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Service operations · 2024-2025

Local Business Systems

Service operations work covering booking, scheduling, intake, and customer follow-up flows.

Booking, scheduling, intake, and customer follow-up flows.

System scope

What the system covers.

  • Booking and scheduling
  • Intake
  • Customer follow-up flows

Delivery

The intervention in practice.

The work had outgrown manual tracking, so we mapped the workflow and automated the recurring parts that no longer needed a person.

Outcome

  • Booking, scheduling, intake, and customer follow-up flows.