The full template
Every line, price, and note is yours to change when you use the template in Clientary, and your client's details fill in from their record.
In the editor, the totals add up as you type. Once you send it, your client accepts it online, and it's ready to become an invoice. Edit this template online
Operations Review
A three-week review of how work moves through your operations team, from order to delivery. It ends with a findings report and a workshop where your leadership team agrees on which recommendations to pursue first.
| Diagnose | |
|---|---|
| Leadership and staff interviews (up to 12) | $3,600.00 |
| Process mapping | $2,400.00 |
| Operating and financial data review | $2,000.00 |
| Recommend | |
| Findings report with prioritized recommendations | $1,800.00 |
| Recommendations workshop with leadership | $1,500.00 |
| Total | $11,300.00 |
Notes
This estimate is valid for 30 days. Fees are fixed for the scope described. Travel and other expenses are billed at cost, only with your approval in advance.
If you'd like a 12-month roadmap or support putting the recommendations in place, we're happy to estimate that as well.
How to use this template in Clientary
- Edit it online. Change any line item, price, or note, or add your own. No account needed.
- Preview it as your client will see it. Fill in who it's for and pick a design.
- Start your free trial to send it. Confirm you'll have it reviewed, since templates aren't legal advice, and your estimate is waiting in your new account with your client's details filled in.
- Send it for approval. Your client accepts it online, and you can turn it into an invoice or a project.
Learn more about estimates in Clientary.