Operational Optimization
Stop leads and time slipping through the cracks.
We map how the work flows, find where it breaks, and help you fix it.
Who this is for
If a few of these sound familiar, this is where to start.
This is for you if
- Leads, estimates, or jobs keep slipping
- Teams doing the same thing three different ways
- Only the owner knows the whole process
Signs it's time
- Leads sit before anyone responds
- Estimates go out and are never chased
- The office-to-field handoff is unclear
- Only you know the full process
The path a lead takes
We walk your operation stage by stage and mark exactly where leads and time slip out.
What this work can include
This isn't a package. It's what the work can include, spelled out in writing before you commit.
- A map of how work flows now
- Bottleneck report
- A recommended better workflow
- CRM stages and rules
- Follow-up sequence
- Written step-by-step procedures (SOPs)
- A who-does-what chart
- Automation plan
- Implementation checklist
- Scorecard of your key operating numbers
OBM advises and supports. How hands-on we get, from recommending to helping you put it in place, is set in your written scope.
Most follow-up problems aren't people problems. They're nobody-owns-it problems.
What we need, how it works, and how we measure success
What we need
- A walkthrough of how work flows, lead to finished job
- Access to the tools you use
- Time with the people doing the work
How it works
- First. Map how work actually flows, find where it breaks.
- Then. Recommend the workflow, CRM stages, and follow-up that fit.
- Ongoing. Support putting it in place, at the level your scope sets.
Timeline comes in your written scope.
How we measure
- Faster response and follow-up
- Fewer things dropped in the handoff
- A process the whole team can run
Questions we hear
Do you implement, or just advise?
We advise and support, from hands-on help to checking the work. Your written scope says exactly which.
We already have a CRM, why is it not working?
Usually the tool is fine and the process around it is not. We help you fix the process first, then get the CRM supporting it.
Will this disrupt how my team works?
The goal is the opposite: remove the hold-ups your team already feels. We help roll changes out to fit how you operate, not rip-and-replace.
Do you require a long contract?
No, we work month to month. We earn the next month by being worth it.
Pairs well with Business Consulting. Straight outside help to find the real thing holding growth back, and what to do about it.
Stop letting good leads depend on who remembered to follow up.
We get back to you within 24 hours, by email or a call. No obligation.