How it works

Three steps. The first one happens in your building, not on a screen.

Step 1 of 3

The Walkthrough

We spend a day at your business. We sit with whoever answers the phone, whoever writes the quotes, and whoever sends the invoices. We watch a lead come in and follow it all the way to money in the bank. We write down every place it gets stuck, gets typed twice, or gets forgotten.

For Plainwork CTO, the Walkthrough is three days. It covers every system and every person who touches them.

What the written findings look like

At the end you get a written list. It's yours to keep, whether or not you hire us for the next step.

What's happening now. One plain sentence per problem. "Web leads sit in an inbox nobody checks on weekends."
What it costs you. Roughly how many hours it eats, and who loses them.
What fixing it would take. In plain words, not tool names.
What to fix first. The list is sorted by payoff, so the top item is the one that gives you the most time back.

No pitch deck. No jargon. If an item is something you can fix yourself, we say so.

Sample

The Walkthrough · written findings

Your business · Sample date · sorted by payoff

01

Web leads sit in an inbox nobody checks on weekends.

Costs you__ hrs a week

FixEvery website lead gets an instant reply and lands in your scheduling app.
02

Quotes get typed twice: once in your email, once in your invoicing.

Costs you__ hrs a week

FixQuotes go out from one place and follow up on their own.
03

Your scheduling app, your accounting, and your inbox all know different things about the same customer.

Costs you__ hrs a week

FixWire them together so information moves on its own.

Step 2 of 3

The first fix

We build the one thing that gives you the most time back, usually within two weeks. For a lot of businesses that's the lead-to-follow-up flow. Every inquiry gets a reply in under two minutes, lands in one place, and gets a reminder if nobody has touched it. You see it working before we touch anything else.

Your business Sample

Sun 9:04 pm

Hi, can someone quote a job this week?

Sun 9:05 pm

Thanks, we got it. Your request is in and a person will follow up.

< 2 min Lead answered in under two minutes. Even at 9pm. Even on Sunday.

Step 3 of 3

Keep it running

Every month we monitor what we built, fix what breaks, and knock out the next item on the list. Tools update, plugins change, vendors move things. You don't have to notice. Your systems get a little better every month instead of a little worse.

Sample

Plainwork Care · monthly status

Your business · Sample month

Monitoring: Everything we built, watched all month
Fixed: Sample: a plugin update broke the quote form
Changes: __ of 3 hours used
Next on the list: Item 02 from your written findings
Quarterly check-in: Sample date

Kaden

What to have ready

Nothing, really. Don't clean up for us. The messier the current process, the more useful the day. If you want to prep anyway, make a list of the software you pay for and the one task you hate doing most.

See what each plan costs on the pricing page.

Let's walk through your business.

One day on-site. A written list of everything that's costing you time, and what to fix first. No pitch deck, no pressure.

Book a Walkthrough

Or call or text (316) 330-3497. We answer.