Enquiry-to-close workflow map
Worked example for a fictional four-site brand rollout. It demonstrates hand-offs and holds; it is not customer work.
Scenario MS-031 · Juniper Dental (fictional). Four sites, twelve sign items and one pilot installation. Dates and responsibilities are illustrative operating inputs, not evidence of product behaviour or a delivered project.
Controlled hand-offs
Owner → output → release| Stage | Owner | Controlled output | Release / exception |
|---|---|---|---|
| Enquiry | Account lead | Four-site brief and contact map | Release when site list is confirmed |
| Survey | Survey coordinator | Pilot survey pack plus variance log | Hold three sites until landlord access is booked |
| Estimate / quote | Estimator | Versioned scope by site | Exclude electrical remedials pending evidence |
| Artwork / proof | Artwork owner | Master artwork v4 and site adaptations | Pilot colour reference must be accepted first |
| Production | Production planner | Pilot batch and item labels | No remaining sites until pilot review closes |
| Installation | Install coordinator | Pilot handover and exception record | Weather/access rebook owned by coordinator |
| Close-out | Job owner | Actuals, completion evidence and open-actions log | Invoice only for accepted completed scope |
Assumptions and unknowns
Decision ownership| Type | Item | Owner | Next decision |
|---|---|---|---|
| Assumption | Pilot dimensions represent the agreed sign family only | Account lead | Do not copy dimensions to other sites |
| Unknown | Landlord approval route at sites 2–4 | Customer contact | Provide written route before survey release |
| Unknown | Existing electrical condition | Install coordinator | Obtain competent-person evidence; keep out of production scope |