What you get
A plain-English summary of the main issues, suggested improvements and priorities for action. It gives you a clear view of what needs attention without overcomplicating the business.
Main offer
Trade Business Health Check
A practical review for trade business owners who know things could run better, but need a clear starting point.
The Health Check looks at your systems, CRM use, workflows, documents and customer journey. It is designed to show what is working, what is causing friction and what should be improved first.
What is reviewed
A clear look at the parts of the business that create delay, confusion or wasted time.
CRM use and structure How information is captured, how statuses are used and whether the system supports the team.
Job workflows and handovers How work moves between enquiry, office, engineer, completion and follow-up.
Customer communication points Where customers should be updated and where avoidable chasing is happening.
Internal responsibilities Who owns each stage and where tasks are currently falling between people.
Documents, registers and policies Whether key information is organised, current and easy to find.
Reporting and visibility Whether managers can see job status, issues, workload and performance clearly.
Repeat issues and bottlenecks Where mistakes, delays or confusion keep appearing.
Quick improvement opportunities Small changes that can reduce pressure before larger work begins.
Who it suits
Heating, plumbing, electrical, maintenance and service businesses that feel busy but not fully organised. It is especially useful where teams are growing or processes have become inconsistent.
What happens next
You can act on the recommendations yourself or ask TSC to quote for the next stage of support, such as SOPs, CRM changes, process mapping or document control.
How it works
A straightforward review process with no unnecessary complexity.
Discovery
We discuss the business, the main pressure points and the systems currently being used.
Review
TSC reviews the key operational areas and identifies where process, CRM or document improvements would help.
Summary
You receive clear feedback, recommended priorities and sensible next steps for improvement.