Lead Process

Complete lead-to-installation process for custom manufacturing from initial contact through delivery and warranty

Objective

Systematically manage custom manufacturing leads through design, production, and installation with staged payments

Participants (5 roles)

salesRepresentative: Sales Representative
technicalTeam: Technical Team
designTeam: Design Team
productionTeam: Production Team
installationTeam: Installation Team

Input

Customer lead or inquiry for custom manufacturing

Output

Completed installation with customer satisfaction and warranty provided

Process Flow

100%
flowchart LR
    node0["Contact Customer"]
    node1["Site Measure"]
    node2["Quotation"]
    node3["Booking Payment"]
    node4["Design"]
    node5["Production Payment"]
    node6["Site Remeasure & Drawing Calculation"]
    node7["Purchase Requisition"]
    node8["Production"]
    node9["Final Payment"]
    node10["Installation"]
    node11["Site Inspection"]
    node12["Feedback & Warranty"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5
    node5 --> node6
    node6 --> node7
    node7 --> node8
    node8 --> node9
    node9 --> node10
    node10 --> node11
    node11 --> node12

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

4-8 weeks

Avg. Completion Time

25-35%

conversionRate

90%+

customerSatisfactionRate

98%

paymentCollectionRate

Stages Overview

100%
PROPERTIES
STAGE 1
Contact Customer
STAGE 2
Site Measure
STAGE 3
Quotation
STAGE 4
Booking Payment
STAGE 5
Design
STAGE 6
Production Payment
STAGE 7
Site Remeasure & Drawing Calculation
STAGE 8
Purchase Requisition
STAGE 9
Production
STAGE 10
Final Payment
STAGE 11
Installation
STAGE 12
Site Inspection
STAGE 13
Feedback & Warranty
Stage Owners
Sales Representative
Technical Team
Sales Representative
Sales Representative
Design Team
Sales Representative
Technical Team
Production Team
Production Team
Sales Representative
Installation Team
Technical Team
Sales Representative
Stage Workers
-
Sales Representative
Technical Team
-
Sales Representative
-
Design Team
-
-
Installation Team
Technical Team
Sales Representative
-
Duration
1-2 days
1-2 days
1-2 days
1-3 days
3-5 days
1-3 days
1-2 days
1-2 days
7-14 days
1-3 days
1-3 days
2-4 hours
1 day
Output Fields
• Lead Source*
• Customer Information Form*
• Initial Requirements*
• Measurement Report*
• Site Photos*
• Quotation Document*
• Total Project Value*
• Customer Response*
• Booking Payment Amount*
• Payment Received*
• Design Files*
• Customer Approval*
• Production Payment Amount*
• Payment Verified*
• Final Measurements*
• Material List*
• Purchase Orders*
• Orders Confirmed*
• Production Status*
• QC Report*
• Installation Date*
• Final Payment Received*
• Installation Photos*
• Installation Complete*
• Inspection Report*
• Customer Acceptance*
• Feedback Score
• Warranty Card Sent*
To-dos
• Reach out to customer for initial contact
• Have customer complete information form
• Schedule site visit
• Take accurate measurements and photos
• Calculate costs based on measurements
• Prepare and send detailed quotation
• Send payment request for 10% deposit
• Verify payment receipt
• Create custom design based on requirements
• Present design to customer for approval
• Send payment request for 50% production deposit
• Confirm payment before starting production
• Verify site measurements from drawing
• Calculate material quantities
• Create purchase orders for materials
• Send orders to approved suppliers
• Manufacture products according to specifications
• Conduct quality control checks
• Contact customer to schedule installation
• Collect final payment of 40%
• Transport products to site
• Complete professional installation
• Conduct quality inspection
• Complete handover to customer
• Send feedback form to customer
• Provide warranty documentation

Automation Rules

Automation 1: Custom Automation

If stage_overdue, Then send notification to Sales Representative with message: "Quotation pending customer response for 5 days. Follow-up required."

Automation 2: Field Value Alert

If Total Project Value greater_than, Then send notification to salesManager with message: "High-value project requires management oversight"

high

Workflow Summary

Total Stages

13

Total To-dos

26

Output Fields

28

Automations

2