Shop · Running the business
Weekly business numbers on WhatsApp
Last week's enquiries, quotes and wins on your phone, ready to send to yourself. No spreadsheet to build.
Each week you see how many asked, how many you quoted and how many you won.
To you · Monday 07:00
- Google5 enquiries, 3 quotes, 2 won
- Facebook4 enquiries, 3 quotes, 0 won
- Website2 enquiries, 1 quote, 0 won
- Referral1 enquiry, 1 quote, 1 won
- Why we lostprice twice, timing once
Busy all week, no idea how it went
It is Sunday night. You quoted all week. Was it a good one? You cannot say without an hour in a spreadsheet, so you do not look.
Where do your good jobs come from? Why do you lose the others? The answers are in your own list. Nobody has time to count.
Today: you wonder. With this: you tap send to yourself and read one short text.
How it works
- 01
You keep one simple list: when the enquiry came in, where from, and what happened.
- 02
For the week just gone, you get the count of enquiries, quotes, wins and losses, by where they came from.
- 03
The same text shows the top reasons you lost jobs. You tap send to yourself.
What it leaves alone
- Rows with no readable dateshown by row number so you can fix them
- A win with no win dateshown as doubtful, not counted
- Small weeksit says there is not enough data instead of a percentage
- Lost jobs in the money totalonly won jobs add to the money line
- Your customersit only writes to you
What we set up with you
We start with a 15 minute chat, and tell you then if it does not fit. We run it on your last week and compare it with what you remember. You get one page in writing before anything is built.
Questions
- Does it message my customers?
- No. It only writes to you.
- Will it send the text by itself?
- No. It gets the text ready and you tap send to your own number. We set up the Monday timing with you.
- Do I need to learn anything new?
- No. You use the WhatsApp you already have. Each message opens with the words already in it.
- What if I do not note every enquiry?
- Then the numbers will be low. It counts what is in the list. It never guesses a missing date or value.
- Where does my list live?
- In a sheet you own. We read it each week.
- What if my business does not quote jobs?
- If there is no enquiry, quote and win in your week, it may not fit. We will say so in the first chat.
Does this happen in your week?
Give us fifteen minutes. We look at how you work today and tell you straight if this fits. If it does not, we say so. You get one page in writing before anything is built.
Book a 15-minute lookLucas, Malta Automations
Also in the shop
- Licence expiry reminders on WhatsAppEvery permit, policy and certificate in one list on your phone. You see each date weeks before it arrives.
- Holiday opening hours for Google, Facebook and WhatsAppGive us your holiday dates once. You get the words for every place, and a warning if something is wrong.