Bring me one job you finished this year, we'll walk through your process, show you all three numbers and how to fix the missing pieces in your current set up.
If you're a B2B service business that's struggling to manage their workflow and know which jobs actually turn a profit (and more importantly, which ones don't) then I can help!
It's the profitability operating system for your business. One platform to let you track leads, quote, manage and invoice your jobs & your team in one place.
In many businesses, it's a collection of spreadsheets, but I recommend working with purpose built, affordable software like WorkflowMAX and I can help you get the best from it.
1. We walk through your current process from initial enquiry, through to paid invoice and figure out which parts are working, and which are missing or not joined up.
2. We look at your sample job and reconstruct the quoted, billed and actual figures to understand its profitability
3. We see how that job could look in a properly configured system with full reporting on time, external costs and profitability. As well as how you could capture scope creep and overservicing more effectively.
4. The Verdict. I'll give you some recommendations, the next steps to tackle, processes to fix or tools you could try. And a written summary of our time together so you can move things forward yourself whether you need a new system or not.
I'm Jon, a business mentor and software consultant, with over 20 years of experience founding and running B2B service businesses. I'm also a WorkflowMax Gold Implementation partner which means I've worked with businesses in sectors including engineering, property, interior design, energy, creative and advertising to understand their processes and help them focus on profitability as well as just getting the work done.
Based in central Manchester, UK, I’m passionate about helping businesses do more with technology, whether that’s making every day run that little bit more smoothly, embarking on a new venture or implementing big changes.
"Jon helped us map the capabilities of software directly to our business processes and the way our people work.
He invested time to understand our business and presented how we could best utilise WorkflowMax sparking genuine 'lightbulb' moments.
Since then, we’ve been able to adopt features we previously overlooked and unlock much more value from both WorkflowMax and our own business processes.
Our thanks goes to Jon who has been with us every step of the way on our journey of rediscovery!"
Book your audit by clicking the button below or if you've got questions and want to have a chat first, just use the form at the bottom of this page or give me a call.
After your no obligation audit, a typical implementation can cost £1.500 to £6,000 depending on size and complexity, and includes job structure design, Xero and other integrations, custom templates, migration from other systems, training for your team and more.
Want to know more?
Give me a call or send me a message...
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