From example to agreed scope.
This is an illustrative planning document showing the shape of a Corner Plan. The whole example is not included in a Tiny task install.
| Option | What it covers | Fee |
|---|---|---|
| Fit call | A 20-minute conversation to see whether we can help. | Free |
| Corner Plan | Paid consult (~90 min) and written workflow plan for one corner. | A$200 founding |
| Materials Pack | One named paste-ready pack (board, reminders, copy, checklist, or tool shortlist). | A$99 |
| Premade Install | Named live setup under written scope (tiny task, lead follow-up, booking remind, quote nudge, Xero draft). | A$200–A$700 founding |
| Custom Build | Scoped connected workflow or small internal tool outside the premade list. | From A$800 founding |
The actual fixed quote, scope and GST treatment are confirmed in writing before work. Software and API usage costs are listed separately before agreement.
The example business
Harbour Line Plumbing is an invented owner-operator business with one offsider, working around Sydney's North Shore. Enquiries arrive through a website form and by phone. Quotes are PDFs sent by email; Xero is used after the job.
- Corner in scope
- Enquiry → first reply → quote → deposit ask.
- Delivery
- Delivery and handover agreed in the written scope.
- Outside this plan fee
- Any work not named in the agreed scope, including extra workflows or tool connections.
1. Map the current workflow.
There is no shared board today. Most of the next steps live in the owner's inbox or memory.
Website form / missed call / SMS
↓
Owner's personal inbox + phone
├─ Same day: reply from the van, ad hoc
└─ Busy day: enquiry sits overnight or longer
↓
Site visit booked OR quote drafted in email
↓
Quote PDF emailed; copy lives in Sent
├─ Customer replies → job booked
│ deposit sometimes verbal
└─ Silence → no owned follow-up day
↓
Job done → Xero invoice (unchanged in this plan)
2. Name the bottlenecks.
- One inbox owner, with no shared status field.
- No written reply target for after-hours or on-job days.
- Quotes have no assigned day-3 or day-7 follow-up task.
- The deposit ask is verbal and inconsistent.
- The offsider has no shared view of what needs doing.
- Form submissions have no named next-action row.
- Customer-facing wording is rewritten each time.
3. Decide what stays human.
Keep manual
- Every customer email and SMS.
- Quote content and pricing judgement.
- Deposit exceptions.
- Emergency triage.
- The final say on tone.
Give it some structure
- A shared enquiry board layout.
- Day-3 and day-7 tasks, with a human sending.
- A deposit checklist after a yes.
- A sketch of Gmail labels.
- Owner-approved reply templates.
People still approve and send every customer-facing message in this first version.
4. Use the tools already there.
Start with Gmail and Notion or a Sheet for the board. Keep PDF quotes and leave Xero as it is. The written plan does not add a new SMS sending tool. If email automation comes later, quiet hours and Spam Act requirements belong in that separate scope.
5. Put the next steps in order.
- This week
- A six-column enquiry board, two first-reply drafts marked owner-sends, day-3 and day-7 tasks on quote rows, and one deposit checklist.
- This month
- Show the offsider how to update the board, review the draft wording, and review lost enquiries fortnightly.
- Later, under a separate scope
- Connect form submissions to the board, add reminders if online booking is introduced, and consider Xero draft automation.
What goes on paper.
These fictional drafts show the decisions that can inform a build. Actual documentation and handover follow the agreed scope.
A six-column enquiry board
| New | Replied | Quote sent | Follow-up | Won / deposit | Lost / park |
|---|---|---|---|---|---|
| Form or missed call logged; named owner. | First reply sent by a person. | PDF quote in Sent; link noted. | Day-3 or day-7 task due. | Deposit checklist done. | Reason noted; no chase. |
First reply · owner sends
Hi [Name], thanks for getting in touch with Harbour Line. I am on jobs today and will confirm a time for [tomorrow / Thursday] to look at [brief issue]. If it is urgent (leak / no hot water), reply URGENT and I will call back sooner. Ben / Harbour Line
Day-3 quote nudge · owner sends
Hi [Name], just checking you received the quote for [job] sent on [date]. Happy to adjust scope or timing if something changed. No rush either way. Reply to this email and I will update the file.
Deposit checklist · after a yes
- Confirm scope in one short email.
- Send the deposit amount and payment link or BSB reference.
- Book the start window after the deposit clears.
- Move the board card to Won / deposit.
6. Agree one next step.
A form feeding one internal tracker might qualify as a Tiny task install, depending on its inputs, limits and tools. Connecting capture, ownership, checks and reminders is a broader workflow and needs a Premade Install or Custom Build quote.
We agree the actual work, checks and handover before starting. Later changes are quoted separately. You can also use this fictional example to think through your own process.
7. Keep the boundary clear.
This example is not a quote for the whole workflow. Each project covers one agreed task, connected workflow or small internal tool. Extra workflows, connections and later changes are quoted separately. Software and API usage costs are listed separately before agreement. No monthly retainer or unlimited support is included.
This is a fictional deliverable example. For the actual offer and scope, see how it works.