Workflow Timeline

Select a step...

Departmental Responsibility Gap

A comparison of task volume and accountability across the organization.

15% Weight
Marketing Under-Utilized
20% Weight
Call Center Balanced
45% Weight
Sales Associate ⚠️ SYSTEM OVERLOAD
12% Weight
Production Balanced
8% Weight
Admin/Accounting Automated
Select a Department

The Categorized Workflow

Moving from a "Sea of Columns" to a "Targeted Pipeline"

New Leads
100
John SmithKitchen Remodel
UNASSIGNED
Maria GarciaBathroom Vanity
NEW
... + 98 moreIncoming inquiries
Active Estimates
70
Robert ChenQuote Sent - Day 2
FOLLOW UP
Sarah JenkinsWaiting on Material
FOLLOW UP
... + 68 moreEstimates to Close
Project Backlog
30
Villa ProjectScheduled: Oct 12
IN PREP
Office LobbyReady to Fabricate
FABRICATION
... + 28 moreSold & Ready
🎯

Focus: Clearing the 70 Estimates

Instead of looking at every lead ever received, the Sales Associate opens the Sales Tab. They see exactly 70 jobs that aren't closed yet. Their only job today: Move those 70 items into the Installation Tab.

The Golden Standard Workflow

Click any step to see accountability and purpose.

Phase 1: Awareness & Intake

Brand Awareness & Search

Marketing Team
▼
Purpose Ensure the brand appears on Google Maps, Ads, and Social Media when needs arise.
Accountable Party Marketing Team

Inquiry & Assign SA

Call Center
▼
Purpose Capture the lead, gather initial info, and assign a dedicated Sales Associate (SA).
Accountable Party Call Center Manager
Phase 2: Consultation & Proposal

Discovery & Dimensions

Sales Associate
▼
Purpose Call the lead to get exact dimensions, explain the journey, and set expectations.
Accountable Party Sales Associate

Estimate & Closing

Sales Associate
▼
Purpose Send estimate, follow up (3x), collect deposit, and sign the contract.
Accountable Party Sales Associate (Monitored by Sales Manager)
Phase 3: Production & Prep

Logistics & Scheduling

Production Mgr
▼
Purpose Order materials, assign installation team, and verify the schedule date.
Accountable Party Production Manager
Phase 4: Installation

Execution & Walkthrough

Installer / SA
▼
Purpose Execute the build, keep the site clean, and perform final walkthrough with client.
Accountable Party Lead Installer & Sales Associate
Phase 5: Business Health

Job Costing & Analysis

Accounting / Mgr
▼
Purpose Calculate gross profit, pay commissions, analyze P&L, and review Sales/Call Center performance.
Accountable Party Admin & Sales Manager