Business Walkthrough Report
Sample. Riverside Bakery is made up, and so are the numbers.
The bakery runs well on the floor. The time goes after close, and the money goes in three places: missed calls, orders written on slips, and deposits nobody chases.
Calls go to voicemail during the morning rush and after 2 PM. About 14 a week; half are custom-order inquiries that don't call back.
Custom orders live on paper slips by the register. Ana retypes them into a spreadsheet each night, about an hour a night.
Deposits are tracked from memory. Two orders last month were baked without a deposit; one was never picked up.
Closing is done well, but nothing records it. When a step is skipped, nobody finds out until the morning.
How we estimated: hours from the shadowed shift and Ana's account of a normal week; dollars from her average custom order ($85) and missed-inquiry rate. Estimates, not promises.
From the shadowed Tuesday. The marked moments are where time or money slipped.
Ana opens and starts the first bake. Yesterday's slips are on the counter.
Morning rush: 3 calls go to voicemail. Nobody can step away from the line.
A walk-in orders a birthday cake. Written on a slip, pinned by the register.
A customer asks if their Saturday order is ready. Five minutes digging through slips.
Ana leaves for a supplier pickup. 2 more calls missed.
Close. Checklist done from memory by Dev.
Ana types the day's slips into a spreadsheet, then checks which orders still need a deposit. Done at 8:05 PM.
Time or money slipped
Today
About 14 calls a week reach voicemail. Custom-order callers usually try another bakery.
The fix
An AI receptionist answers when nobody can, takes the order details, and texts Ana a summary.
Effort for staff: none. Ana reads a text.
Today
Slips by the register, retyped every night. Questions about an order mean digging.
The fix
One order form on the counter tablet. Phone, walk-in and receptionist orders land on one list.
Effort for staff: about 30 seconds per order, instead of a slip.
Today
No list of who has paid. Unpaid orders get baked anyway.
The fix
A deposit box on every order, and a morning alert listing orders due this week without one.
Effort for staff: one tick box.
Today
Closing is usually right, but a missed step (oven off, back door) isn't caught until morning.
The fix
A closing checklist on a phone, timestamped, that alerts Ana if it isn't finished by 6:30 PM.
Effort for staff: the same steps, ticked on a phone.
| When | What happens |
|---|---|
| Week 1 | Set up the AI receptionist on Ana's phone service, and test it with her on real calls. |
| Weeks 2–3 | Build the order app (Google AppSheet) with the order list and deposit alert, on Ana's own Google account. |
| Week 4 | Closing checklist in the same staff app. Ana's one-screen view of the day (Google Looker Studio). |
| Week 5 | Train the team on a real shift. Handover, checked against this plan. |
| 30 days | Fixes for anything that isn't right, at no charge. |
The $1,500 walkthrough comes off this price, so the balance is $2,300. Paid only when everything above is working, within 7 days of handover.
AI receptionist after go-live: $175 a month, plus the phone service in Ana's own name (about $50–$100 a month). Cancel anytime.
If the plan looks right, reply "go" and we'll set a start date. If you'd rather do it yourself, this plan is yours to keep either way.
Mike Coleman · (904) 513-8572 · counterlineops.com