Work that comes back
How the work flows Six stages every client goes through, in the order a client lives them. Open one to see its steps and the tools each step runs on. About 468 of those hours could run on their own or become a quick check.
From now on 301 h runs itself167 h you check
Stage 1 Quote first drafts A first draft of every quote is ready from the site notes, so Kofi starts from a page instead of a blank. 122 h a year · 700 conversations · Every month › Stage 2 Permit status checks Each permit's status is checked every week and the team hears when it moves, not when someone remembers to ask. 64 h a year · 400 conversations · Every month › Stage 3 Supplier order follow-up One tracker follows every supplier order from confirmation to delivery, so nobody chases dates by email. 188 h a year · 1,260 conversations · Every month › Stage 4 Site visit desk Site visits are booked, moved and confirmed from one calendar, with the trades and the client told at once. 151 h a year · 950 conversations · Every month › Stage 5 Weekly client update Every client gets a Friday note on what happened this week and what comes next, drafted from the week's email. 46 h a year · 280 conversations · Every month › Stage 6 Invoice reminders Every open invoice is on one list, and the reminder goes out on time without anyone writing it. 97 h a year · 850 conversations · Every month ›