For a COO or operations lead
Where do jobs, requests or decisions wait for someone to act?
Missing information, unclear handovers and unowned next actions make everyday work harder than it should be. I help you trace one workflow, see where it stalls and identify what needs to change.
We follow a real piece of work through the business: how it arrives, what information is needed, who acts and what happens before it is done. That shows where details go missing and where work sits waiting. At Accent, the review covered repair quotes, coordinator capacity, purchase orders and contract renewals. My earlier trades work connected enquiries, quotes, bookings and follow-up for Empire Home Solutions, ICY Solutions and Current Electrical.
One HVAC business I worked with didn’t need more leads. It needed to stop letting repair work die between the engineer and the quote.
Training and practical labs through DAY SEVEN, for any sector, including trade businesses.
Your organisation owns production changes, approvals and day-to-day use.
AI training for leaders and teamsBook a workflow reviewScoped automation and CRM implementation through CustomerJourneys.ai (CJAI).
CJAI delivers the agreed build, testing and handover. You approve the operating rules and accept handover; ongoing operation and support are agreed in scope.
Automation and CRM for tradesBook a workflow reviewRelevant experience
Each case study says what I did, what was delivered and where the evidence stops.
I worked on an assessment of repair quotes, coordination, purchasing and renewals, giving leadership four priorities and a phased plan.
Read the case studyDelivered assessmentFour operational workflows
Earlier work connecting enquiry capture, qualification, booking and follow-up, where the process had relied heavily on the owner.
Read the case studyEarlier delivery workEnquiry through follow-up
Earlier work connecting ServiceM8 quoting to a sales pipeline and follow-up tracking.
Read the case studyEarlier delivery workServiceM8 quoting and follow-up
Earlier enquiry qualification and quote-progression work across phone, WhatsApp and web for an electrical business.
Read the case studyEarlier delivery workFirst contact to booking decision
The player connects to YouTube only when you load it. Playback starts when you press play.
A trades workflow example · 7:43
An explanation of enquiry response, qualification, booking and follow-up, including the checks people need to make.
Read the accompanying guideA workflow explanation, not measured results from a client engagement.
The player connects to YouTube only when you load it. Playback starts when you press play.
A trades workflow example · 9:09
A walkthrough of the handover between the engineer’s notes and a quote the customer can approve.
Read the accompanying guideA proposed workflow from an opportunity review, not measured results.
Bring one piece of work that waited too long, and show me how it moved. I’ll tell you whether I can help and what a sensible first step looks like.
30 minutes with Shaz. If there is a fit, we agree the next step towards a proposal.
Book a workflow review
