On the call, we scoped the problem together. Based on that, I put together three phases. Then you sent some concrete figures, and they changed one thing: the order I would build them in. Here is all of it, and the reasoning behind the change.
You described leads landing on paper, a sales rep pulled in every direction, and no clear view of what was going cold. I built three phases around that, in the order that looked right before we had your real numbers.
Rather than price against a guess, I asked for your real figures. These came straight from your own recap notes and your transaction history, not from an industry average.
That is revenue walking out the door from slow follow-up alone, before the walk-in and phone gap above is even counted. It is the number that decided which phase to build first.
The costliest leak is not the leads you never capture. It is quotes that already exist going cold before anyone follows up. Chasing those down is Follow-Up Tracking's job, so it moves to the front, ahead of capturing brand-new leads.
Follow-Up Tracking can be built first, on its own. It sits on top of the quote system you already run, so it does not need Capture Core in place beforehand. That is exactly why it can lead, and why the fastest payback comes first.
A shared view of every open quote, with a follow-up nudge before one goes cold, in one app you open on your phone, tablet, or laptop. It runs on the quote bot you already have, so there is no new habit for your team to learn.
A talk-or-type capture screen for the walk-in and phone leads you catch nowhere today, with the details sorted into fields for you and artwork upload included. It is the same app, whether you are on the counter tablet, your phone, or a laptop.
A phone call turns into a drafted order on its own. The full picture, once the earlier pieces are earning.
Every month this goes unaddressed, roughly $10,000 in booked work bleeds out of the shop while quotes sit and go cold. Flip it, and the same number starts working for you: a $2,500 build that earns itself back in under a week, then keeps most of that money in the shop every month after. This is not a hole to plug. It is your own revenue, already there, waiting to be caught. The fastest way to catch it is a phase we can start now.