0:34

In this segment, the speaker outlines a key performance indicator (KPI) that measures the time from a sales closing to a technician’s on‑site measurement, targeting a maximum of four days. To achieve this, the organization re‑engineered its workflow by introducing a digital contract that can be sent instantly from the salesperson’s device, and by establishing an on‑duty scheduler who, before the salesperson leaves the customer’s home, books the technician’s availability and confirms the measurement appointment. These changes streamline the handoff, eliminate delays, and align the process with the four‑day KPI, illustrating how hidden bottlenecks can be identified and removed to protect revenue.

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