Operating Playbook v1.0 LOCKED Charter

The Value Chain

Four sequential stages turn a stranger into a paid, completed job — with profit protected end-to-end. Every team member fits inside one stage. Every system, document, and KPI maps to one stage. Read left-to-right.

A
Stage A

Business Development

Scope of works · Gerry · Bus.Dev + Sales
Step 1
Meet & Greet

First human contact. Build rapport. Qualify intent.

  • Meet & greet
  • Have a chat
  • Phone call / in-person
A real conversation. Not a sales pitch.
Step 2
Follow-up

"We left you with some information." Send the credibility pack.

  • Capability statement
  • Buyer's guide
  • Referral / Partnership kit / guide
Sent via personalised email within 24 hrs of the meeting.
Systems & tools
Email (gerry@ybmt.com.au)Capability statement PDF (per LOB)Buyer's Guide PDFPartnership kit PDF
KPIs that govern this stage
  • First response time: 4 hrs
  • Follow-up sent: within 24 hrs of meeting
  • Buyer's Guide download = qualified lead signal
B
Stage B

Quoting

Value Chain — Quoting
Step 1
RFQ Capture

The lead asks for a price. Capture, route, and time-stamp.

  • Website RFQ form
  • Landing page submission
  • Verbal referral
All RFQs land in CRM with channel attribution.
Step 2
Quote & Follow-up

Compute the quote, issue it, follow up systematically until decision.

  • Quote computed in Aroflow
    Materials + labour + overhead allocation
  • Follow-up sequence in CRM
    24-hr first follow-up · then cadence
Strike rate target: 50–75% of quotes issued.
Systems & tools
Aroflow (quote computation)CRM (RFQ capture, follow-up cadence)Website RFQ formsCall-tracking number (per region)
KPIs that govern this stage
  • 24-hr quote turnaround
  • 24-hr follow-up after issue
  • 50–75% strike rate
  • ~$200K of quotes per week (Y1)
C
Stage C

Sales Contract

Value Chain → Sales Contract
Step 1
Quote Accepted

Quote converts. Lock the deal in the system immediately.

  • Quote accepted by customer
  • Update Aroflow
  • Status: Quote Won
    Triggers Stage C workflow
No verbal acceptances. Written acceptance = system update.
Step 2
Issue Contract & Invoice

Convert a "Won" status into a legally binding, drawdown-staged contract.

  • Master Builders portal login
  • Prepare Sales Contract
  • Define & detail draw $ amounts + conditions for draws
    Progress payments staged against milestones
  • Issue Sales Contract
  • Issue Sales Invoice
Master Builders contract = QBCC-compliant. Non-negotiable.
Systems & tools
Aroflow (status update + audit trail)Master Builders Association portalAccounts (invoicing)CRM (deal stage)
KPIs that govern this stage
  • Contract issued within 48 hrs of "Won" status
  • Drawdown stages defined before contract issue
  • Sales invoice issued same day as contract
D
Stage D

Job Management

JOB Management value chain
Step 1
Receive & Plan

Take the signed contract and translate it into labour + materials schedule.

  • Receive Sales Contract
  • Plan labour mix · order & scheduling
  • Materials · order & scheduling
Scheduling locks supplier orders and trade availability before work starts.
Step 2
Manage the Margin

Deliver the job protecting GP margin. Every basis point is profit.

  • Manage the GP Margin
    Target: 34% gross margin held end-to-end
  • On scope
    No unpaid variations. Change orders priced.
  • On time
    Schedule held. Customer informed of any slippage.
  • On budget
    Actual cost ≤ quoted cost.
ALWAYS — non-negotiable. Three breaches in a row triggers root-cause review.
Systems & tools
Aroflow (job costing, actuals vs quote)Suppliers (order placement)Trade scheduling (calendar)Site reporting (daily logs)
KPIs that govern this stage
  • GP margin ≥ 34% per job
  • 100% on time (or formally re-baselined)
  • 100% on scope (variations = signed change orders)
  • 100% on budget (no margin leakage)
How the chain protects the JV

Every link defends a different number.

ABD

Defends top-of-funnel volume — without a steady BD rhythm, the funnel starves.

BQuoting

Defends strike rate — without 24-hr turnaround and follow-up, $200K of quotes/wk evaporates.

CContract

Defends cash flow — drawdown-staged contracts mean money lands as milestones, not at the end.

DJob Mgmt

Defends 34% GP margin — the difference between a $5M business and a $500K NP business.

Read this way

If revenue is short, look at A (not enough leads) or B (poor conversion). If revenue is fine but profit is short, look at D (margin leakage). If cash is tight despite winning work, look at C (drawdown stages too back-loaded).

One system, one truth

Aroflow + CRM + Master Builders portal are the spine. Every stage writes to one of these systems — so reporting (Pillar 12) reads the chain end-to-end without spreadsheet acrobatics.