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Sample work

What the work you get looks like in practice: what we check, what we do first and how you follow along. It is a template, with no client data.

Work template · no client data

01 · Check

Can customers find the right information?

Presence
Hours, contact and address match across the chosen channels.
Offer
Product or service explained clearly, with a way to buy.
Reply
Clear reply hours and a handoff to the team.

You get a list of what needs fixing.

02 · Prioritize

What comes first?

Action
Fix the detail that gets in the way of the customer’s decision.
Owner
Who confirms the facts, who does the work and who approves.
Approval
How to check the task is done.

You get the tasks, the owners and the agreed deliverables.

03 · Follow up

What was delivered and what comes next?

Record
Date, channel and material delivered, on record.
Numbers
The numbers from the accounts you gave us access to, with the date they were read.
Adjust
What changes next month and why.

You see the approved delivery and the next changes.

From finding to task

Every finding becomes a task.

Every point we note has a date and the area checked. Then it becomes a task with an owner and a way to check it. You follow along and approve.

  • Priority: why it comes first.
  • Delivery: what will be done and by whom.
  • Review: what you approve.

Start with the free checkup.

Six questions and three minutes, with your Google account. You get a written list of the tasks that can be automated and decide what comes next.

Take the free checkup