SCORE: Business Workflow Systems: How Work Moves from Sale to Invoice

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Many owners do not face a work problem; they face a flow problem. Work gets sold, but something slips between the contract, office, scheduling, production, and invoicing stages. This workshop demonstrates how to map the journey from sale to invoice, ensuring work moves smoothly, handoffs improve, and profit leaks are identified. It focuses on the typical contract-to-work-order-to-invoicing workflow you already use in your system.

 You will learn:

  • Where work usually gets stuck between the sale and the invoice

  • How handoffs between sales, office, and production affect cash flow

  • Why client profiles, work orders, boards, and scheduling must connect

  • How missed details turn into delays, rework, and billing problems

  • How to map one workflow in your own business

  • Which step to fix first when work keeps falling through the cracks

Simple practical steps to get ready:

  • Think of one recent job or project that went sideways after the sale

  • Write down where the confusion happened

  • Bring a simple example of how work currently moves in your business

  • Come ready to spot the first bottleneck, not solve everything at once

Presenter: Domenic Chiarella

Domenic A. Chiarella is an entrepreneur, systems expert, author, and business mentor who has built, managed, and sold four multimillion-dollar companies over forty years. His work focuses on helping business owners grow through leadership, employee development, and practical systems that enhance clarity, accountability, and results. He is the author of Tomato Paste Leadership and the founder of Lead with Systems. Domenic also serves as a SCORE mentor and workshop presenter, where he teaches owners how to build businesses that support profit, people, and life.

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