Step 2 of 3 / watch the video

Your estimated annual opportunity.

A number is only useful if you can see where it comes from. Watch the video to see how we would fix the leaks, and what the diagnostic would look like.

FIG. 2 / HOW WE GET IT BACK▶ WATCH · 7 MIN
Book your 30-minute diagnostic

Step 3 / book the diagnostic

Book your 30-minute diagnostic.

A working session on the number you just revealed, not a software demonstration. We compare the estimate against your actual operation, rank the leaks, and show what fixing the largest one could be worth.

  1. 01We walk through your current setup: tools, tech stack, who does what.
  2. 02We follow one RFQ through your stages, inbox to invoice, and rank the leaks.
  3. 03We compare your estimate against the real operation and put a figure on the biggest leak.
  4. 04If there is a clear opportunity, we propose a fixed-price requirements phase: a deep dive that maps everything and prices the fix. If there is not, we say so.

CALL REF. CRM-DIAG-30

The proof

Client case study · UpAviation
$1,133,450 a year in measurable opportunity
REF$93,450 in labour saved + $1,040,000 in gross profit opportunity.
2,670hours of manual work removed a year
$93,450labour saved, every year
+5modelled additional orders per week
0added to headcount

Questions before you book

The questions people ask first.

Do I need to prepare anything?

No. If you used the calculator, your numbers come with you. It helps to know roughly how many RFQs a week you handle and how many people touch quoting and orders, but we can work that out together on the call.

Will this work with our existing systems?

Usually. We build around what you already run, whether that is a shared inbox and spreadsheets, an accounting package, or an ERP. Nothing gets ripped out; the systems sit on top of the tools your team already uses.

What happens at the end of the call?

You get a short written summary: the leaks we found, the figure against the biggest, and what we would fix first. If the call shows a clear opportunity, we will also propose a fixed-price requirements phase, where we map your whole process end to end and price exactly what we would build. It comes as a written quote you can take or leave. If the opportunity is not there, we say so.

Is what we discuss confidential?

Yes. Your numbers, your process and anything you tell us about your customers or suppliers stay between us. We are happy to sign an NDA before the call if you would prefer.