The quote went out before anyone checked the numbers
Quotes leak more money than most owners realise, and AI-drafted quotes leak it faster. A simple approval path for contractors, workshops and service firms.
Insights
Notes from running our own companies.
What we learn putting sales follow-up, back office systems and AI to work, first in our own businesses and then in our clients'.
- 3 min read
- 3 min read
The weekly report nobody reads, and the one nobody trusts
Reports pile up because each was asked for once. AI makes them cheaper to produce and easier to ignore. A short register decides which ones earn a place.
- 3 min read
Five places money slips between the quote and the invoice
The job was done, the customer was happy, and the invoice still came up short. Where service firms lose money they already earned, and how to stop it.
- 3 min read
Three answers to 'how many jobs did we do?' and how to get one
When sales, operations and accounts each report a different number, it usually comes down to what the word means. Fix the definitions first.
- 4 min read
Seven signs a spreadsheet is now running your company
Spreadsheets are a fine way to start. Here is how to tell when one has quietly become your operating system, and what to do before it breaks.