Skip to content

A sample sketch and quote · automation: A furniture workshop: every enquiry in one place and a quote the same day

The smallest quote on this list. An automation on the tools the firm already has: the mailbox, a spreadsheet, the calendar and a quote template. No new app.

ExampleThe firm, its competitors, their numbers and this quote are illustrative and point to no existing business. The method, the rate and the market prices beside the quote, each with its source and date, are real.

For
A furniture workshop in Kuyavia: fitted kitchens and wardrobes, 9 people, the owner runs sales
Kind of work
Process automation on the firm's current tools
Recommended scope
5 days of work, 2 weeks to launch including a pilot week
After launch
No care plan. We bill fixes by the hour, after you agree

Five sentences from the client and one question from us

That is enough to start. We ask the sixth question: how will you know it worked?

From the client

  1. We make fitted kitchens and wardrobes in Kuyavia; there are nine of us and I run sales myself.

  2. Enquiries come from the website form, Messenger, e-mail and the phone, and each one needs follow-up questions about sizes, photos and budget.

  3. I write the quote in the evening in a text editor from our price list, then retype the client's details into a spreadsheet and the measuring calendar.

  4. Clients who hear nothing for two days often pick another workshop.

  5. We want every enquiry in one place with all its details, and the quote out the same day.

How will you know it worked?

Every enquiry gets an answer within a business day, and I stop writing quotes in the evening.

What we read in it

  • The problem is four ways in and the follow-up questions. Before a quote exists, half the time goes into collecting sizes and photos.
  • Money leaks through response time. An enquiry left for two days is often a lost client.
  • An automation on the current tools is enough here. An app would cost more and add nothing.
  • The goal can be measured: the time from enquiry to quote and the number of enquiries without an answer after two days.

A one-page drawing of the process

Today and after the change, step by step. You correct this drawing yourself before we count anything more precisely.

Furniture workshop · process drawingversion 1 · for your corrections
  1. Enquiry

    1

    Today: Form, Messenger, e-mail and phone. Each way in checked on its own.

    1

    After the change: All four channels land in one queue in a spreadsheet, with the date and the source.

  2. Follow-up

    2

    Today: The owner writes to the client about sizes, photos and budget, often twice.

    2

    After the change: The client gets a link to a short form: sizes, photos, budget and timing.

  3. Quote

    3

    Today: In the evening in a text editor, with the price list in another file.

    3

    After the change: The template fills in from the form and the price list. The owner checks the quote and sends it.

  4. Answer

    4

    Today: Some enquiries wait two days or more. After the quote, nobody follows up.

    4

    After the change: An enquiry without an answer after a business day goes back to the top, and three days after a quote the client gets a reminder.

  5. Measuring

    Today: The measuring date is set by phone and retyped into the calendar.

    After the change: The client picks a measuring slot from free times in the calendar. An item in the Full scope.

  • where time or money leaks today
  • how we close it

What this process costs today

For a week the owner noted where her time on enquiries goes. We count the losses from her five sentences.

about €2,800

what this process costs a month today

Hours of work: €1,200. What is lost: €1,600. Both come from the five sentences and a week of notes at the example firm.

  • 23 hours

    a week go into this process today

  • €1,200

    a month is what those hours cost

  • €1,600

    a month is lost

About 12 enquiries a month wait more than two days for an answer. The owner says one in six of them ends as an order at another workshop. At a margin of about €800 an order, that is about €1,600 a month.

We count an hour of work at €12, with the employer's costs, and a month as 4.33 weeks.

Hours a week: today and after the changeRecommended scope
  • today
  • after the change

Asking for sizes and photos

−4 h

Writing quotes

−4 h

Retyping details into the spreadsheet and calendar

−4 h

Following up after a quote

−2 h

Booking measuring visits

0 h

In total 23 → 9 hours. We check the difference after three months.

Today: a week of notes at the example firm. After the change: our forecast.

Data as a table
Activitytodayafter the changedifference
Asking for sizes and photos6 h2 h−4 h
Writing quotes6 h2 h−4 h
Retyping details into the spreadsheet and calendar5 h1 h−4 h
Following up after a quote3 h1 h−2 h
Booking measuring visits3 h3 h−0 h

What could make this smaller

  • Some clients leave over price, and a faster answer will not change that. So we count three quarters of the lost enquiries coming back.
  • If clients do not fill in the form, the follow-up questions stay. We check this in the pilot week.

