Office check.
A workshop at your office, 5 to 6 hours. We record how your workflows run today, agree on how they should run, and show you where automation saves the most time.
One workshop,
a clear picture.
We come to you and go through the workflows that cost time every week with you and your team. What we look at is tailored to your company.
Current state
We watch, ask and record every workflow: how often it happens, how long it takes, who is involved and which software you use.
Target state
Together we agree on how the workflows should run: what a person decides and what a system can take over.
Potential analysis
For each workflow we estimate how many hours per month it frees up and what building it takes. The ones that pay off most come first.
Quote within 3 business days
In writing, with package, scope and price. You decide in your own time whether and what we build.
Typical workflows.
This is where most companies start. The office check shows what pays off for you.
Enquiries
New enquiries from forms and inboxes land sorted in one place and get an immediate confirmation.
Quotes
An enquiry turns into a draft quote with your line items and text blocks. If no answer comes, a follow-up goes out.
Invoices and dunning
Once a job is done, the invoice goes out. Open items are checked, reminders and dunning levels follow your rules.
Appointments
Customers book online, the calendar stays in sync, and a reminder goes out before every appointment.
Incoming receipts
Invoices from the inbox are read, checked and passed on to accounting.
Callbacks
Missed calls land on a callback list with number and request, and someone on your team works through it.
Your data,
your approval.
Approved by people
Where an AI writes a draft, someone on your team checks and approves it at first, before anything goes out.
Only for your quote
What we record in the workshop is used for your evaluation and your quote, nothing else.
First step.
In a first call we clarify what you need, how the office check would run for you and what it costs.
Offer for businesses only (entrepreneurs within the meaning of § 14 BGB).