WHAT IS GOING WRONG?
The work is repeated because the handovers are unclear.
The same customer details get copied into several places. Staff ask the owner what happens next. Small jobs pile up until they become an after-hours admin shift.
FIX THE HANDOVER
Make the next step obvious.
01
Find the repeated task
Write down the admin job you did three or more times this week. Start with one task, not the whole business.
02
Keep the information in one place
Choose one home for the customer details, job notes, quote and next action. Stop copying the same information into separate lists.
03
Make the handover easy to follow
Write the trigger, the owner and the next step in plain words. Automate only after the process is clear.
CHECK THE WHOLE CUSTOMER JOURNEY
Find the first place your business is losing good work.
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