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Designing a Service Business Workflow That Doesn't Leak Jobs

The five stages every service business workflow needs — and where most workflows leak.

April 17, 20269 min read
workflowoperationssystems

Every booked job moves through the same five stages. The businesses that book the most aren't doing more — they're leaking less at each stage.

The five stages

  • Lead — someone reaches out.
  • Qualified — they're a real fit for what you do.
  • Estimate — you've quoted them.
  • Scheduled — the job is on the calendar.
  • Complete — the job is done and paid.

Where the leaks happen

Most leaks happen between Estimate and Scheduled. A quote goes out, the customer goes quiet, and nobody follows up. That's the gap where automation pays for itself fastest.

The other big leak is between Lead and Qualified — a lead reaches out and nobody responds for hours. By the time you call back, they've called someone else.

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