• Workflow Check – Whiteboard Operations

    Hi, I'm Aisling. This short check helps me understand how things run in your business day to day, from the first phone call to getting paid. There are no right or wrong answers, and rough guesses are fine. It takes about 10 minutes.

  • About you

  • Format: (000) 000-0000.
  • How many people work in the business?*

  • Getting new work

  • How do enquiries usually reach you?*
  • Where do you record and track enquiries?*

  • Running the jobs

  • How do you keep track of active jobs?*
  • Which parts of managing a job are most difficult?*
  • Which of these do you use at the moment?*
  • Roughly how many enquiries do you get a month?*
  • How quickly do you usually get back to a new enquiry?*
  • If someone doesn't reply to a quote, do you follow up?*

  • Getting paid and finishing up

  • After a job is finished, how soon does the final bill usually go out?*
  • How often do you end up chasing people to pay?*
  • How often do customers get in touch asking for an update?*

  • Tools and what matters most

  • Roughly how many hours a week go on admin?*
  • Which area would you most like to improve first?*
  • Should be Empty: