Built to Run — a Fix and Scale program
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Case study · Sales

Every close tracked. The leak found in 2 days.

How one service business found out why jobs weren't closing.

0 of 5estimates closed on day 1
2discounts given without approval
Dailyowner sales review

The problem

Estimates went out. Jobs didn't close. The owner couldn't see why until the month was already gone.

Sales lived in the salesperson's head and a few different apps. Nobody checked closes, follow-ups or discounts each day, so small leaks ran for weeks and cost real margin.

  • No daily view of closes
  • Discounts with no approval
  • Owner finding out too late

How we built it to run

We fixed the sales process first. Then we put AI to work.

  1. We connected the sales data

    Pulled quotes, closes and discounts from the tools the team already uses.

  2. We set the rules

    Defined a good sales day: closes, follow-ups and discount limits.

  3. We automated the review

    Claude checks each salesperson's day and emails the owner.

  4. We made it one-on-one

    Each report starts a quick one-on-one, not a blame session.

Do you know why jobs aren't closing?

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