Audits and consultancy
See where the work actually leaks.
An honest map of how a job moves, from first contact to paid. See exactly where it's costing you, instead of guessing.
Elm Joinery
- Enquiry
- Quoted
- Booked
- Invoiced
- Paid
- The gap, between quoted and booked
The problem
You can feel it, but you can't point to it.
- 01
Enquiries come in fine, but fewer of them turn into paid work than you'd expect.
- 02
A job stalls somewhere between the first message and the invoice, and nobody's quite sure where.
- 03
You fix whatever feels urgent that week, not necessarily what's actually costing you the most.
- 04
Without seeing the whole thing mapped out, you're guessing at what to fix first.
What usually happens
- A review, if it happens at all, is a conversation, not a proper look at every stage of the job.
- Nobody maps the job from first contact to paid, so the same stage keeps leaking quietly.
- A proper look takes someone's time away from the actual work, so it keeps getting put off.
- Whatever gets fixed is whatever's easiest to see, not what's actually losing the most work.
How we do it
- We map how a job moves through your business, from first contact to paid.
- Every stage is looked at in turn, so you see exactly where people, or money, drop off, stage by stage.
- You get it written down in plain words, not a spreadsheet for you to decode by yourself.
- Nothing's guessed at. What's shown is what the map actually finds.
How it works
The plan
- 01Show us how it runs
Time spent with you on how a job moves today, start to finish, nothing skipped.
- 02We map every stage
From first contact to paid, with nothing smoothed over or left out.
- 03You see where it leaks
Written down plainly, ready to act on today.
Always watching
It checks itself
The map is checked against real activity at every stage, not a guess at how the business runs. Anything that looks unusual gets a proper second look before it's ever shown to you.
- A figure that looks unusual for your kind of business, checked rather than shown as factChecked
- Any stage in the map that doesn't match what your own records showChecked
- Legal or compliance matters found along the way, always passed to a person, never just notedChecked
- The map itself gets checked again if your business changes enough to move itChecked
What you get
What's included
- A full map of how a job moves, first contact to paid
- Every stage looked at in turn
- Written findings in plain words, not a spreadsheet
- The stage where the most work is actually lost, named plainly
- A person's review of anything unusual or sensitive
- A conversation to talk it through, once it's ready
- A plain view of where enquiries actually turn into paid work
- Findings you can hand straight to the plan that follows
For your IT teamThe technical side, for whoever looks after your systems.
- A structured look at how a job moves from enquiry to paid, mapped against where similar businesses typically lose time.
- Built from what you tell us plus what's visible in the tools you already use, never a guess.
- Anything shared for the audit is encrypted in transit and at rest, kept only as long as you want it.
- Anything legal, compliance related, or unusual is always passed to a person, not left on a list.
- Delivered as a written report in plain language, with technical detail kept to this section.
Questions.
How long does it take?
It depends on the size of your business. We'll set out what to expect once we know more.
What do I get at the end?
A written map of how a job moves through your business, plus a plain list of where it's actually leaking.
Do you look at my systems too?
Yes. The audit covers the tools you run the business on, not just the website.
Is anything flagged to a person?
Yes. Anything legal, compliance related, or that looks unusual is always looked at by a person, not left on a list.
How much does it cost?
It depends on the size of your business, and we'll set that out plainly before anything starts.
Goes well with
Keep going
- Audits and consultancy
A plan you can act on: what to fix, in what order
Every finding, written down plainly: what to fix first, what it would take, and who does it. No jargon, just the order to work through and what each step needs.
- Audits and consultancy
A free check that shows you what's wrong with your website
Paste your website address and get a plain list of what's wrong, free, with nothing to sign up for. No score to decode, just plain words on what to fix.
- AI agents and systems
A system built around how you already work
Not a template you bend your business to fit. It's built piece by piece, starting with whichever job costs you the most, and growing once that first piece is proven.