Enquiry to quote
Capture the request, check the required information, prepare a quote for review and keep follow-up attached to the opportunity.
Business process automation · Melbourne
13Labs builds sales and operations workflows between the tools your business uses. Start with the quote waiting for information, the job stuck in intake or the handover assembled by copying files.
Discuss the workflow you want to fixMelbourne-based. Work directly with Callum on the scope, build and handover.
A useful first project has a trigger, the information it needs, a person responsible for exceptions and an observable finish. These are illustrative workflows we can scope around your business.
Capture the request, check the required information, prepare a quote for review and keep follow-up attached to the opportunity.
Collect documents, identify what is missing and send the complete package to the person doing the work. Stop reminders when the information arrives.
Assemble the agreed documents and status updates, ask the responsible person to approve the package and record what the customer received.
Retrieve the agreed figures, prepare the reporting pack and flag missing records. Keep approval with the person responsible for the result.
Bring a recent example and the tools involved. We identify repeated entry, waiting steps, approvals and exceptions. A workflow that already works well may need no new software.
Define the trigger, records, permitted actions and acceptance checks. Confirm vendor access and specify what staff see when a connection fails. Quote the agreed work before the build.
Test a complete workflow and its exceptions. Hand over account ownership, operating instructions and recovery steps. Agree who maintains the connections and responds to alerts.
Measure processing time, waiting time and rework before and after the change. Faster messages are useful only if the job progresses. Read what an automation handover contains and how to assess automation costs.
These examples describe Callum's work, including work outside 13Labs. Each project page identifies that relationship.
Client work by Callum
Built extensive sales and marketing automation pipelines for a high-ticket adult education business.
Read the project experienceClient project by Callum
Built systems for a construction business to improve the efficiency, speed and quality of its client handover process.
Read the project experienceNo. Rules and integrations handle many status updates, reminders and record transfers. Use AI where interpreting unstructured information or preparing a reviewed draft helps the workflow.
We first check API access, permissions, vendor restrictions and the action required. A supported connection may be practical; some systems need an authorised export or a narrower scope. We establish that before promising a live integration.
The scope depends on the systems, workflow rules, exceptions and handover. We start with the current process and define the acceptance criteria before quoting. Software subscriptions and ongoing support should be identified separately.
The handover identifies account owners, the operating steps, alerts and recovery instructions. We agree who changes the rules and responds to failures. Team training and ongoing support can be scoped where needed.
Tell us what starts the job, which tools it touches and where your team intervenes. We will review the fit and suggest a sensible next step.
Discuss the workflow you want to fixFor workflows that span several teams, see operations automation.