mu works

The Estimate Follow-Up Sprint

Stop losing jobs after you send the estimate.

Good leads should not disappear because the next step was left in a text, inbox, spreadsheet, or someone's memory.

I make the forms, estimates, calendars, and tools you already use work like one clear system. In 30 days, you will have a visible path from new inquiry through estimate follow-up and scheduling.

$3,500 fixed · First live handoff demonstrated by day 10 · No required monthly agreement

Show me where jobs are getting stuck See exactly what gets built
Keep the tools that already workReplace only what is creating the problem

Sound familiar?

Bought software, but still running the process yourself?

This Sprint is for businesses where:

  • New inquiries arrive through several different channels.
  • Sent estimates do not always receive a timely follow-up.
  • Accepted work does not move cleanly into scheduling.
  • The owner has to ask around to learn what is still open.
  • Important next steps live in texts, inboxes, notes, or memory.
  • Existing software is being used inconsistently or only partially.

I do not begin by replacing everything. I identify the broken handoff, configure the smallest useful system around it, test it with real work, and leave the team with clear operating instructions.

Outcomes

What changes in 30 days

01

One visible list of open opportunities

See which inquiries and estimates are new, waiting, accepted, scheduled, or stuck.

02

A next action for every open item

Know who is responsible, what needs to happen, and when the next follow-up is due.

03

A cleaner scheduling handoff

Accepted work moves into scheduling without being re-entered, rediscovered, or left in a message thread.

04

An owner view

See what needs attention without searching inboxes or asking every employee for an update.

Deliverables

What I build

The work is done in the tools your business already uses, or the smallest useful replacement when a tool is the problem. A typical Sprint delivers:

  1. 01A documented map of the current inquiry and estimate process
  2. 02One agreed source of truth for open opportunities
  3. 03Clear statuses for inquiries and estimates
  4. 04Responsibility and next-action fields
  5. 05Follow-up reminders or automations where appropriate
  6. 06An accepted-estimate handoff into scheduling
  7. 07A simple owner view of work needing attention
  8. 08Written operating instructions
  9. 09A recorded handoff and team training
  10. 10A practical list of later improvements that are intentionally outside the Sprint

The exact tools and configuration depend on how your business runs today. Most Sprints are configuration, integration, and focused automation of software you already own, not custom software.

A recommendation to operate independently, continue with a Workflow Optimization Partnership, or scope the next workflow.

How it runs

A working process, not another report

  1. Step 1

    Find the leak

    I review how inquiries currently arrive, how estimates are created, where follow-up happens, and where ownership becomes unclear.

  2. Step 2

    Choose the smallest useful system

    I keep the tools that are working and select the minimum changes needed to create a reliable path.

  3. Step 3

    Build and test the handoff

    I configure the workflow, test it with realistic examples, and demonstrate the first live handoff by day 10.

  4. Step 4

    Put it into operation

    I document the process, train the responsible people, and leave the owner with a clear view of what needs attention.

Example workflow

One visible path from inquiry to scheduled work.

Every open opportunity sits in exactly one of these states, with an owner and a next action. Nothing waits in an inbox.

  1. New inquiry
  2. Qualified
  3. Estimate needed
  4. Estimate sent
  5. Follow-up due
  6. Accepted
  7. Ready to schedule
  8. Scheduled

Declined, unresponsive, and blocked work is not deleted or hidden. It moves into a clearly labeled exception or closed state, so the open list stays honest:

  • Declined
  • No response after final follow-up
  • Waiting on the customer
  • On hold

Fit

When this works, and when it does not.

This is estimate follow-up automation for contractors, remodelers, cleaning companies, landscapers, and other owner-led service businesses that already send estimates.

This is a strong fit when

  • The business already receives a steady flow of inquiries.
  • Work usually requires an estimate or proposal.
  • More than one person touches the customer process.
  • Follow-up currently depends on individual habits.
  • The business already owns tools that are not working together.
  • Recovering one or two missed jobs could materially offset the project cost.
  • The owner wants implementation, not another software recommendation.

This is not the right fit when

  • The business does not yet receive regular inquiries.
  • The main problem is simply needing a credible website.
  • The owner wants a complete custom application for $3,500.
  • The project requires replacing accounting, payroll, dispatch, and CRM systems at once.
  • Nobody inside the business will own the process after implementation.
  • The business only wants a written strategy report.

The day-10 commitment

By the tenth business day, I will demonstrate the documented current process and the first agreed handoff working in the selected tools. If I cannot demonstrate a workable implementation path within the agreed systems and constraints, the project stops and the remaining $2,000 balance is not charged.

This commits to a workable implementation path. It does not promise a revenue result or a specific return on investment.

Pricing

One process. One fixed implementation.

Price
$3,500 fixed
Payment
$1,500 at kickoff and $2,000 after the first working handoff is demonstrated
Duration
30 consecutive days
Scope
One inquiry-to-scheduling workflow for one business and one operating location
Capacity
Capacity is limited to two concurrent sprints
Stabilization
14 calendar days after go-live for defects within the agreed workflow
Existing tools
Existing tools remain in place unless replacement is specifically approved in scope
Third-party fees
Third-party software and transaction fees are paid separately by the customer
Custom development
Custom application development is excluded unless separately scoped

Included in the fixed price

  • Current-process review
  • Workflow design
  • Selected-tool configuration
  • Practical automations
  • Owner visibility
  • Documentation
  • Team handoff
  • 30-day implementation period

Outside the fixed price

  • A full custom application
  • A complete website redesign
  • Branding or marketing campaign management
  • Accounting migration or full accounting integration
  • CRM, POS, or ERP replacement
  • Unlimited historical data cleanup
  • Unlimited integrations or revisions
  • Multiple locations or unrelated workflows
  • Ongoing on-call support

The fixed price holds because the boundary is real. Work that grows beyond the agreed workflow is narrowed or separately quoted before it continues.

Questions

Common questions.

Do I need to replace my current software?

Usually not. I begin with the tools already in use and replace something only when it is the source of the problem or cannot support the agreed workflow.

Is this a CRM?

No. The Sprint may configure or improve a CRM, but the service is the implementation of a working process. The goal is not to sell another software subscription.

Does this include custom software?

Not by default. The fixed Sprint is designed around existing tools, configuration, integrations, and focused automation. Custom application development requires a separate scope.

What happens after the 30 days?

The business keeps the documented process and configured system. Ongoing support can be scoped separately, but the Sprint does not require an ongoing mu works subscription.

Can this include invoicing and payments?

It can include payment-status visibility or a straightforward payment handoff when supported by the selected tools. Full accounting replacement, migration, or reconciliation is outside the standard Sprint.

Who is this designed for?

It is designed for owner-led service businesses that already receive inquiries and send estimates but lack a reliable, visible follow-up and scheduling process.

Good leads are already coming in. Make the next step visible.

Tell me where inquiries, estimates, or scheduling handoffs are currently getting delayed. I will review the situation and tell you whether the Sprint is an appropriate fit.

Based in Southern Indiana and serving owner-led businesses across the Louisville and Southern Indiana region.

Show me where work gets stuck Keep it improving after the Sprint