Next to three workshops: the best reviews and the slowest answer

We checked the three workshops the client named from the outside, the way her customers do: the form, the price, the measuring visit, past work and Google reviews. We sent each the same enquiry and timed the first answer.

Client's workshop
fitted kitchens and wardrobes, 9 people, Kuyavia
Competitor A
a kitchen showroom with its own design studio, about 25 people
Competitor B
a joiner from the next district, 4 people
Competitor C
a chain of kitchen studios with series production

What a customer can do on the site

On the siteClient's workshopCompetitor ACompetitor BCompetitor C
Send an enquiry with sizes and photospartlyyesnoyes
Get a confirmation of the enquiry at oncenoyesnoyes
See a rough price for a kitchennoyesnopartly
Book a measuring visit in a calendarnopartlynoyes
See past work with its scope and pricepartlyyespartlyno
Google rating4.838 reviews4.5310 reviews4.924 reviews4.396 reviews
Time to the first answer to the same enquiry46 h2 h21 h5 h
  • Client's workshop, enquiry: a form without attachments; the customer e-mails photos later.
  • Competitor A, measuring: three slots to pick in a form, which the office confirms by phone.
  • Competitor C, price: a „from” price per running metre, with no quote for a given kitchen.
  • Client's workshop and competitor B, past work: photos with no scope or price.
Time to the first answer to the same enquiryhours from sending the form on a Tuesday at 10:00, October 2026

Competitor A

2 h

Competitor C

5 h

Competitor B

21 h

Client's workshop

46 h

One enquiry per workshop: a 3.2 m kitchen with photos and a budget. We count the first answer written by a person. Automatic confirmations do not count.

Data as a table
FirmResult
Competitor A2 h
Competitor C5 h
Competitor B21 h
Client's workshop46 h

What follows

  • The workshop has some of the best reviews in the group: 4.8 on Google (38 reviews). It loses on speed: competitor A answered after 2 h, and the client's workshop after 46 h from sending the enquiry.
  • Almost two days is the limit from the client's fourth sentence: after that, customers often pick another workshop.
  • A form with photos and an instant confirmation are at A and C. For the client they are the Start scope: one queue and a follow-up form.
  • Only C offers a measuring slot in a calendar. That is the Full scope. A rough price on the site depends on the client's price list, so we leave it to her.

Three scopes, one rate

Each scope is counted the same way: days of both founders times the day rate. The range comes from the risks below.

  • Start

    One queue and a follow-up form. It solves the main problem: enquiries stop getting lost.

    price: €1,440

    days of work
    3
    range
    €1,200–2,160
    to launch
    2 weeks
    gives back
    €1,200 / mo.
    payback
    in month 2
  • Full

    Recommended plus measuring slots and a monthly report.

    price: €3,360

    days of work
    7
    range
    €3,120–4,560
    to launch
    3 weeks
    gives back
    €1,950 / mo.
    payback
    in month 3
What each scope includes, item by item
ItemDaysStartRecommendedFull
Writing down the process, price list and templates0.5includedincluded
One queue from four channels1includedincluded
A follow-up form with a link1includedincluded
Quotes from a template and the price list1not includedincluded
Reminders: unanswered enquiries and undecided quotes1not includedincluded
Measuring slots from the calendar1not includedincluded
A monthly report: enquiries, response time, quotes1not includedincluded
Launch and a pilot week0.5includedincluded
days of work37
price€1,440€3,360
range€1,200–2,160€3,120–4,560
  • A day of both founders: €480 net, which is €30 for one person's hour.
  • Amounts are net, plus 23% Polish VAT.
  • Providers in the Recommended scope: about €35 a month. You pay them directly, on your own accounts, at cost.
  • In the sketch, one business day after five sentences, you get the same scopes as ranges rounded to whole thousands: Start €1,000–3,000, Recommended €2,000–4,000, Full €3,000–5,000. We close the quote after the free first week.
  • Our amounts are converted from złoty at the NBP average rate of 28 October 2026 (table 210/A/NBP/2026, EUR 1 = PLN 4.409) and rounded up. Figures from publications and from the example firm's own market stay in their own currency.

