Dreamineering

We all need a prompt in the right direction.

Your workflows are how your business decides. We write each one as a recipe you can run yourself, with an assistant, or with us.

Every workflow has five parts.

If any part is missing, the workflow isn’t ready to hand to a person or an agent.

  1. 1Outcome

    What gets better, for whom, compared with today.

  2. 2You need

    The tools, data and people the workflow depends on.

  3. 3Steps

    Each step names the output it hands to the next.

  4. 4Check

    The point where a person approves before anything leaves the business.

  5. 5Evidence

    The measure that shows it worked, before and after.

A worked example.

For a business where quotes wait on missing details, written for an owner with an estimator and an inbox. It shows the format; it is not a client result.

Turn an enquiry into a quote the same day

An example workflow.

Outcome
Customers get an accurate quote within a working day, without the estimator chasing details.
You need
Your enquiry inbox, your price list, a named estimator, and last month’s quote times.
Steps
  1. Capture the enquiryOne brief with every detail the estimator needs.
  2. Ask once for what is missingOne question back to the customer, not five.
  3. Draft the quoteA draft the estimator checks and sends.
  4. Measure the turnaroundQuote time this month against last month.
Check
The estimator approves every quote before it goes out.
Evidence
Median time from enquiry to quote sent, before and after.
The prompt
You are helping a small business owner improve one workflow.
Workflow: turning a customer enquiry into a quote.
1. Ask me for the last three enquiries and the quotes we sent.
2. List every detail the estimator needed and where it came from.
3. Mark which details were missing at first, and how long each wait took.
4. Draft one short reply that asks the customer for everything missing at once.
5. Suggest one measure we can track: time from enquiry to quote sent.
Ask before assuming anything about our prices or customers.

More are being written.

We’ll publish each workflow once it has all five parts and has been proven in a real business. Tell Nav the workflow you need next, and we’ll write that one first.

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