1
Quoting
How long do your quotes wait?
- Pull your last 20 replacement quotes.
- For each one: the visit date, the date the quote went out, and won or lost.
- Write down the top 10 quoting rules that live in someone's head.
Quote log
The gap between the visit and the quote is the number to watch.
VisitQuote sentResultGap
First 10 here. Keep going on the back.
Our quoting rules
Sit down with whoever builds your quotes. The greyed lines are examples.
2
Dispatch
Get the rules out of one person's head
- Interview your dispatcher for 30 minutes. Ask: "How do you decide who goes where?"
- Write their rules on one page: who goes where, and why.
- Count schedule changes for one week.
Dispatch rulebook
Certifications, territories, who handles which customers, which jobs need two people.
Schedule changes after the morning plan
Tap a day each time the schedule changes. Planning or firefighting? This tells you.
3
The inbox
What is your inbox actually made of?
- For one week, tag every email in the shared inbox by type.
- Find the five questions you answer over and over.
- Write one good standard reply for each, in your voice.
One week, by type
Tap a type for each email that comes in.
Five standard replies
See worked examples in the Reply Drafter. If you try a free AI tool, use made-up names only.
→
When you are ready
How to start
- Pick one workflow that hurts. Not everything. One.
- Write down the rules. If you cannot explain it, you cannot automate it.
- Measure it for two weeks before you change anything.
- Automate the first draft. Keep a person on approval.
- Expand only after it is working and your team trusts it.
→
Pays for itself?
What to measure
Fill in the before column now. Fill in the after column once something changes.
