A practical plan you can act on.
This example shows how I organise recommendations following a business review. It is a fictional scenario, with no promised savings, revenue or delivery times. Your report is based on the evidence and scope we agree for your business.
Example: enquiries aren’t being followed up consistently
First, we establish what happens between a new enquiry, a quote and a sale. We look at recent records, talk to the people doing the work and identify where ownership or information is missing.
| Priority | Proposed action | Evidence and measurement | Owner and next step |
|---|---|---|---|
| 1 · Establish the baseline | Bring recent enquiries and quotes into one view. | Count enquiries, first-response time, quotes sent and won work. Check missing records before drawing conclusions. | Owner and administrator: agree where records live and how outcomes are recorded. |
| 2 · Test a simpler process | Assign each enquiry and agree a follow-up routine. | Compare response time and follow-up completion with the baseline. Separate seasonal or pricing changes from process improvements. | Sales lead: trial the routine with a small group of enquiries. |
| 3 · Automate where useful | Test reminders or draft replies inside the tools already in use. | Measure admin time, accuracy, missed follow-ups and running costs. Keep approval with the team where needed. | Matt and nominated team member: agree access, test cases and a manual fallback. |
How we assess the commercial case
We distinguish additional revenue from additional profit. We distinguish time freed up from actual cash savings. Any estimate states its assumptions and includes setup, software, ongoing support and team time. If the evidence isn’t strong enough, the first action is to measure it.
What the written plan records
For each recommendation: the opportunity, supporting evidence, estimated benefit and confidence, implementation and recurring costs, dependencies, responsible person, agreed timing and how we’ll judge whether it worked.
Your choice after the review
You can take the recommendations forward yourself or agree separate implementation support with me. Any setup, training, handover and follow-up are included explicitly in the scope and quote before that work begins.
Discuss your business with Matt