Days 1–14: establish the starting point
Review a consistent group of recent inquiries and completed jobs. Record suitable inquiries, inspections, delivered proposals, accepted jobs, actual direct costs and time spent waiting at each stage. Keep opportunities still open visible. Pick one bottleneck you can influence, such as unassigned callbacks or incomplete estimate inputs.
Write the goal as a process outcome first: “Every qualified inquiry has a named owner and a dated next action.” Set a numeric commercial target only after reviewing your baseline and capacity.
Days 15–30: repair one workflow
Write the intake or estimate handoff on one page. Include required inputs, owner, completion evidence and escalation route. Try it on a controlled internal example, then use it on appropriate real work. Review exceptions instead of creating a different process for every customer.
Remove duplicate entry where possible, but do not buy software before deciding what information and responsibilities must move. Link the customer, property and current proposal so the office and crew are working from the same facts.
Days 31–60: test one acquisition improvement
Choose one change: complete your Google Business Profile, improve a service page or introduce a consistent referral request. Keep a dated record of what changed and what else happened, including ad spend or weather disruptions. A before-and-after increase alone does not establish what caused it.
Record both channel activity and suitable opportunities. Review whether the response workflow from the first month can handle new demand before increasing investment.
Days 61–90: decide what to continue
| Review | Decision |
|---|---|
| Qualified demand and capacity | Maintain, expand or narrow the offer |
| Job margin and cash timing | Adjust scope, pricing process or commitments |
| Customer handoffs | Clarify ownership or add appropriate support |
| Unresolved risks | Assign action and next review date |
Keep the experiment that improved a meaningful result without harming quality or cash. Stop work that consumes effort without a clear purpose. Ninety days is a review window, not a guaranteed deadline for business growth.
Use a five-line weekly meeting
- What did we promise last week?
- What evidence shows it was completed?
- Where is the next customer or job stuck?
- What single action will move it forward?
- Who owns it, and by when?
Keep those answers alongside your calls-to-jobs measures. If communication capacity is the constraint, talk with LeanLine about the support your workflow needs. Review the actual service scope before committing.
