The inquiry disappears
Calls, texts, forms, and social messages arrive in different places without a clear owner or next action.
30-Day Inquiry-to-Payment Sprint
One customer workflow, working in 30 days.
I map how an inquiry becomes scheduled and paid work, then implement the smallest useful system around the broken handoff. This is for owner-led service businesses running one location that already have customers and already have tools, but lose work between the two.
Where work gets stuck 現状
The problem is usually the handoff.
These are common patterns, not a diagnosis. Most operations have one or two of them, not all four.
The quote waits
An estimate is sent, but follow-up timing and responsibility live in memory or an inbox.
The schedule breaks
Accepted work does not move cleanly into capacity, crew, room, or appointment planning.
The payment status is unclear
Deposits, invoices, balances, and completed work are tracked in separate tools or spreadsheets.
Terms 条件
Fixed scope, fixed price, stated up front.
- Duration
- 30 consecutive days
- Scope
- One inquiry-to-payment workflow for one business and one operating location
- Price
- $3,500 fixed
- Payment
- $1,500 at kickoff and $2,000 after the first working baseline is demonstrated
- Founder time
- Up to 16 hours of included founder time
- Capacity
- Capacity is limited to two concurrent sprints
- Stabilization
- 14 calendar days after go-live for defects within the agreed workflow
- Existing tools
- Existing tools remain in place unless replacement is specifically approved in scope
- Third-party fees
- Third-party software and transaction fees are paid separately by the customer
- Custom development
- Custom application development is excluded unless separately scoped
How it runs 進行
Thirty days, four stages.
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Days 1 to 5
Map the current workflow
I document how an inquiry actually becomes scheduled and paid work today, including the steps that live in memory, texts, and spreadsheets.
-
Days 6 to 10
Baseline and first handoff
I deliver the documented operating baseline and a working version of the first agreed handoff. This is the point where the deliverable commitment below is met or the project stops.
-
Days 11 to 22
Implement the agreed workflow
I configure the rest of the agreed path, set up ownership and next-action status, follow-up reminders, and payment-status visibility.
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Days 23 to 30
Handoff and documentation
I finish the owner dashboard and exception list, write the standard operating procedure, and run one recorded team handoff or training session.
Included work 実装
The smallest useful system around the broken handoff.
Keep what works. Configure before integrating. Integrate before building. Build only the missing piece.
- One source of truth for open inquiries, quotes, bookings, or jobs
- Standard intake and qualification fields
- Clear ownership and next-action status
- Estimate or booking follow-up reminders
- Scheduling handoff
- Deposit, invoice, or payment-status visibility
- Owner dashboard and exception list
- Standard operating procedure
- One recorded team handoff or training session
Deliverables 成果物
Everything needed to run it without me.
- 01Current-state workflow map
- 02Working future-state workflow
- 03Configured systems and agreed automations
- 04Owner dashboard or open-work visibility
- 05Exception and follow-up list
- 06Standard operating procedure
- 07Recorded handoff or training
- 08A recommendation to operate independently, continue with a Workflow Optimization Partnership, or scope the next workflow.
Scope boundary 範囲外
What the sprint does not include.
The fixed price works because the boundary is real. These sit outside a sprint and are quoted separately when they matter.
- A full custom application
- A complete website redesign
- Branding or marketing campaign management
- Accounting migration
- POS or ERP replacement
- Unlimited historical data cleanup
- Unlimited integrations or revisions
- Multiple locations or unrelated workflows
- Ongoing on-call support
Work expected to exceed 16 founder hours must be narrowed or separately quoted before work continues.
Deliverable commitment
Within the first 10 business days, I will deliver a documented operating baseline and a working version of the first agreed handoff. If I cannot demonstrate a usable implementation path within the agreed systems and constraints, the project will stop and the remaining $2,000 will not be charged.
This commits to a usable implementation path. It does not promise a revenue result or a specific return on investment.
Fit 適合
When this works, and when it does not.
A good fit
- Owner-led, running one operating location
- One workflow that clearly costs time or revenue
- Customers are already arriving and work is already being sold
- Someone internally owns the process day to day
- The decision maker is reachable during the 30 days
- Existing tools are workable, even if disconnected
A poor fit
- Several unrelated workflows need fixing at once
- Multiple locations are in scope from the start
- No one internally owns the process
- The real requirement is a full custom application
- An accounting, POS, or ERP migration is the actual project
- Decisions cannot be made inside a 30-day window
After the sprint その後
Keep the system, continue improving, or fix the next handoff.
Operate it independently
You keep the configured workflow, the documentation, the dashboard, and the recorded handoff. Nothing depends on me staying involved.
Continue with the Workflow Optimization Partnership
Available after a completed sprint. Each month includes a workflow scorecard, a scheduled functional check, one implemented improvement, routine issue correction, current documentation, and a 30-minute owner review.
$950 per month Initial three-month term
See the partnershipScope the next workflow
A separate fixed-scope sprint or larger engagement is proposed only when another valuable workflow is clearly defined.
The partnership is optional. A stable workflow that the team can operate independently does not need a monthly agreement.
Show me where the customer workflow is breaking.
The first step is a focused 20-minute fit review. If one valuable workflow fits the sprint, I will explain the scope and next step. If it does not fit, I will say so. The review is free.