Forward deployment for local companies
The follow-up is where the work goes quiet.
The software has the customer. The chase lives on a phone, a pad, and in someone's memory.
The pain
Between the ask and the outcome, the job gets lost.
The ask
They wanted a price.
- Follow up Thursday
- On a pad
- A personal inbox
- A personal text
- A side spreadsheet
- CRM stops at the name
The outcome
No record of what happened next.
How a forward deployed engineer works
I stand in the workflow. Then we build the smallest fix.
- Delete
- Code
- Agent
- Human
- 01
Stand on the floor
Sit with the people who do the job. Watch the texts, the sheet, and the step that never gets entered.
- 02
Write the real steps
The CRM holds the record. The week holds the process. Both go on one page.
- 03
Sort every step
Delete, code, agent, or human. In that order. The judgment stays with a person.
- 04
Build the smallest fix
Inside the tools you already pay for. A number first. If it does not move, it did not work.
How to price the look
Put a number on the quiet before you hire anyone.
Count the chase before you hire anyone. Swap in your own numbers.
One workflow, one year
$20k
Desk time on the follow-up alone. A model, not a client result.
- 12
- price requests a week
- Half
- turn into chase and retyping
- 90 min
- on each messy one
- $45
- an hour, loaded
23%
of 2,241 US companies never answered a test web inquiry.
42 hrs
average first reply, among those who answered within 30 days. Harvard Business Review, 2011. A pattern, not a promise.
Where to see it in your language
Two floors. Same method.
Showrooms
Kitchen, bath, flooring, carpet
See the ten steps
Salons
Multi-location groups
See the ten steps
Customers have to find you first. See how I help local companies get found.See the method on a real site.
Start
Bring the workflow that goes quiet after the first yes.
Tell me the job, who does it, and which system is supposed to hold it. I will tell you whether a look is worth it, and what the first week would produce.