Start from your own kind of business
Every trade loses time and money in its own places. Pick yours to see where the leaks usually are, and the systems we set up for them. Each one opens as a live demo with sample data.
Small manufacturers
Know where every order stands, what leaves today and who owes you money, without calling the factory floor.
- A party calls to ask when the material will leave, and you have to call the supervisor to find out.
- An order is promised for Friday. On Thursday evening you learn that the raw material came late and the job has not started.
Wholesalers and distributors
Every order booked once, every dispatch sent complete, and every credit bill followed up on its day.
- Orders arrive as calls, voice notes and photos of a slip. By evening one has been missed, and the dealer calls to ask.
- Half the order goes today and the balance is promised for tomorrow. Nobody writes the balance down.
Rooftop solar installers
Every project from enquiry to subsidy on one screen, so a stuck file is seen on the day it gets stuck.
- The quote goes out, and the second and third follow-up never happen. The customer signs with the installer who called back.
- Every project has the same steps, but the stage of each one is in someone's head or in an Excel sheet that is a week old.
Interior and modular kitchen firms
Every site, every version of the quote and every milestone payment in one place, not in six phones.
- Enquiries sit in three phones. The quote is sent, and nobody follows up after the first call.
- Six sites run at once, and the status of each is whatever the site supervisor says on the phone.
Real estate broker firms
Every paid lead gets its calls on time, and the owner sees every follow-up that was missed.
- You pay for every lead from portals and ads. Many get one call, no answer, and are never called again.
- A lead that came at night gets its first call the next afternoon, after another broker has already spoken to the buyer.
CA and tax firms
Every filing for every client has a person and a date, and review does not wait for the last evening.
- The due-date sheet is updated by one senior. On the day that senior is on leave, nobody knows the position.
- The client sends the data a day before the due date, and nobody can show when the reminder was sent.
Travel agencies and tour operators
Every enquiry, every version of the quote and every balance payment tracked till the day of travel.
- Each enquiry needs a quote, then a second version, then a third. Nobody is sure which version the client is looking at.
- The quote is sent and the follow-up is forgotten. The client books with whoever called back.
Coaches and wellness practices
No client goes quiet unnoticed. Follow-ups, check-ins and renewals each have a date and a person.
- After the payment, everything runs on WhatsApp and memory: who gets a follow-up today, who has sent the check-in.
- A client goes quiet for ten days, and you notice when the programme is nearly over.
Your trade is not here?
Most of these systems fit any business with orders, payments, enquiries or a team. Tell us what you do.
Tell us about itNot sure where to start?
Tell us what you run on WhatsApp and Excel today. We suggest the one process to fix first, and show it on your own data.