Sample plan · Petrichor

Plan vs pack vs install

Same ladder as on Offers. Exact fees confirmed in writing before work.

Layer	What you get	Fee shape
Written plan	Paid consult (~90 min) plus the map, bottlenecks, tool notes, prioritised next steps, and draft board / reply / checklist wording on paper. You keep the plan.	from A$500 (this EXAMPLE)
Same-week pack	Optional packaged artefact for one next step (board schema, settings notes, copy set, checklist) you can apply yourself. Not live tool access.	indicative A$150–500 after a plan
Live install	Hands-on setup in your tools (we configure under a written scope). Separate from packs.	scoped fee, confirmed in writing

The plan fee already includes draft maps and example wording on paper. Buying a pack later means a packaged artefact, not a second copy of the same drafts. Live install is never inside the plan fee.

Cover

Field	Example
Client (fictional)	“Harbour Line Plumbing” (invented name)
Corner in scope	Enquiry → first reply → quote → deposit ask
In this plan fee	Consult + written map, bottlenecks, tool notes, next steps, and draft board / reply / checklist wording on paper
Out of scope this fee	Same-week packs, live install, Xero automation, theme work, ads
Delivery	Written plan within about five business days of the paid call. Exact fee confirmed in writing (from A$500)

1. Current workflow map

Owner-operator plumber plus one offsider. North Shore mix. Website form and phone. Quotes as PDF from email. Xero when the job is done. No shared board today.

[Website form / missed call / SMS]
        |
        v
  Owner's personal inbox + phone
        |
        +-- Same day: often replies from the van (ad hoc)
        |
        +-- Busy day: sits overnight or longer
        |
        v
  Site visit booked OR quote drafted in email
        |
        v
  Quote PDF emailed; copy lives in Sent
        |
        +-- Customer replies → job booked → deposit sometimes verbal
        |
        +-- Silence → no owned follow-up day
        |
        v
  Job done → Xero invoice (not rebuilt in this plan)

2. Bottlenecks named

Single inbox owner with no status field
No written reply target for after-hours and on-job days
Quotes have no day-3 / day-7 owner task
Deposit ask is verbal and uneven
No shared view for the offsider
Form submissions get no named next-action row
Customer-facing wording is reinvented each time

Observable process gaps only. No time-saved percentages.

3. Automate vs keep manual

Keep manual (v1)

Every customer email or SMS you send
Quote PDF content and pricing judgement
Deposit exceptions
Emergency triage
Final say on tone

Structure on paper (v1)

Shared enquiry board layout
Day-3 / day-7 tasks (human still sends)
Deposit checklist after a yes
Gmail label map (sketch)
Owner-approved reply templates

Humans still approve and send customer-facing messages in v1.

4. Tools

Prefer what you already pay for: Gmail + Notion or a Sheet for the board; keep PDF quotes; leave Xero as today. No new SMS blast tool inside the written plan. Quiet hours in AEST; Spam Act care if email automation comes later.

5. Prioritised next steps

This week: six-column enquiry board; two first-reply drafts marked owner-sends; day-3 / day-7 tasks on Quote rows; one deposit checklist.

This month: train offsider on board-only updates; optional copy pack; fortnightly Lost review.

Later (separate fee): connect form submissions to the board; booking reminds if you add online booking; Xero draft automation.

What the plan puts on paper (examples)

Included in the written plan fee (from A$500) as drafts you can copy. A same-week pack is a packaged artefact for one next step if you want it built out. Live board setup and tool install are a separate scoped fee, not a pack by default.

Six-column enquiry board

New	Replied	Quote sent	Follow-up	Won / deposit	Lost / park
Form or missed call logged; named owner	First reply sent by human	PDF quote in Sent; link noted	Day-3 / day-7 task due	Deposit checklist done	Reason noted; no chase

First-reply draft (owner sends)

Hi [Name], thanks for getting in touch with Harbour Line.
I am on jobs today and will confirm a time for [tomorrow / Thursday] to look at [brief issue].
If it is urgent (leak / no hot water), reply URGENT and I will call back sooner.
Ben / Harbour Line

Day-3 quote nudge (owner sends)

Hi [Name], just checking you received the quote for [job] sent on [date].
Happy to adjust scope or timing if something changed. No rush either way.
Reply to this email and I will update the file.

Deposit checklist (after a yes)

Confirm scope in one short email
Send deposit amount + payment link or BSB reference
Book start window only after deposit clears
Move board card to Won / deposit

6. Rough effort / cost bands

Draft AUD bands (ex GST), ranges not precision. Locked in writing before any pack or install work. Aligns with Offers.

Layer	Next step	Fee band
Plan	Consult + written plan (this EXAMPLE shape)	from A$500
Pack	Enquiry board + ownership (packaged schema + how-we-use note)	indicative A$250–450
Pack	Deposit + quote nudge checklist	indicative A$200–400
Pack	Owner-approved reply / nudge copy set	indicative A$200–350
Pack	Booking reminders checklist (if a booking tool already exists)	indicative A$150–300
Install	Live setup in your tools / any auto-send	separate written install scope

Plan drafts on paper are not the same product as a pack. Packs are optional after a paid plan. Install is never bundled into the plan fee.

7. Out of scope

Same-week packs (sold separately after the plan if you want them)
Hands-on install, credentials, live automation
Theme redesign, paid ads, custom apps
Tax, legal, or accounting advice
Scraped leads or shopper marketing blasts
Whole-office rebuild or ongoing retainer

After a real plan you choose: DIY from the paper, buy one same-week pack, ask about live install, or leave it.

Sample written plan