Process · Before / after
From the website form to a booked job
Six things you do. Then none.
BEFORE
AFTER
1
FORM
2
INBOX
3
SHEET
4
CALL
5
QUOTE
6
BOOK
0 TOUCHES
Form lands
you notice it
Open inbox
find the email
Copy to sheet
name · phone
Call back
if you have time
Type a quote
from a last doc
Text a time
hope they reply
Form captured
system · not you
Booked
on the calendar
LEGEND
You do this
System books it
Zero owner touches
Empty cells on the after lane are the point. Nobody copies and pastes.
Savage Digital Solutions
· savagesolutions.io