A practical resource

Start with one job that needs to work better.

Use this worksheet to organise your thoughts before requesting a proposal.

These are planning prompts, not a quote or an automated project assessment. Your answers stay in this browser page; use the copy button to keep them. Avoid private customer information.

What does someone need to do?Where does it become difficult?Which tools or records are involved?How would you check that it works?

A worked example

Scenario: a service business receives enquiries from customers outside its normal area. Staff spend time clarifying the location before they can respond.

First project: explain the actual coverage, collect a suburb or postcode and show the office a clear request summary. Requests outside the normal area can be reviewed manually rather than rejected blindly.

Acceptance: try a covered location, an unsupported location and a customer who is unsure. Check the phone experience and the information received by staff.

This is a fictional planning example. It makes no claim about a completed client project or financial result.