INSIGHTS

The rate changes after the tender goes out

Sales gets the tender out. Then someone calls and changes the rate. Finance is still looking at the version that went out.

Sales gets the tender out. Then someone calls and changes the rate. Finance is still looking at the version that went out.

Nobody hid it. The new figure lived on the call, or on a sticky note, and it never made it back to the copy the office is pricing from. The client holds a version. Finance holds another. Someone on the job has the real rate in their head.

That is the job. Not a new system for its own sake. The versions have to match, and a person still has to decide the rate. The chasing and the re-typing do not.

For one client, we reduced a sales process from 42 manual steps to eight steps in total. Four of those eight are now automated. Another took on more crew without growing the back office. That was their work. They are not a promise for the next job.

If the tender is the job that slips in your office, tell us which step it is. We will look at that job before we meet. Tuesday or Friday. The discovery brief is here: Client Discovery Brief.

Tell us the job.

Email michael@turnerbarnettconsulting.com or call 0457 222 093 with the one job costing you the most. Ready to see results? Start the Client Discovery Brief and we'll bring the working fix to the first meeting.