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Grow the business · an office job you can pick
See where next month’s work is coming from
Put the ads, the enquiries, the quotes and the won jobs in one place, and say where the work is stopping.
Choose this office job and we build it around your process, systems, permissions and approval steps.
What it costs you now
The owner knows what came in last week and what is booked tomorrow, and almost nothing about next month. The answer lives in four places at once: the ad accounts, the inbox, the quotes and the job system, and none of them agree on what counts as a lead. So the question gets answered on gut feel, or with an export that takes an afternoon and is stale by the time anyone reads it.
What it does
The agent pulls the enquiries, the quotes and the won jobs together for the period you ask about, and reads them against the ad sources you have approved. It matches an enquiry that arrived twice to one record instead of two, and uses your own definitions of quoted and won rather than inventing its own. What comes back is a short brief in plain language: how much work is sitting in quotes, where enquiries are stopping, and which records look wrong enough to be worth a look. It reads only.
- Gather the sources It collects enquiries, quotes and won jobs across the approved ad sources for the period you asked about.
- De-duplicate the enquiries The same customer arriving by two channels is counted once, not twice.
- Apply your definitions Quote-ready, quoted and won mean what they mean in your business, not what a dashboard assumes.
- Report, and name the gaps You get the brief, plus a separate list of anything unmapped or ambiguous, so a thin month is never confused with missing data.
You ask. It comes back with the reasons shown.
You ask in WhatsApp
Today
It hands back
FUNNEL BRIEF · NEXT MONTH
Next-month sales funnel
- ✓Matched lead sources without counting the same enquiry twice
- ✓Applied the business’s definitions for quote-ready, quoted and won
- ✓Separated missing data from a genuine change in performance
New leads46↑ 8%
Avg reply14hNeeds work
Open quotes$186k8 to call
A sales-funnel brief showing source data, bottlenecks and the records worth checking next.
Illustrative example. Names, numbers and records are made up.
What changes for the business
A straight answer to how next month looks, with the reason behind the number and the records worth checking next.
- The pipeline question gets an answer
How much quoted work is sitting there, and where it stopped, without anyone building an export.
- Missing data is called missing
A gap in the source records is reported as a gap, so you never read a data problem as a bad month.
- It shows where to point the effort
Slow follow-up, quotes going quiet and unmapped lead sources are named as they appear.
What it is connected to
Built around whichever of these you run.
These are the systems this office job usually touches, not a required stack. We connect only what your version of it needs, using your own accounts and the smallest set of permissions that does the job.
- ServiceM8 or Simpro Jobs won and the value attached to them.
- Quotes, wherever they live The job system, Xero, or the spreadsheet the office actually keeps.
- Your email Where enquiries arrive, and where response times can be seen.
- Meta and Google ad accounts Read-only, to attribute enquiries to the sources you have approved.
- Your CRM, if you run one Lead records, so the same enquiry is not counted twice.
- WhatsApp Where you ask the question and where the brief comes back.
The boundaries come with the office job
When it acts, and when it only reports.
What starts it, what it may read, what it may write, who approves, and where it stops. Written down before the office job runs.
What it will not doIt is not a CRM and it does not replace your quoting software. It reads and reports, so it will not correct a record, adjust an ad or follow up a lead. Each of those is a separate office job you approve on its own.
- Trigger
- The owner asks a question or an agreed weekly or monthly review becomes due.
- Reads
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- Approved advertising sources
- Enquiry and response records
- Quote and won-job statuses
- Writes
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- Funnel dashboard
- Plain-language brief
- Source-data exception list
- Approval
- It reads only. Following up a lead or correcting a record is a separate office job you approve on its own.
- Stops when
- The agreed period is reconciled and material data gaps are named.
- Exception path
- Unmapped sources, duplicate leads and ambiguous status definitions are surfaced for the office.
- Audit evidence
- Every figure carries its source system, reporting period, refresh time and applied definition.