Commercial cleaning
Keep the path from facility inquiry to walkthrough, proposal and decision visible.
See cleaning workflowsFor small service businesses
A quote request came in. Who's following up?
When new inquiries sit in an inbox, a voicemail or a form notification, the next step can be hard to see. Minute Five examines how your business receives quote requests, assigns follow-up and records the next decision. For work that fits, I audit or fix a defined workflow in HighLevel.
Start with a 15-minute conversation. Detailed technical audits and implementation are separate, scoped services.
The form isn't the whole process
A quote request needs a clear handoff after it arrives. These are the points worth checking:
1. Request received
Where does the name, contact information and service request go?
2. Someone owns the next step
Who receives the request and knows what to do?
3. Visit or estimate planned
Where is the walkthrough, appointment or estimate status recorded?
4. Follow-up recorded
How does someone know whether a reply, decision or next contact is still due?
A workflow can support those handoffs. Your business still decides what to quote, when to schedule and when a person needs to step in.
The next step looks different in every trade
HVAC
Separate planned replacements and estimates from requests that need a person to assess urgency.
See HVAC workflowsPlumbing
Keep routine installation and project quotes distinct from urgent repair calls.
See plumbing workflowsThese pages show illustrative workflows. The actual setup depends on your tools and approved scope.
Start with a 15-minute Quote-Request Process Check
We look at your business's process for receiving a request for service or an estimate—not at a quote you are asking Minute Five to prepare for a trade job.
Before the call: Tell me which kind of request you want to discuss, where it arrives and what part of follow-up is difficult to track. You can describe the process without sending client records or account credentials.
During the call: We'll discuss what a prospective customer submits, where the request reaches your business, who takes the next step and how the outcome is recorded.
After the conversation: You'll receive a brief written recap of what we discussed and the suggested next step. This is not a technical finding or an audit.
This introductory check does not include account access, technical testing, a comprehensive diagnosis or implementation. If deeper investigation would help, the separately priced HighLevel Workflow Audit is the next option.
Defined work, written scope and prices
HighLevel Workflow Audit — $150 introductory price
For a business that already has a HighLevel account and needs to understand one lead-to-booking or follow-up path. The audit covers one subaccount, one agreed customer journey, up to three directly related workflows and the connected forms, calendar, fields and pipeline stages. It reviews configuration and available execution history; controlled testing happens only when agreed and technically possible.
You receive: documented findings, a prioritized improvement list, a short recorded walkthrough and a recommendation for implementation work, if any.
Not included: account-wide review, unrelated workflows, migration, custom integrations or implementation changes. Delivery timing is agreed in writing before payment. An audit is not required for every project.
Fix & Finish — $750 fixed for qualifying HighLevel accounts
Repair one defined lead, booking or follow-up path in your existing account. Scope includes one agreed path, one calendar, up to seven emails, one revision, testing and handover documentation. The stated delivery window is 14 days, subject to the access and dependencies in the written scope.
You receive: the agreed repaired configuration, testing record and handover documentation.
Account-wide rebuilds, migrations and additional work need a separate quote. Eligibility is confirmed during the introductory conversation.
Overflow Build Partner — $400 per standard build
For HighLevel agencies: white-label deployment and configuration of your existing snapshot for a new client, within an agreed scope and delivery schedule.
You receive: a completed standard deployment as defined in the written agreement. Nonstandard work is scoped separately.
How a scoped project works
- 01
Describe the request path
In the introductory check, we'll discuss how inquiries arrive and what happens next. We'll decide whether an audit, a defined fix or no project is the right next step.
- 02
Agree on the written scope
Before paid work starts, the scope identifies the work, the access required, exclusions, timing and price.
- 03
Examine or configure the agreed path
An audit documents findings and priorities. An implementation configures or repairs the agreed parts of the system. These are different services.
- 04
Test and hand over implementation work
For an implementation, the agreed workflow is tested with designated test contacts and handed over with a test record, a short walkthrough video, written instructions and notes on any manual steps or agreed limitations.
Ongoing support, if any, is defined separately. Minute Five does not replace your team's decisions about customers, estimates or scheduling.
Where does the next step become unclear?
Use these questions to prepare for the Quote-Request Process Check:
Where do new quote requests arrive?
Website form, email, phone or somewhere else?
Who sees each request?
Is one person responsible for the reply?
How is the next action tracked?
Walkthrough, estimate, follow-up or decision?
What happens if nobody replies?
Is there a clear manual process for checking the request?
Note: This is a conversation checklist, not a calculation of missed inquiries, time saved, potential revenue or results from Minute Five.
Check my quote-request processQuestions before we talk
Am I requesting a quote from Minute Five?
No. The Quote-Request Process Check is a conversation about how your customers request quotes from your business. If there is a defined project, you receive a written scope and price before paying for it.
Do I need HighLevel already?
The priced Workflow Audit and Fix & Finish offers apply to existing HighLevel accounts. If you're using other tools, we can discuss the process first, but new software, integrations and implementation are not included unless separately agreed.
Will the 15-minute check include a technical audit?
No. It is an introductory process conversation and a brief written next-step summary, not account-level testing or detailed written findings. Those belong to a separately scoped paid audit.
Will automation quote jobs or speak for my team?
No. Your business remains responsible for estimates, customer decisions and any replies that need human judgment. The agreed workflow can help organize handoffs and follow-up.
Can you guarantee additional work or time saved?
No. Minute Five scopes, tests and documents agreed workflow work; it does not guarantee revenue, response rates or customer outcomes.
What happens after a project?
The agreed handover defines how the workflow operates and what remains manual. Ongoing support must be agreed separately.
Who runs Minute Five
I'm Ron Gantz, and I run Minute Five from Palmerton, Pennsylvania. I work remotely with small service businesses on defined inquiry, booking and follow-up workflows. My work starts with a written scope, stays within the agreed system, and ends with the documentation included in that service.
The goal is a process your business can understand: where a request lands, who takes the next step and what the agreed system does—or leaves for a person to do.
Check your quote-request process
Book a 15-minute conversation about how a customer requests a quote or estimate from your business. Tell me where that request arrives and which handoff you want to discuss. We'll use the conversation to decide whether a scoped project makes sense.
15-Minute Quote-Request Process Check
Prefer email? Write to hello@minutefive.com or call (484) 354-4587.