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The Job-to-Cash Map

Walk the nine steps between a lead landing and the money arriving. Mark how each one is handled today and the gaps show you where the work is leaking out.

Nine steps sit between a lead landing and the money arriving. Work wherever a step depends on someone remembering. Mark how each one is handled in your business right now — not how it's supposed to work.

Step 01

A lead comes in

Phone, form, referral, walk-up.

Step 02

It gets written down somewhere

So it still exists tomorrow.

Step 03

Someone decides if it's worth quoting

Scope, location, fit.

Step 04

The quote gets built

Measurements, materials, rates, markup.

Step 05

The quote goes out

And you know it was actually sent.

Step 06

It gets followed up

More than once, without being asked.

Step 07

The won job gets scheduled

Crew, kit and the customer all told.

Step 08

The invoice goes out

Right after the work, not weeks later.

Step 09

The money actually arrives

And someone chases it when it doesn't.

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The Job-to-Cash Map

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