AI & Business Transformation · Service Operations · 9 weeks
Rina Electrical — SOPs and CRM-driven coordination for a growing service firm
A process redesign and CRM rollout that gave a fast-growing electrical services business the operating backbone to scale beyond the founder's inbox.
All case studies
−45%
Scheduling errors
+28%
Quotes converted to jobs
−6 days
Faster quote-to-invoice
1
Source of truth for every job
The challenge
Where the business was stuck.
- All scheduling, quoting and follow-up flowed through one or two senior people.
- Quote-to-invoice took longer than the actual work in many jobs.
- Customer history was fragmented across messages, paper and memory.
Our approach
How we worked the problem.
- Mapped the full quote-to-cash workflow and identified handoff failures.
- Designed a simple CRM and job lifecycle that the team could actually use.
- Wrote SOPs for the high-frequency, high-error process steps.
- Coached the leadership team on running the business from the system, not the inbox.
What was implemented
The work that shipped.
- CRM configured around the actual sales and job lifecycle.
- SOPs for quoting, scheduling, site execution and invoicing.
- Reporting pack for weekly operations review.
- Hands-on coaching for owners and senior staff.
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