Current Process
How enquiries, quotes, payments and reviews are currently handled.
How It Works
A Clear Process From Revenue Leaks to Better Follow-Up.
Sivoro starts by understanding how your business currently handles enquiries, quotes, payments, reviews and missed opportunities. We then build the right follow-up systems around the way your team actually works.
The aim is not to add more admin. It is to create a clearer, more consistent process that protects opportunities while your team focuses on delivering the work.
Workflow Map
From leak to follow-up
1
Enquiry
2
Review
3
System Build
4
Activation
5
Follow-Up
6
Clearer Operations
The Sivoro Process
Four Stages. One Connected System.
Each stage is designed to move from understanding the current process to activating practical systems your team can use.
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We Review
We examine how opportunities currently enter, move through and sometimes disappear from the business.
We Build
We configure the Sivoro systems that fit the business, workflow and customer journey.
We Activate
We connect the workflows, test the important touchpoints and prepare the system for everyday use.
You Grow
Your team gains a clearer and more consistent way to capture, follow up and manage opportunities.
01 - We Review
Understand Where Opportunities Are Slipping.
The first step is to understand how the business currently handles enquiries, quotes, payments, reviews and follow-up. We look for gaps, delays and points where information depends too heavily on memory or manual chasing.
What We Review
How calls, forms and messages become enquiries
How quickly new leads receive a response
How quotes are recorded and followed up
How unpaid invoices are tracked
How completed jobs generate review requests
How quiet leads and missed opportunities are revisited
Which tools and processes are already being used
Stage 01
Calls
Forms
Messages
Quotes
Payments
Reviews
02 - We Build
Build Around the Way Your Business Actually Works.
Once the biggest gaps are understood, we select and configure the Sivoro systems that best fit the business. The setup should support the existing workflow rather than forcing the team into an unnecessary process.
What May Be Built
Enquiry capture and missed-call response
Lead organisation and follow-up stages
Quote follow-up reminders
Payment reminder workflows
Review request workflows
Opportunity recovery sequences
Operational reporting and visibility
Not every business needs every system at once. The setup should be based on the highest-priority gaps first.
03 - We Activate
Connect, Test and Prepare the System.
Before the system becomes part of everyday operations, the workflows and key touchpoints need to be reviewed and tested. The goal is to make sure information moves clearly and the right actions happen at the right time.
Activation Includes
Connecting the agreed enquiry sources
Checking contact and pipeline stages
Testing messages and reminders
Reviewing timing and conditions
Confirming internal notifications
Checking mobile and desktop usability
Preparing the team for the new process
Stage 03
Ready
Connected
Tested
Touchpoint check
04 - You Grow
Use a Clearer Process Every Day.
Once activated, the systems support the daily follow-up process in the background. The business still controls the customer relationship, while Sivoro helps make important opportunities easier to see and harder to forget.
What Changes Operationally
New enquiries enter a clearer process
Follow-up is less dependent on memory
Outstanding quotes remain visible
Payment reminders become more consistent
Review requests happen at the right stage
Quiet opportunities can be revisited
Key activity becomes easier to monitor
The system does not replace good service or human judgement. It supports the team by creating a more consistent operating process.
Stage 04
Enquiry
Quote
Payment
Review
Report
What We Need From You
A Better Setup Starts With the Right Context.
Sivoro needs a clear understanding of the current workflow so the system can be built around real operations rather than assumptions.
Existing Tools
The CRM, phone, forms, calendars, invoicing or messaging tools already in use.
Customer Journey
What normally happens from first enquiry through to completed work and follow-up.
Priority Gaps
The areas currently creating the most missed opportunities, delays or manual work.
One Connected Workflow
Each System Supports a Different Part of the Journey.
The exact combination and sequence depend on the business, its customer journey and the systems being implemented.
Built for Practical Use
Simple Enough for Daily Operations. Structured Enough to Stay Consistent.
Fit the Existing Workflow
Where possible, improve the current process without creating unnecessary disruption.
Start With Priority Gaps
Focus first on the areas where opportunities are most likely to be missed or delayed.
Keep the Team in Control
Automation supports the process, while the business remains in control of customer communication and decisions.
Start With the Review
Find Out Which Stage Needs Attention First.
Begin with a Free Money Leak Audit and get a clearer view of where enquiries, quotes, payments, reviews or missed opportunities may be slipping through your current process.