INTERNAL WORKFLOW REVIEW · IBYX ENERGY
How we map the path from a lead to the next action at Ibyx.
Ibyx Energy is the family installation company I run. This page shows how we improve our own operations.
This is not an external client implementation or a client testimonial.
WORKFLOW MAP
Every lead should result in a clear next action
The workflow model covers first contact, qualification, a site visit, a quote, delivery, and customer follow-up.
- 01Lead
- 02Qualify
- 03Site visit
- 04Quote
- 05Delivery
WHAT WE TEST
The system should not depend on one person’s memory
At every step, I also look at the exception: what happens when data is missing, a connection fails, or the customer does not respond.
- 01One source of truth
The lead status should not need to be pieced together from several messages and spreadsheets.
- 02Clear ownership
The aim is for every active step to have an assigned person who knows what should happen next.
- 03Visible failure
The aim is for every error to have a visible status, alert, or manual procedure.
- 04Visibility for the owner
The aim is for the business owner to see the necessary status without asking every member of the team.
EVIDENCE STATUS
I will publish results only after we have measured them.
This version explains the design principles and the way I work. I do not publish numerical results until we have a confirmed baseline, a defined measurement period, and evidence for each claim.
It also contains no production screenshots with customer or internal data. Any public example must be anonymized or created in a demo environment.
TRANSFERABLE PRINCIPLE
Remove ambiguity from the workflow before you automate it.
SIMILAR FRICTION
Do you have a similar gap between lead intake and delivery?
Send me the current flow and its main bottleneck. I will assess whether it can be scoped as a similar pilot.
Send your workflow