Streamlined Quoting and Sales Process for Tree Service using Monday & Make.com
"Transform your business with the Workflow Automation Expert, who revolutionized our operations, enabling us to achieve more with fewer resources. By eliminating the need for additional administrative staff, we redirected resources to hiring revenue-generating employees, igniting unparalleled growth. Say goodbye to manual processes and hello to efficiency, as this expert unlocks your business's full potential through strategic automation."
This Tree Service was considering hiring an admin to take over the mundane work involved in their quoting process. Instead, we worked together to outline a simplified workflow to eliminate the repetitive tasks and move the owner closer to their goal of removing themselves from the day to day of the business altogether. By leveraging automations via Monday.com and Make.com, I built and implemented a simple to use system that helped raise their bottom line through increased conversion rates and decreased administrative costs.
Workflow Roadmap
In-depth Process Map
