Keep human
Technical diagnosis, safety decisions, unusual contracts, complaints and pricing exceptions.
ILLUSTRATIVE EXAMPLE
What an OwnerGap assessment looks like
This abbreviated example uses a fictional plumbing and heating business. It demonstrates the method and format; it is not a real customer result or testimonial.
FICTIONAL BUSINESS
Harbour Heating Services
Scenario: a small owner-led team receives enquiries by phone and email. The owner prepares most quotes, approves purchases and handles complaints. Engineers complete the technical work.
Stated bottleneck: quote preparation and follow-up consume evenings and delay responses.
INDICATIVE POSITION
Assisted, with a clear delegation opportunity
The business has a team and repeatable work, but quoting knowledge and approval still concentrate around the owner. Confidence would remain limited until quote volume, exception frequency and current software were verified.
Delegate
Capturing enquiry details, checking required fields and scheduling routine follow-up.
AI-assist
Drafting a quote summary from approved templates for human review.
Automate later
Low-risk reminders after the quoting process is documented and measured.
FIRST CONTROLLED PILOT
Standardise before automating
Trigger: a complete enquiry for a standard service.
Human checkpoint: the owner or authorised estimator approves every price and scope before sending.
Measure: quote turnaround time, missing information, revisions and exceptions.
Stop condition: pause the pilot if technical scope is unclear, pricing falls outside approved rules or revision rates increase.
30 / 60 / 90 DAYS
Document
Map the standard quote path, required inputs, price authority and exceptions. Establish a baseline.
Pilot
Let an authorised person or tool prepare drafts while preserving human approval.
Decide
Retain, revise or stop based on turnaround, errors and exception evidence.
YOUR BUSINESS
Start with the free three-minute score
Your paid assessment is based on the information you supply and relevant public evidence—not on this fictional scenario.