Problem
An open quote has no owner or scheduled follow-up. The office cannot tell who should act next.
Illustrative sample ยท no client data
A useful roadmap
starts with a specific problem.
This excerpt demonstrates how a diagnostic finding can become an owned next step. It is not a client result or a complete paid deliverable.
Proposed improvement
Agree an owner for each quote, record its next action, and review exceptions in a shared view.
Baseline
Record the number of open quotes with an owner and next action, and the time since last contact.
Dependencies
Confirm access to the existing tool, who maintains the information, and the team's review process.
Acceptance criteria
The sample workflow can assign an owner, capture a next action, and surface a missing handoff during testing.
Next step
Validate the finding with the team before deciding implementation scope, effort, and timing.
Administrative workflows for dental and law firms require their own process-only scope. Do not include confidential records in initial briefs.