Lead Process
Complete lead-to-delivery process for custom manufacturing and installation projects
Objective
Convert leads into customers through systematic sales, design, production, and delivery process
Participants (5 roles)
salesRep:
Sales Representative
designTeam:
Design Team
productionManager:
Production Manager
installationTeam:
Installation Team
financeTeam:
Finance Team
Input
Customer lead or inquiry
Output
Completed project with satisfied customer and warranty
Process Flow
100%
flowchart LR
node0["Contact Customer"]
node1["Site Measurement"]
node2["Quotation"]
node3["Booking Payment"]
node4["Design Process"]
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
35%
leadConversionRate
30-45 days
averageProjectDuration
4.5/5
Customer Satisfaction
92%
onTimeDelivery
Stages Overview
100%
| PROPERTIES | STAGE 1
Contact Customer | STAGE 2
Site Measurement | STAGE 3
Quotation | STAGE 4
Booking Payment | STAGE 5
Design Process | 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 | Sales Representative | Sales Representative | Finance Team | Design Team | Finance Team | Production Manager | Production Manager | Production Manager | Finance Team | Installation Team | Sales Representative | Sales Representative |
| Stage Workers | Finance Team | Design Team | Finance Team | Sales Representative | Sales Representative | Sales Representative | Design Team | Finance Team | Design Team | Sales Representative | Production Manager | Installation Team | Finance Team |
| Duration | 1-2 days | 1 day | 2 days | 2 days | 5-7 days | 2 days | 2 days | 1 day | 10-15 days | 2 days | 1-2 days | 1 day | 1 day |
| Output Fields | •
Customer Contact Form* •
Project Type* •
Initial Requirements* | •
Site Measurements* •
Site Photos* •
Special Requirements | •
Quotation Document* •
Total Quote Amount* •
Customer Acceptance* | •
Booking Payment Amount* •
Payment Receipt* •
Payment Status* | •
Design Files* •
Customer Design Approval* •
Design Revision Notes | •
Production Payment Amount* •
Payment Confirmation* | •
Final Measurements* •
Material List* •
Measurement Verification* | •
Purchase Orders* •
Supplier Confirmations* | •
Production Status* •
Quality Check Report* •
Production Photos | •
Installation Date* •
Final Payment Amount* •
Final Payment Status* | •
Installation Completion* •
Installation Photos* | •
Inspection Report* •
Customer Sign-off* •
Inspection Result* | •
Customer Feedback Score •
Warranty Certificate* |
| To-dos | • Contact customer to understand requirements • Have customer fill in inquiry form • Schedule site measurement visit | • Visit customer site for measurements • Document site conditions and requirements • Take photos for design reference | • Prepare detailed cost estimate • Create formal quotation document • Present quotation to customer | • Collect 10% booking payment • Issue payment receipt • Confirm project commencement | • Create detailed design based on requirements • Present design to customer for approval • Finalize design with any revisions | • Collect 50% production payment • Issue payment confirmation • Release design for production | • Verify site measurements from drawings • Calculate material dimensions • Prepare material requisition list | • Create purchase orders for materials • Send P.O. to approved suppliers • Track order confirmations | • Manufacture products per specifications • Conduct quality checks • Prepare for delivery and installation | • Contact customer to schedule installation • Request final 40% payment • Confirm payment before installation | • Transport products to site • Complete installation per specifications • Clean up and prepare for inspection | • Inspect completed installation • Final handover to customer • Get customer sign-off | • Send feedback form to customer • Issue warranty certificate • Close project documentation |
Automation Rules
Automation 1: Field Value Alert
If Total Quote Amount greater_than, Then send notification to Sales Representative with message: "High-value project requires management approval"
Automation 2: Custom Automation
If stage_overdue, Then escalate to Production Manager with message: "Production deadline exceeded - immediate attention required"
Workflow Summary
Total Stages
13
Total To-dos
39
Output Fields
35
Automations
2