Why we recommend Recommended

Start leaves quotes in a text editor, which is six hours a week. Recommended closes all four places in the drawing for two more days of work. Full gives back no more than Recommended in the first year: measuring is booked once per order, and the report is useful only after a few months of data. We propose it as a second step, at the same rate.

Less money means fewer items

If the budget is smaller, we strike items from the table above, starting with the last scope. The day rate stays the same, and each item we strike takes its days with it.

What the price leaves out

  • Furniture design software and technical drawings.
  • An online shop and payments.
  • A new website: we embed the form in the current one.
  • Fees for tools the firm does not have yet. In this example it has an office suite and a mailbox.

Payback and the cost of the first year

Payback is arithmetic on the example firm's numbers: hours times the cost of an hour, plus what is lost today, minus the providers. We check the result after three months.

The cumulative result after launchfour quarters; the first month counts half the benefit, the second three quarters
  • Recommended
  • Start
  • Full
Data as a table
QuarterStartRecommendedFull
launch−€1.4k−€2.3k−€3.4k
quarter 1+€1.1k+€1.8k+€910
quarter 2+€4.8k+€7.3k+€6.8k
quarter 3+€8.2k+€13k+€12k
quarter 4+€12k+€18k+€18k
What the first year costs
StartRecommendedFull
Build€1,440€2,400€3,360
Providers for 12 months€276€420€684
First year€1,716€2,820€4,044
  • You pay for the build once. Providers and the care plan are monthly, so we show them apart.
  • We propose no care plan here. The industry rule, 15–20% of the build's price a year, gives €30–41 a month, less than the smallest plan, so we bill fixes by the hour, at €30 an hour, after you agree. Care plans after launch

What we recommend and why

Recommended and Full both pay back in the third month. After a year both scopes are about €18k ahead. We recommend Recommended now and the Full items after three months, once there is data for the report.

This price against the market

Published 2026 prices for similar work. Almost all come from firms that sell these services, and most are „from” prices.

Published ranges and our three scopesautomations according to four publications, in EUR
  • published ranges
  • our three scopes

MankaSoft · one automation, entry prices of 22 firms

Dokodu · one automation, e.g. sorting e-mail

PixelAgency · a system of several automations

Zaps Studio · 4–6 connected workflows (USD)

BizBees Studio · Start

BizBees Studio · Full

Foreign currencies converted at NBP rates of 28.10.2026 (table 210/A/NBP/2026): USD 1 = PLN 3.9624. The Recommended scope is four connected steps of one process, closer to „a system of several automations” than to one.

Data as a table
SourceRange
MankaSoft · one automation, entry prices of 22 firms · 24.10.2026PLN 500–7,500
Dokodu · one automation, e.g. sorting e-mail · 7.06.2026PLN 5,000–15,000
PixelAgency · a system of several automations · 18.07.2026PLN 8,000–30,000
Zaps Studio · 4–6 connected workflows (USD) · 18.09.2026$3,000–12,000

Risks and what we do about them

Each risk has a name, a plan and an effect on the price. The top of the range is all the risks at once.

RiskWhat we doEffect on price
The mailbox or Messenger does not allow automatic forwardingForwarding through a separate address or a daily export. We check this on day one.+1 day
Messenger messages come in different shapesThe whole message goes into the queue, and the follow-up form collects the rest.+0.5 days
The price list has exceptions that are not in the fileThe template prices the standard items and leaves the exceptions to fill in by hand.+1 day

The bottom of the range assumes the price list is in one file and the mailbox allows forwarding: then we save half a day.

Terms and what we need from you

Terms

  1. A fixed price for an agreed scope. We quote any change of scope in writing before we make it.

  2. Everything made in the first week stays with you, even if we do not continue.

  3. The automation runs on your accounts. Access, templates and the process description are yours.

  4. Payment in two parts: 50% at the start, 50% after the pilot week.

    draft term · to be confirmed

  5. For 30 days after launch we fix bugs at no extra charge.

    draft term · to be confirmed

What we need from you

  • Access to the firm's mailbox, website and Messenger while we work.
  • The price list and two or three recent quotes as a model.
  • Half an hour a week for a demo and your notes.

This page is not an offer under the Polish Civil Code (art. 71). We give your price in the sketch, one business day after five sentences.

Your sketch looks the same, only with your five sentences

One business day, no meeting and no contract. Write how your process works today and how you will know it worked.

Ask for a free sketch