
Capacity and scheduling
Understand whether you have the people and hours to look after the customers you're taking on. Plan rotas, recurring visits and reactive work together, see utilisation as it happens and spot the point where new sales would stretch your team too far.
- 08
Service delivery
Keep jobs, visits, tickets, response times and costs visible. Help your team and customers see what has been done and what is outstanding, and spot missed appointments, repeat problems and accounts that take more time than they pay for.
- 09
Billing and payment
Connect contracts, recurring charges, usage and additional work to your billing process. Keep unbilled work, upcoming renewals and overdue accounts visible, with consistent follow-up to protect your cash flow.
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10
Retention and renewal
Build a consistent process for checking satisfaction, staying in touch and identifying the next opportunity. See renewal dates, churn risk and which customers are profitable to serve, then use that knowledge to grow the accounts worth growing.
- 06
Order to fulfilment
Make every order flow the same way from confirmation to dispatch. Ensure your team knows what has been ordered, what is in stock, what needs to be made or bought in, and when the customer expects it.
- 07
Stock and capacity planning
Understand whether you have the stock, materials and production time to meet demand. See what is selling, what is sitting still and what is about to run out, and make informed decisions about purchasing and production before the problem reaches a customer.
- 08
Fulfilment and delivery
Keep picking, production, dispatch and delivery visible. Help your team and customers see where each order is, spot late, short or damaged orders early and understand what returns and rework are costing you.
- 09
Invoicing and payment
Connect orders, dispatches and credit notes to your invoicing process. Keep account customers, credit limits, upcoming payments and overdue invoices visible, with consistent follow-up to protect your cash flow.
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10
Repeat purchase and retention
Build a consistent process for following up, reordering and staying in touch. Understand which customers and products are profitable, who is buying less than they used to and where the next order is likely to come from, then use that knowledge to sell more to the customers worth keeping.