🧠 The Challenge

Outdoor Solutions had a steady flow of enquiries and projects, but the sales process was inconsistent and heavily reliant on the owner. All communications came through his personal phone, which meant:

• He could only respond when he had time (often at the end of the day).
  
• Enquiries were getting missed or delayed.
  
• The quality of customer service varied depending on how busy he was.
  

This setup created a bottleneck that affected both sales performance and client experience.

🛠️ The Solution

We worked closely with Outdoor Solutions to redesign their internal systems:

1. Defined their ideal clients so they could focus on high-value work.
   
2. Removed bottlenecks in the sales process by systemising follow-up, quoting, and scheduling.
   
3. Built a ‘single source of truth’ — a centralised CRM where all leads, jobs, and communication could be tracked.
   
4. Monitored weak points in operations using real-time data and reporting dashboards.
   

The key finding? The owner's phone was the main point of failure.

So we built a system that allowed Jenny and her admin team to manage enquiries, follow-ups, and scheduling — all within the CRM — while still giving the owner full oversight without being the middleman.

🚀 The Outcome

• 📈 Faster response times and better client experience
  
• 🕒 Hours saved every week from admin and follow-ups
  
• 🔍 Complete visibility over leads, jobs, and communication
  
• 👥 Owner can now focus on running projects instead of chasing calls